What smart money is saying about Airbnb Inc
5 funds in our archive have pitched Airbnb Inc — most recently Artisan Value Equity Strategy in December 2025.
Airbnb, Inc., together with its subsidiaries, operates a platform that enables hosts to offer stays and experiences to guests worldwide. The company's marketplace model connects hosts and guests online or through mobile devices to book spaces and experiences. It primarily offers private rooms, primary homes, or vacation homes. The company was formerly known as AirBed & Breakfast, Inc. and changed its name to Airbnb, Inc. in November 2010. Airbnb, Inc. was founded in 2007 and is headquartered in San Francisco, California.
Fund coverage · 5 theses
- Artisan Value Equity StrategyDecember 2025
Airbnb is a category-leading, asset-light marketplace with a strong brand and moat, robust unit economics and net cash, where conservative expectations offer downside protection and upside optionality.
Read the full thesis - Madison Large Cap FundJune 2025
Airbnb is a leading player in the alternative accommodation market with strong growth potential, an excellent balance sheet, and an attractive investment opportunity due to recent share price declines.
Read the full thesis - Parnassus Value Equity FundDecember 2024
Airbnb is a leading platform for short-term and long-term rentals with strong profitability, innovative growth strategies, and an opportunity for investment amidst travel market fluctuations.
Read the full thesis - Nightview CapitalDecember 2024
Airbnb is uniquely positioned to capitalize on the growing demand for experience-driven travel through its scalable platform, strong financial discipline, and untapped expansion opportunities.
Read the full thesis - Harris US Concentrated StrategyDecember 2024
Airbnb is well-positioned for long-term growth in the attractive global travel market, leveraging strong network effects and management alignment with shareholders to create valuable services.
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