Tapasya Fund Sold Airbnb (ABNB) in 2024

14 hours ago 2

Soumya Eswaran

Fri, January 9, 2026 astatine 7:44 AM CST 3 min read

Tapasya Fund, an concern absorption company, released its 4th fourth 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The steadfast celebrated its 3rd day successful August 2025 and is blessed with the fund’s performance. In 2025, the money performed good and achieved beardown implicit returns, outpacing the S&P 500 and respective different marketplace indices. The twelvemonth was marked by notable developments, particularly related to tariffs, which led to important fluctuations successful the market. There was a swift correction successful April, followed by a robust rebound. The taxable Artificial Intelligence (AI) has played a important relation successful supporting the marketplace done times of volatility to scope caller peaks, reaching implicit 38 caller all-time highs this year. Against this backdrop, the money returned 23.5% (net) successful 2025 compared to a 17.9% instrumentality for the S&P 500 Index (with Dividends). The firm's extremity is to debar immoderate sector-specific bubble bursts, reducing the effect connected the portfolio beyond wide marketplace downturns. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Tapasya Fund highlighted stocks specified arsenic Airbnb, Inc. (NASDAQ:ABNB). Headquartered successful San Francisco, California, Airbnb, Inc. (NASDAQ:ABNB) operates a level that connects hosts and guests. The one-month instrumentality of Airbnb, Inc. (NASDAQ:ABNB) was 8.00%, and its shares gained 6.97% of their worth implicit the past 52 weeks. On January 8, 2026, Airbnb, Inc. (NASDAQ:ABNB) banal closed astatine $138.66 per share, with a marketplace capitalization of $84.893 billion.

Tapasya Fund stated the pursuing regarding Airbnb, Inc. (NASDAQ:ABNB) successful its 4th fourth 2025 capitalist letter:

"Airbnb, Inc. (NASDAQ:ABNB): Context: Our household often uses ABNB, and we are fans of the service. However, the banal had been stagnant for respective years. • Reason for Sale: Similar to HHH, the superior crushed for selling was accidental outgo to redeploy superior for perchance higher returns. • Outcome: We exited astatine a tiny profit. The banal has moved sideways since the sale."

Airbnb Inc (ABNB) Comes From An "Era" Of Winners, Says Jim Cramer

Airbnb Inc (ABNB) Comes From An "Era" Of Winners, Says Jim Cramer

Airbnb, Inc. (NASDAQ:ABNB) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 71 hedge money portfolios held Airbnb, Inc. (NASDAQ:ABNB) astatine the extremity of the 3rd quarter, which was 79 successful the erstwhile quarter. Airbnb, Inc. (NASDAQ:ABNB) reported revenue of $4.1 cardinal successful the 3rd 4th of 2025, marking an summation of 10% year-over-year. While we admit the imaginable of Airbnb, Inc. (NASDAQ:ABNB) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.


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