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Airbnb

Sector Consumer Discretionary

10 letters mention Airbnb, from 7 managers.

• Q4 2025 Hayden Capital · Q4 2025 letter ↗ Fred Liu · mentioned once
• H2 2023 Saga Partners · H2 2023 letter ↗ Joe Frankenfield · mentioned once
• Q3 2022 1 Main Capital · Q3 2022 letter ↗ Yaron Naymark · mentioned once
• Q3 2021 Hayden Capital · Q3 2021 letter ↗ Fred Liu · mentioned once
• Q2 2021 Wedgewood Partners · Q2 2021 letter ↗ David Rolfe · mentioned once
• Q1 2021 Wedgewood Partners · Q1 2021 letter ↗ David Rolfe · mentioned 4 times
• Q1 2021 Greenhaven Road Capital · Q1 2021 letter ↗ Scott Miller · mentioned 2 times
• Q4 2019 Horos Asset Management · Q4 2019 letter ↗ Javier Ruiz · mentioned 3 times
• 2017 Fundsmith · Annual letter ↗ Terry Smith · mentioned once
• Q2 2016 Hayden Capital · Q2 2016 letter ↗ Fred Liu · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.