Tapasya Fund Sold Airbnb (ABNB) in 2024

Core Insights - Tapasya Fund achieved a net return of 23.5% in 2025, outperforming the S&P 500's return of 17.9% [1] - The fund's performance was bolstered by developments in tariffs and the influence of Artificial Intelligence (AI), which helped the market reach over 38 new all-time highs [1] - The fund aims to mitigate sector-specific risks to avoid significant impacts on the portfolio during market downturns [1] Company Insights: Airbnb, Inc. (NASDAQ:ABNB) - Airbnb, Inc. reported a revenue of $4.1 billion in Q3 2025, reflecting a year-over-year increase of 10% [4] - The stock had a one-month return of 8.00% and a 52-week gain of 6.97%, with a closing price of $138.66 per share on January 8, 2026, and a market capitalization of $84.893 billion [2] - Tapasya Fund sold its position in Airbnb, citing opportunity cost for redeploying capital into potentially higher-return investments, exiting at a small profit [3]