Cambiar Investors’s Airbnb ABNB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$56.5M	Buy	427,025 +102,555	+32%	+$13.6M	2.38%	9
2025 Q1	$38.8M	Buy	324,470 +43,529	+15%	+$5.2M	1.64%	25
2024 Q4	$36.9M	Buy	+280,941	New	+$36.9M	1.46%	32