Polen Capital Management
ABNB icon

Polen Capital Management’s Airbnb ABNB Stock Holding History

Polen Capital Management’s Portfolio ABNB Stock Details ABNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$236M Sell
1,649,884
-623,863
-27% -$85.1M 2.03% 19
2026
Q1 		$287M Sell
2,273,747
-756,983
-25% -$98.4M 1.99% 18
2025
Q4 		$411M Sell
3,030,730
-943,841
-24% -$118M 1.76% 21
2025
Q3 		$483M Sell
3,974,571
-3,379,657
-46% -$437M 1.57% 25
2025
Q2 		$973M Sell
7,354,228
-372,376
-5% -$47.2M 2.99% 16
2025
Q1 		$923M Sell
7,726,604
-490,310
-6% -$65.7M 2.9% 16
2024
Q4 		$1.08B Sell
8,216,914
-965,670
-11% -$130M 2.92% 18
2024
Q3 		$1.16B Sell
9,182,584
-990,880
-10% -$128M 3.01% 19
2024
Q2 		$1.54B Sell
10,173,464
-556,288
-5% -$85M 3.87% 10
2024
Q1 		$1.77B Buy
10,729,752
+167,884
+2% +$25.4M 4.09% 11
2023
Q4 		$1.44B Sell
10,561,868
-509,196
-5% -$65.7M 3.47% 12
2023
Q3 		$1.52B Sell
11,071,064
-483,426
-4% -$66.7M 3.99% 11
2023
Q2 		$1.48B Sell
11,554,490
-348,068
-3% -$40.7M 3.67% 12
2023
Q1 		$1.48B Buy
11,902,558
+74,291
+0.6% +$8.48M 3.9% 12
2022
Q4 		$1.01B Sell
11,828,267
-857,111
-7% -$86.6M 2.95% 16
2022
Q3 		$1.33B Sell
12,685,378
-126,020
-1% -$14M 3.73% 15
2022
Q2 		$1.14B Sell
12,811,398
-142,127
-1% -$18.5M 3.01% 14
2022
Q1 		$2.22B Buy
12,953,525
+3,029,742
+31% +$483M 4.34% 9
2021
Q4 		$1.65B Buy
9,923,783
+389,546
+4% +$68.6M 2.78% 16
2021
Q3 		$1.6B Buy
+9,534,237
New +$1.46B 2.94% 15

Other funds holding ABNB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Polen Capital Management's ABNB Position: Q2 2026 in Review

Polen Capital Management reduced its Airbnb (ABNB) stake by 27% in Q2 2026, selling an estimated $85.1M and leaving 1,649,884 shares worth $236M. The position accounts for 2.03% of the portfolio, ranked #19.

Polen Capital Management first reported a position in ABNB in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.22B in Q1 2022. 1,298 funds tracked by Wall St. Rank hold ABNB as of Q2 2026.

  • Polen Capital Management held 1,649,884 shares of Airbnb worth $236M as of Q2 2026.
  • Polen Capital Management sold 623,863 Airbnb shares in Q2 2026, an estimated $85.1M.
  • Airbnb made up 2.03% of Polen Capital Management's portfolio in Q2 2026, its #19 holding.
  • Polen Capital Management first reported a position in Airbnb in Q3 2021 and has held it in 20 quarters since.
  • Polen Capital Management's Airbnb position peaked at $2.22B in Q1 2022.
  • 1,298 funds tracked by Wall St. Rank held Airbnb as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.