Polen Capital Management’s Airbnb ABNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973M | Sell |
7,354,228
-372,376
| -5% | -$49.3M | 2.99% | 16 |
|
|
2025
Q1 | $923M | Sell |
7,726,604
-490,310
| -6% | -$58.6M | 2.9% | 16 |
|
|
2024
Q4 | $1.08B | Sell |
8,216,914
-965,670
| -11% | -$127M | 2.92% | 18 |
|
|
2024
Q3 | $1.16B | Sell |
9,182,584
-990,880
| -10% | -$126M | 3.01% | 19 |
|
|
2024
Q2 | $1.54B | Sell |
10,173,464
-556,288
| -5% | -$84.3M | 3.87% | 10 |
|
|
2024
Q1 | $1.77B | Buy |
10,729,752
+167,884
| +2% | +$27.7M | 4.09% | 11 |
|
|
2023
Q4 | $1.44B | Sell |
10,561,868
-509,196
| -5% | -$69.3M | 3.47% | 12 |
|
|
2023
Q3 | $1.52B | Sell |
11,071,064
-483,426
| -4% | -$66.3M | 3.99% | 11 |
|
|
2023
Q2 | $1.48B | Sell |
11,554,490
-348,068
| -3% | -$44.6M | 3.67% | 12 |
|
|
2023
Q1 | $1.48B | Buy |
11,902,558
+74,291
| +0.6% | +$9.24M | 3.9% | 12 |
|
|
2022
Q4 | $1.01B | Sell |
11,828,267
-857,111
| -7% | -$73.3M | 2.95% | 16 |
|
|
2022
Q3 | $1.33B | Sell |
12,685,378
-126,020
| -1% | -$13.2M | 3.73% | 15 |
|
|
2022
Q2 | $1.14B | Sell |
12,811,398
-142,127
| -1% | -$12.7M | 3.01% | 14 |
|
|
2022
Q1 | $2.22B | Buy |
12,953,525
+3,029,742
| +31% | +$520M | 4.34% | 9 |
|
|
2021
Q4 | $1.65B | Buy |
9,923,783
+389,546
| +4% | +$64.9M | 2.78% | 16 |
|
|
2021
Q3 | $1.6B | Buy |
+9,534,237
| New | +$1.6B | 2.94% | 15 |
|