POLEN CAPITAL MANAGEMENT LLC

Position in ABNB — Airbnb, Inc.

CIK 1034524 Boca Raton, FL

Position in ABNB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$236,098,400

-$51,030,371 QoQ

Shares Held

1,649,884

-27.4% QoQ

Ownership

0.276%

of shares outstanding

% of Portfolio

2.05%

of 13F equity value

Holder Rank

#46

of 1,299 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $240,462,719 across 3 Travel Services names. ABNB ranks #1 (98.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABNB	Airbnb, Inc. This page	1,649,884	$236,098,400
2	LIND	Lindblad Expeditions Holdings, Inc.	114,915	$3,245,199
3	PRSU	Pursuit Attractions & Hospitality, Inc.	19,995	$1,119,120

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,098,400	1,649,884	-27.4%	Shares	Sole	2026-08-04
2026-03-31	$287,128,771	2,273,747	-25.0%	Shares	Sole	2026-05-14
2025-12-31	$411,330,675	3,030,730	-23.7%	Shares	Sole	2026-02-12
2025-09-30	$482,592,410	3,974,571	-46.0%	Shares	Sole	2025-11-12
2025-06-30	$973,258,533	7,354,228	-4.8%	Shares	Sole	2025-08-13
2025-03-31	$923,020,113	7,726,604	-6.0%	Shares	Sole	2025-05-12
2024-12-31	$1,079,784,668	8,216,914	-10.5%	Shares	Sole	2025-02-10
2024-09-30	$1,164,443,477	9,182,584	-9.7%	Shares	Sole	2025-02-10
2024-06-30	$1,542,602,346	10,173,464	-5.2%	Shares	Sole	2024-08-12
2024-03-31	$1,769,979,889	10,729,752	+1.6%	Shares	Sole	2024-05-10
2023-12-31	$1,437,892,709	10,561,868	-4.6%	Shares	Sole	2024-05-10
2023-09-30	$1,519,060,691	11,071,064	-4.2%	Shares	Sole	2023-11-13
2023-06-30	$1,480,823,438	11,554,490	-2.9%	Shares	Sole	2023-08-11
2023-03-31	$1,480,678,215	11,902,558	+0.6%	Shares	Sole	2023-05-11
2022-12-31	$1,011,316,828	11,828,267	-6.8%	Shares	Sole	2023-02-13
2022-09-30	$1,332,472,105	12,685,378	-1.0%	Shares	Sole	2022-11-04
2022-06-30	$1,141,239,333	12,811,398	-1.1%	Shares	Sole	2022-08-10
2022-03-31	$2,224,897,454	12,953,525	+30.5%	Shares	Sole	2022-05-12
2021-12-31	$1,652,210,631	9,923,783	+4.1%	Shares	Sole	2022-02-11
2021-09-30	$1,599,368,256	9,534,237	—	Shares	Sole	2021-11-10
No filing history on record for this holder in this stock.