Polen Capital acquired 10.7 Million Airbnb shares worth $1.57 Billion. That's 3.71% of their equity portfolio (11th largest holding). The investor owns 1.66% of the outstanding Airbnb stock. The first Airbnb trade was made in Q3 2021. Since then Polen Capital bought shares four more times and sold shares on six occasions. The investor's estimated purchase price is $1.66 Billion, resulting in a loss of 5.4%.
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