Polen Capital Management – Largest Buy Additions (2025 Q3)
A detailed view of the stocks most significantly increased by Polen Capital Management during the 2025 Q3 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| AVGO | 4,485,854 | $329.91 | Buy | 100.00% | 4.80% | $1.48B | 2025 Q3 |
| NVDA | 6,297,034 | $186.58 | Increased | 36850.09% | 3.81% | $1.17B | 2025 Q3 |
| BSX | 5,598,286 | $97.63 | Buy | 100.00% | 1.77% | $546.56M | 2025 Q3 |
| SNPS | 1,044,800 | $493.39 | Buy | 100.00% | 1.67% | $515.49M | 2025 Q3 |
| INTU | 661,727 | $682.91 | Buy | 100.00% | 1.47% | $451.9M | 2025 Q3 |
| UBER | 4,570,653 | $97.97 | Increased | 24571.56% | 1.45% | $447.79M | 2025 Q3 |
| IWF | 227,851 | $468.41 | Increased | 0.99% | 0.35% | $106.73M | 2025 Q3 |
| TSM | 177,059 | $279.29 | Buy | 100.00% | 0.16% | $49.45M | 2025 Q3 |
| ACWI | 190,449 | $138.24 | Increased | 115.06% | 0.09% | $26.33M | 2025 Q3 |
| MNDY | 125,811 | $193.69 | Increased | 28.94% | 0.08% | $24.37M | 2025 Q3 |
| HYG | 200,000 | $81.19 | Buy | 100.00% | 0.05% | $16.24M | 2025 Q3 |
| BE | 131,390 | $84.57 | Increased | 92.33% | 0.04% | $11.11M | 2025 Q3 |
| DLO | 699,379 | $14.28 | Increased | 15.43% | 0.03% | $9.99M | 2025 Q3 |
| RSP | 44,774 | $189.71 | Buy | 100.00% | 0.03% | $8.49M | 2025 Q3 |
| VIST | 210,976 | $34.4 | Increased | 1400.33% | 0.02% | $7.26M | 2025 Q3 |
| METC | 182,332 | $33.19 | Increased | 193.11% | 0.02% | $6.05M | 2025 Q3 |
| MOD | 32,523 | $142.15 | Increased | 67.94% | 0.02% | $4.62M | 2025 Q3 |
| ADPT | 291,197 | $14.96 | Increased | 104.70% | 0.01% | $4.36M | 2025 Q3 |
| ACWX | 61,612 | $65 | Increased | 179.01% | 0.01% | $4M | 2025 Q3 |
| AAPL | 15,355 | $254.64 | Increased | 80.10% | 0.01% | $3.91M | 2025 Q3 |
| TSLA | 8,590 | $444.7 | Increased | 27.79% | 0.01% | $3.82M | 2025 Q3 |
| PRCH | 217,423 | $16.78 | Increased | 61.03% | 0.01% | $3.65M | 2025 Q3 |
| AMPX | 339,427 | $10.52 | Buy | 100.00% | 0.01% | $3.57M | 2025 Q3 |
| HCI | 18,168 | $191.93 | Increased | 30.03% | 0.01% | $3.49M | 2025 Q3 |
| QQEW | 22,529 | $141.11 | Buy | 100.00% | 0.01% | $3.18M | 2025 Q3 |
| CECO | 60,223 | $51.19 | Increased | 228.78% | 0.01% | $3.08M | 2025 Q3 |
| PTON | 324,372 | $9 | Increased | 51.32% | 0.01% | $2.92M | 2025 Q3 |
| AMSC | 47,291 | $59.4 | Increased | 0.15% | 0.01% | $2.81M | 2025 Q3 |
| W | 29,861 | $89.31 | Increased | 72.75% | 0.01% | $2.67M | 2025 Q3 |
| VO | 8,690 | $293.79 | Buy | 100.00% | 0.01% | $2.55M | 2025 Q3 |
| FSLR | 11,214 | $220.53 | Buy | 100.00% | 0.01% | $2.47M | 2025 Q3 |
| ATRO | 53,993 | $45.62 | Increased | 8.44% | 0.01% | $2.46M | 2025 Q3 |
| AFRM | 33,096 | $73.09 | Increased | 10.22% | 0.01% | $2.42M | 2025 Q3 |
| IE | 188,274 | $12.55 | Increased | 64.37% | 0.01% | $2.36M | 2025 Q3 |
| CORT | 28,363 | $83.1 | Increased | 31.46% | 0.01% | $2.36M | 2025 Q3 |
| PGY | 75,870 | $29.7 | Increased | 120.02% | 0.01% | $2.25M | 2025 Q3 |
| ASPI | 232,913 | $9.62 | Increased | 32.99% | 0.01% | $2.24M | 2025 Q3 |
| IRMD | 28,459 | $71.15 | Increased | 14.34% | 0.01% | $2.02M | 2025 Q3 |
| HHH | 23,823 | $82.19 | Buy | 100.00% | 0.01% | $1.96M | 2025 Q3 |
| BBIO | 36,164 | $51.93 | Increased | 1.44% | 0.01% | $1.88M | 2025 Q3 |
| MIR | 76,119 | $23.27 | Increased | 33.01% | 0.01% | $1.77M | 2025 Q3 |
| LRN | 11,233 | $148.94 | Increased | 19.25% | 0.01% | $1.67M | 2025 Q3 |
| BBSI | 36,833 | $44.31 | Increased | 22.19% | 0.01% | $1.63M | 2025 Q3 |
| RDVT | 30,233 | $52.26 | Increased | 11.68% | 0.01% | $1.58M | 2025 Q3 |
| LASR | 51,818 | $29.62 | Increased | 70.31% | 0.00% | $1.53M | 2025 Q3 |
| LMB | 15,740 | $97.14 | Increased | 0.15% | 0.00% | $1.53M | 2025 Q3 |
| RHLD | 20,915 | $72.15 | Increased | 45.88% | 0.00% | $1.51M | 2025 Q3 |
| BKD | 166,855 | $8.47 | Increased | 98.61% | 0.00% | $1.41M | 2025 Q3 |
| CEG | 4,199 | $329.13 | Increased | 4.71% | 0.00% | $1.38M | 2025 Q3 |
| ABCL | 269,248 | $5.03 | Buy | 100.00% | 0.00% | $1.35M | 2025 Q3 |