Polen Capital Management – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by Polen Capital Management during the 2025 Q4 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 |
|---|---|---|---|---|---|---|---|
| NOW | 5,680,788 | $153.19 | Increased | 1.07% | 3.72% | $870.24M | 2025 Q4 |
| ISRG | 842,618 | $566.36 | Buy | 100.00% | 2.04% | $477.23M | 2025 Q4 |
| IWF | 776,086 | $473.3 | Increased | 240.61% | 1.57% | $367.32M | 2025 Q4 |
| ACWI | 610,133 | $141.49 | Increased | 220.37% | 0.37% | $86.33M | 2025 Q4 |
| TSM | 200,593 | $303.89 | Increased | 13.29% | 0.26% | $60.96M | 2025 Q4 |
| SPOT | 71,658 | $580.7 | Increased | 547.02% | 0.18% | $41.61M | 2025 Q4 |
| VUG | 33,124 | $487.86 | Increased | 184.94% | 0.07% | $16.16M | 2025 Q4 |
| IVV | 13,669 | $684.91 | Buy | 100.00% | 0.04% | $9.36M | 2025 Q4 |
| ACWX | 126,761 | $67.13 | Increased | 105.74% | 0.04% | $8.51M | 2025 Q4 |
| ADPT | 325,767 | $16.24 | Increased | 11.87% | 0.02% | $5.29M | 2025 Q4 |
| VT | 33,592 | $141.05 | Increased | 632.49% | 0.02% | $4.74M | 2025 Q4 |
| SPY | 6,717 | $682 | Increased | 167.93% | 0.02% | $4.58M | 2025 Q4 |
| CECO | 69,775 | $59.85 | Increased | 15.86% | 0.02% | $4.18M | 2025 Q4 |
| BELFB | 22,522 | $169.61 | Increased | 15.27% | 0.02% | $3.82M | 2025 Q4 |
| BBIO | 38,241 | $76.49 | Increased | 5.74% | 0.01% | $2.93M | 2025 Q4 |
| REAL | 175,088 | $15.78 | Increased | 142.88% | 0.01% | $2.76M | 2025 Q4 |
| HURN | 15,086 | $172.94 | Increased | 46.49% | 0.01% | $2.61M | 2025 Q4 |
| LASR | 61,624 | $37.52 | Increased | 18.92% | 0.01% | $2.31M | 2025 Q4 |
| SPHR | 23,828 | $95.1 | Buy | 100.00% | 0.01% | $2.27M | 2025 Q4 |
| PL | 111,538 | $19.72 | Buy | 100.00% | 0.01% | $2.2M | 2025 Q4 |
| BKD | 200,588 | $10.79 | Increased | 20.22% | 0.01% | $2.16M | 2025 Q4 |
| ATEC | 95,761 | $21.04 | Increased | 85.22% | 0.01% | $2.01M | 2025 Q4 |
| GH | 19,667 | $102.15 | Increased | 13.87% | 0.01% | $2.01M | 2025 Q4 |
| VTI | 5,677 | $335.21 | Buy | 100.00% | 0.01% | $1.9M | 2025 Q4 |
| MIR | 79,419 | $23.42 | Increased | 4.34% | 0.01% | $1.86M | 2025 Q4 |