Polen Capital Management – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Polen Capital Management during the 2026 Q1 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 | 7,269,453 | $104.55 | Increased | 27.97% | 5.24% | $760.02M | 2026 Q1 |
| CSGP | 12,570,368 | $40.34 | Increased | 157.01% | 3.50% | $507.09M | 2026 Q1 |
| META | 476,663 | $572.13 | Buy | 100.00% | 1.88% | $272.71M | 2026 Q1 |
| LRCX | 1,054,495 | $213.66 | Buy | 100.00% | 1.55% | $225.3M | 2026 Q1 |
| ROL | 2,177,678 | $53.41 | Buy | 100.00% | 0.80% | $116.31M | 2026 Q1 |
| SPOT | 107,429 | $484.91 | Increased | 49.92% | 0.36% | $52.09M | 2026 Q1 |
| ASML | 16,072 | $1320.87 | Increased | 43.56% | 0.15% | $21.23M | 2026 Q1 |
| NU | 1,217,238 | $14.37 | Increased | 5.13% | 0.12% | $17.49M | 2026 Q1 |
| BELFB | 43,339 | $197.97 | Increased | 92.43% | 0.06% | $8.58M | 2026 Q1 |
| CECO | 143,231 | $59.58 | Increased | 105.28% | 0.06% | $8.53M | 2026 Q1 |
| DOCN | 96,206 | $85.78 | Buy | 100.00% | 0.06% | $8.25M | 2026 Q1 |
| BWXT | 38,123 | $204.5 | Increased | 17.93% | 0.05% | $7.8M | 2026 Q1 |
| VSEC | 42,040 | $184.4 | Increased | 22.24% | 0.05% | $7.75M | 2026 Q1 |
| AMPX | 422,145 | $16.86 | Increased | 46.43% | 0.05% | $7.12M | 2026 Q1 |
| YOU | 145,900 | $48.41 | Increased | 271.01% | 0.05% | $7.06M | 2026 Q1 |
| FSLY | 238,518 | $29.06 | Buy | 100.00% | 0.05% | $6.93M | 2026 Q1 |
| MOD | 29,042 | $216.72 | Increased | 102.96% | 0.04% | $6.29M | 2026 Q1 |
| PL | 213,914 | $27.95 | Increased | 91.79% | 0.04% | $5.98M | 2026 Q1 |
| BKD | 420,374 | $13.68 | Increased | 109.57% | 0.04% | $5.75M | 2026 Q1 |
| IESC | 11,953 | $476.45 | Increased | 9.25% | 0.04% | $5.7M | 2026 Q1 |
| SPHR | 48,293 | $117.41 | Increased | 102.67% | 0.04% | $5.67M | 2026 Q1 |
| MCHI | 96,813 | $56.18 | Buy | 100.00% | 0.04% | $5.44M | 2026 Q1 |
| EWT | 72,894 | $70.92 | Buy | 100.00% | 0.04% | $5.17M | 2026 Q1 |
| LASR | 89,791 | $57.02 | Increased | 45.71% | 0.04% | $5.12M | 2026 Q1 |
| AZN | 26,046 | $196.54 | Buy | 100.00% | 0.04% | $5.12M | 2026 Q1 |