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 |
|---|---|---|---|---|---|---|---|
| BFLY | 472,971 | $3.8 | Buy | 100.00% | 0.01% | $1.8M | 2025 Q4 |
| PTGX | 20,349 | $87.33 | Increased | 0.12% | 0.01% | $1.78M | 2025 Q4 |
| RDVT | 30,328 | $56.94 | Increased | 0.31% | 0.01% | $1.73M | 2025 Q4 |
| IRS | 102,911 | $16.54 | Increased | 7.98% | 0.01% | $1.7M | 2025 Q4 |
| YOU | 39,325 | $35.09 | Increased | 36.21% | 0.01% | $1.38M | 2025 Q4 |
| CAAP | 51,919 | $26 | Increased | 18.94% | 0.01% | $1.35M | 2025 Q4 |
| XMTR | 22,321 | $59.45 | Increased | 169.25% | 0.01% | $1.33M | 2025 Q4 |
| TMDX | 10,828 | $121.63 | Increased | 90.30% | 0.01% | $1.32M | 2025 Q4 |
| SEI | 28,597 | $45.98 | Buy | 100.00% | 0.01% | $1.31M | 2025 Q4 |
| ERO | 45,544 | $28.28 | Buy | 100.00% | 0.01% | $1.29M | 2025 Q4 |
| ESTA | 17,475 | $72.9 | Buy | 100.00% | 0.01% | $1.27M | 2025 Q4 |
| LQDA | 33,538 | $34.5 | Buy | 100.00% | 0.00% | $1.16M | 2025 Q4 |
| KOD | 41,340 | $27.96 | Increased | 91.68% | 0.00% | $1.16M | 2025 Q4 |
| GGAL | 21,373 | $53.95 | Buy | 100.00% | 0.00% | $1.15M | 2025 Q4 |
| AORT | 25,259 | $45.61 | Buy | 100.00% | 0.00% | $1.15M | 2025 Q4 |
| RKLB | 15,324 | $69.76 | Buy | 100.00% | 0.00% | $1.07M | 2025 Q4 |
| MIRM | 13,360 | $78.97 | Increased | 0.16% | 0.00% | $1.06M | 2025 Q4 |
| ASTE | 22,344 | $43.32 | Increased | 23.39% | 0.00% | $967.94K | 2025 Q4 |
| AX | 10,986 | $86.2 | Increased | 19.69% | 0.00% | $946.99K | 2025 Q4 |
| KURA | 90,847 | $10.39 | Buy | 100.00% | 0.00% | $943.9K | 2025 Q4 |
| BW | 122,280 | $6.34 | Buy | 100.00% | 0.00% | $775.26K | 2025 Q4 |
| CPF | 22,150 | $31.15 | Increased | 28.50% | 0.00% | $689.97K | 2025 Q4 |
| IHRT | 155,516 | $4.16 | Increased | 9.74% | 0.00% | $646.95K | 2025 Q4 |
| NUVL | 6,359 | $100.64 | Buy | 100.00% | 0.00% | $639.97K | 2025 Q4 |
| FROG | 9,884 | $62.42 | Buy | 100.00% | 0.00% | $616.96K | 2025 Q4 |