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 |
|---|---|---|---|---|---|---|---|
| WGS | 77,419 | $64.22 | Increased | 29.33% | 0.03% | $4.97M | 2026 Q1 |
| CRS | 12,431 | $394.18 | Increased | 105.06% | 0.03% | $4.9M | 2026 Q1 |
| SEI | 83,675 | $56.5 | Increased | 192.60% | 0.03% | $4.73M | 2026 Q1 |
| BW | 271,492 | $14.69 | Increased | 122.02% | 0.03% | $3.99M | 2026 Q1 |
| FIGR | 105,634 | $33.95 | Increased | 725.07% | 0.02% | $3.59M | 2026 Q1 |
| KRMN | 44,066 | $80.04 | Increased | 582.66% | 0.02% | $3.53M | 2026 Q1 |
| BBIO | 45,934 | $74.26 | Increased | 20.12% | 0.02% | $3.41M | 2026 Q1 |
| PRAX | 10,043 | $322.21 | Buy | 100.00% | 0.02% | $3.24M | 2026 Q1 |
| GH | 34,725 | $92.38 | Increased | 76.56% | 0.02% | $3.21M | 2026 Q1 |
| AEHR | 79,396 | $37.08 | Increased | 163.68% | 0.02% | $2.94M | 2026 Q1 |
| ROAD | 26,329 | $111.13 | Increased | 148.04% | 0.02% | $2.93M | 2026 Q1 |
| AXTI | 49,368 | $56.98 | Increased | 122.23% | 0.02% | $2.81M | 2026 Q1 |
| TIGO | 36,096 | $74.94 | Increased | 104.11% | 0.02% | $2.71M | 2026 Q1 |
| CAAP | 106,069 | $25.29 | Increased | 104.30% | 0.02% | $2.68M | 2026 Q1 |
| W | 35,216 | $75.22 | Increased | 31.12% | 0.02% | $2.65M | 2026 Q1 |
| VCTR | 39,868 | $65.49 | Increased | 257.72% | 0.02% | $2.61M | 2026 Q1 |
| PTGX | 24,337 | $105.4 | Increased | 19.60% | 0.02% | $2.57M | 2026 Q1 |
| SRRK | 51,951 | $49.16 | Increased | 138.72% | 0.02% | $2.55M | 2026 Q1 |
| SITM | 7,101 | $345.3 | Buy | 100.00% | 0.02% | $2.45M | 2026 Q1 |
| JOBY | 294,754 | $8.26 | Increased | 17.87% | 0.02% | $2.43M | 2026 Q1 |
| OPY | 26,954 | $89.19 | Increased | 64.93% | 0.02% | $2.4M | 2026 Q1 |
| VICR | 13,899 | $161.02 | Buy | 100.00% | 0.02% | $2.24M | 2026 Q1 |
| ASTE | 41,172 | $53.85 | Increased | 84.26% | 0.02% | $2.22M | 2026 Q1 |
| PRLB | 37,594 | $57.03 | Increased | 806.32% | 0.01% | $2.14M | 2026 Q1 |
| KTOS | 29,265 | $70.49 | Increased | 48.58% | 0.01% | $2.06M | 2026 Q1 |