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 |
|---|---|---|---|---|---|---|---|
| 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 |