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 |
|---|---|---|---|---|---|---|---|
| PTGX | 20,325 | $66.42 | Increased | 27.04% | 0.00% | $1.35M | 2025 Q3 |
| PCT | 92,364 | $13.15 | Increased | 1.16% | 0.00% | $1.21M | 2025 Q3 |
| ESQ | 11,709 | $102.06 | Increased | 0.15% | 0.00% | $1.2M | 2025 Q3 |
| LQDT | 40,688 | $27.43 | Increased | 0.15% | 0.00% | $1.12M | 2025 Q3 |
| PLPC | 5,660 | $196.11 | Increased | 0.14% | 0.00% | $1.11M | 2025 Q3 |
| MRUS | 11,460 | $94.15 | Increased | 96.43% | 0.00% | $1.08M | 2025 Q3 |
| GH | 17,271 | $62.47 | Increased | 69.61% | 0.00% | $1.08M | 2025 Q3 |
| ARLO | 60,486 | $16.95 | Increased | 22.96% | 0.00% | $1.03M | 2025 Q3 |
| PBI | 88,476 | $11.42 | Increased | 29.69% | 0.00% | $1.01M | 2025 Q3 |
| ASTE | 18,108 | $48.16 | Increased | 65.28% | 0.00% | $872.08K | 2025 Q3 |
| ELF | 6,478 | $132.45 | Increased | 67.65% | 0.00% | $858.01K | 2025 Q3 |
| AX | 9,179 | $84.65 | Buy | 100.00% | 0.00% | $777K | 2025 Q3 |
| REAL | 72,088 | $10.63 | Buy | 100.00% | 0.00% | $766.3K | 2025 Q3 |
| ATEC | 51,700 | $14.55 | Increased | 51.20% | 0.00% | $752.24K | 2025 Q3 |
| PG | 4,850 | $153.61 | Buy | 100.00% | 0.00% | $745.01K | 2025 Q3 |
| AEHR | 23,308 | $30.12 | Increased | 10.99% | 0.00% | $702.04K | 2025 Q3 |
| KO | 10,490 | $66.35 | Buy | 100.00% | 0.00% | $696.01K | 2025 Q3 |
| OPFI | 60,986 | $11.33 | Increased | 0.35% | 0.00% | $690.97K | 2025 Q3 |
| ADT | 78,137 | $8.72 | Increased | 7.15% | 0.00% | $681.35K | 2025 Q3 |
| PEP | 4,528 | $140.46 | Buy | 100.00% | 0.00% | $636K | 2025 Q3 |
| CHEF | 9,493 | $58.36 | Buy | 100.00% | 0.00% | $554.01K | 2025 Q3 |
| AYI | 1,603 | $344.35 | Increased | 4.09% | 0.00% | $551.99K | 2025 Q3 |
| ASND | 2,766 | $198.84 | Increased | 1.73% | 0.00% | $549.99K | 2025 Q3 |
| NSSC | 12,567 | $42.97 | Buy | 100.00% | 0.00% | $540K | 2025 Q3 |
| DOCS | 7,211 | $73.08 | Increased | 21.91% | 0.00% | $526.98K | 2025 Q3 |