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 |
|---|---|---|---|---|---|---|---|
| CYTK | 9,584 | $63.54 | Buy | 100.00% | 0.00% | $608.97K | 2025 Q4 |
| AEHR | 30,111 | $20.19 | Increased | 29.19% | 0.00% | $607.94K | 2025 Q4 |
| FIGS | 48,828 | $11.37 | Buy | 100.00% | 0.00% | $555.17K | 2025 Q4 |
| APEI | 14,117 | $37.83 | Buy | 100.00% | 0.00% | $534.05K | 2025 Q4 |
| CSIQ | 22,223 | $23.76 | Buy | 100.00% | 0.00% | $528.02K | 2025 Q4 |
| FIGR | 12,803 | $40.85 | Buy | 100.00% | 0.00% | $523K | 2025 Q4 |
| KRMN | 6,455 | $73.12 | Buy | 100.00% | 0.00% | $471.99K | 2025 Q4 |
| CELC | 4,660 | $99.79 | Buy | 100.00% | 0.00% | $465.02K | 2025 Q4 |
| HQY | 4,980 | $91.57 | Buy | 100.00% | 0.00% | $456.02K | 2025 Q4 |
| MAMA | 32,989 | $13.49 | Buy | 100.00% | 0.00% | $445.02K | 2025 Q4 |
| DNLI | 26,900 | $16.51 | Buy | 100.00% | 0.00% | $444.12K | 2025 Q4 |
| ESPR | 116,292 | $3.7 | Buy | 100.00% | 0.00% | $430.28K | 2025 Q4 |
| LUXE | 50,258 | $8.36 | Increased | 64.76% | 0.00% | $420.16K | 2025 Q4 |
| MESO | 23,005 | $18.04 | Buy | 100.00% | 0.00% | $415.01K | 2025 Q4 |
| NMRK | 23,619 | $17.36 | Increased | 113.15% | 0.00% | $410.03K | 2025 Q4 |
| AVAV | 1,689 | $242.16 | Increased | 48.81% | 0.00% | $409.01K | 2025 Q4 |
| GRBK | 6,526 | $62.67 | Buy | 100.00% | 0.00% | $408.98K | 2025 Q4 |
| PSNL | 50,705 | $7.97 | Buy | 100.00% | 0.00% | $404.12K | 2025 Q4 |
| GHM | 6,217 | $64.18 | Buy | 100.00% | 0.00% | $399.01K | 2025 Q4 |
| NAMS | 11,239 | $35.06 | Buy | 100.00% | 0.00% | $394.04K | 2025 Q4 |
| OLMA | 15,206 | $24.99 | Buy | 100.00% | 0.00% | $380K | 2025 Q4 |
| APPN | 10,366 | $35.4 | Buy | 100.00% | 0.00% | $366.96K | 2025 Q4 |
| AXTI | 22,215 | $16.34 | Buy | 100.00% | 0.00% | $362.99K | 2025 Q4 |
| LYFT | 18,239 | $19.35 | Buy | 100.00% | 0.00% | $352.92K | 2025 Q4 |
| IOO | 2,743 | $126.5 | Buy | 100.00% | 0.00% | $346.99K | 2025 Q4 |