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 |
|---|---|---|---|---|---|---|---|
| REAL | 221,865 | $9.08 | Increased | 26.72% | 0.01% | $2.01M | 2026 Q1 |
| PLPC | 7,341 | $270.81 | Increased | 29.70% | 0.01% | $1.99M | 2026 Q1 |
| CELC | 17,181 | $114.14 | Increased | 268.69% | 0.01% | $1.96M | 2026 Q1 |
| MIRM | 20,531 | $92.4 | Increased | 53.68% | 0.01% | $1.9M | 2026 Q1 |
| ERO | 70,159 | $26.67 | Increased | 54.05% | 0.01% | $1.87M | 2026 Q1 |
| METC | 119,574 | $15.46 | Increased | 35.10% | 0.01% | $1.85M | 2026 Q1 |
| AZZ | 14,438 | $125.16 | Buy | 100.00% | 0.01% | $1.81M | 2026 Q1 |
| FIGS | 121,437 | $14.77 | Increased | 148.70% | 0.01% | $1.79M | 2026 Q1 |
| AIR | 16,208 | $109.45 | Buy | 100.00% | 0.01% | $1.77M | 2026 Q1 |
| LIND | 102,127 | $17.3 | Buy | 100.00% | 0.01% | $1.77M | 2026 Q1 |
| LFUS | 4,959 | $339.38 | Buy | 100.00% | 0.01% | $1.68M | 2026 Q1 |
| SHAK | 18,840 | $88.48 | Buy | 100.00% | 0.01% | $1.67M | 2026 Q1 |
| WT | 109,005 | $14.56 | Buy | 100.00% | 0.01% | $1.59M | 2026 Q1 |
| KOD | 41,354 | $38.11 | Increased | 0.03% | 0.01% | $1.58M | 2026 Q1 |
| WULF | 106,375 | $14.43 | Buy | 100.00% | 0.01% | $1.53M | 2026 Q1 |
| RKLB | 23,555 | $64.23 | Increased | 53.71% | 0.01% | $1.51M | 2026 Q1 |
| AX | 16,849 | $85.11 | Increased | 53.37% | 0.01% | $1.43M | 2026 Q1 |
| TSHA | 319,748 | $4.47 | Increased | 104.20% | 0.01% | $1.43M | 2026 Q1 |
| GHM | 17,813 | $78.93 | Increased | 186.52% | 0.01% | $1.41M | 2026 Q1 |
| ESTA | 24,324 | $56.78 | Increased | 39.19% | 0.01% | $1.38M | 2026 Q1 |
| NXE | 117,610 | $11.6 | Buy | 100.00% | 0.01% | $1.36M | 2026 Q1 |
| OUT | 51,411 | $26.49 | Buy | 100.00% | 0.01% | $1.36M | 2026 Q1 |
| CAKE | 24,822 | $54.75 | Buy | 100.00% | 0.01% | $1.36M | 2026 Q1 |
| NUVL | 12,744 | $102.48 | Increased | 100.41% | 0.01% | $1.31M | 2026 Q1 |
| AAOI | 14,913 | $84.56 | Buy | 100.00% | 0.01% | $1.26M | 2026 Q1 |