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 |
|---|---|---|---|---|---|---|---|
| ESQ | 11,713 | $107.49 | Increased | 0.03% | 0.01% | $1.26M | 2026 Q1 |
| DNLI | 65,301 | $19.2 | Increased | 142.75% | 0.01% | $1.25M | 2026 Q1 |
| CRCL | 13,098 | $95.43 | Buy | 100.00% | 0.01% | $1.25M | 2026 Q1 |
| IONQ | 42,109 | $28.83 | Buy | 100.00% | 0.01% | $1.21M | 2026 Q1 |
| TWST | 24,037 | $47.51 | Buy | 100.00% | 0.01% | $1.14M | 2026 Q1 |
| SGOV | 11,267 | $100.65 | Increased | 126.61% | 0.01% | $1.13M | 2026 Q1 |
| LTH | 40,481 | $26.95 | Increased | 321.28% | 0.01% | $1.09M | 2026 Q1 |
| VPG | 24,263 | $43.4 | Buy | 100.00% | 0.01% | $1.05M | 2026 Q1 |
| STRL | 2,553 | $407.36 | Increased | 30.79% | 0.01% | $1.04M | 2026 Q1 |
| CPF | 32,323 | $31.96 | Increased | 45.93% | 0.01% | $1.03M | 2026 Q1 |
| FN | 1,930 | $521.76 | Buy | 100.00% | 0.01% | $1.01M | 2026 Q1 |
| XMTR | 24,564 | $40.83 | Increased | 10.05% | 0.01% | $1M | 2026 Q1 |
| MAMA | 65,408 | $15.33 | Increased | 98.27% | 0.01% | $1M | 2026 Q1 |
| FLR | 21,011 | $46.64 | Buy | 100.00% | 0.01% | $979.95K | 2026 Q1 |
| CALY | 70,431 | $13.89 | Buy | 100.00% | 0.01% | $978.29K | 2026 Q1 |
| WINA | 2,283 | $427.51 | Increased | 165.77% | 0.01% | $976.01K | 2026 Q1 |
| ADTN | 75,688 | $12.58 | Buy | 100.00% | 0.01% | $952.16K | 2026 Q1 |
| FROG | 20,240 | $46.94 | Increased | 104.78% | 0.01% | $950.07K | 2026 Q1 |
| LRN | 10,571 | $88.17 | Buy | 100.00% | 0.01% | $932.05K | 2026 Q1 |
| KTB | 13,192 | $70.27 | Buy | 100.00% | 0.01% | $927K | 2026 Q1 |
| CEPT | 82,865 | $10.89 | Buy | 100.00% | 0.01% | $902.4K | 2026 Q1 |
| GRBK | 13,184 | $64.47 | Increased | 102.02% | 0.01% | $849.97K | 2026 Q1 |
| ARLO | 58,674 | $14.23 | Buy | 100.00% | 0.01% | $834.93K | 2026 Q1 |
| APEI | 14,122 | $56.86 | Increased | 0.04% | 0.01% | $802.98K | 2026 Q1 |
| LPTH | 79,055 | $10.03 | Buy | 100.00% | 0.01% | $792.92K | 2026 Q1 |