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 |
|---|---|---|---|---|---|---|---|
| GAP | 12,860 | $25.58 | Buy | 100.00% | 0.00% | $328.96K | 2025 Q4 |
| HLLY | 77,032 | $4.13 | Buy | 100.00% | 0.00% | $318.14K | 2025 Q4 |
| AWI | 1,511 | $191.26 | Increased | 27.30% | 0.00% | $288.99K | 2025 Q4 |
| PACB | 137,149 | $1.87 | Buy | 100.00% | 0.00% | $256.47K | 2025 Q4 |
| CPS | 7,635 | $32.87 | Buy | 100.00% | 0.00% | $250.96K | 2025 Q4 |
| CCO | 95,912 | $2.21 | Buy | 100.00% | 0.00% | $211.97K | 2025 Q4 |
| PRLB | 4,148 | $50.63 | Buy | 100.00% | 0.00% | $210.01K | 2025 Q4 |
| PGEN | 42,095 | $4.18 | Buy | 100.00% | 0.00% | $175.96K | 2025 Q4 |
| GDYN | 19,383 | $9.03 | Buy | 100.00% | 0.00% | $175.03K | 2025 Q4 |