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 |
|---|---|---|---|---|---|---|---|
| CPF | 17,237 | $30.34 | Increased | 0.15% | 0.00% | $522.97K | 2025 Q3 |
| BABA | 2,850 | $178.6 | Buy | 100.00% | 0.00% | $509.01K | 2025 Q3 |
| MCD | 1,659 | $303.8 | Buy | 100.00% | 0.00% | $504K | 2025 Q3 |
| MLI | 4,977 | $101.06 | Buy | 100.00% | 0.00% | $502.98K | 2025 Q3 |
| PSTG | 5,963 | $83.85 | Buy | 100.00% | 0.00% | $500K | 2025 Q3 |
| GTES | 19,344 | $24.81 | Increased | 3.92% | 0.00% | $479.92K | 2025 Q3 |
| CAVA | 7,922 | $60.46 | Buy | 100.00% | 0.00% | $478.96K | 2025 Q3 |
| BIDU | 3,413 | $131.85 | Buy | 100.00% | 0.00% | $450K | 2025 Q3 |
| MVST | 113,150 | $3.85 | Buy | 100.00% | 0.00% | $435.63K | 2025 Q3 |
| IHRT | 141,709 | $2.87 | Buy | 100.00% | 0.00% | $406.7K | 2025 Q3 |
| META | 538 | $734.2 | Buy | 100.00% | 0.00% | $395K | 2025 Q3 |
| AVAV | 1,135 | $314.54 | Buy | 100.00% | 0.00% | $357K | 2025 Q3 |
| KOD | 21,567 | $16.37 | Buy | 100.00% | 0.00% | $353.05K | 2025 Q3 |
| ALNY | 693 | $455.99 | Buy | 100.00% | 0.00% | $316K | 2025 Q3 |
| LUXE | 30,504 | $8.49 | Increased | 0.15% | 0.00% | $258.98K | 2025 Q3 |
| RBRK | 2,998 | $82.39 | Buy | 100.00% | 0.00% | $247.01K | 2025 Q3 |
| EOSE | 21,080 | $11.39 | Buy | 100.00% | 0.00% | $240.1K | 2025 Q3 |
| AWI | 1,187 | $196.29 | Buy | 100.00% | 0.00% | $233K | 2025 Q3 |
| BEAM | 9,133 | $24.31 | Buy | 100.00% | 0.00% | $222.02K | 2025 Q3 |
| APPF | 753 | $276.23 | Buy | 100.00% | 0.00% | $208K | 2025 Q3 |
| GWRE | 902 | $229.49 | Buy | 100.00% | 0.00% | $207K | 2025 Q3 |
| NMRK | 11,081 | $18.68 | Buy | 100.00% | 0.00% | $206.99K | 2025 Q3 |
| CHWY | 5,121 | $40.42 | Buy | 100.00% | 0.00% | $206.99K | 2025 Q3 |
| BBBY | 15,164 | $9.76 | Buy | 100.00% | 0.00% | $148K | 2025 Q3 |
| NXE | 12,308 | $8.94 | Buy | 100.00% | 0.00% | $110.03K | 2025 Q3 |