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 |
|---|---|---|---|---|---|---|---|
| BKSY | 30,642 | $25.16 | Buy | 100.00% | 0.01% | $770.95K | 2026 Q1 |
| ETON | 30,138 | $24.69 | Buy | 100.00% | 0.01% | $744.11K | 2026 Q1 |
| FLY | 25,499 | $28.47 | Buy | 100.00% | 0.01% | $725.96K | 2026 Q1 |
| GPGI | 33,406 | $17.09 | Increased | 0.03% | 0.00% | $570.91K | 2026 Q1 |
| BETR | 15,959 | $35.59 | Buy | 100.00% | 0.00% | $567.98K | 2026 Q1 |
| EMBJ | 9,138 | $59.31 | Increased | 15.32% | 0.00% | $541.97K | 2026 Q1 |
| LMND | 8,219 | $62.66 | Buy | 100.00% | 0.00% | $515K | 2026 Q1 |
| ANIP | 6,409 | $76.92 | Buy | 100.00% | 0.00% | $492.98K | 2026 Q1 |
| FTK | 27,642 | $16.97 | Buy | 100.00% | 0.00% | $469.08K | 2026 Q1 |
| MTW | 39,879 | $11.66 | Buy | 100.00% | 0.00% | $464.99K | 2026 Q1 |
| CCO | 174,708 | $2.37 | Increased | 82.15% | 0.00% | $414.06K | 2026 Q1 |
| ASND | 1,812 | $228.48 | Increased | 49.63% | 0.00% | $414.01K | 2026 Q1 |
| DLX | 14,157 | $27.55 | Buy | 100.00% | 0.00% | $390.03K | 2026 Q1 |
| ANNX | 70,152 | $5.55 | Buy | 100.00% | 0.00% | $389.34K | 2026 Q1 |
| MLKN | 26,305 | $14.45 | Buy | 100.00% | 0.00% | $380.11K | 2026 Q1 |
| ANRO | 16,613 | $22.45 | Buy | 100.00% | 0.00% | $372.96K | 2026 Q1 |
| CEPU | 22,120 | $16.82 | Buy | 100.00% | 0.00% | $372.06K | 2026 Q1 |
| AXSM | 2,116 | $169.19 | Buy | 100.00% | 0.00% | $358.01K | 2026 Q1 |
| MITK | 26,445 | $13.5 | Buy | 100.00% | 0.00% | $357.01K | 2026 Q1 |
| DNTH | 4,119 | $84 | Buy | 100.00% | 0.00% | $346K | 2026 Q1 |
| AA | 4,975 | $66.33 | Buy | 100.00% | 0.00% | $329.99K | 2026 Q1 |
| MLI | 2,769 | $110.87 | Increased | 1.80% | 0.00% | $307K | 2026 Q1 |
| MTSI | 1,063 | $222.01 | Buy | 100.00% | 0.00% | $236K | 2026 Q1 |
| BIL | 2,286 | $91.43 | Buy | 100.00% | 0.00% | $209.01K | 2026 Q1 |
| LOCO | 13,132 | $13.86 | Buy | 100.00% | 0.00% | $182.01K | 2026 Q1 |