POLEN CAPITAL MANAGEMENT LLC
Position in IDXX — Idexx Laboratories Inc /De
CIK 1034524
Boca Raton, FL
Position in IDXX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$390,969,242
-$258,862,854 QoQ
Shares Held
695,811
-27.6% QoQ
Ownership
0.882%
of shares outstanding
% of Portfolio
2.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IDXX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026POLEN CAPITAL MANAGEMENT LLC holds $402,155,450 across 6 Diagnostics & Research names. IDXX ranks #1 (97.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDXX |
Idexx Laboratories Inc /De
This page
|
695,811 | $390,969,242 | |
| 2 | WGS |
GeneDx Holdings Corp.
|
77,419 | $4,971,848 | |
| 3 | GH |
Guardant Health, Inc.
|
34,725 | $3,207,548 | |
| 4 | ADPT |
Adaptive Biotechnologies Corp
|
116,051 | $1,610,787 | |
| 5 | TWST |
Twist Bioscience Corp
|
24,037 | $1,142,238 | |
| 6 | NTRA |
Natera, Inc.
|
1,269 | $253,787 |
All Filings in IDXX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $390,969,242 | 695,811 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $649,832,096 | 960,537 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $720,122,946 | 1,127,147 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $641,154,244 | 1,195,425 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||