POLEN CAPITAL MANAGEMENT LLC
Position in IDXX — Idexx Laboratories Inc /De
CIK 1034524
Boca Raton, FL
Position in IDXX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$280,268,232
-$110,701,010 QoQ
Shares Held
532,384
-23.5% QoQ
Ownership
0.676%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#27
of 1,286 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IDXX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $293,593,664 across 6 Diagnostics & Research names. IDXX ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDXX |
Idexx Laboratories Inc /De
This page
|
532,384 | $280,268,232 | |
| 2 | TWST |
Twist Bioscience Corp
|
55,310 | $5,690,292 | |
| 3 | GH |
Guardant Health, Inc.
|
34,372 | $5,156,831 | |
| 4 | BLLN |
BillionToOne, Inc.
|
16,975 | $2,036,660 | |
| 5 | NTRA |
Natera, Inc.
|
1,627 | $441,649 | |
| 6 | ADPT |
Adaptive Biotechnologies Corp
|
25,614 | $0 |
All Filings in IDXX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,268,232 | 532,384 | Shares | Sole | 2026-08-04 | |
| 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. | ||||||