Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  IDEXX Laboratories (IDXX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 695,811 2.70 Reduce 27.56% 0.77 $561.89 $390,969,243 SEC
2025   Q4 960,537 2.78 Reduce 14.78% 0.35 $676.53 $649,831,919 SEC
2025   Q3 1,127,147 2.34 Reduce 5.71% 0.11 $638.89 $720,123,065 SEC
2025   Q2 1,195,425 1.97 Buy 1.97 $536.34 $641,154,277 SEC