13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
2

IDXX

IDEXX LABS INC · Health Care

Consensus score 2/100 · #183 this quarter · tier-weighted across tracked managers

↑ConfirmedPrice action since filingas of 2026-07-30
vs 50-day avg
+0.5%
21-day momentum
+1.8%
recent volume
—

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
3.2%
of their portfolios
Combined value
$817M
held, at quarter-end

Who’s holding it Q2 2026, by position size

ManagerPosition sizeChange
Fundsmith
Concentrated
3.9%
TRIM
Polen Capital
Quality growth
2.4%
TRIM

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.