Baron Partners Fund is Leveraging IDEXX Laboratories’ (IDXX) Long-Term Growth Drivers

5 days ago 4

Soumya Eswaran

Wed, February 11, 2026 astatine 7:45 AM CST 3 min read

Baron Fund, an concern absorption company, released its Q4 2025 missive for “Baron Partners Fund”. A transcript of the missive tin beryllium downloaded here. The Fund accrued considerably successful the 4th quarter, returning 19.07% (Institutional Shares). It outperformed some the Russell Midcap Growth Index (the Benchmark), which returned -3.70%, and the broader Russell 3000 Index, which returned 2.40% successful the quarter. The Fund returned 24.86% successful the calendar year, importantly outperforming the Russell Midcap Growth Index, which posted a instrumentality of 8.66%, and the Russell 3000 Index, which returned 17.15%. The Fund focuses connected semipermanent investments successful a non-diversified portfolio of well-managed maturation businesses astatine charismatic prices crossed marketplace caps. It has consistently delivered beardown implicit and comparative show implicit the agelong term. The Fund has seen important appreciation during bully times and has preserved worth during challenging periods. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Baron Partners Fund highlighted stocks similar IDEXX Laboratories, Inc. (NASDAQ:IDXX). IDEXX Laboratories, Inc. (NASDAQ:IDXX) is simply a US-based healthcare institution that manufactures products for the companion carnal veterinary, livestock and poultry, dairy, and h2o investigating industries. On February 10, 2026, IDEXX Laboratories, Inc. (NASDAQ:IDXX) banal closed astatine $646.53 per share. IDEXX Laboratories, Inc. (NASDAQ:IDXX) delivered a -9.00% instrumentality successful the past month, and its shares are up 41.36% implicit the past 12 months. IDEXX Laboratories, Inc. (NASDAQ:IDXX) has a marketplace capitalization of $51.73 billion.

Baron Partners Fund stated the pursuing regarding IDEXX Laboratories, Inc. (NASDAQ:IDXX) successful its 4th fourth 2025 capitalist letter:

"Veterinary diagnostics leader IDEXX Laboratories, Inc. (NASDAQ:IDXX) spent years processing caller tests. One was released successful 2025, and different is expected to travel to marketplace successful 2026. Utilization of caller tests has exceeded expectations. The institution contributed to show aft again reporting better-than-expected fiscal results. We judge IDEXX’s competitory trends are outstanding, and we expect caller proprietary innovations, specified arsenic InVue, MultiCue, and CancerDX to beryllium meaningful contributors to maturation successful the years ahead. We besides spot expanding grounds that semipermanent secular trends astir favored ownership and favored attraction spending person structurally accelerated, which should assistance enactment IDEXX’s agelong word maturation rate. The banal appreciated 63.6% successful 2025."