BIO
Bio-rad Laboratories-a
5 super-investors hold BIO worth a combined $1.14B. The largest position: John Rogers at 2.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 29 — ranked #429 of 724 scored stocks.
Why super-investors own BIO
First Eagle Investment Management dominates the cohort's $1.1B combined stake, holding $726M that accounts for the bulk of aggregate exposure, though BIO represents only 1.0% of First Eagle's own large portfolio. John Rogers carries the highest conviction at 2.5% of his portfolio ($219M), followed by Mason Hawkins at 2.2% — though Hawkins was the lone mover this quarter, trimming his position. Joel Greenblatt holds a negligible slice at roughly 0.0%. The cohort count has been locked at five owners for at least eight consecutive quarters with no new entrants, suggesting neither broadening enthusiasm nor meaningful defection. Activity is minimal and interest appears stable rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | 1.0% | 12q | $726M | 2,602,772 |
| 2 | John Rogers | 2.5% | 40q | $219M | 785,961 |
| 3 | First Pacific Advisors | 1.6% | 10q | $114M | 407,358 |
| 4 | Mason Hawkins | 2.2% | 12q | $45M | 162,804 |
| 5 | Joel Greenblatt | <0.1% | 38q | $41M | 148,669 |
Owners of BIO also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Mason Hawkins | TRIM | 2.2% | -28% | $45M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 090572207. Not investment advice.