TECH
Bio-techne Corp
5 super-investors hold TECH worth a combined $661M. The largest position: Lee Ainslie at 2.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 35 — ranked #208 of 724 scored stocks.
Why super-investors own TECH
Henry Ellenbogen's addition to his position this quarter is the only activity across a cohort that has been notably stable — five holders, no exits, no new entrants, and owner count that only recently ticked up from one to two before reaching its current level. Lee Ainslie carries the largest dollar exposure at $248M (2.9% of portfolio), followed closely by Ellenbogen at $233M (2.4%), making those two the clear conviction anchors; Wallace Weitz and Mairs & Power round out meaningful positions while Greenblatt's $2M stake is effectively a token holding. The cohort's combined $661M reflects a tight, specialist-oriented ownership base rather than broad super-investor enthusiasm, with interest neither rising sharply nor fading.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Lee Ainslie | 2.9% | 10q | $248M | 4,739,721 |
| 2 | Henry Ellenbogen | 2.4% | 3q | $233M | 4,456,017 |
| 3 | Mairs & Power Funds | 1.5% | 40q | $144M | 2,750,282 |
| 4 | Wallace Weitz | 2.4% | 8q | $34M | 653,200 |
| 5 | Joel Greenblatt | <0.1% | 39q | $2M | 43,402 |
Owners of TECH also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | ADD | 2.4% | +113% | $233M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 09073M104. Not investment advice.