13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
3

TECH

BIO-TECHNE CORP · Health Care

Consensus score 3/100 · #126 this quarter · tier-weighted across tracked managers

Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
1.6%
of their portfolios
Combined value
$187M
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Ruane Cunniff / Sequoia
Quality compounder
2.9%
ADD
Glenview Capital
Concentrated
0.3%
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.