Bio-Rad Laboratories Inc (BIO) grew to 1.79% of Charles Bobrinskoy's Ariel Focus Fund portfolio in 2026 Q2, from 0.52%, according to the NPORT-P filed with the SEC on August 20, 2026. The share count rose 259% to 5.39K shares, and the position is worth about $1.6M and ranks 25th of 30 stocks by weight.
What did the 2026 Q2 filing report for BIO?
As of June 30, 2026, from the NPORT-P filed August 20, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.5K | 5.39K |
| Shares added | +3.89K (259%) | |
| Reported value | $418.7K | $1.6M |
| Portfolio weight | 0.52% | 1.79% |
| Rank in portfolio | 25th of 30 |
How much did Charles Bobrinskoy add to BIO?
Charles Bobrinskoy added 3.89K shares of BIO during 2026 Q2, taking the stake from 1.5K to 5.39K. The reported value of the position rose by about $1.2M, from about $418.7K to about $1.6M.
Where does BIO sit in the Charles Bobrinskoy portfolio?
BIO ranks 25th of 30 stock positions in the Charles Bobrinskoy portfolio at 1.79%, below the fund's average stock position of 3%. The BIO addition was the 5th largest of the quarter's 12 position changes by percent change to portfolio. The largest stock position is PHIN at 5.77%. Next come JNJ at 5.65% and AMG at 5.48%. The three largest stocks together are 16.9% of the book. Across the 2026 Q2 portfolio, Charles Bobrinskoy reported 30 stock positions, with 1 opened and 1 closed. The total portfolio value is about $88.3M, up 9% from the prior quarter.
How long has Charles Bobrinskoy held BIO?
Charles Bobrinskoy first reported BIO in the quarter ended September 30, 2024. The fund sold out of the name in 2025 Q3 and came back in 2026 Q1. The weight peaked at 3.2% in 2025 Q1. Every reported trade is on the Charles Bobrinskoy BIO trade history page.
FAQ
How many BIO shares did Charles Bobrinskoy buy in 2026 Q2?
Charles Bobrinskoy added 3.89K shares of BIO, a 259% increase, to 5.39K shares.
What is the BIO position of Charles Bobrinskoy worth now?
The BIO position of Charles Bobrinskoy is worth about $1.6M at June 30, 2026 prices, 1.79% of the portfolio.
Is BIO a top holding of Charles Bobrinskoy?
BIO ranks 25th of 30 stock positions in the Charles Bobrinskoy portfolio, at 1.79%.