Henry Ellenbogen's Durable Capital Partners reduced its Bio-Techne Corp (TECH) position by 89% in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake went from 4.46M to 502K shares, worth about $35.5M, and from 2.4% to 0.34% of the reported portfolio.
What did the 2026 Q2 filing report for TECH?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 4.46M | 502K |
| Shares sold | -3.95M (89%) | |
| Reported value | $232.9M | $35.5M |
| Portfolio weight | 2.4% | 0.34% |
| Rank in portfolio | 35th of 36 |
How much did Henry Ellenbogen cut TECH?
Henry Ellenbogen sold 3.95M shares of TECH during 2026 Q2, cutting the stake from 4.46M to 502K. The reported value of the position fell by about $197.4M, from about $232.9M to about $35.5M.
Where does TECH sit in the Henry Ellenbogen portfolio?
TECH ranks 35th of 36 stock positions in the Henry Ellenbogen portfolio at 0.34%, below the fund's average stock position of 3%. The largest stock position is RBC at 10.7%. Next come DASH at 7.46% and Q at 7.23%. The three largest stocks together are 25.39% of the book. The TECH cut was the 5th largest of the quarter's 38 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Henry Ellenbogen reported 36 stock positions, with 4 opened and 5 closed. The total portfolio value is about $10.3B, up 6% from the prior quarter.
How long has Henry Ellenbogen held TECH?
Henry Ellenbogen first reported TECH in the quarter ended September 30, 2025. The weight peaked at 2.4% in 2026 Q1. Last quarter the fund had added to the position by 113%, so the cut reverses the prior move. Every reported trade is on the Henry Ellenbogen TECH trade history page.
Did other funds buy or sell TECH in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 3 hold TECH. Of those, 1 added to the position this quarter and 2 trimmed it. The largest buyer of TECH this quarter was Sequoia Fund. The largest sellers were Mairs & Power Growth Fund and Wallace Weitz. Every tracked holder of TECH is on the TECH ownership page.
FAQ
How many TECH shares did Henry Ellenbogen sell in 2026 Q2?
Henry Ellenbogen sold 3.95M shares of TECH, 89% of the position, leaving 502K shares.
What remains of the TECH position of Henry Ellenbogen?
Henry Ellenbogen still holds 502K shares of TECH, worth about $35.5M at June 30, 2026 prices.
How much of the Henry Ellenbogen portfolio is TECH now?
TECH is 0.34% of the Henry Ellenbogen portfolio, down from 2.4% a quarter earlier.
Did other funds trim TECH in 2026 Q2?
Among the 3 other tracked funds that hold TECH, 2 trimmed it in 2026 Q2 and 1 added to it.