Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The US equity market regained its strength following an early volatility, with the S&P 500 Index rising 10.94% during the period. In this environment, Aristotle Atlantic’s Large Cap Growth Strategy delivered -18.63% gross of fees (18.45% net of fees), outperforming the Russell 1000 Growth Index’s17.84% return. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its second-quarter 2025 investor letter, Aristotle Atlantic Large Cap Growth Strategy highlighted stocks such as Bio-Techne Corporation (NASDAQ:TECH). Bio-Techne Corporation (NASDAQ:TECH), with a market capitalization of $8.58 billion, develops, manufactures, and sells life science reagents, instruments, and services for the research and clinical diagnostic markets. The one-month return of Bio-Techne Corporation (NASDAQ:TECH) was 2.99%, and its shares lost 31.73% of their value over the last 52 weeks. On July 31, 2025, Bio-Techne Corporation (NASDAQ:TECH) stock closed at $54.73 per share.
Aristotle Atlantic Large Cap Growth Strategy stated the following regarding Bio-Techne Corporation (NASDAQ:TECH) in its second quarter 2025 investor letter:
"Bio-Techne Corporation (NASDAQ:TECH) detracted from relative performance in the second quarter, as investor concerns rose for companies in the life sciences and tools industry with outsized exposure to the academic and government sectors. These concerns stemmed from changes and limitations placed on the use of National Institutes of Health (NIH) funding grants and the potential for additional budget cuts in the president’s proposed budget. In spite of the weakness, Bio-Techne issued a solid quarterly earnings report, with momentum across several product areas. We believe that Bio-Techne is well-positioned to recover once the funding concerns are addressed."
A scientist in a laboratory working with petri dishes and microscopes filled with a variety of reagents.
Bio-Techne Corporation (NASDAQ:TECH) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 34 hedge fund portfolios held Bio-Techne Corporation (NASDAQ:TECH) at the end of the first quarter, which was 24 in the previous quarter. In the fiscal third quarter of 2025, Bio-Techne Corporation (NASDAQ:TECH) generated $316.2 million in revenues, up 6% year-over-year on an organic basis and 4% on reported basis. While we acknowledge the potential of Bio-Techne Corporation (NASDAQ:TECH) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered Bio-Techne Corporation (NASDAQ:TECH) and shared the list of most profitable biotech stocks to invest in. Headwaters Capital Management initiated a position in Bio-Techne Corporation (NASDAQ:TECH) during Q2 2025. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.