Headwaters Capital Management released its Q2 2025 investor letter, showing a portfolio gain of +7.5% (+7.3% net), outperforming the Russell Mid Cap Index. The letter highlights Bio-Techne Corporation (NASDAQ: TECH), a life science company with a market cap of $8.249 billion, which saw a one-month return of 6.30%.

Headwaters Capital Management added Bio-Techne Corporation (NASDAQ: TECH) to its portfolio in July, citing the company’s market-leading position in life sciences and strong financials. Despite concerns about US academic funding impacting the stock price, the company is expected to see revenue growth in FY ’27. Bio-Techne Corporation (NASDAQ: TECH) closed at $52.62 per share on July 14, 2025.

Bio-Techne Corporation (NASDAQ: TECH) was not among the 30 most popular stocks held by hedge funds in the first quarter of 2025. The company reported $316.2 million in revenues for the fiscal second quarter, up 6% year-over-year organically. While Bio-Techne Corporation (NASDAQ: TECH) shows promise, other AI stocks may offer greater upside potential and less downside risk.

For more insights on Bio-Techne Corporation (NASDAQ: TECH) and other top S&P 500 stocks, check out additional articles and hedge fund investor letters for Q2 2025. Stay informed about the best and worst Dow stocks for the next 12 months and discover 10 unstoppable stocks that could double your money. No disclosures were made in the article.

Read more at Yahoo Finance: Here’s Headwaters Capital Management’s Investment Thesis for Bio-Techne (TECH)