Marathon Asset Management Ltd BIO — BIO RAD LABS INC

Ownership history in Marathon Asset Management Ltd  ·  9 quarters on record

AI Ownership Summary

Marathon Asset Management Ltd reported BIO RAD LABS INC (BIO) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.7% in 2024 Q1. The latest visible filing shows BIO at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Marathon Asset Management Ltd's position in BIO RAD LABS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BIO was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BIO stock page Marathon Asset Management Ltd fund profile Marathon Asset Management Ltd full holdings
How Marathon Asset Management Ltd held BIO — position size vs. price
% of Fund (quarterly)    BIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 53,661 +6,369 +13.5% 0.57% $15.0M 2026-04-24 $287.84
2025 Q4 REDUCED 8.9% -8.0% ✅ 47,292 -4,626 -8.9% 0.55% $14.3M 2026-02-06 $301.50
2025 Q3 REDUCED 13.2% +8.3% ❌ 51,918 -7,893 -13.2% 0.54% $14.6M 2025-10-17 $310.02
2025 Q2 REDUCED — — — 59,811 -844 -1.4% 0.46% $14.4M 2025-08-11 $264.53
2025 Q1 REDUCED 9.6% -0.9% ✅ 60,655 -6,472 -9.6% 0.45% $14.8M 2025-04-24 $249.74
2024 Q4 REDUCED 6.2% -25.9% ✅ 67,127 -4,410 -6.2% 0.62% $22.1M 2025-02-06 $345.41
2024 Q3 ADDED — — — 71,537 +344 +0.5% 0.66% $23.9M 2024-10-17 $343.98
2024 Q2 REDUCED 6.1% +22.5% ❌ 71,193 -4,664 -6.1% 0.61% $19.4M 2024-08-14 $320.45
2024 Q1 INITIATED — — — 75,857 — — 0.70% $26.2M 2024-05-14 $294.01

🏢 Other funds also holding BIO

As of 2026 Q1 — sorted by position size

Sivik Global Healthcare LLC 3Y 7Y 2.12% Hosking Partners LLP 3Y 7Y 0.69% C2C Wealth Management, LLC 3Y 0.4% William B. Walkup & Associates, Inc. 0.28% Farnam Financial LLC 0.26% Oak Thistle LLC 3Y 0.25% Boston Trust Walden Corp 3Y 7Y 0.21% Skylands Capital, LLC 3Y 7Y 0.21% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.12% Assenagon Asset Management S.A. 3Y 7Y 0.06%

FAQ About Marathon Asset Management Ltd and BIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Marathon Asset Management Ltd reported owning BIO?

Marathon Asset Management Ltd reported BIO across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BIO position in Marathon Asset Management Ltd's portfolio?

The largest reported portfolio weight for BIO was 0.70% in 2024 Q1.

What is the latest reported BIO position on this page?

The most recent filing on this page is 2026 Q1, when Marathon Asset Management Ltd reported 53,661 shares, equal to 0.57% of portfolio, with an estimated market value of $15.0M.

What does the chart on this BIO ownership page compare?

The chart compares Marathon Asset Management Ltd's quarterly BIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Marathon Asset Management Ltd time their BIO position?

Based on 13F filing dates vs. subsequent BIO price moves, Marathon Asset Management Ltd correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on BIO relative to SPY over the holding period was -16.7%.

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