North Star Expands Holdings Across Tech Finance

North Star Asset Management Inc. disclosed new or increased stakes across a diverse set of public companies, signaling a broad portfolio expansion in the second quarter. The fund took a new position in Zscaler, purchasing 38,306 shares valued around $5.4 million, while similarly adding to positions in Fidelity National Financial, Repligen, CoStar Group, and The Charles Schwab Corporation with multi-million dollar investments. In Fidelity National Financial, North Star acquired 244,297 shares valued at about $9.5 million, complementing other large investors that strengthened holdings in the stock. For Repligen, North Star bought 77,561 shares worth roughly $10.6 million, as part of a wider influx of institutional investors observed in the stock. The portfolio shifts come alongside further reported activity by other institutions, such as increases and new stakes in the same names, underscoring a broader industry-wide rebalancing. Overall, North Star’s activity reflects a strategy of diversified exposure across technology, financial services, biotech, and real estate data services.