Latest Bain Capital Life Sciences Investors, LLC Stock Portfolio
$1.24Billion
Equity Portfolio Value
Last Reported on: 15 May, 2024
About Bain Capital Life Sciences Investors, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Bain Capital Life Sciences Investors, LLC reported an equity portfolio of $1.2 Billions as of 31 Mar, 2024.
The top stock holdings of Bain Capital Life Sciences Investors, LLC are NAMS, NUVL, . The fund has invested 19.9% of it's portfolio in NEWAMSTERDAM PHARMA COMPANY and 16.3% of portfolio in NUVALENT INC.
The fund managers got completely rid off REVOLUTION MEDICINES INC (RVMD), NATERA INC (NTRA) and 2SEVENTY BIO INC (TSVT) stocks. They significantly reduced their stock positions in MADRIGAL PHARMACEUTICALS INC (MDGL), NURIX THERAPEUTICS INC (NRIX) and ARCUTIS BIOTHERAPEUTICS INC (ARQT). Bain Capital Life Sciences Investors, LLC opened new stock positions in DIANTHUS THERAPEUTICS INC. The fund showed a lot of confidence in some stocks as they added substantially to SOLID BIOSCIENCES INC (SLDB), ANNEXON INC (ANNX) and SAVARA INC (SVRA).
The top stock holdings of Bain Capital Life Sciences Investors, LLC are NAMS, NUVL, . The fund has invested 19.9% of it's portfolio in NEWAMSTERDAM PHARMA COMPANY and 16.3% of portfolio in NUVALENT INC.
The fund managers got completely rid off REVOLUTION MEDICINES INC (RVMD), NATERA INC (NTRA) and 2SEVENTY BIO INC (TSVT) stocks. They significantly reduced their stock positions in MADRIGAL PHARMACEUTICALS INC (MDGL), NURIX THERAPEUTICS INC (NRIX) and ARCUTIS BIOTHERAPEUTICS INC (ARQT). Bain Capital Life Sciences Investors, LLC opened new stock positions in DIANTHUS THERAPEUTICS INC. The fund showed a lot of confidence in some stocks as they added substantially to SOLID BIOSCIENCES INC (SLDB), ANNEXON INC (ANNX) and SAVARA INC (SVRA).
New Buys
| Ticker | $ Bought |
|---|---|
| DIANTHUS THERAPEUTICS INC | 89,760,800 |
| KYVERNA THERAPEUTICS INC | 78,590,500 |
New stocks bought by Bain Capital Life Sciences Investors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| SOLID BIOSCIENCES INC | 28.88 |
| ANNEXON INC | 7.96 |
| SAVARA INC | 2.34 |
Additions to existing portfolio by Bain Capital Life Sciences Investors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| MADRIGAL PHARMACEUTICALS INC | -39.32 |
| NURIX THERAPEUTICS INC | -37.88 |
| ARCUTIS BIOTHERAPEUTICS INC | -32.94 |
| C4 THERAPEUTICS INC | -30.45 |
| NUVALENT INC | -24.6 |
| CABALETTA BIO INC | -19.13 |
| PHARVARIS N V | -15.39 |
| ACLARIS THERAPEUTICS INC | -14.29 |
Bain Capital Life Sciences Investors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| 2SEVENTY BIO INC | -5,686,790 |
| REVOLUTION MEDICINES INC | -31,903,500 |
| NATERA INC | -25,068,300 |
Bain Capital Life Sciences Investors, LLC got rid off the above stocks
Current Stock Holdings of Bain Capital Life Sciences Investors, LLC
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ACRS | ACLARIS THERAPEUTICS INC | 0.30 | 3,000,000 | 3,720,000 | REDUCED | -14.29 | |
| ADGI | INVIVYD INC | 0.64 | 1,799,600 | 7,990,200 | REDUCED | -7.1 | |
| ANNX | ANNEXON INC | 5.02 | 8,703,270 | 62,402,400 | ADDED | 7.96 | |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | 1.60 | 2,011,690 | 19,935,800 | REDUCED | -32.94 | |
| AVIR | ATEA PHARMACEUTICALS INC | 0.81 | 2,485,640 | 10,042,000 | UNCHANGED | 0.00 | |
| CABA | CABALETTA BIO INC | 2.22 | 1,617,360 | 27,592,200 | REDUCED | -19.13 | |
| CCCC | C4 THERAPEUTICS INC | 0.75 | 1,142,210 | 9,331,860 | REDUCED | -30.45 | |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 4.23 | 196,995 | 52,605,500 | REDUCED | -39.32 | |
| MRNS | MARINUS PHARMACEUTICALS INC | 1.01 | 1,393,380 | 12,596,200 | REDUCED | -2.63 | |
| MRSN | MERSANA THERAPEUTICS INC | 3.12 | 8,663,670 | 38,813,300 | UNCHANGED | 0.00 | |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | 19.91 | 10,473,900 | 247,708,000 | UNCHANGED | 0.00 | |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | 0.09 | 100,000 | 1,104,000 | UNCHANGED | 0.00 | |
| NAUT | NAUTILUS BIOTECHNOLOGY INC | 0.47 | 2,000,000 | 5,880,000 | UNCHANGED | 0.00 | |
| NRIX | NURIX THERAPEUTICS INC | 1.34 | 1,132,400 | 16,646,200 | REDUCED | -37.88 | |
| NTRA | NATERA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NUVL | NUVALENT INC | 16.28 | 2,697,270 | 202,538,000 | REDUCED | -24.6 | |
| PHVS | PHARVARIS N V | 6.14 | 3,303,380 | 76,341,100 | REDUCED | -15.39 | |
| RPID | RAPID MICRO BIOSYSTEMS INC | 0.66 | 8,434,560 | 8,181,520 | UNCHANGED | 0.00 | |
| RVMD | REVOLUTION MEDICINES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SLDB | SOLID BIOSCIENCES INC | 4.32 | 4,034,580 | 53,740,600 | ADDED | 28.88 | |
| SVRA | SAVARA INC | 5.83 | 14,565,500 | 72,536,000 | ADDED | 2.34 | |
| SYRS | SYROS PHARMACEUTICALS INC | 1.18 | 2,749,810 | 14,711,500 | UNCHANGED | 0.00 | |
| TNGX | TANGO THERAPEUTICS INC | 1.85 | 2,892,660 | 22,967,700 | UNCHANGED | 0.00 | |
| TSVT | 2SEVENTY BIO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XFOR | X4 PHARMACEUTICALS INC | 1.89 | 16,915,800 | 23,512,900 | UNCHANGED | 0.00 | |
| XLO | XILIO THERAPEUTICS INC | 0.24 | 2,805,410 | 3,029,850 | UNCHANGED | 0.00 | |
| DIANTHUS THERAPEUTICS INC | 7.21 | 2,992,030 | 89,760,800 | NEW | |||
| DISC MEDICINE INC | 6.59 | 1,317,210 | 82,009,700 | REDUCED | -1.15 | ||
| KYVERNA THERAPEUTICS INC | 6.32 | 3,163,870 | 78,590,500 | NEW |