Latest Bain Capital Life Sciences Investors, LLC Stock Portfolio
$1.11Billion– No. of Holdings #20
Bain Capital Life Sciences Investors, LLC Performance:
2026 Q1: -10.25%YTD: -10.25%2025: 38.51%
Performance for 2026 Q1 is -10.25%, and YTD is -10.25%, and 2025 is 38.51%.
About Bain Capital Life Sciences Investors, LLC and 13F Hedge Fund Stock Holdings
On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bain Capital Life Sciences Investors, LLC reported an equity portfolio of $1.1 Billions as of 31 Mar, 2026.
The top stock holdings of Bain Capital Life Sciences Investors, LLC are , NAMS, OLMA. The fund has invested 22.9% of it's portfolio in HEARTFLOW INC and 21.1% of portfolio in NEWAMSTERDAM PHARMA COMPANY.
The fund managers got completely rid off MERSANA THERAPEUTICS INC (MRSN), TANGO THERAPEUTICS INC (TNGX) and XILIO THERAPEUTICS INC (XLO) stocks. They significantly reduced their stock positions in DIANTHUS THERAPEUTICS INC, OLEMA PHARMACEUTICALS INC (OLMA) and ATEA PHARMACEUTICALS INC (AVIR). Bain Capital Life Sciences Investors, LLC opened new stock positions in CENTESSA PHARMACEUTICALS (CNTA), ALKERMES PLC (ALKS) and DISC MEDICINE INC. The fund showed a lot of confidence in some stocks as they added substantially to SOLID BIOSCIENCES INC (SLDB).
The top stock holdings of Bain Capital Life Sciences Investors, LLC are , NAMS, OLMA. The fund has invested 22.9% of it's portfolio in HEARTFLOW INC and 21.1% of portfolio in NEWAMSTERDAM PHARMA COMPANY.
The fund managers got completely rid off MERSANA THERAPEUTICS INC (MRSN), TANGO THERAPEUTICS INC (TNGX) and XILIO THERAPEUTICS INC (XLO) stocks. They significantly reduced their stock positions in DIANTHUS THERAPEUTICS INC, OLEMA PHARMACEUTICALS INC (OLMA) and ATEA PHARMACEUTICALS INC (AVIR). Bain Capital Life Sciences Investors, LLC opened new stock positions in CENTESSA PHARMACEUTICALS (CNTA), ALKERMES PLC (ALKS) and DISC MEDICINE INC. The fund showed a lot of confidence in some stocks as they added substantially to SOLID BIOSCIENCES INC (SLDB).
Bain Capital Life Sciences Investors, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026
Bain Capital Life Sciences Investors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Bain Capital Life Sciences Investors, LLC made a return of -10.25% in the last quarter. In trailing 12 months, it's portfolio return was 59.44%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| centessa pharmaceuticals | 25,222,200 |
| alkermes plc | 21,569,600 |
| disc medicine inc | 9,030,500 |
| xilio therapeutics inc | 5,584,420 |
New stocks bought by Bain Capital Life Sciences Investors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| solid biosciences inc | 23.98 |
Additions to existing portfolio by Bain Capital Life Sciences Investors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| dianthus therapeutics inc | -51.25 |
| upstream bio inc | -34.77 |
| heartflow inc | -16.07 |
| olema pharmaceuticals inc | -12.17 |
| atea pharmaceuticals inc | -5.03 |
| pharvaris n v | -4.52 |
| annexon inc | -0.69 |
Bain Capital Life Sciences Investors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| xilio therapeutics inc | -4,719,990 |
| tango therapeutics inc | -5,789,950 |
| mersana therapeutics inc | -10,025,500 |
Bain Capital Life Sciences Investors, LLC got rid off the above stocks
Sector Distribution
Bain Capital Life Sciences Investors, LLC has about 57.7% of it's holdings in Others sector.
- Others
- Healthcare
| Sector | % |
|---|---|
| Others | 57.7 |
| Healthcare | 42.3 |
Market Cap. Distribution
Bain Capital Life Sciences Investors, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- SMALL-CAP
- MICRO-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 57.7 |
| SMALL-CAP | 28.8 |
| MICRO-CAP | 8.7 |
| MID-CAP | 4.2 |
Stocks belong to which Index?
About 29.7% of the stocks held by Bain Capital Life Sciences Investors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 70.3 |
| RUSSELL 2000 | 29.7 |
Bain Capital Life Sciences Investors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Bain Capital Life Sciences Investors, LLC
Bain Capital Life Sciences Investors, LLC has 20 stocks in it's portfolio. About 86.7% of the portfolio is in top 10 stocks. OLMA proved to be the most loss making stock for the portfolio. was the most profitable stock for Bain Capital Life Sciences Investors, LLC last quarter.
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ALKS | alkermes plc | 1.95 | 610,000 | 21,569,600 | new | |||
| ANNX | annexon inc | 2.60 | 5,212,670 | 28,878,200 | reduced | -0.69 | ||
| AVIR | atea pharmaceuticals inc | 1.15 | 2,360,640 | 12,700,200 | reduced | -5.03 | ||
| CABA | cabaletta bio inc | 2.35 | 9,677,120 | 26,031,500 | unchanged | 0.00 | ||
| CCCC | c4 therapeutics inc | 1.70 | 7,171,910 | 18,862,100 | unchanged | 0.00 | ||
| CNTA | centessa pharmaceuticals | 2.28 | 635,000 | 25,222,200 | new | |||
| MRSN | mersana therapeutics inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| NAMS | newamsterdam pharma company | 21.09 | 7,306,570 | 233,883,000 | unchanged | 0.00 | ||
| NAMS | newamsterdam pharma company | 0.18 | 99,999 | 2,003,980 | unchanged | 0.00 | ||
| OLMA | olema pharmaceuticals inc | 10.05 | 7,473,240 | 111,426,000 | reduced | -12.17 | ||
| PHVS | pharvaris n v | 6.82 | 2,675,510 | 75,583,100 | reduced | -4.52 | ||
| RPID | rapid micro biosystems inc | 1.73 | 8,434,560 | 19,146,500 | unchanged | 0.00 | ||
| SLDB | solid biosciences inc | 6.37 | 9,808,820 | 70,623,500 | added | 23.98 | ||
| SVRA | savara inc | 8.67 | 17,600,600 | 96,099,400 | unchanged | 0.00 | ||
| TNGX | tango therapeutics inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| XFOR | x4 pharmaceuticals inc | 2.97 | 7,967,450 | 32,905,600 | unchanged | 0.00 | ||
| XLO | xilio therapeutics inc | 0.50 | 664,021 | 5,584,420 | new | |||
| XLO | xilio therapeutics inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| heartflow inc | 22.93 | 10,448,200 | 254,204,000 | reduced | -16.07 | |||
| dianthus therapeutics inc | 2.74 | 362,470 | 30,418,500 | reduced | -51.25 | |||