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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%

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. <br><br> 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. <br><br> 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
$1.11Billion
  as of May 15, 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 pharmaceuticals25,222,200
alkermes plc21,569,600
disc medicine inc9,030,500
xilio therapeutics inc5,584,420
New stocks bought by Bain Capital Life Sciences Investors, LLC

Additions

Ticker% Inc.
solid biosciences inc23.98
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%
Others57.7
Healthcare42.3

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%
UNALLOCATED57.7
SMALL-CAP28.8
MICRO-CAP8.7
MID-CAP4.2

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%
Others70.3
RUSSELL 200029.7
Top 5 Winners (%)%
dianthus therapeutics inc
77.1 %
AVIR
atea pharmaceuticals inc
49.4 %
CCCC
c4 therapeutics inc
37.7 %
SLDB
solid biosciences inc
24.3 %
CABA
cabaletta bio inc
22.8 %
Top 5 Winners ($)$
dianthus therapeutics inc
23.6 M
SLDB
solid biosciences inc
13.8 M
CCCC
c4 therapeutics inc
5.2 M
CABA
cabaletta bio inc
4.8 M
AVIR
atea pharmaceuticals inc
4.4 M
Top 5 Losers (%)%
upstream bio inc
-55.2 %
OLMA
olema pharmaceuticals inc
-37.9 %
RPID
rapid micro biosystems inc
-21.7 %
heartflow inc
-15.2 %
NAMS
newamsterdam pharma company
-12.9 %
Top 5 Losers ($)$
OLMA
olema pharmaceuticals inc
-80.6 M
heartflow inc
-55.2 M
NAMS
newamsterdam pharma company
-22.4 M
upstream bio inc
-19.9 M
SVRA
savara inc
-10.0 M

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.

$1.11BTotal Value
23.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Bain Capital Life Sciences Investors, LLC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
NAMS
Newamsterdam Pharma Company

Newamsterdam Pharma Company

NAMS
Bain Capital Life Sciences Investors, LLC's holding in Newamsterdam Pharma Company over time
21.09%7,306,570
$233.88M
21.09%
unchanged 0 percentunchanged
NAMS
Newamsterdam Pharma Company

Newamsterdam Pharma Company

NAMS
Bain Capital Life Sciences Investors, LLC's holding in Newamsterdam Pharma Company over time
0.18%99,999
$2.00M
0.18%
unchanged 0 percentunchanged
PHVS
Pharvaris N V

Pharvaris N V

PHVS
Bain Capital Life Sciences Investors, LLC's holding in Pharvaris N V over time
6.82%2,675,510
$75.58M
6.82%
decreased 4.52 percentreduced
Com
Heartflow Inc

Heartflow Inc

Bain Capital Life Sciences Investors, LLC's holding in Heartflow Inc over time
22.93%10,448,200
$254.20M
22.93%
decreased 16.07 percentreduced
Com
Dianthus Therapeutics Inc

Dianthus Therapeutics Inc

Bain Capital Life Sciences Investors, LLC's holding in Dianthus Therapeutics Inc over time
2.74%362,470
$30.42M
2.74%
decreased 51.25 percentreduced