Bain Capital Life Sciences Investors portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Bain Capital Life Sciences Investors reported a $1.7 bn portfolio of 20 companies (21 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are KLRA, HTFL, NAMS.
Sections with a free account
What changed this quarter
9 positions with a change (2 added to, 7 trimmed); also, 1 entered through an IPO, 1 exited through an acquisition or merger, 1 entered through a spin-off. 4 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedHemab Therapeutics HoldingsCOAG3.6% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- NewAmsterdam Pharma−48%fewer sharesReduced21.1% → 7.7%
- Alkermes plc.+218%more sharesIncreased1.9% → 6.0%
- Heartflow−19%fewer sharesReduced22.9% → 14.7%
- Cabaletta Bio+78%more sharesIncreased2.3% → 3.2%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Kailera TherapeuticsKLRA29.6%
- HeartflowHTFL14.7%
- NewAmsterdam PharmaNAMS · NAMSW7.8%
- SavaraSVRA6.4%
- Alkermes plc.ALKS6.0%
- Solid BiosciencesSLDB5.8%
- PharvarisPHVS5.5%
- Olema PharmaceuticalsOLMA5.3%
- Hemab Therapeutics HoldingsCOAG3.6%
- Cabaletta BioCABA3.2%
- X4 PharmaceuticalsXFOR2.2%
- Dianthus TherapeuticsDNTH2.1%
- C4 TherapeuticsCCCC2.0%
- Kyverna TherapeuticsKYTX1.5%
- AnnexonANNX1.5%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Health Care 100%
How its portfolio changed (8 quarters)
Q2 2026: 21
Q2 2026: 88%
Q2 2026: 10.3%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
Similar managers by type and size
Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.
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