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Bain Capital Life Sciences Investors, LLC Top Holdings and 13F Report (2025)

About Bain Capital Life Sciences Investors, LLC

Investment Activity

  • Bain Capital Life Sciences Investors, LLC has $799.27 million in total holdings as of June 30, 2025.
  • Bain Capital Life Sciences Investors, LLC owns shares of 23 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 12.60% of the portfolio was purchased this quarter.
  • About 3.75% of the portfolio was sold this quarter.
  • This quarter, Bain Capital Life Sciences Investors, LLC has purchased 24 new stocks and bought additional shares in 3 stocks.
  • Bain Capital Life Sciences Investors, LLC sold shares of 2 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

NewAmsterdam Pharma
$194,123,082
CIDARA THERAPEUTICS INC
$121,808,123
Nuvalent
$110,426,472
Pharvaris
$58,139,506
DIANTHUS THERAPEUTICS INC
$46,244,318

Largest New Holdings this Quarter

98420X202 - X4 PHARMACEUTICALS INC
$1,071,332 Holding

Largest Purchases this Quarter

CIDARA THERAPEUTICS INC
1,797,600 shares (about $87.56M)
Cabaletta Bio
6,916,237 shares (about $10.51M)
UPSTREAM BIO INC
144,216 shares (about $1.58M)
X4 PHARMACEUTICALS INC
563,859 shares (about $1.07M)

Largest Sales this Quarter

Disc Medicine
400,000 shares (about $21.18M)
DIANTHUS THERAPEUTICS INC
207,457 shares (about $3.86M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBain Capital Life Sciences Investors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NewAmsterdam Pharma Company N.V. stock logo
NAMS
NewAmsterdam Pharma
$194,123,0820.0%10,719,11024.3%Medical
CIDARA THERAPEUTICS INC
$121,808,123$87,561,096 255.7%2,500,68015.2%COM NEW
Nuvalent, Inc. stock logo
NUVL
Nuvalent
$110,426,4720.0%1,447,26713.8%Medical
Pharvaris N.V. stock logo
PHVS
Pharvaris
$58,139,5060.0%3,303,3817.3%Medical
DIANTHUS THERAPEUTICS INC
$46,244,318$3,864,924 -7.7%2,482,2505.8%COM
Savara Inc. stock logo
SVRA
Savara
$40,129,4160.0%17,600,6215.0%Medical
Solid Biosciences Inc. stock logo
SLDB
Solid Biosciences
$38,529,8280.0%7,911,6694.8%Medical
Disc Medicine, Inc. stock logo
IRON
Disc Medicine
$30,902,160$21,184,000 -40.7%583,5003.9%Medical
Olema Pharmaceuticals, Inc. stock logo
OLMA
Olema Pharmaceuticals
$29,155,2440.0%6,843,9543.6%Medical
Rapid Micro Biosystems, Inc. stock logo
RPID
Rapid Micro Biosystems
$29,099,2320.0%8,434,5603.6%Medical
UPSTREAM BIO INC
$26,786,127$1,583,492 6.3%2,439,5383.4%COM
Cabaletta Bio, Inc. stock logo
CABA
Cabaletta Bio
$14,709,230$10,512,680 250.5%9,677,1251.8%Medical
Tango Therapeutics, Inc. stock logo
TNGX
Tango Therapeutics
$13,885,4810.0%2,712,0081.7%Medical
Annexon, Inc. stock logo
ANNX
Annexon
$12,597,7660.0%5,249,0691.6%Medical
KYVERNA THERAPEUTICS INC
$10,340,8960.0%3,368,3701.3%COM
Atea Pharmaceuticals, Inc. stock logo
AVIR
Atea Pharmaceuticals
$8,948,2970.0%2,485,6381.1%Medical
Xilio Therapeutics, Inc. stock logo
XLO
Xilio Therapeutics
$3,104,9790.0%4,566,8170.4%Medical
Century Therapeutics, Inc. stock logo
IPSC
Century Therapeutics
$3,022,7690.0%5,410,3610.4%Medical
Mersana Therapeutics, Inc. stock logo
MRSN
Mersana Therapeutics
$2,564,4470.0%8,663,6730.3%Medical
C4 Therapeutics, Inc. stock logo
CCCC
C4 Therapeutics
$1,590,0310.0%1,111,9100.2%Medical
Invivyd, Inc. stock logo
IVVD
Invivyd
$1,286,7100.0%1,799,5950.2%Medical
X4 PHARMACEUTICALS INC
$1,071,332$1,071,332 New Holding563,8590.1%COM NEW
NewAmsterdam Pharma stock logo
NAMSW
NewAmsterdam Pharma
$800,0000.0%100,0000.1%Medical
X4 Pharmaceuticals, Inc. stock logo
XFOR
X4 Pharmaceuticals
$0$3,998,891 -100.0%00.0%Medical
Nautilus Biotechnology, Inc. stock logo
NAUT
Nautilus Biotechnology
$0$923,354 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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