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Bain Capital Life Sciences Investors, LLC Top Holdings and 13F Report (2026)

About Bain Capital Life Sciences Investors, LLC

Investment Activity

  • Bain Capital Life Sciences Investors, LLC has $1.68 billion in total holdings as of June 30, 2026.
  • Bain Capital Life Sciences Investors, LLC owns shares of 21 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 38.72% of the portfolio was purchased this quarter.
  • About 12.90% of the portfolio was sold this quarter.
  • This quarter, Bain Capital Life Sciences Investors, LLC has purchased 20 new stocks and bought additional shares in 2 stocks.
  • Bain Capital Life Sciences Investors, LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.

Largest Holdings

KAILERA THERAPEUTICS INC
$497,509,394
HEARTFLOW INC
$247,868,956
NewAmsterdam Pharma
$129,004,522
Savara
$108,419,826
Alkermes
$101,538,262

Largest New Holdings this Quarter

482931102 - KAILERA THERAPEUTICS INC
$497,509,394 Holding
423494103 - HEMAB THERAPEUTICS HOLDINGS INC
$60,604,500 Holding

Largest Purchases this Quarter

KAILERA THERAPEUTICS INC
22,583,268 shares (about $497.51M)
Alkermes
1,327,938 shares (about $69.58M)
HEMAB THERAPEUTICS HOLDINGS INC
1,650,000 shares (about $60.60M)
Cabaletta Bio
7,564,320 shares (about $23.53M)

Largest Sales this Quarter

NewAmsterdam Pharma
3,500,000 shares (about $118.62M)
HEARTFLOW INC
2,000,000 shares (about $58.68M)
Olema Pharmaceuticals
387,989 shares (about $4.85M)
Annexon
774,943 shares (about $4.42M)
KYVERNA THERAPEUTICS INC
225,000 shares (about $2.00M)

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
KAILERA THERAPEUTICS INC
$497,509,394$497,509,394 â–²New Holding22,583,26829.6%COMMON STOCK
HEARTFLOW INC
$247,868,956$58,680,000 â–¼-19.1%8,448,15814.7%COM
NewAmsterdam Pharma Company N.V. stock logo
NAMS
NewAmsterdam Pharma
$129,004,522$118,615,000 â–¼-47.9%3,806,5667.7%Healthcare
Savara Inc. stock logo
SVRA
Savara
$108,419,8260.0%17,600,6216.4%Healthcare
Alkermes plc stock logo
ALKS
Alkermes
$101,538,262$69,577,312 â–²217.7%1,937,9386.0%Healthcare
Solid Biosciences Inc. stock logo
SLDB
Solid Biosciences
$97,990,1020.0%9,808,8195.8%Healthcare
Pharvaris N.V. stock logo
PHVS
Pharvaris
$92,519,1010.0%2,675,5095.5%Healthcare
Olema Pharmaceuticals, Inc. stock logo
OLMA
Olema Pharmaceuticals
$88,636,465$4,853,742 â–¼-5.2%7,085,2495.3%Healthcare
HEMAB THERAPEUTICS HOLDINGS INC
$60,604,500$60,604,500 â–²New Holding1,650,0003.6%COM SHS
Cabaletta Bio, Inc. stock logo
CABA
Cabaletta Bio
$53,620,894$23,525,035 â–²78.2%17,241,4453.2%Healthcare
X4 PHARMACEUTICALS INC
$37,208,0110.0%7,967,4542.2%COM NEW
DIANTHUS THERAPEUTICS INC
$35,333,5760.0%362,4702.1%COM
C4 Therapeutics, Inc. stock logo
CCCC
C4 Therapeutics
$33,492,8200.0%7,171,9102.0%Healthcare
KYVERNA THERAPEUTICS INC
$25,705,350$2,004,750 â–¼-7.2%2,885,0001.5%COM
Annexon, Inc. stock logo
ANNX
Annexon
$25,339,444$4,424,925 â–¼-14.9%4,437,7311.5%Healthcare
Rapid Micro Biosystems, Inc. stock logo
RPID
Rapid Micro Biosystems
$14,591,7890.0%8,434,5600.9%Healthcare
Disc Medicine, Inc. stock logo
IRON
Disc Medicine
$10,329,8550.0%141,2340.6%Healthcare
Atea Pharmaceuticals, Inc. stock logo
AVIR
Atea Pharmaceuticals
$9,651,721$1,325,245 â–¼-12.1%2,075,6390.6%Healthcare
XILIO THERAPEUTICS INC
$6,361,3220.0%664,0210.4%COM
UPSTREAM BIO INC
$4,158,567$1,842,533 â–¼-30.7%600,9490.2%COM
NewAmsterdam Pharma stock logo
NAMSW
NewAmsterdam Pharma
$2,136,9790.0%99,9990.1%Healthcare
Centessa Pharmaceuticals PLC Sponsored ADR stock logo
CNTA
Centessa Pharmaceuticals
$0$25,222,200 â–¼-100.0%00.0%Healthcare

Showing largest 100 holdings. View all holdings.
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