Bain Capital Life Sciences Investors, LLC 13F holdings
Bain Capital Life Sciences Investors, LLC reported 20 positions with a total reported value of $1.7B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: KLRA KAILERA THERAPEUTICS INC (29.6%), HTFL HEARTFLOW INC (14.7%), NAMS NEWAMSTERDAM PHARMA COMPANY (7.8%), SVRA SAVARA INC (6.4%), ALKS ALKERMES PLC (6.0%). Against 2026-03-31 it opened 2 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
20 largest of 20 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| KLRA KAILERA THERAPEUTICS INC | 22,583,268 | $497.5M | 29.6% |
| HTFL HEARTFLOW INC | 8,448,158 | $247.9M | 14.7% |
| NAMS NEWAMSTERDAM PHARMA COMPANY | 3,906,565 | $131.1M | 7.8% |
| SVRA SAVARA INC | 17,600,621 | $108.4M | 6.4% |
| ALKS ALKERMES PLC | 1,937,938 | $101.5M | 6.0% |
| SLDB SOLID BIOSCIENCES INC | 9,808,819 | $98.0M | 5.8% |
| PHVS PHARVARIS N V | 2,675,509 | $92.5M | 5.5% |
| OLMA OLEMA PHARMACEUTICALS INC | 7,085,249 | $88.6M | 5.3% |
| COAG HEMAB THERAPEUTICS HOLDINGS INC | 1,650,000 | $60.6M | 3.6% |
| CABA CABALETTA BIO INC | 17,241,445 | $53.6M | 3.2% |
| XFOR X4 PHARMACEUTICALS INC | 7,967,454 | $37.2M | 2.2% |
| DNTH DIANTHUS THERAPEUTICS INC | 362,470 | $35.3M | 2.1% |
| CCCC C4 THERAPEUTICS INC | 7,171,910 | $33.5M | 2.0% |
| KYTX KYVERNA THERAPEUTICS INC | 2,885,000 | $25.7M | 1.5% |
| ANNX ANNEXON INC | 4,437,731 | $25.3M | 1.5% |
| RPID RAPID MICRO BIOSYSTEMS INC | 8,434,560 | $14.6M | 0.9% |
| IRON DISC MEDICINE INC | 141,234 | $10.3M | 0.6% |
| AVIR ATEA PHARMACEUTICALS INC | 2,075,639 | $9.7M | 0.6% |
| XLO XILIO THERAPEUTICS INC | 664,021 | $6.4M | 0.4% |
| UPB UPSTREAM BIO INC | 600,949 | $4.2M | 0.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| CENTESSA PHARMACEUTICALS | 635,000 | $25.2M | 2.3% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ALKS ALKERMES PLC | 610,000 | 1,937,938 | +217.7% | $101.5M |
| CABA CABALETTA BIO INC | 9,677,125 | 17,241,445 | +78.2% | $53.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NAMS NEWAMSTERDAM PHARMA COMPANY | 7,406,565 | 3,906,565 | -47.3% | $131.1M |
| HTFL HEARTFLOW INC | 10,448,158 | 8,448,158 | -19.1% | $247.9M |
| OLMA OLEMA PHARMACEUTICALS INC | 7,473,238 | 7,085,249 | -5.2% | $88.6M |
| ANNX ANNEXON INC | 5,212,674 | 4,437,731 | -14.9% | $25.3M |
| KYTX KYVERNA THERAPEUTICS INC | 3,110,000 | 2,885,000 | -7.2% | $25.7M |
| UPB UPSTREAM BIO INC | 867,211 | 600,949 | -30.7% | $4.2M |
| AVIR ATEA PHARMACEUTICALS INC | 2,360,638 | 2,075,639 | -12.1% | $9.7M |
CIK 1703031 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
