Q2 2025 · 13F-HR
Bain Capital Life Sciences Investors, LLCholdings as filed
Filed 2025-08-14 · accession 0000950123-25-008312
$799.3M
Reported value
23
Positions
2025-06-30
Period end
The Brief · Bain Capital Life Sciences Investors, LLC · Q2 2025
AI · grounded in 13F
Bain Capital Life Sciences Investors, LLC established a new position in NewAmsterdam Pharma Company NAMS valued at $194.1M. The fund also initiated new stakes in Cidara Therapeutics Inc CDTX for $121.8M and Nuvalent Inc NUVL for $110.4M. Other new additions include Pharvaris N V PHVS, Dianthus Therapeutics Inc DNTH, and Savara Inc SVRA.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $194.1M | 24.3% | 10,719,110 | Common | SOLE |
| 171757206 | CDTX | CIDARA THERAPEUTICS INC | $121.8M | 15.2% | 2,500,680 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $110.4M | 13.8% | 1,447,267 | Common | SOLE |
| N69605108 | PHVS | PHARVARIS N V | $58.1M | 7.27% | 3,303,381 | Common | SOLE |
| 252828108 | DNTH | DIANTHUS THERAPEUTICS INC | $46.2M | 5.79% | 2,482,250 | Common | SOLE |
| 805111101 | SVRA | SAVARA INC | $40.1M | 5.02% | 17,600,621 | Common | SOLE |
| 83422E204 | SLDB | SOLID BIOSCIENCES INC | $38.5M | 4.82% | 7,911,669 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $30.9M | 3.87% | 583,500 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $29.2M | 3.65% | 6,843,954 | Common | SOLE |
| 75340L104 | RPID | RAPID MICRO BIOSYSTEMS INC | $29.1M | 3.64% | 8,434,560 | Common | SOLE |
| 91678A107 | UPB | UPSTREAM BIO INC | $26.8M | 3.35% | 2,439,538 | Common | SOLE |
| 12674W109 | CABA | CABALETTA BIO INC | $14.7M | 1.84% | 9,677,125 | Common | SOLE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $13.9M | 1.74% | 2,712,008 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $12.6M | 1.58% | 5,249,069 | Common | SOLE |
| 501976104 | KYTX | KYVERNA THERAPEUTICS INC | $10.3M | 1.29% | 3,368,370 | Common | SOLE |
| 04683R106 | AVIR | ATEA PHARMACEUTICALS INC | $8.9M | 1.12% | 2,485,638 | Common | SOLE |
| 98422T100 | XLO | XILIO THERAPEUTICS INC | $3.1M | 0.39% | 4,566,817 | Common | SOLE |
| 15673T100 | IPSC | CENTURY THERAPEUTICS INC | $3.0M | 0.38% | 5,410,361 | Common | SOLE |
| 59045L106 | MRSN | MERSANA THERAPEUTICS INC | $2.6M | 0.32% | 8,663,673 | Common | SOLE |
| 12529R107 | CCCC | C4 THERAPEUTICS INC | $1.6M | 0.20% | 1,111,910 | Common | SOLE |
| 00534A102 | IVVD | INVIVYD INC | $1.3M | 0.16% | 1,799,595 | Common | SOLE |
| 98420X202 | XFOR | X4 PHARMACEUTICALS INC | $1.1M | 0.13% | 563,859 | Common | SOLE |
| N62509117 | NAMSW | NEWAMSTERDAM PHARMA COMPANY | $800,000 | 0.10% | 100,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.