Q4 2025 · 13F-HR
Bain Capital Life Sciences Investors, LLCholdings as filed
Filed 2026-02-17 · accession 0001193125-26-054833
$1.31B
Reported value
19
Positions
2025-12-31
Period end
The Brief · Bain Capital Life Sciences Investors, LLC · Q4 2025
AI · grounded in 13F
Bain Capital Life Sciences Investors, LLC closed its position in CDTX, reducing its exposure by $289.29M. The fund increased its holdings in CCCC by 545.01% and XFOR by 226.99%. Other activity included accumulating shares of XLO by 61.44% and trimming its position in TNGX by 75.90%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 42238D107 | HTFL | HEARTFLOW INC | $362.9M | 27.8% | 12,448,158 | Common | SOLE |
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $256.3M | 19.6% | 7,306,566 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $212.7M | 16.3% | 8,508,641 | Common | SOLE |
| 805111101 | SVRA | SAVARA INC | $106.1M | 8.13% | 17,600,621 | Common | SOLE |
| N69605108 | PHVS | PHARVARIS N V | $77.8M | 5.96% | 2,802,081 | Common | SOLE |
| 83422E204 | SLDB | SOLID BIOSCIENCES INC | $44.6M | 3.42% | 7,911,669 | Common | SOLE |
| 91678A107 | UPB | UPSTREAM BIO INC | $36.1M | 2.76% | 1,329,544 | Common | SOLE |
| 98420X202 | XFOR | X4 PHARMACEUTICALS INC | $31.9M | 2.44% | 7,967,454 | Common | SOLE |
| 252828108 | DNTH | DIANTHUS THERAPEUTICS INC | $30.6M | 2.35% | 743,592 | Common | SOLE |
| 501976104 | KYTX | KYVERNA THERAPEUTICS INC | $29.2M | 2.24% | 3,110,000 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $26.4M | 2.02% | 5,249,069 | Common | SOLE |
| 75340L104 | RPID | RAPID MICRO BIOSYSTEMS INC | $24.5M | 1.87% | 8,434,560 | Common | SOLE |
| 12674W109 | CABA | CABALETTA BIO INC | $21.2M | 1.62% | 9,677,125 | Common | SOLE |
| 12529R107 | CCCC | C4 THERAPEUTICS INC | $13.7M | 1.05% | 7,171,910 | Common | SOLE |
| 59045L205 | MRSN | MERSANA THERAPEUTICS INC | $10.0M | 0.77% | 346,545 | Common | SOLE |
| 04683R106 | AVIR | ATEA PHARMACEUTICALS INC | $8.9M | 0.68% | 2,485,638 | Common | SOLE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $5.8M | 0.44% | 653,493 | Common | SOLE |
| 98422T100 | XLO | XILIO THERAPEUTICS INC | $4.7M | 0.36% | 7,372,686 | Common | SOLE |
| N62509117 | NAMSW | NEWAMSTERDAM PHARMA COMPANY | $2.3M | 0.18% | 99,999 | 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.