Q1 2026 · 13F-HR
Bain Capital Life Sciences Investors, LLCholdings as filed
Filed 2026-05-15 · accession 0001193125-26-226961
$1.11B
Reported value
20
Positions
2026-03-31
Period end
The Brief · Bain Capital Life Sciences Investors, LLC · Q1 2026
AI · grounded in 13F
Bain Capital Life Sciences Investors, LLC established a new position in CNTA valued at $25.2M. The fund also opened new stakes in ALKS for $21.6M and IRON for $9.0M. On the sell side, the fund closed its position in MRSN, reducing its exposure by $10.0M. Other activity included increasing its holding in SLDB by 23.98% and trimming its stake in UPB by 34.77%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 42238D107 | HTFL | HEARTFLOW INC | $254.2M | 22.9% | 10,448,158 | Common | SOLE |
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $233.9M | 21.1% | 7,306,566 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $111.4M | 10.0% | 7,473,238 | Common | SOLE |
| 805111101 | SVRA | SAVARA INC | $96.1M | 8.67% | 17,600,621 | Common | SOLE |
| N69605108 | PHVS | PHARVARIS N V | $75.6M | 6.82% | 2,675,509 | Common | SOLE |
| 83422E204 | SLDB | SOLID BIOSCIENCES INC | $70.6M | 6.37% | 9,808,819 | Common | SOLE |
| 98420X202 | XFOR | X4 PHARMACEUTICALS INC | $32.9M | 2.97% | 7,967,454 | Common | SOLE |
| 252828108 | DNTH | DIANTHUS THERAPEUTICS INC | $30.4M | 2.74% | 362,470 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $28.9M | 2.60% | 5,212,674 | Common | SOLE |
| 501976104 | KYTX | KYVERNA THERAPEUTICS INC | $26.8M | 2.42% | 3,110,000 | Common | SOLE |
| 12674W109 | CABA | CABALETTA BIO INC | $26.0M | 2.35% | 9,677,125 | Common | SOLE |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS | $25.2M | 2.27% | 635,000 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $21.6M | 1.95% | 610,000 | Common | SOLE |
| 75340L104 | RPID | RAPID MICRO BIOSYSTEMS INC | $19.1M | 1.73% | 8,434,560 | Common | SOLE |
| 12529R107 | CCCC | C4 THERAPEUTICS INC | $18.9M | 1.70% | 7,171,910 | Common | SOLE |
| 04683R106 | AVIR | ATEA PHARMACEUTICALS INC | $12.7M | 1.15% | 2,360,638 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $9.0M | 0.81% | 141,234 | Common | SOLE |
| 91678A107 | UPB | UPSTREAM BIO INC | $7.8M | 0.70% | 867,211 | Common | SOLE |
| 98422T209 | XLO | XILIO THERAPEUTICS INC | $5.6M | 0.50% | 664,021 | Common | SOLE |
| N62509117 | NAMSW | NEWAMSTERDAM PHARMA COMPANY | $2.0M | 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.