Institutional
Bain Capital Life Sciences Investors, LLC
CIK 0001703031
$1.11B
Reported AUM
20
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HTFL | HEARTFLOW INC | $28.10 | -2.46% | -9.85% | -16.52% | $254.2M | 22.93% | −2,000,000 | −16.1% |
| 2 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $31.52 | -3.52% | 56.50% | 225.62% | $233.9M | 21.09% | — | HELD |
| 3 | OLMA | OLEMA PHARMACEUTICALS INC | $10.31 | -3.46% | 131.17% | -56.09% | $111.4M | 10.05% | −1,035,403 | −12.2% |
| 4 | SVRA | SAVARA INC | $5.09 | -3.96% | 108.61% | 297.66% | $96.1M | 8.67% | — | HELD |
| 5 | PHVS | PHARVARIS N V | $31.09 | -1.71% | 85.28% | 74.96% | $75.6M | 6.82% | −126,572 | −4.5% |
| 6 | SLDB | SOLID BIOSCIENCES INC | $6.70 | -7.46% | 47.58% | -83.99% | $70.6M | 6.37% | +1,897,150 | +24.0% |
| 7 | XFOR | X4 PHARMACEUTICALS INC | $3.83 | -4.49% | -10.93% | -97.78% | $32.9M | 2.97% | — | HELD |
| 8 | DNTH | DIANTHUS THERAPEUTICS INC | $80.51 | -4.30% | 327.11% | -29.33% | $30.4M | 2.74% | −381,122 | −51.3% |
| 9 | ANNX | ANNEXON INC | $5.29 | -2.94% | 103.46% | -74.88% | $28.9M | 2.60% | −36,395 | −0.7% |
| 10 | KYTX | KYVERNA THERAPEUTICS INC | $7.47 | -6.04% | 120.35% | -69.93% | $26.8M | 2.42% | — | HELD |
| 11 | CABA | CABALETTA BIO INC | $3.25 | -7.41% | 31.05% | -56.43% | $26.0M | 2.35% | — | HELD |
| 12 | CNTA | CENTESSA PHARMACEUTICALS | $39.62 | -0.45% | 232.38% | 91.96% | $25.2M | 2.27% | +635,000 | NEW |
| 13 | ALKS | ALKERMES PLC | $42.80 | -1.34% | 34.97% | 65.44% | $21.6M | 1.95% | +610,000 | NEW |
| 14 | RPID | RAPID MICRO BIOSYSTEMS INC | $1.99 | 0.00% | -45.78% | -89.47% | $19.1M | 1.73% | — | HELD |
| 15 | CCCC | C4 THERAPEUTICS INC | $3.85 | -7.67% | 122.54% | -91.08% | $18.9M | 1.70% | — | HELD |
| 16 | AVIR | ATEA PHARMACEUTICALS INC | $4.25 | -3.85% | 33.65% | -83.03% | $12.7M | 1.15% | −125,000 | −5.0% |
| 17 | IRON | DISC MEDICINE INC | $67.00 | -5.78% | 33.95% | -45.13% | $9.0M | 0.81% | +141,234 | NEW |
| 18 | UPB | UPSTREAM BIO INC | $7.05 | -5.11% | -37.44% | -67.76% | $7.8M | 0.70% | −462,333 | −34.8% |
| 19 | XLO | XILIO THERAPEUTICS INC | $7.70 | -7.34% | -21.43% | -96.53% | $5.6M | 0.50% | +664,021 | NEW |
| 20 | NAMSW | NEWAMSTERDAM PHARMA COMPANY | $19.72 | -7.46% | 142.71% | 1919.91% | $2.0M | 0.18% | — | HELD |
| 21 | MRSN | MERSANA THERAPEUTICS INC | — | — | — | — | — | — | −346,545 | EXITED |
| 22 | TNGX | TANGO THERAPEUTICS INC | $20.22 | -8.71% | 374.65% | 101.72% | — | — | −653,493 | EXITED |
| 23 | XLO | XILIO THERAPEUTICS INC | $7.70 | -7.34% | -21.43% | -96.53% | — | — | −7,372,686 | EXITED |
Source: SEC EDGAR · accession 0001193125-26-226961. 13F discloses long positions only — shorts, foreign equities, and options are excluded.