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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HTFL | HEARTFLOW INC | $25.83 | 3.15% | -17.13% | -23.26% | $254.2M | 22.93% | — | HELD |
| 2 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $28.46 | 1.97% | 33.74% | 194.62% | $233.9M | 21.09% | — | HELD |
| 3 | OLMA | OLEMA PHARMACEUTICALS INC | $11.82 | 5.63% | 108.82% | -62.80% | $111.4M | 10.05% | — | HELD |
| 4 | SVRA | SAVARA INC | $5.54 | 4.92% | 113.90% | 257.42% | $96.1M | 8.67% | — | HELD |
| 5 | PHVS | PHARVARIS N V | $33.88 | 3.86% | 67.35% | 65.78% | $75.6M | 6.82% | — | HELD |
| 6 | SLDB | SOLID BIOSCIENCES INC | $8.49 | 5.60% | 24.30% | -79.11% | $70.6M | 6.37% | — | HELD |
| 7 | XFOR | X4 PHARMACEUTICALS INC | $4.00 | 0.00% | 151.25% | -97.39% | $32.9M | 2.97% | — | HELD |
| 8 | DNTH | DIANTHUS THERAPEUTICS INC | $112.64 | 8.21% | 447.06% | 10.00% | $30.4M | 2.74% | — | HELD |
| 9 | ANNX | ANNEXON INC | $5.27 | 8.44% | 108.16% | -68.81% | $28.9M | 2.60% | — | HELD |
| 10 | KYTX | KYVERNA THERAPEUTICS INC | $7.49 | 5.94% | 114.83% | -70.25% | $26.8M | 2.42% | — | HELD |
| 11 | CABA | CABALETTA BIO INC | $2.72 | 3.82% | 88.89% | -73.28% | $26.0M | 2.35% | — | HELD |
| 12 | CNTA | CENTESSA PHARMACEUTICALS | — | — | 0.00% | — | $25.2M | 2.27% | — | HELD |
| 13 | ALKS | ALKERMES PLC | $50.03 | 3.50% | 88.84% | 60.39% | $21.6M | 1.95% | — | HELD |
| 14 | RPID | RAPID MICRO BIOSYSTEMS INC | $2.11 | 2.93% | -36.25% | -88.84% | $19.1M | 1.73% | — | HELD |
| 15 | CCCC | C4 THERAPEUTICS INC | $3.66 | 3.98% | 72.64% | -90.88% | $18.9M | 1.70% | — | HELD |
| 16 | AVIR | ATEA PHARMACEUTICALS INC | $4.74 | 2.60% | 36.60% | -84.05% | $12.7M | 1.15% | — | HELD |
| 17 | IRON | DISC MEDICINE INC | $79.21 | 7.52% | 34.32% | -46.33% | $9.0M | 0.81% | — | HELD |
| 18 | UPB | UPSTREAM BIO INC | $6.57 | 2.50% | -57.72% | -69.96% | $7.8M | 0.70% | — | HELD |
| 19 | XLO | XILIO THERAPEUTICS INC | $9.08 | -0.22% | 0.77% | -95.86% | $5.6M | 0.50% | — | HELD |
| 20 | NAMSW | NEWAMSTERDAM PHARMA COMPANY | $16.71 | -5.86% | 60.52% | 1988.75% | $2.0M | 0.18% | — | HELD |
Source: SEC EDGAR · accession 0001193125-26-226961. 13F discloses long positions only — shorts, foreign equities, and options are excluded.