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 | $25.04 | -2.15% | -19.67% | -25.61% | $254.2M | 22.93% | — | HELD |
| 2 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $27.91 | -0.25% | 31.16% | 188.92% | $233.9M | 21.09% | — | HELD |
| 3 | OLMA | OLEMA PHARMACEUTICALS INC | $11.19 | -3.70% | 118.01% | -61.16% | $111.4M | 10.05% | — | HELD |
| 4 | SVRA | SAVARA INC | $5.28 | -0.94% | 103.86% | 240.65% | $96.1M | 8.67% | — | HELD |
| 5 | PHVS | PHARVARIS N V | $32.62 | -3.05% | 66.05% | 64.49% | $75.6M | 6.82% | — | HELD |
| 6 | SLDB | SOLID BIOSCIENCES INC | $8.04 | 0.88% | 16.69% | -80.39% | $70.6M | 6.37% | — | HELD |
| 7 | XFOR | X4 PHARMACEUTICALS INC | $4.00 | 1.78% | 145.63% | -97.45% | $32.9M | 2.97% | — | HELD |
| 8 | DNTH | DIANTHUS THERAPEUTICS INC | $104.09 | 2.44% | 405.54% | 1.65% | $30.4M | 2.74% | — | HELD |
| 9 | ANNX | ANNEXON INC | $4.86 | -2.21% | 95.92% | -70.64% | $28.9M | 2.60% | — | HELD |
| 10 | KYTX | KYVERNA THERAPEUTICS INC | $7.07 | -5.61% | 117.73% | -69.85% | $26.8M | 2.42% | — | HELD |
| 11 | CABA | CABALETTA BIO INC | $2.62 | -4.03% | 81.94% | -74.26% | $26.0M | 2.35% | — | HELD |
| 12 | CNTA | CENTESSA PHARMACEUTICALS | — | — | 0.00% | — | $25.2M | 2.27% | — | HELD |
| 13 | ALKS | ALKERMES PLC | $48.34 | -4.28% | 87.97% | 59.64% | $21.6M | 1.95% | — | HELD |
| 14 | RPID | RAPID MICRO BIOSYSTEMS INC | $2.05 | -0.49% | -38.07% | -89.15% | $19.1M | 1.73% | — | HELD |
| 15 | CCCC | C4 THERAPEUTICS INC | $3.52 | -0.85% | 66.04% | -91.23% | $18.9M | 1.70% | — | HELD |
| 16 | AVIR | ATEA PHARMACEUTICALS INC | $4.62 | 2.44% | 33.14% | -84.45% | $12.7M | 1.15% | — | HELD |
| 17 | IRON | DISC MEDICINE INC | $73.67 | -1.31% | 24.93% | -50.09% | $9.0M | 0.81% | — | HELD |
| 18 | UPB | UPSTREAM BIO INC | $6.41 | 0.16% | -58.91% | -70.80% | $7.8M | 0.70% | — | HELD |
| 19 | XLO | XILIO THERAPEUTICS INC | $9.10 | -0.55% | 0.55% | -95.87% | $5.6M | 0.50% | — | HELD |
| 20 | NAMSW | NEWAMSTERDAM PHARMA COMPANY | $16.56 | -12.84% | 70.51% | 2118.75% | $2.0M | 0.18% | — | HELD |
Source: SEC EDGAR · accession 0001193125-26-226961. 13F discloses long positions only — shorts, foreign equities, and options are excluded.