2026 Q2 Portfolio Activity
In 2026 Q2, Bain Capital Life Sciences Investors, LLC maintained a portfolio of 22 distinct positions. They heavily accumulated shares in KAILERA THERAPEUTICS INC, increasing the position by 3301.0%. The fund also reduced its exposure to NEWAMSTERDAM PHARMA COMPANY by 47.9%.
Position History
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Total Positions
22
Quarter
2026 Q2
Top Holding
N/A (29.6%)
Top 10 Concentration
87.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-22 of 22
Bain Capital Life Sciences Investors, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
KAILERA THERAPE...
|
|
Unknown | 29.58% | — |
#1
Prev: #—
|
9.5 |
—
|
22,583,268 | — |
NEW
|
22,583,268 | $497,509,394 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
HTFL
HEARTFLOW INC
|
Healthcare | 14.74% | 22.93% |
#2
1
Prev: #1
|
6.0 |
—
|
-2,000,000 | -19.1% |
P
S
|
8,448,158 | $247,868,956 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NAMS
NEWAMSTERDAM PH...
|
Healthcare | 7.67% | 21.09% |
#3
1
Prev: #2
|
4.1 |
—
|
-3,500,000 | -47.9% |
P
S
|
3,806,566 | $129,004,522 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SVRA
SAVARA INC
|
Healthcare | 6.45% | 8.67% |
#4
Prev: #4
|
4.1 |
—
|
no change | no change |
P
S
|
17,600,621 | $108,419,826 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALKS
ALKERMES PLC
|
Healthcare | 6.04% | 1.95% |
#5
8
Prev: #13
|
5.9 |
—
|
1,327,938 | 217.7% |
P
S
|
1,937,938 | $101,538,262 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SLDB
SOLID BIOSCIENC...
|
Healthcare | 5.83% | 6.37% |
#6
Prev: #6
|
3.3 |
—
|
no change | no change |
P
S
|
9,808,819 | $97,990,102 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PHVS
PHARVARIS N V
|
Healthcare | 5.50% | 6.82% |
#7
2
Prev: #5
|
3.2 |
—
|
no change | no change |
P
S
|
2,675,509 | $92,519,101 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OLMA
OLEMA PHARMACEU...
|
Healthcare | 5.27% | 10.05% |
#8
5
Prev: #3
|
2.6 |
—
|
-387,989 | -5.2% |
P
S
|
7,085,249 | $88,636,465 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
HEMAB THERAPEUT...
|
|
Unknown | 3.60% | — |
#9
Prev: #—
|
4.9 |
—
|
1,650,000 | — |
NEW
|
1,650,000 | $60,604,500 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
CABA
CABALETTA BIO I...
|
Healthcare | 3.19% | 2.35% |
#10
1
Prev: #11
|
4.3 |
—
|
7,564,320 | 78.2% |
P
S
|
17,241,445 | $53,620,894 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XFOR
X4 PHARMACEUTIC...
|
Healthcare | 2.21% | 2.97% |
#11
4
Prev: #7
|
1.9 |
—
|
no change | no change |
P
S
|
7,967,454 | $37,208,011 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DNTH
DIANTHUS THERAP...
|
Healthcare | 2.10% | 2.74% |
#12
4
Prev: #8
|
1.8 |
—
|
no change | no change |
P
S
|
362,470 | $35,333,576 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CCCC
C4 THERAPEUTICS...
|
Healthcare | 1.99% | 1.70% |
#13
2
Prev: #15
|
1.8 |
—
|
no change | no change |
P
S
|
7,171,910 | $33,492,820 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KYTX
KYVERNA THERAPE...
|
Healthcare | 1.53% | 2.42% |
#14
4
Prev: #10
|
1.1 |
—
|
-225,000 | -7.2% |
P
S
|
2,885,000 | $25,705,350 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANNX
ANNEXON INC
|
Healthcare | 1.51% | 2.60% |
#15
6
Prev: #9
|
1.1 |
—
|
-774,943 | -14.9% |
P
S
|
4,437,731 | $25,339,444 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RPID
RAPID MICRO BIO...
|
Healthcare | 0.87% | 1.73% |
#16
2
Prev: #14
|
1.3 |
—
|
no change | no change |
P
S
|
8,434,560 | $14,591,789 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IRON
DISC MEDICINE I...
|
Healthcare | 0.61% | 0.81% |
#17
Prev: #17
|
1.2 |
—
|
no change | no change |
P
S
|
141,234 | $10,329,855 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVIR
ATEA PHARMACEUT...
|
Healthcare | 0.57% | 1.15% |
#18
2
Prev: #16
|
0.7 |
—
|
-284,999 | -12.1% |
P
S
|
2,075,639 | $9,651,721 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
XILIO THERAPEUT...
|
|
Unknown | 0.38% | 0.50% |
#19
Prev: #19
|
1.2 |
—
|
no change | no change |
P
S
|
664,021 | $6,361,322 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
UPB
UPSTREAM BIO IN...
|
Healthcare | 0.25% | 0.70% |
#20
2
Prev: #18
|
0.1 |
—
|
-266,262 | -30.7% |
P
S
|
600,949 | $4,158,567 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NAMSW
NEWAMSTERDAM PH...
|
Unknown | 0.13% | 0.18% |
#21
1
Prev: #20
|
1.1 |
—
|
no change | no change |
P
S
|
99,999 | $2,136,979 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CNTA
CENTESSA PHARMA...
|
Healthcare | 0.00% | 2.27% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-635,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-22 of 22 holdings