2026 Q1 Portfolio Activity
In 2026 Q1, Bain Capital Life Sciences Investors, LLC maintained a portfolio of 23 distinct positions. The most significant new addition was CENTESSA PHARMACEUTICALS, now representing 2.27% of the total fund value. They heavily accumulated shares in SOLID BIOSCIENCES INC, increasing the position by 24.0%. The fund also reduced its exposure to UPSTREAM BIO INC by 34.8%.
Position History
hover any row below to update
Loading…
Total Positions
23
Quarter
2026 Q1
Top Holding
HTFL (22.9%)
Top 10 Concentration
86.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-23 of 23
Bain Capital Life Sciences Investors, LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
HTFL
HEARTFLOW INC
|
Healthcare | 22.93% | 27.79% |
#1
Prev: #1
|
6.5 |
—
|
-2,000,000 | -16.1% |
P
S
|
10,448,158 | $254,203,684 |
$33.66
-0.1%
|
2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
NAMS
NEWAMSTERDAM PH...
|
Healthcare | 21.09% | 19.63% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
7,306,566 | $233,883,178 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OLMA
OLEMA PHARMACEU...
|
Healthcare | 10.05% | 16.29% |
#3
Prev: #3
|
5.5 |
—
|
-1,035,403 | -12.2% |
P
S
|
7,473,238 | $111,425,979 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SVRA
SAVARA INC
|
Healthcare | 8.67% | 8.13% |
#4
Prev: #4
|
5.0 |
—
|
no change | no change |
P
S
|
17,600,621 | $96,099,391 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PHVS
PHARVARIS N V
|
Healthcare | 6.82% | 5.96% |
#5
Prev: #5
|
3.7 |
—
|
-126,572 | -4.5% |
P
S
|
2,675,509 | $75,583,129 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SLDB
SOLID BIOSCIENC...
|
Healthcare | 6.37% | 3.42% |
#6
Prev: #6
|
5.0 |
—
|
1,897,150 | 24.0% |
P
S
|
9,808,819 | $70,623,497 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XFOR
X4 PHARMACEUTIC...
|
Healthcare | 2.97% | 2.44% |
#7
1
Prev: #8
|
2.2 |
—
|
no change | no change |
P
S
|
7,967,454 | $32,905,585 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DNTH
DIANTHUS THERAP...
|
Healthcare | 2.74% | 2.35% |
#8
1
Prev: #9
|
1.1 |
—
|
-381,122 | -51.3% |
P
S
|
362,470 | $30,418,482 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ANNX
ANNEXON INC
|
Healthcare | 2.60% | 2.02% |
#9
2
Prev: #11
|
1.5 |
—
|
-36,395 | -0.7% |
P
S
|
5,212,674 | $28,878,214 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KYTX
KYVERNA THERAPE...
|
Healthcare | 2.42% | 2.24% |
#10
Prev: #10
|
2.0 |
—
|
no change | no change |
P
S
|
3,110,000 | $26,839,300 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CABA
CABALETTA BIO I...
|
Healthcare | 2.35% | 1.62% |
#11
2
Prev: #13
|
1.9 |
—
|
no change | no change |
P
S
|
9,677,125 | $26,031,466 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CNTA
CENTESSA PHARMA...
|
Healthcare | 2.27% | — |
#12
Prev: #—
|
4.4 |
—
|
635,000 | — |
NEW
|
635,000 | $25,222,200 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALKS
ALKERMES PLC
|
Healthcare | 1.95% | — |
#13
Prev: #—
|
4.3 |
—
|
610,000 | — |
NEW
|
610,000 | $21,569,600 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RPID
RAPID MICRO BIO...
|
Healthcare | 1.73% | 1.87% |
#14
2
Prev: #12
|
1.7 |
—
|
no change | no change |
P
S
|
8,434,560 | $19,146,451 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CCCC
C4 THERAPEUTICS...
|
Healthcare | 1.70% | 1.05% |
#15
1
Prev: #14
|
1.7 |
—
|
no change | no change |
P
S
|
7,171,910 | $18,862,123 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVIR
ATEA PHARMACEUT...
|
Healthcare | 1.15% | 0.68% |
#16
Prev: #16
|
1.0 |
—
|
-125,000 | -5.0% |
P
S
|
2,360,638 | $12,700,232 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IRON
DISC MEDICINE I...
|
Healthcare | 0.81% | — |
#17
Prev: #—
|
3.8 |
—
|
141,234 | — |
NEW
|
141,234 | $9,030,502 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UPB
UPSTREAM BIO IN...
|
Healthcare | 0.70% | 2.76% |
#18
11
Prev: #7
|
0.3 |
—
|
-462,333 | -34.8% |
P
S
|
867,211 | $7,804,899 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
XILIO THERAPEUT...
|
|
Unknown | 0.50% | — |
#19
Prev: #—
|
3.7 |
—
|
664,021 | — |
NEW
|
664,021 | $5,584,417 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
NAMSW
NEWAMSTERDAM PH...
|
Unknown | 0.18% | 0.18% |
#20
1
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
99,999 | $2,003,980 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLO
XILIO THERAPEUT...
|
Healthcare | 0.00% | 0.36% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-7,372,686 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TNGX
TANGO THERAPEUT...
|
Healthcare | 0.00% | 0.44% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-653,493 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MRSN
MERSANA THERAPE...
|
Unknown | 0.00% | 0.77% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-346,545 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-23 of 23 holdings