Bain Capital Life Sciences Investors, LLC UPB β€” UPSTREAM BIO INC

Ownership history in Bain Capital Life Sciences Investors, LLC  Β·  6 quarters on record

AI Ownership Summary

Bain Capital Life Sciences Investors, LLC reported UPSTREAM BIO INC (UPB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 4.44% in 2024 Q4. The latest visible filing shows UPB at 0.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bain Capital Life Sciences Investors, LLC's position in UPSTREAM BIO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UPB was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.44% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bain Capital Life Sciences Investors, LLC held UPB β€” position size vs. price
% of Fund (quarterly)    UPB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 34.8% -23.0% βœ… 867,211 -462,333 -34.8% 0.70% $7.8M 2026-05-15 $9.09
2025 Q4 REDUCED 45.5% -66.8% βœ… 1,329,544 -1,109,994 -45.5% 2.76% $36.1M 2026-02-17 $8.33
2025 Q3 UNCHANGED β€” β€” β€” 2,439,538 β€” 0% 3.05% $45.9M 2025-11-14 $24.53
2025 Q2 ADDED β€” β€” β€” 2,439,538 +144,216 +6.3% 3.35% $26.79B 2025-08-14 $18.62
2025 Q1 UNCHANGED β€” β€” β€” 2,295,322 β€” 0% 2.08% $14.05B 2025-05-15 $8.78
2024 Q4 INITIATED β€” β€” β€” 2,295,322 β€” β€” 4.44% $37.74B 2025-02-14 $7.60

FAQ About Bain Capital Life Sciences Investors, LLC and UPB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bain Capital Life Sciences Investors, LLC reported owning UPB?

Bain Capital Life Sciences Investors, LLC reported UPB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported UPB position in Bain Capital Life Sciences Investors, LLC's portfolio?

The largest reported portfolio weight for UPB was 4.44% in 2024 Q4.

What is the latest reported UPB position on this page?

The most recent filing on this page is 2026 Q1, when Bain Capital Life Sciences Investors, LLC reported 867,211 shares, equal to 0.70% of portfolio, with an estimated market value of $7.8M.

What does the chart on this UPB ownership page compare?

The chart compares Bain Capital Life Sciences Investors, LLC's quarterly UPB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bain Capital Life Sciences Investors, LLC time their UPB position?

Based on 13F filing dates vs. subsequent UPB price moves, Bain Capital Life Sciences Investors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on UPB relative to SPY over the holding period was -2.2%.

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