StockDriftsStockDriftsTop 18 Bain Capital Life Sciences Investors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HTFL | HEARTFLOW INC | 14.74% | 8.45M | $247.9M | -19.14%(-2.00M) | $33.66(+25.01%) | 2026-06-30 | |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | 7.67% | 3.81M | $129.0M | -47.90%(-3.50M) | $11.11(+142.78%) | 2026-06-30 | |
| SVRA | SAVARA INC | 6.45% | 17.60M | $108.4M | +0.00%(+0) | $2.75(+95.86%) | 2026-06-30 | |
| ALKS | ALKERMES PLC | 6.04% | 1.94M | $101.5M | +217.69%(+1.33M) | $38.25(+28.26%) | 2026-06-30 | |
| SLDB | SOLID BIOSCIENCES INC | 5.83% | 9.81M | $98.0M | +0.00%(+0) | $10.51(-12.47%) | 2026-06-30 | |
| PHVS | PHARVARIS N V | 5.5% | 2.68M | $92.5M | +0.00%(+0) | $22.17(+58.47%) | 2026-06-30 | |
| OLMA | OLEMA PHARMACEUTICALS INC | 5.27% | 7.09M | $88.6M | -5.19%(-387.99K) | $10.55(+0.76%) | 2026-06-30 | |
| CABA | CABALETTA BIO INC | 3.19% | 17.24M | $53.6M | +78.17%(+7.56M) | $3.19(-10.00%) | 2026-06-30 | |
| XFOR | X4 PHARMACEUTICALS INC | 2.21% | 7.97M | $37.2M | +0.00%(+0) | $8.80(-51.37%) | 2026-06-30 | |
| DNTH | DIANTHUS THERAPEUTICS INC | 2.1% | 362.5K | $35.3M | +0.00%(+0) | $20.25(+472.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.68% | +80.16% | -0.70% | -3.45% |
| Top 20 Holdings Unweighted | +28.24% | +110.88% | +3.13% | +16.64% |
Bain Capital Life Sciences Investors LLC reports $1.68B in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are HTFL (14.7%), NAMS (7.7%) and SVRA (6.5%). The top 20 holdings account for 66.46% of reported assets. Its disclosed equity book has returned +80.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bain Capital Life Sciences Investors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1703031). View Bain Capital Life Sciences Investors LLC’s 13F filings on SEC