StockDrifts LogoStockDrifts

Bain Capital Venture Investors 13F Portfolio

Portfolio Manager
Bain Capital Venture Investors LLC
Performance
+6.20% (2026 Q2)
AUM (13F)
$132.84M
# of Holdings
3
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Bain Capital Venture Investors LLC Holdings Map

Top 3 Bain Capital Venture Investors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NOW
SERVICENOW INC
85.56%1.14M$113.7M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.14M shares2026-Q1: 1.14M shares2026-Q2: 1.14M shares
$168.62(-24.54%)
2026-06-30
WAY
WAYSTAR HLDG CORP
13.65%883.0K$18.1M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 883.0K shares2026-Q1: 883.0K shares2026-Q2: 883.0K shares
$35.33(-30.10%)
2026-06-30
BTGO
BITGO HOLDINGS INC
0.79%203.2K$1.1M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 203.2K shares2026-Q2: 203.2K shares
$8.23(-32.81%)
2026-06-30

About Bain Capital Venture Investors LLC’s portfolio

Bain Capital Venture Investors LLC reports $132.84M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are NOW (85.6%), WAY (13.7%) and BTGO (0.8%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -22.29% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
NOW — 85.6% ($113.66M)WAY — 13.6% ($18.13M)BTGO — 0.8% ($1.05M)
100%in top 3
  • NOW85.6%
  • WAY13.6%
  • BTGO0.8%

Unlock alerts, watchlists & AI chat

Sign up free to track Bain Capital Venture Investors LLC, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Bain Capital Venture Investors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1309469). View Bain Capital Venture Investors LLC’s 13F filings on SEC

More 13F analyses

View all