Bain Capital Life Sciences Investors
Boston, MAfiles as Bain Capital Life Sciences Investors, LLC
$1.7bn in 21 US stocks at the end of 30 June 2026. The top 10 are 87.9% of the money. It changed about 38.4% of the portfolio this quarter.
Value
$1.7bn
Stocks
21
Top 10 share
87.9%
Turnover
38.4%
What changed this quarter
New
Bought for the first time this quarter.
- Kailera TherapeuticsKLRA29.6% of the fund
- Hemab Therapeutics HoldingsCOAG3.6% of the fund
Added
Bought more of a stock they already held.
- Alkermes plc.ALKS6.0% of the fund+218%
- Cabaletta BioCABA3.2% of the fund+78%
Cut
Sold some of their stake.
- HeartflowHTFL14.7% of the fund-19%
- NewAmsterdam PharmaNAMS7.7% of the fund-48%
- Olema PharmaceuticalsOLMA5.3% of the fund-5%
- Kyverna TherapeuticsKYTX1.5% of the fund-7%
- AnnexonANNX1.5% of the fund-15%
- Atea PharmaceuticalsAVIR0.6% of the fund-12%
- Upstream BioUPB0.2% of the fund-31%
Sold out
Sold their entire stake.
- Centessa Pharmaceuticals-100%
Holdings
- Kailera TherapeuticsKLRA
- Share
- 29.6%
- Value
- $498m
- Shares
- 22,583,268
New
- Hemab Therapeutics HoldingsCOAG
- Share
- 3.6%
- Value
- $61m
- Shares
- 1,650,000
New
- Newamsterdam Pharma CompanyNAMSW
- Share
- 0.1%
- Value
- $2m
- Shares
- 99,999
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Kailera TherapeuticsKLRA | 29.6% | $498m | 22,583,268 | New |
| HeartflowHTFL | 14.7% | $248m | 8,448,158 | -19% |
| NewAmsterdam PharmaNAMS | 7.7% | $129m | 3,806,566 | -48% |
| SavaraSVRA | 6.4% | $108m | 17,600,621 | Held |
| Alkermes plc.ALKS | 6.0% | $102m | 1,937,938 | +218% |
| Solid BiosciencesSLDB | 5.8% | $98m | 9,808,819 | Held |
| PharvarisPHVS | 5.5% | $93m | 2,675,509 | Held |
| Olema PharmaceuticalsOLMA | 5.3% | $89m | 7,085,249 | -5% |
| Hemab Therapeutics HoldingsCOAG | 3.6% | $61m | 1,650,000 | New |
| Cabaletta BioCABA | 3.2% | $54m | 17,241,445 | +78% |
| X4 PharmaceuticalsXFOR | 2.2% | $37m | 7,967,454 | Held |
| Dianthus TherapeuticsDNTH | 2.1% | $35m | 362,470 | Held |
| C4 TherapeuticsCCCC | 2.0% | $33m | 7,171,910 | Held |
| Kyverna TherapeuticsKYTX | 1.5% | $26m | 2,885,000 | -7% |
| AnnexonANNX | 1.5% | $25m | 4,437,731 | -15% |
| Rapid Micro BiosystemsRPID | 0.9% | $15m | 8,434,560 | Held |
| Disc MedicineIRON | 0.6% | $10m | 141,234 | Held |
| Atea PharmaceuticalsAVIR | 0.6% | $10m | 2,075,639 | -12% |
| Xilio TherapeuticsXLO | 0.4% | $6m | 664,021 | Held |
| Upstream BioUPB | 0.2% | $4m | 600,949 | -31% |
| Newamsterdam Pharma CompanyNAMSW | 0.1% | $2m | 99,999 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 110.4% since 30 June 2025.
Where the money is
Health care99.9%
Other0.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.