greeksoup/ stock research
Stock research / United States / Funds / Bain Capital Life Sciences Investors, LLC

Bain Capital Life Sciences Investors, LLC

CIK 1703031 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Bain Capital Life Sciences Investors, LLC reported 21 US-listed holdings worth $1.68 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Kailera Therapeutics Inc. (29.6%), Heartflow Inc. (14.7%) and Newamsterdam Pharma Company (7.7%). Against the quarter before, it opened 2 positions, added to 2, trimmed 7 and sold out of 1.

Reported holdings$1.68B+51.7% on Q1 2026
Positions21+1 on Q1 2026
The largest ten87.9%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
KLRA29.6%HTFL14.7%NAMS7.7%SVRA6.4%ALKS6.0%SLDB5.8%PHVS5.5%OLMA5.3%COAG3.6%CABA3.2%XFOR2.2%DNTH2.1%CCCC2.0%KYTX1.5%7 more4.3%

The 14 largest of its 21 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $961.2 million in 24 positions$961MQ3 24Q4 2024: $850.1 million in 26 positions$850MQ4 24Q1 2025: $675.9 million in 24 positions$676MQ1 25Q2 2025: $799.3 million in 23 positions$799MQ2 25Q3 2025: $1.51 billion in 21 positions$1.51BQ3 25Q4 2025: $1.31 billion in 19 positions$1.31BQ4 25Q1 2026: $1.11 billion in 20 positions$1.11BQ1 26Q2 2026: $1.68 billion in 21 positions$1.68BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 2Added 2Held 10Trimmed 7Sold out 1
Opened: 2Added: 2Held: 10Trimmed: 7Sold out: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 2

  1. Kailera Therapeutics Inc. KLRA$497.5 million
  2. Hemab Therapeutics Hldgs Inc. COAG$60.6 million

Added to 2

  1. Alkermes plc. ALKS+1.3 million shares · +218%
  2. Cabaletta Bio Inc. CABA+7.6 million shares · +78%

Trimmed 7

  1. Newamsterdam Pharma Company NAMS-3.5 million shares · -48%
  2. Heartflow Inc. HTFL-2.0 million shares · -19%
  3. Olema Pharmaceuticals Inc. OLMA-387,989 shares · -5%
  4. Annexon Inc. ANNX-774,943 shares · -15%
  5. Kyverna Therapeutics Inc. KYTX-225,000 shares · -7%
  6. Upstream Bio Inc. UPB-266,262 shares · -31%
  7. Atea Pharmaceuticals Inc. AVIR-284,999 shares · -12%

Sold out of 1

  1. Centessa Pharmaceuticals PLC CNTA$25.2 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Kailera Therapeutics Inc. KLRA22,583,268$497.5 million29.58%new
Heartflow Inc. HTFL8,448,158$247.9 million14.74%-2,000,000
Newamsterdam Pharma Company NAMS3,806,566$129.0 million7.67%-3,500,000
Savara Inc. SVRA17,600,621$108.4 million6.45%no change
Alkermes plc. ALKS1,937,938$101.5 million6.04%+1,327,938
Solid Biosciences Inc. SLDB9,808,819$98.0 million5.83%no change
Pharvaris N V PHVS2,675,509$92.5 million5.50%no change
Olema Pharmaceuticals Inc. OLMA7,085,249$88.6 million5.27%-387,989
Hemab Therapeutics Hldgs Inc. COAG1,650,000$60.6 million3.60%new
Cabaletta Bio Inc. CABA17,241,445$53.6 million3.19%+7,564,320
X4 Pharmaceuticals Inc. XFOR7,967,454$37.2 million2.21%no change
Dianthus Therapeutics Inc. DNTH362,470$35.3 million2.10%no change
C4 Therapeutics Inc. CCCC7,171,910$33.5 million1.99%no change
Kyverna Therapeutics Inc. KYTX2,885,000$25.7 million1.53%-225,000
Annexon Inc. ANNX4,437,731$25.3 million1.51%-774,943
Rapid Micro Biosystems Class A Ord RPID8,434,560$14.6 million0.87%no change
Disc Medicine Inc. IRON141,234$10.3 million0.61%no change
Atea Pharmaceuticals Inc. AVIR2,075,639$9.7 million0.57%-284,999
Xilio Therapeutics Inc. XLO664,021$6.4 million0.38%no change
Upstream Bio Inc. UPB600,949$4.2 million0.25%-266,262
Newamsterdam Pharma Company99,999$2.1 million0.13%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.