Bain Capital Venture Investors, LLC
Bain Capital Venture Investors, LLC reported 3 US-listed holdings worth $132.8 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: ServiceNow, Inc. (85.6%), Waystar Holding Corp. (13.6%) and Bitgo Holdings Inc. (0.8%). Against the quarter before, it opened 0 positions, added to 0, trimmed 0 and sold out of 1.
The 3 largest of its 3 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +46.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Sold out of 1
- Rubrik, Inc. RBRK$32.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| ServiceNow, Inc. NOW | 1.1M | $113.7 million | 85.56% | no change |
| Waystar Holding Corp. WAY | 883.0K | $18.1 million | 13.65% | no change |
| Bitgo Holdings Inc. BTGO | 203.2K | $1.1 million | 0.79% | no change |