Bain Capital Life Sciences Investors, LLC holds a concentrated book of 20 stocks worth $1.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Centessa Pharmaceuticals-ADR and trimmed Heartflow Inc. Their largest long position is Heartflow Inc at 23% of the equity book. Cloning the disclosed picks since 2019 would be +180% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Bain Capital Life Sciences Investors, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 47.8 points over this window.
Growth of $10,000 cloning Bain Capital Life Sciences Investors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Bain Capital Life Sciences Investors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 21 / 20 | $182.8M |
| GEODE CAPITAL MANAGEMENT, LLC | 20 / 20 | $454.4M |
| MORGAN STANLEY | 20 / 20 | $448.8M |
| JPMORGAN CHASE & CO | 20 / 20 | $283.4M |
| FMR LLC | 19 / 20 | $2.5B |
| BlackRock, Inc. | 19 / 20 | $2.0B |
| VANGUARD GROUP INC | 19 / 20 | $1.2B |
| STATE STREET CORP | 19 / 20 | $838.0M |
Ranked by how many of Bain Capital Life Sciences Investors, LLC's top 20 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Heartflow Inc COM | $254.2M | 10.45M | 22.9% | ▼−16% Reduced · −2.0M sh | |
| 2 | Newamsterdam Pharma Company ORDINARY SHARES | $233.9M | 7.31M | 21.1% | —Held | |
| 3 | Olema Pharmaceuticals Inc COM | $111.4M | 7.47M | 10.0% | ▼−12% Reduced · −1.0M sh | |
| 4 | Savara Inc COM | $96.1M | 17.60M | 8.7% | —Held | |
| 5 | Pharvaris N V COM | $75.6M | 2.68M | 6.8% | ▼−4.5% Reduced · −127K sh | |
| 6 | Solid Biosciences Inc COM NEW | $70.6M | 9.81M | 6.4% | ▲+24% Added · +1.9M sh | |
| 7 | X4 Pharmaceuticals Inc COM NEW | $32.9M | 7.97M | 3.0% | —Held | |
| 8 | Dianthus Therapeutics Inc COM | $30.4M | 362.5K | 2.7% | ▼−51% Reduced · −381K sh | |
| 9 | Annexon Inc COM | $28.9M | 5.21M | 2.6% | ▼−0.7% Reduced · −36K sh | |
| 10 | Kyverna Therapeutics Inc COM | $26.8M | 3.11M | 2.4% | —Held | |
| 11 | Cabaletta Bio Inc COM | $26.0M | 9.68M | 2.3% | —Held | |
| 12 | Centessa Pharmaceuticals SPONSORED ADS | $25.2M | 635.0K | 2.3% | ▲New New position | |
| 13 | Alkermes PLC SHS | $21.6M | 610.0K | 1.9% | ▲New New position | |
| 14 | Rapid Micro Biosystems Inc CLASS A COM | $19.1M | 8.43M | 1.7% | —Held | |
| 15 | C4 Therapeutics Inc COM STK | $18.9M | 7.17M | 1.7% | —Held | |
| 16 | Atea Pharmaceuticals Inc COM | $12.7M | 2.36M | 1.1% | ▼−5.0% Reduced · −125K sh | |
| 17 | Disc Medicine Inc COM | $9.0M | 141.2K | 0.8% | ▲New New position | |
| 18 | Upstream Bio Inc COM | $7.8M | 867.2K | 0.7% | ▼−35% Reduced · −462K sh | |
| 19 | Xilio Therapeutics Inc COM | $5.6M | 664.0K | 0.5% | ▲New New position | |
| 20 | Newamsterdam Pharma Company *W EXP 99/99/999 | $2.0M | 100.0K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 20 | $1.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 19 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 21 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 23 | $799.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 24 | $675.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 26 | $850.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 24 | $961.2M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 25 | $910.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 26 | $1.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 27 | $1.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 31 | $894.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 32 | $971.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 34 | $800.1M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 33 | $894.8M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 33 | $837.8M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 35 | $852.7M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 34 | $1.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 34 | $1.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 33 | $1.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 30 | $1.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 31 | $1.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 26 | $1.6B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 22 | $1.1B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 15 | $954.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.