Bain Capital Life Sciences Investors, LLC

CIK

1703031

Location

Boston, MA

Portfolio Value

Mid $1,106,812,322

Diversification

Diversified

Filing Date

Global Rank

#1,665 / 8,622 ▼ 89 · as of Mar 2026

Top Industry

Biotechnology 73.4%

3Y Alpha vs SPY

+5.1%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+120.0%

SPY

+67.9%

Annualised alpha

+11.2%

Max drawdown

−45.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

19 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.0%

−5.1 pts

Top 5

69.7%

−8.9 pts

Top 10

86.8%

−5.1 pts

HHI

1,290

Diversified−312

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$1,106,812,322	19

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
SLDB	Solid Biosciences Inc.	+1,897,150	9,808,819	$70,623,496
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
XLO	Xilio Therapeutics, Inc.	−6,708,665	664,021	$5,584,416
HTFL	Heartflow, Inc.	−2,000,000	10,448,158	$254,203,684
OLMA	Olema Pharmaceuticals, Inc.	−1,035,403	7,473,238	$111,425,978
UPB	Upstream Bio, Inc.	−462,333	867,211	$7,804,899
DNTH	Dianthus Therapeutics, Inc. /DE/	−381,122	362,470	$30,418,482
PHVS	Pharvaris N.V.	−126,572	2,675,509	$75,583,129
AVIR	Atea Pharmaceuticals, Inc.	−125,000	2,360,638	$12,700,232
ANNX	Annexon, Inc.	−36,395	5,212,674	$28,878,213
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CNTA	Centessa Pharmaceuticals plc	635,000	$25,222,200
ALKS	Alkermes plc.	610,000	$21,569,600
IRON	Disc Medicine, Inc.	141,234	$9,030,501
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
TNGX	Tango Therapeutics, Inc.	653,493	$5,789,947
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 tracked positions · $1,106,812,322 total · filing declares 20 positions · $1,108,816,309 · as of Mar 31, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HTFL	Heartflow, Inc. Healthcare	Reduced	10,448,158	-2,000,000	$254,203,684	−29.9%	22.97%
NAMS	NewAmsterdam Pharma Co N.V. Healthcare	Held	7,306,566	0	$233,883,177	−8.8%	21.13%
OLMA	Olema Pharmaceuticals, Inc. Healthcare	Reduced	7,473,238	-1,035,403	$111,425,978	−47.6%	10.07%
SVRA	Savara Inc Healthcare	Held	17,600,621	0	$96,099,390	−9.5%	8.68%
PHVS	Pharvaris N.V. Healthcare	Reduced	2,675,509	-126,572	$75,583,129	−2.8%	6.83%
SLDB	Solid Biosciences Inc. Healthcare	Added	9,808,819	+1,897,150	$70,623,496	+58.3%	6.38%
XFOR	X4 Pharmaceuticals, Inc Healthcare	Held	7,967,454	0	$32,905,585	+3.2%	2.97%
DNTH	Dianthus Therapeutics, Inc. /DE/ Healthcare	Reduced	362,470	-381,122	$30,418,482	−0.7%	2.75%
ANNX	Annexon, Inc. Healthcare	Reduced	5,212,674	-36,395	$28,878,213	+9.6%	2.61%
KYTX	Kyverna Therapeutics, Inc. Healthcare	Held	3,110,000	0	$26,839,300	−8.2%	2.42%
CABA	Cabaletta Bio, Inc. Healthcare	Held	9,677,125	0	$26,031,466	+22.8%	2.35%
CNTA	Centessa Pharmaceuticals plc Healthcare	NEW	635,000	NEW	$25,222,200	NEW	2.28%
ALKS	Alkermes plc. Healthcare	NEW	610,000	NEW	$21,569,600	NEW	1.95%
RPID	Rapid Micro Biosystems, Inc. Healthcare	Held	8,434,560	0	$19,146,451	−21.7%	1.73%
CCCC	C4 Therapeutics, Inc. Healthcare	Held	7,171,910	0	$18,862,123	+37.7%	1.70%
AVIR	Atea Pharmaceuticals, Inc. Healthcare	Reduced	2,360,638	-125,000	$12,700,232	+43.1%	1.15%
IRON	Disc Medicine, Inc. Healthcare	NEW	141,234	NEW	$9,030,501	NEW	0.82%
UPB	Upstream Bio, Inc. Healthcare	Reduced	867,211	-462,333	$7,804,899	−78.4%	0.71%
XLO	Xilio Therapeutics, Inc. Healthcare	Reduced	664,021	-6,708,665	$5,584,416	+18.4%	0.50%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.