Bain Capital Life Sciences Investors, LLC 13F Holdings · Q2 2026
Bain Capital Life Sciences Investors, LLC reported 21 securities worth $1.68B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: KLRA (29.58%), HTFL (14.74%), NAMS (7.67%). Among its top 25 positions this quarter: 2 new, 2 added, 7 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KLRA | KAILERA THERAPEUTICS INC | $497.5M | 29.58% | 22.6M | New |
| 2 | HTFL | HEARTFLOW INC | $247.9M | 14.74% | 8.4M | Trimmed |
| 3 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $129.0M | 7.67% | 3.8M | Trimmed |
| 4 | SVRA | SAVARA INC | $108.4M | 6.45% | 17.6M | Hold |
| 5 | ALKS | ALKERMES PLC | $101.5M | 6.04% | 1.9M | Added |
| 6 | SLDB | SOLID BIOSCIENCES INC | $98.0M | 5.83% | 9.8M | Hold |
| 7 | PHVS | PHARVARIS N V | $92.5M | 5.50% | 2.7M | Hold |
| 8 | OLMA | OLEMA PHARMACEUTICALS INC | $88.6M | 5.27% | 7.1M | Trimmed |
| 9 | COAG | HEMAB THERAPEUTICS HOLDINGS INC | $60.6M | 3.60% | 1.6M | New |
| 10 | CABA | CABALETTA BIO INC | $53.6M | 3.19% | 17.2M | Added |
| 11 | XFOR | X4 PHARMACEUTICALS INC | $37.2M | 2.21% | 8.0M | Hold |
| 12 | DNTH | DIANTHUS THERAPEUTICS INC | $35.3M | 2.10% | 362,470 | Hold |
| 13 | CCCC | C4 THERAPEUTICS INC | $33.5M | 1.99% | 7.2M | Hold |
| 14 | KYTX | KYVERNA THERAPEUTICS INC | $25.7M | 1.53% | 2.9M | Trimmed |
| 15 | ANNX | ANNEXON INC | $25.3M | 1.51% | 4.4M | Trimmed |
| 16 | RPID | RAPID MICRO BIOSYSTEMS INC | $14.6M | 0.87% | 8.4M | Hold |
| 17 | IRON | DISC MEDICINE INC | $10.3M | 0.61% | 141,234 | Hold |
| 18 | AVIR | ATEA PHARMACEUTICALS INC | $9.7M | 0.57% | 2.1M | Trimmed |
| 19 | XLO | XILIO THERAPEUTICS INC | $6.4M | 0.38% | 664,021 | Hold |
| 20 | UPB | UPSTREAM BIO INC | $4.2M | 0.25% | 600,949 | Trimmed |
| 21 | NAMSW | NEWAMSTERDAM PHARMA COMPANY | $2.1M | 0.13% | 99,999 | Hold |
| 22 | CNTA | CENTESSA PHARMACEUTICALS | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR