Bain Capital Life Sciences Investors, LLC 13F 持仓 · 2026年Q2
Bain Capital Life Sciences Investors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 21 只证券，申报市值合计 16.82 亿美元。前几大持仓：KLRA（29.58%）、HTFL（14.74%）、NAMS（7.67%）。本季前 25 大持仓中：新建仓 2 只、增持 2 只、减持 7 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | KLRA | KAILERA THERAPEUTICS INC | $497.5M | 29.58% | 22.6M | 新建仓 |
| 2 | HTFL | HEARTFLOW INC | $247.9M | 14.74% | 8.4M | 减持 |
| 3 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $129.0M | 7.67% | 3.8M | 减持 |
| 4 | SVRA | SAVARA INC | $108.4M | 6.45% | 17.6M | 持平 |
| 5 | ALKS | ALKERMES PLC | $101.5M | 6.04% | 1.9M | 增持 |
| 6 | SLDB | SOLID BIOSCIENCES INC | $98.0M | 5.83% | 9.8M | 持平 |
| 7 | PHVS | PHARVARIS N V | $92.5M | 5.50% | 2.7M | 持平 |
| 8 | OLMA | OLEMA PHARMACEUTICALS INC | $88.6M | 5.27% | 7.1M | 减持 |
| 9 | COAG | HEMAB THERAPEUTICS HOLDINGS INC | $60.6M | 3.60% | 1.6M | 新建仓 |
| 10 | CABA | CABALETTA BIO INC | $53.6M | 3.19% | 17.2M | 增持 |
| 11 | XFOR | X4 PHARMACEUTICALS INC | $37.2M | 2.21% | 8.0M | 持平 |
| 12 | DNTH | DIANTHUS THERAPEUTICS INC | $35.3M | 2.10% | 362,470 | 持平 |
| 13 | CCCC | C4 THERAPEUTICS INC | $33.5M | 1.99% | 7.2M | 持平 |
| 14 | KYTX | KYVERNA THERAPEUTICS INC | $25.7M | 1.53% | 2.9M | 减持 |
| 15 | ANNX | ANNEXON INC | $25.3M | 1.51% | 4.4M | 减持 |
| 16 | RPID | RAPID MICRO BIOSYSTEMS INC | $14.6M | 0.87% | 8.4M | 持平 |
| 17 | IRON | DISC MEDICINE INC | $10.3M | 0.61% | 141,234 | 持平 |
| 18 | AVIR | ATEA PHARMACEUTICALS INC | $9.7M | 0.57% | 2.1M | 减持 |
| 19 | XLO | XILIO THERAPEUTICS INC | $6.4M | 0.38% | 664,021 | 持平 |
| 20 | UPB | UPSTREAM BIO INC | $4.2M | 0.25% | 600,949 | 减持 |
| 21 | NAMSW | NEWAMSTERDAM PHARMA COMPANY | $2.1M | 0.13% | 99,999 | 持平 |
| 22 | CNTA | CENTESSA PHARMACEUTICALS | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR