Bain Capital Life Sciences Investors, LLC
13F Reported Value
ⓘ$1.1B
Holdings
20
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Bain Capital Life Sciences Investors, LLC disclosed 20 positions worth $1.1B in its Form 13F-HR for Q1 2026, led by $HTFL (Heartflow, Inc.) at 22.9% of the equity portfolio, followed by $NAMS and $OLMA. During the quarter the fund opened 3 new positions and exited 2 — including a new stake in $CNTA. The portfolio is most concentrated in Healthcare (98.3% of disclosed assets). All figures are sourced directly from Bain Capital Life Sciences Investors, LLC’s Form 13F-HR filing with the SEC under CIK 1703031.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 45.3#1,728
Quality
$254.2M10,448,158 sh - —
Quality
$233.9M7,306,566 sh - —
Quality
$111.4M7,473,238 sh - —
Quality
$96.1M17,600,621 sh - —
Quality
$75.6M2,675,509 sh - —
Quality
$70.6M9,808,819 sh - 29.3
Quality
$32.9M7,967,454 sh - 26.8
Quality
$30.4M362,470 sh - —
Quality
$28.9M5,212,674 sh - —
Quality
$26.8M3,110,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Heartflow, Inc.$HTFL | 45.3#1,728 | $254.2M | 10,448,158 |
 NewAmsterdam Pharma Co N.V.$NAMS | — | $233.9M | 7,306,566 |
 Olema Pharmaceuticals, Inc.$OLMA | — | $111.4M | 7,473,238 |
 Savara Inc$SVRA | — | $96.1M | 17,600,621 |
 Pharvaris N.V.$PHVS | — | $75.6M | 2,675,509 |
 Solid Biosciences Inc.$SLDB | — | $70.6M | 9,808,819 |
 X4 Pharmaceuticals, Inc$XFOR | 29.3 | $32.9M | 7,967,454 |
 Dianthus Therapeutics, Inc. /DE/$DNTH | 26.8 | $30.4M | 362,470 |
 Annexon, Inc.$ANNX | — | $28.9M | 5,212,674 |
 Kyverna Therapeutics, Inc.$KYTX | — | $26.8M | 3,110,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bain Capital Life Sciences Investors, LLC's 20 positions.
Showing top 10 of 20 holdings.
Sector Allocation
Healthcare
$1.1B
Technology
$19.1M
Full Holdings — Bain Capital Life Sciences Investors, LLC (Q1 2026)
All 20 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $HTFL | Heartflow, Inc. | $254.2M | 22.9% | -16% | 45.3 |
| 2 | $NAMS | NewAmsterdam Pharma Co N.V. | $233.9M | 21.1% | +0% | — |
| 3 | $OLMA | Olema Pharmaceuticals, Inc. | $111.4M | 10.1% | -12% | — |
| 4 | $SVRA | Savara Inc | $96.1M | 8.7% | +0% | — |
| 5 | $PHVS | Pharvaris N.V. | $75.6M | 6.8% | -5% | — |
| 6 | $SLDB | Solid Biosciences Inc. | $70.6M | 6.4% | +24% | — |
| 7 | $XFOR | X4 Pharmaceuticals, Inc | $32.9M | 3.0% | +0% | 29.3 |
| 8 | $DNTH | Dianthus Therapeutics, Inc. /DE/ | $30.4M | 2.7% | -51% | 26.8 |
| 9 | $ANNX | Annexon, Inc. | $28.9M | 2.6% | -1% | — |
| 10 | $KYTX | Kyverna Therapeutics, Inc. | $26.8M | 2.4% | +0% | — |
| 11 |  $CABA | Cabaletta Bio, Inc. | $26.0M | 2.4% | +0% | — |
| 12 |  $CNTA | Centessa Pharmaceuticals plc | $25.2M | 2.3% | NEW | — |
| 13 |  $ALKS | Alkermes plc. | $21.6M | 1.9% | NEW | — |
| 14 |  $RPID | RAPID MICRO BIOSYSTEMS, INC. | $19.1M | 1.7% | +0% | 26.2 |
| 15 |  $CCCC | C4 Therapeutics, Inc. | $18.9M | 1.7% | +0% | 6.5 |
| 16 |  $AVIR | Atea Pharmaceuticals, Inc. | $12.7M | 1.1% | -5% | — |
| 17 |  $IRON | Disc Medicine, Inc. | $9.0M | 0.8% | NEW | — |
| 18 |  $UPB | Upstream Bio, Inc. | $7.8M | 0.7% | -35% | 22.6 |
| 19 |  $XLO | Xilio Therapeutics, Inc. | $5.6M | 0.5% | -91% | 26.9 |
| 20 | $NAMS | NewAmsterdam Pharma Co N.V. | $2.0M | 0.2% | +0% | — |
New Positions (3)
Exited Positions (2)
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