Bain Capital Life Sciences Investors, LLC
13F Reported Value
ⓘ$1.7B
Holdings
21
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Bain Capital Life Sciences Investors, LLC disclosed 21 positions worth $1.7B in its Form 13F-HR for Q2 2026, led by $KLRA (Kailera Therapeutics, Inc.) at 29.6% of the equity portfolio, followed by $HTFL and $NAMS. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $KLRA and a full exit from $CNTA. The portfolio is most concentrated in Healthcare (99.1% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
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Quality
$497.5M22,583,268 sh - 34.3#2,351
Quality
$247.9M8,448,158 sh - —
Quality
$129.0M3,806,566 sh - —
Quality
$108.4M17,600,621 sh - —
Quality
$101.5M1,937,938 sh - —
Quality
$98.0M9,808,819 sh - —
Quality
$92.5M2,675,509 sh - —
Quality
$88.6M7,085,249 sh - $60.6M1,650,000 sh
- —
Quality
$53.6M17,241,445 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Kailera Therapeutics, Inc.$KLRA | — | $497.5M | 22,583,268 |
 Heartflow, Inc.$HTFL | 34.3#2,351 | $247.9M | 8,448,158 |
 NewAmsterdam Pharma Co N.V.$NAMS | — | $129.0M | 3,806,566 |
 Savara Inc$SVRA | — | $108.4M | 17,600,621 |
 Alkermes plc.$ALKS | — | $101.5M | 1,937,938 |
 Solid Biosciences Inc.$SLDB | — | $98.0M | 9,808,819 |
 Pharvaris N.V.$PHVS | — | $92.5M | 2,675,509 |
 Olema Pharmaceuticals, Inc.$OLMA | — | $88.6M | 7,085,249 |
 Hemab Therapeutics Holdings, Inc.$COAG | — | $60.6M | 1,650,000 |
 Cabaletta Bio, Inc.$CABA | — | $53.6M | 17,241,445 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bain Capital Life Sciences Investors, LLC's 21 positions.
Showing top 10 of 21 holdings.
Sector Allocation
Healthcare
$1.7B
Technology
$14.6M
Full Holdings — Bain Capital Life Sciences Investors, LLC (Q2 2026)
All 21 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 | $KLRA | Kailera Therapeutics, Inc. | $497.5M | 29.6% | NEW | — |
| 2 | $HTFL | Heartflow, Inc. | $247.9M | 14.7% | -19% | 34.3 |
| 3 | $NAMS | NewAmsterdam Pharma Co N.V. | $129.0M | 7.7% | -48% | — |
| 4 | $SVRA | Savara Inc | $108.4M | 6.5% | +0% | — |
| 5 | $ALKS | Alkermes plc. | $101.5M | 6.0% | +218% | — |
| 6 | $SLDB | Solid Biosciences Inc. | $98.0M | 5.8% | +0% | — |
| 7 | $PHVS | Pharvaris N.V. | $92.5M | 5.5% | +0% | — |
| 8 | $OLMA | Olema Pharmaceuticals, Inc. | $88.6M | 5.3% | -5% | — |
| 9 | $COAG | Hemab Therapeutics Holdings, Inc. | $60.6M | 3.6% | NEW | — |
| 10 | $CABA | Cabaletta Bio, Inc. | $53.6M | 3.2% | +78% | — |
| 11 |  $XFOR | X4 Pharmaceuticals, Inc | $37.2M | 2.2% | +0% | 28 |
| 12 |  $DNTH | Dianthus Therapeutics, Inc. /DE/ | $35.3M | 2.1% | +0% | 22.6 |
| 13 |  $CCCC | C4 Therapeutics, Inc. | $33.5M | 2.0% | +0% | 18.2 |
| 14 |  $KYTX | Kyverna Therapeutics, Inc. | $25.7M | 1.5% | -7% | — |
| 15 |  $ANNX | Annexon, Inc. | $25.3M | 1.5% | -15% | — |
| 16 |  $RPID | RAPID MICRO BIOSYSTEMS, INC. | $14.6M | 0.9% | +0% | 26.5 |
| 17 |  $IRON | Disc Medicine, Inc. | $10.3M | 0.6% | +0% | — |
| 18 |  $AVIR | Atea Pharmaceuticals, Inc. | $9.7M | 0.6% | -12% | — |
| 19 |  $XLO | Xilio Therapeutics, Inc. | $6.4M | 0.4% | +0% | 35.6 |
| 20 |  $UPB | Upstream Bio, Inc. | $4.2M | 0.3% | -31% | 19.7 |
| 21 | $NAMS | NewAmsterdam Pharma Co N.V. | $2.1M | 0.1% | +0% | — |
New Positions (2)
Exited Positions (1)
$CNTA Centessa Pharmaceuticals plcBrowse Top Institutional Investors
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