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CIK: 0001703031
Total reported value
$1.7B
$1.7B
26 檔
34.1%
The Q4 2024 SEC filing reveals that Bain Capital Life Sciences Investors, LLC held a total portfolio value of $1.7B, covering 26 public equity positions.
During Q4 2024, Bain Capital Life Sciences Investors, LLC performed routine portfolio adjustments (2 new buys, 1 additions, 5 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 32.41% | -13.42% | +2.34% | |
| 2 | NUVL | Nuvalent Inc-a | Stock-Other | 13.33% | — | -46.34% | |
| 3 | PHVS | Pharvaris N.V. | Stock-Other | 7.45% | -1.32% | — | |
| 4 | IRON | Disc Medicine Inc | Stock-Other | 7.33% | -0.20% | -45.23% | |
| 5 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 6.90% | -0.64% | -10.74% | |
| 6 | SVRA | Savara Inc | Stock-Other | 5.26% | -2.22% | — | |
| 7 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 5.12% | -4.78% | — | |
| 8 | UPB | Upstream Bio Inc | Stock-Other | 4.44% | -0.45% | — | |
| 9 | ANNX | Annexon Inc | Stock-Other | 3.17% | -1.09% | -37.88% | |
| 10 | CDTX | Cidara Therapeutics Inc | Stock-Other | 2.22% | — | — | |
| 11 | SLDB | Solid Biosciences Inc | Stock-Other | 1.90% | -0.54% | — | |
| 12 | KYTX | Kyverna Therapeutics Inc | Stock-Other | 1.48% | -0.89% | — | |
| 13 | ASNSUSD | X4 Pharmaceuticals Inc | Stock-Other | 1.46% | — | — | |
| 14 | ✓ | Mersana Therapeutics Inc | Stock-Other | 1.46% | — | — | |
| 15 | TNGX | Tango Therapeutics Inc | Stock-Other | 0.99% | — | — | |
| 16 | AVIR | Atea Pharmaceuticals Inc | Stock-Other | 0.98% | -0.58% | — | |
| 17 | RPID | Rapid Micro Biosystems Inc-a | Stock-Other | 0.89% | -0.86% | — | |
| 18 | CABA | Cabaletta Bio Inc | Stock-Other | 0.74% | +0.84% | — | |
| 19 | IPSC | Century Therapeutics Inc | Stock-Other | 0.64% | — | — | |
| 20 | ✓ | Xilio Therapeutics Inc | Stock-Other | 0.51% | — | — | |
| 21 | CCCC | C4 Therapeutics Inc | Stock-Other | 0.47% | +0.29% | — | |
| 22 | NAUT | Nautilus Biotechnology Inc | Stock-Other | 0.35% | — | -12.05% | |
| 23 | MRNS* | Marinus Pharmaceuticals Inc | Stock-Other | 0.17% | — | — | |
| 24 | ✓ | Newamsterdam Pharma Company | Stock-Other | 0.17% | -0.05% | — | |
| 25 | IVVD | Invivyd Inc | Stock-Other | 0.09% | — | — | |
| 26 | SYRS | Syros Pharmaceuticals Inc | Stock-Other | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NAMS | NewAmsterdam Pharma Company N.V. | +14.3% | +2.34% | Add |
| 2 | OLMA | Olema Pharmaceuticals Inc | +5.1% | NEW | New buy |
| 3 | UPB | Upstream Bio Inc | +4.4% | NEW | New buy |
| 4 | CDTX | Cidara Therapeutics Inc | +1.4% | — | Unchanged |
| 5 | PHVS | Pharvaris N.V. | +1.1% | — | Unchanged |
| 6 | ASNSUSD | X4 Pharmaceuticals Inc | +0.3% | — | Unchanged |
| 7 | ✓ | Xilio Therapeutics Inc | +0.1% | — | Unchanged |
| 8 | RPID | Rapid Micro Biosystems Inc-a | +0.1% | — | Unchanged |
| 9 | AVIR | Atea Pharmaceuticals Inc | +0.1% | — | Unchanged |
| 10 | ✓ | Newamsterdam Pharma Company | +0.1% | — | Unchanged |
| 11 | IVVD | Invivyd Inc | -0.1% | — | Unchanged |
| 12 | CCCC | C4 Therapeutics Inc | -0.2% | — | Unchanged |
| 13 | KYTX | Kyverna Therapeutics Inc | -0.2% | — | Unchanged |
| 14 | ✓ | Mersana Therapeutics Inc | -0.2% | — | Unchanged |
| 15 | NAUT | Nautilus Biotechnology Inc | -0.2% | -12.05% | Trim |
| 16 | IPSC | Century Therapeutics Inc | -0.3% | — | Unchanged |
| 17 | MRNS* | Marinus Pharmaceuticals Inc | -0.3% | — | Unchanged |
| 18 | SYRS | Syros Pharmaceuticals Inc | -0.6% | — | Unchanged |
| 19 | CABA | Cabaletta Bio Inc | -0.6% | — | Unchanged |
| 20 | SLDB | Solid Biosciences Inc | -1% | — | Unchanged |
| 21 | SVRA | Savara Inc | -1.2% | — | Unchanged |
| 22 | TNGX | Tango Therapeutics Inc | -1.2% | — | Unchanged |
| 23 | DNTH | Dianthus Therapeutics Inc | -1.7% | -10.74% | Trim |
| 24 | IRON | Disc Medicine Inc | -1.9% | -45.23% | Trim |
| 25 | ANNX | Annexon Inc | -2% | -37.88% | Trim |
| 26 | NUVL | Nuvalent Inc-a | -15.4% | -46.34% | Trim |
According to official SEC Form 13F filings, Bain Capital Life Sciences Investors, LLC reported a total U.S. public equity portfolio value of $1.7B across 26 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NAMS, NUVL, PHVS) accounted for 34.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
OLMA
市值: $43.6M
Top Position Liquidated / Trimmed
NUVL
前期市值: $275.9M
During Q4 2024, Bain Capital Life Sciences Investors, LLC's top holdings by market value included NAMS (32.4%)、NUVL (13.3%)、PHVS (7.5%). The largest single position, NAMS, represented 32.4% of total portfolio value.
In Q4 2024, Bain Capital Life Sciences Investors, LLC made 8 total portfolio adjustments, initiating 2 new buys, adding to 1 positions, trimming 5 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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