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CIK: 0001703031
Total reported value
$1.7B
$1.7B
24 檔
28.0%
In Q1 2025, Bain Capital Life Sciences Investors, LLC's U.S. equity holdings reached a combined market value of $1.7B, distributed across 24 disclosed stock positions.
Bain Capital Life Sciences Investors, LLC executed strategic sector rebalancing during Q1 2025, establishing 16 new positions while fully exiting 22 holdings and trimming 3 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 32.46% | -13.42% | — | |
| 2 | NUVL | Nuvalent Inc-a | Stock-Other | 15.19% | — | — | |
| 3 | PHVS | Pharvaris N.V. | Stock-Other | 7.67% | -1.32% | — | |
| 4 | IRON | Disc Medicine Inc | Stock-Other | 7.22% | -0.20% | — | |
| 5 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 7.22% | -0.64% | — | |
| 6 | SVRA | Savara Inc | Stock-Other | 7.21% | -2.22% | +20.84% | |
| 7 | SLDB | Solid Biosciences Inc | Stock-Other | 4.33% | -0.54% | +96.10% | |
| 8 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 3.81% | -4.78% | -8.38% | |
| 9 | RPID | Rapid Micro Biosystems Inc-a | Stock-Other | 3.29% | -0.86% | — | |
| 10 | CDTX | Cidara Therapeutics Inc | Stock-Other | 2.24% | — | — | |
| 11 | UPB | Upstream Bio Inc | Stock-Other | 2.08% | -0.45% | — | |
| 12 | ANNX | Annexon Inc | Stock-Other | 1.50% | -1.09% | — | |
| 13 | AVIR | Atea Pharmaceuticals Inc | Stock-Other | 1.10% | -0.58% | — | |
| 14 | KYTX | Kyverna Therapeutics Inc | Stock-Other | 0.96% | -0.89% | — | |
| 15 | ASNSUSD | X4 Pharmaceuticals Inc | Stock-Other | 0.59% | — | — | |
| 16 | CABA | Cabaletta Bio Inc | Stock-Other | 0.57% | +0.84% | — | |
| 17 | TNGX | Tango Therapeutics Inc | Stock-Other | 0.55% | — | — | |
| 18 | ✓ | Xilio Therapeutics Inc | Stock-Other | 0.49% | — | — | |
| 19 | ✓ | Mersana Therapeutics Inc | Stock-Other | 0.44% | — | — | |
| 20 | IPSC | Century Therapeutics Inc | Stock-Other | 0.38% | — | — | |
| 21 | CCCC | C4 Therapeutics Inc | Stock-Other | 0.26% | +0.29% | — | |
| 22 | IVVD | Invivyd Inc | Stock-Other | 0.16% | — | — | |
| 23 | NAUT | Nautilus Biotechnology Inc | Stock-Other | 0.14% | — | -39.03% | |
| 24 | ✓ | Newamsterdam Pharma Company | Stock-Other | 0.13% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SVRA | Savara Inc | +5.9% | +20.84% | Add |
| 2 | PHVS | Pharvaris N.V. | +3.8% | — | Add |
| 3 | ASNSUSD | X4 Pharmaceuticals Inc | -0.3% | — | Add |
| 4 | NAUT | Nautilus Biotechnology Inc | -1.2% | -39.03% | Trim |
| 5 | ✓ | Mersana Therapeutics Inc | -2.9% | — | Add |
| 6 | ANNX | Annexon Inc | -3.3% | — | Add |
| 7 | CCCC | C4 Therapeutics Inc | -3.8% | — | Trim |
| 8 | AVIR | Atea Pharmaceuticals Inc | -6.8% | — | Trim |
| 9 | SWTXUSD | Springworks Therapeutics Inc | — | EXIT | Sold out |
| 10 | NAMS | NewAmsterdam Pharma Company N.V. | — | NEW | New buy |
| 11 | DVAX | Dynavax Technologies CORP | — | EXIT | Sold out |
| 12 | DRNAUSD | Dicerna Pharmaceuticals Inc | — | EXIT | Sold out |
| 13 | ARQT | Arcutis Biotherapeutics Inc | — | EXIT | Sold out |
| 14 | NUVL | Nuvalent Inc-a | — | NEW | New buy |
| 15 | IRON | Disc Medicine Inc | — | NEW | New buy |
| 16 | DNTH | Dianthus Therapeutics Inc | — | NEW | New buy |
| 17 | NRIX | Nurix Therapeutics Inc | — | EXIT | Sold out |
| 18 | CRNX | Crinetics Pharmaceuticals In | — | EXIT | Sold out |
| 19 | SYRSEUR | Syros Pharmaceuticals Inc | — | EXIT | Sold out |
| 20 | SLDB | Solid Biosciences Inc | — | NEW | New buy |
| 21 | SLDB | Solid Biosciences Inc. | — | EXIT | Sold out |
| 22 | OLMA | Olema Pharmaceuticals Inc | — | NEW | New buy |
| 23 | MRNS* | Marinus Pharmaceuticals Inc | — | EXIT | Sold out |
| 24 | ✓ | Aptinyx Inc | — | EXIT | Sold out |
| 25 | KYMR | Kymera Therapeutics Inc | — | EXIT | Sold out |
| 26 | RPID | Rapid Micro Biosystems Inc-a | — | NEW | New buy |
| 27 | AGLEUSD | Aeglea Biotherapeutics Inc | — | EXIT | Sold out |
| 28 | ✓ | — | EXIT | Sold out | |
| 29 | CDTX | Cidara Therapeutics Inc | — | NEW | New buy |
| 30 | UPB | Upstream Bio Inc | — | NEW | New buy |
| 31 | ✓ | Bctg Acquisition CORP | — | EXIT | Sold out |
| 32 | ✓ | Research Alliance CORP Ii | — | EXIT | Sold out |
| 33 | ✓ | Arya Sciences Acqu CORP Iv | — | EXIT | Sold out |
| 34 | KYTX | Kyverna Therapeutics Inc | — | NEW | New buy |
| 35 | ✓ | Bcls Acquisition CORP | — | EXIT | Sold out |
| 36 | ✓ | Panacea Acquisition CORP Ii | — | EXIT | Sold out |
| 37 | ✓ | Omega Alpha Spac | — | EXIT | Sold out |
| 38 | CABA | Cabaletta Bio Inc | — | NEW | New buy |
| 39 | TNGX | Tango Therapeutics Inc | — | NEW | New buy |
| 40 | ✓ | Xilio Therapeutics Inc | — | NEW | New buy |
| 41 | ✓ | Frazier Lifesciences Acqu Co | — | EXIT | Sold out |
| 42 | ✓ | Jiya Acquisition CORP | — | EXIT | Sold out |
| 43 | ✓ | Moonlake Immunotherapeutics | — | EXIT | Sold out |
| 44 | IPSC | Century Therapeutics Inc | — | NEW | New buy |
| 45 | IVVD | Invivyd Inc | — | NEW | New buy |
| 46 | ✓ | Newamsterdam Pharma Company | — | NEW | New buy |
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 24 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NAMS, NUVL, PHVS) accounted for 28.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
NAMS
市值: $219.4M
Top Position Liquidated / Trimmed
SWTXUSD
前期市值: $480.6M
During Q1 2025, Bain Capital Life Sciences Investors, LLC's top holdings by market value included NAMS (32.5%)、NUVL (15.2%)、PHVS (7.7%). The largest single position, NAMS, represented 32.5% of total portfolio value.
In Q1 2025, Bain Capital Life Sciences Investors, LLC made 46 total portfolio adjustments, initiating 16 new buys, adding to 5 positions, trimming 3 holdings, and fully liquidating 22 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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