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CIK: 0001703031
Total reported value
$1.7B
$1.7B
23 檔
31.6%
During the Q2 2025 filing period, Bain Capital Life Sciences Investors, LLC (CIK: 0001703031) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 23 reported positions.
Bain Capital Life Sciences Investors, LLC executed strategic sector rebalancing during Q2 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 2 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 24.29% | -13.42% | — | |
| 2 | CDTX | Cidara Therapeutics Inc | Stock-Other | 15.24% | — | +255.68% | |
| 3 | NUVL | Nuvalent Inc-a | Stock-Other | 13.82% | — | — | |
| 4 | PHVS | Pharvaris N.V. | Stock-Other | 7.27% | -1.32% | — | |
| 5 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 5.79% | -0.64% | -7.71% | |
| 6 | SVRA | Savara Inc | Stock-Other | 5.02% | -2.22% | — | |
| 7 | SLDB | Solid Biosciences Inc | Stock-Other | 4.82% | -0.54% | — | |
| 8 | IRON | Disc Medicine Inc | Stock-Other | 3.87% | -0.20% | -40.67% | |
| 9 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 3.65% | -4.78% | — | |
| 10 | RPID | Rapid Micro Biosystems Inc-a | Stock-Other | 3.64% | -0.86% | — | |
| 11 | UPB | Upstream Bio Inc | Stock-Other | 3.35% | -0.45% | +6.28% | |
| 12 | CABA | Cabaletta Bio Inc | Stock-Other | 1.84% | +0.84% | +250.51% | |
| 13 | TNGX | Tango Therapeutics Inc | Stock-Other | 1.74% | — | — | |
| 14 | ANNX | Annexon Inc | Stock-Other | 1.58% | -1.09% | — | |
| 15 | KYTX | Kyverna Therapeutics Inc | Stock-Other | 1.29% | -0.89% | — | |
| 16 | AVIR | Atea Pharmaceuticals Inc | Stock-Other | 1.12% | -0.58% | — | |
| 17 | ✓ | Xilio Therapeutics Inc | Stock-Other | 0.39% | — | — | |
| 18 | IPSC | Century Therapeutics Inc | Stock-Other | 0.38% | — | — | |
| 19 | ✓ | Mersana Therapeutics Inc | Stock-Other | 0.32% | — | — | |
| 20 | CCCC | C4 Therapeutics Inc | Stock-Other | 0.20% | +0.29% | — | |
| 21 | IVVD | Invivyd Inc | Stock-Other | 0.16% | — | — | |
| 22 | XFOR | X4 Pharmaceuticals Inc | Stock-Other | 0.13% | -0.76% | — | |
| 23 | ✓ | Newamsterdam Pharma Company | Stock-Other | 0.10% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CDTX | Cidara Therapeutics Inc | +13% | +255.68% | Add |
| 2 | UPB | Upstream Bio Inc | +1.3% | +6.28% | Add |
| 3 | CABA | Cabaletta Bio Inc | +1.3% | +250.51% | Add |
| 4 | TNGX | Tango Therapeutics Inc | +1.2% | — | Unchanged |
| 5 | SLDB | Solid Biosciences Inc | +0.5% | — | Unchanged |
| 6 | RPID | Rapid Micro Biosystems Inc-a | +0.4% | — | Unchanged |
| 7 | KYTX | Kyverna Therapeutics Inc | +0.3% | — | Unchanged |
| 8 | XFOR | X4 Pharmaceuticals Inc | +0.1% | NEW | New buy |
| 9 | ANNX | Annexon Inc | +0.1% | — | Unchanged |
| 10 | AVIR | Atea Pharmaceuticals Inc | 0% | — | Unchanged |
| 11 | IPSC | Century Therapeutics Inc | — | — | Unchanged |
| 12 | IVVD | Invivyd Inc | — | — | Unchanged |
| 13 | ✓ | Newamsterdam Pharma Company | 0% | — | Unchanged |
| 14 | CCCC | C4 Therapeutics Inc | -0.1% | — | Unchanged |
| 15 | ✓ | Xilio Therapeutics Inc | -0.1% | — | Unchanged |
| 16 | ✓ | Mersana Therapeutics Inc | -0.1% | — | Unchanged |
| 17 | NAUT | Nautilus Biotechnology Inc | -0.1% | EXIT | Sold out |
| 18 | OLMA | Olema Pharmaceuticals Inc | -0.2% | — | Unchanged |
| 19 | PHVS | Pharvaris N.V. | -0.4% | — | Unchanged |
| 20 | ASNSUSD | X4 Pharmaceuticals Inc | -0.6% | EXIT | Sold out |
| 21 | NUVL | Nuvalent Inc-a | -1.4% | — | Unchanged |
| 22 | DNTH | Dianthus Therapeutics Inc | -1.4% | -7.71% | Trim |
| 23 | SVRA | Savara Inc | -2.2% | — | Unchanged |
| 24 | IRON | Disc Medicine Inc | -3.4% | -40.67% | Trim |
| 25 | NAMS | NewAmsterdam Pharma Company N.V. | -8.2% | — | Unchanged |
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 23 disclosed positions in Q2 2025.
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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, CDTX, NUVL) accounted for 31.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
XFOR
市值: $1.1M
Top Position Liquidated / Trimmed
ASNSUSD
前期市值: $4.0M
During Q2 2025, Bain Capital Life Sciences Investors, LLC's top holdings by market value included NAMS (24.3%)、CDTX (15.2%)、NUVL (13.8%). The largest single position, NAMS, represented 24.3% of total portfolio value.
In Q2 2025, Bain Capital Life Sciences Investors, LLC made 8 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 2 holdings, and fully liquidating 2 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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