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CIK: 0001703031
Total reported value
$1.7B
$1.7B
21 檔
68.9%
At the close of Q3 2025, Bain Capital Life Sciences Investors, LLC disclosed equity holdings valued at approximately $1.7B, spread across 21 reported holdings.
In Q3 2025, Bain Capital Life Sciences Investors, LLC adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HTFL | Heartflow Inc | Stock-Other | 27.81% | -8.19% | — | |
| 2 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 20.23% | -13.42% | — | |
| 3 | CDTX | Cidara Therapeutics Inc | Stock-Other | 19.20% | — | +20.81% | |
| 4 | PHVS | Pharvaris N.V. | Stock-Other | 5.27% | -1.32% | -3.70% | |
| 5 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 4.45% | -4.78% | — | |
| 6 | SVRA | Savara Inc | Stock-Other | 4.17% | -2.22% | — | |
| 7 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 3.44% | -0.64% | -46.99% | |
| 8 | SLDB | Solid Biosciences Inc | Stock-Other | 3.24% | -0.54% | — | |
| 9 | UPB | Upstream Bio Inc | Stock-Other | 3.05% | -0.45% | — | |
| 10 | RPID | Rapid Micro Biosystems Inc-a | Stock-Other | 1.87% | -0.86% | — | |
| 11 | TNGX | Tango Therapeutics Inc | Stock-Other | 1.51% | — | — | |
| 12 | CABA | Cabaletta Bio Inc | Stock-Other | 1.50% | +0.84% | — | |
| 13 | KYTX | Kyverna Therapeutics Inc | Stock-Other | 1.34% | -0.89% | — | |
| 14 | ANNX | Annexon Inc | Stock-Other | 1.06% | -1.09% | — | |
| 15 | XFOR | X4 Pharmaceuticals Inc | Stock-Other | 0.55% | -0.76% | +332.13% | |
| 16 | AVIR | Atea Pharmaceuticals Inc | Stock-Other | 0.48% | -0.58% | — | |
| 17 | ✓ | Xilio Therapeutics Inc | Stock-Other | 0.26% | — | — | |
| 18 | MRSN | Mersana Therapeutics Inc | Stock-Other | 0.18% | — | — | |
| 19 | CCCC | C4 Therapeutics Inc | Stock-Other | 0.16% | +0.29% | — | |
| 20 | IPSC | Century Therapeutics Inc | Stock-Other | 0.12% | — | -34.60% | |
| 21 | ✓ | Newamsterdam Pharma Company | Stock-Other | 0.11% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CDTX | Cidara Therapeutics Inc | +17% | +20.81% | Add |
| 2 | UPB | Upstream Bio Inc | +1% | — | Add |
| 3 | TNGX | Tango Therapeutics Inc | +1% | — | Unchanged |
| 4 | CABA | Cabaletta Bio Inc | +0.9% | — | Add |
| 5 | OLMA | Olema Pharmaceuticals Inc | +0.6% | — | Unchanged |
| 6 | KYTX | Kyverna Therapeutics Inc | +0.4% | — | Unchanged |
| 7 | ✓ | Newamsterdam Pharma Company | 0% | — | Unchanged |
| 8 | CCCC | C4 Therapeutics Inc | -0.1% | — | Unchanged |
| 9 | ✓ | Xilio Therapeutics Inc | -0.2% | — | Unchanged |
| 10 | IPSC | Century Therapeutics Inc | -0.3% | -34.60% | Trim |
| 11 | ANNX | Annexon Inc | -0.4% | — | Unchanged |
| 12 | AVIR | Atea Pharmaceuticals Inc | -0.6% | — | Unchanged |
| 13 | SLDB | Solid Biosciences Inc | -1.1% | — | Unchanged |
| 14 | RPID | Rapid Micro Biosystems Inc-a | -1.4% | — | Unchanged |
| 15 | PHVS | Pharvaris N.V. | -2.4% | -3.70% | Trim |
| 16 | SVRA | Savara Inc | -3% | — | Unchanged |
| 17 | DNTH | Dianthus Therapeutics Inc | -3.8% | -46.99% | Trim |
| 18 | NAMS | NewAmsterdam Pharma Company N.V. | -12.2% | — | Unchanged |
| 19 | HTFL | Heartflow Inc | — | NEW | New buy |
| 20 | NUVL | Nuvalent Inc-a | — | EXIT | Sold out |
| 21 | IRON | Disc Medicine Inc | — | EXIT | Sold out |
| 22 | XFOR | X4 Pharmaceuticals Inc | — | NEW | New buy |
| 23 | ASNSUSD | X4 Pharmaceuticals Inc | — | EXIT | Sold out |
| 24 | ✓ | Mersana Therapeutics Inc | — | EXIT | Sold out |
| 25 | MRSN | Mersana Therapeutics Inc | — | NEW | New buy |
| 26 | IVVD | Invivyd Inc | — | EXIT | Sold out |
| 27 | NAUT | Nautilus Biotechnology Inc | — | EXIT | Sold out |
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 21 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including HTFL, NAMS, CDTX) accounted for 68.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
HTFL
市值: $419.0M
Top Position Liquidated / Trimmed
NUVL
前期市值: $102.6M
During Q3 2025, Bain Capital Life Sciences Investors, LLC's top holdings by market value included HTFL (27.8%)、NAMS (20.2%)、CDTX (19.2%). The largest single position, HTFL, represented 27.8% of total portfolio value.
In Q3 2025, Bain Capital Life Sciences Investors, LLC made 15 total portfolio adjustments, initiating 3 new buys, adding to 3 positions, trimming 3 holdings, and fully liquidating 6 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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