1y return+21.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2024: $117 against $130 in the S&P 500.2
Bain Capital Investors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BOBSBobs Disc Furniture Inc | $1.5B | 31.3% | |
| SGRYSurgery Partners Inc | $839.1M | 17.4% | |
| AVAHAveanna Healthcare Hldgs Inc | $699.3M | 14.5% | |
| Kestra Med Technologies LtdCUSIP G52441105 | $640.4M | 13.3% | |
| KLRAKailera Therapeutics Inc | $578.4M | 12.0% | New |
| NTNXNutanix Inc | $272.9M | 5.7% | |
| WAYWaystar Hldg Corp | $271.9M | 5.6% | |
| ADVAdvantage Solutions Inc | $5.0M | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ADVAdvantage Solutions Inc | March 31, 2026 | +104.5% | $5.0M |
| SGRYSurgery Partners Inc | June 30, 2020 | +45.2% | $839.1M |
| BOBSBobs Disc Furniture Inc | March 31, 2026 | +34.6% | $1.5B |
| Kestra Med Technologies LtdCUSIP G52441105 | March 31, 2025 | +2.1% | $640.4M |
| WAYWaystar Hldg Corp | June 30, 2024 | −4.5% | $271.9M |
| NTNXNutanix Inc | September 30, 2024 | −14.0% | $272.9M |
| AVAHAveanna Healthcare Hldgs Inc | June 30, 2021 | −30.7% | $699.3M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +29.6% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | −14.4% | +2.4% |
| September 30, 2025 | +12.7% | +7.8% |
| June 30, 2025 | −4.3% | +10.5% |
| March 31, 2025 | +10.2% | −4.6% |
| December 31, 2024 | −8.5% | +2.1% |
| June 30, 2024 | −8.3% | +4.0% |
| March 31, 2024 | −2.8% | +10.0% |
| December 31, 2023 | +48.7% | +11.2% |
| June 30, 2023 | +21.6% | +8.3% |
| March 31, 2023 | +19.0% | +7.0% |
| December 31, 2022 | +5.2% | +7.1% |
| September 30, 2022 | −13.4% | −5.3% |
| June 30, 2022 | −30.9% | −16.5% |
| March 31, 2022 | −17.3% | −4.9% |
| December 31, 2021 | +0.6% | +10.7% |
| September 30, 2021 | −17.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bain Capital Investors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1040508&type=13F-HR&dateb=&owner=include&count=40CIK 1040508
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1040508/000119312526350508/Filed August 14, 2026 · accession 0001193125-26-350508