1y return+122.7%S&P 500 +20.9%
3y return+152.3%S&P 500 +68.5%
5y return+54.7%S&P 500 +74.5%
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 December 31, 2017: $264 against $280 in the S&P 500.2
Bain Capital Life Sciences 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 |
|---|---|---|---|
| KLRAKailera Therapeutics Inc | $497.5M | 29.6% | New |
| HTFLHeartflow Inc | $247.9M | 14.7% | −19.1% |
| Newamsterdam Pharma CompanyCUSIP N62509109 | $129.0M | 7.7% | −47.9% |
| SVRASavara Inc | $108.4M | 6.4% | |
| Alkermes PLCCUSIP G01767105 | $101.5M | 6.0% | +217.7% |
| SLDBSolid Biosciences Inc | $98.0M | 5.8% | |
| Pharvaris N VCUSIP N69605108 | $92.5M | 5.5% | |
| OLMAOlema Pharmaceuticals Inc | $88.6M | 5.3% | −5.2% |
| COAGHemab Therapeutics Holdings Inc | $60.6M | 3.6% | New |
| CABACabaletta Bio Inc | $53.6M | 3.2% | +78.2% |
| XFORX4 Pharmaceuticals Inc | $37.2M | 2.2% | |
| DNTHDianthus Therapeutics Inc | $35.3M | 2.1% | |
| CCCCC4 Therapeutics Inc | $33.5M | 2.0% | |
| KYTXKyverna Therapeutics Inc | $25.7M | 1.5% | −7.2% |
| ANNXAnnexon Inc | $25.3M | 1.5% | −14.9% |
| RPIDRapid Micro Biosystems Inc | $14.6M | 0.9% | |
| IRONDisc Medicine Inc | $10.3M | 0.6% | |
| AVIRAtea Pharmaceuticals Inc | $9.7M | 0.6% | −12.1% |
| XLOXilio Therapeutics Inc | $6.4M | 0.4% | |
| UPBUpstream Bio Inc | $4.2M | 0.2% | −30.7% |
| Newamsterdam Pharma CompanyCUSIP N62509117 | $2.1M | 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 |
|---|---|---|---|
| DNTHDianthus Therapeutics Inc | March 31, 2024 | +224.9% | $35.3M |
| Newamsterdam Pharma CompanyCUSIP N62509109 | December 31, 2022 | +222.1% | $129.0M |
| SVRASavara Inc | June 30, 2020 | +147.4% | $108.4M |
| XFORX4 Pharmaceuticals Inc | June 30, 2025 | +145.8% | $37.2M |
| OLMAOlema Pharmaceuticals Inc | December 31, 2024 | +114.6% | $88.6M |
| SLDBSolid Biosciences Inc | December 31, 2022 | +85.7% | $98.0M |
| Alkermes PLCCUSIP G01767105 | March 31, 2026 | +48.2% | $101.5M |
| Pharvaris N VCUSIP N69605108 | March 31, 2021 | +23.6% | $92.5M |
| IRONDisc Medicine Inc | March 31, 2026 | +14.4% | $10.3M |
| XLOXilio Therapeutics Inc | March 31, 2026 | +13.9% | $6.4M |
Sold off last quarter
- Centessa PharmaceuticalsCUSIP 152309100 was $25.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.8% | +14.8% |
| March 31, 2026 | −9.1% | −4.6% |
| December 31, 2025 | +39.2% | +2.4% |
| September 30, 2025 | +56.0% | +7.8% |
| June 30, 2025 | +6.3% | +10.5% |
| March 31, 2025 | −21.1% | −4.6% |
| December 31, 2024 | −1.8% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | −18.3% | +4.0% |
| March 31, 2024 | +21.3% | +10.0% |
| December 31, 2023 | +35.9% | +11.2% |
| September 30, 2023 | −3.0% | −3.6% |
| June 30, 2023 | +19.9% | +8.3% |
| March 31, 2023 | −3.5% | +7.0% |
| December 31, 2022 | −5.6% | +7.1% |
| September 30, 2022 | +1.4% | −5.3% |
| June 30, 2022 | −16.6% | −16.5% |
| March 31, 2022 | −21.4% | −4.9% |
| December 31, 2021 | −12.9% | +10.7% |
| September 30, 2021 | −3.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bain Capital Life Sciences Investors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1703031&type=13F-HR&dateb=&owner=include&count=40CIK 1703031
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1703031/000119312526350470/Filed August 14, 2026 · accession 0001193125-26-350470