Bain Capital Life Sciences Investors, LLC
Follow13F filer, CIK 1703031, Boston, MA
Bain Capital Life Sciences Investors, LLC reported $675,912,941 across 24 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 90.65% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-005465
- Period
- 2025-03-31
- Reported value
- $676M
- Holdings
- 24
- Top 10 weight
- 90.65%
- New
- 0
- Sold out
- 2
Part of the filer group Bain Capital Life Sciences Investors, LLC
Bain Capital Credit, LPBain Capital Fund XII, LP
- Bain Capital Credit, LP
- Bain Capital Fund XII, LP
- Bain Capital Fund XI, L.P.
- Bain Capital Investors LLC
- Bain Capital Life Sciences Fund III, L.P.
- Bain Capital Life Sciences Fund II, L.P.
- Bain Capital Life Sciences Fund IV, L.P.
- Bain Capital Life Sciences III General Partner, LLC
- Bain Capital Life Sciences Investors II, LLC
- Bain Capital Life Sciences IV General Partner, LLC
- Bain Capital Life Sciences Opportunities III GP, LLC
- Bain Capital Life Sciences Opportunities III, LP
- Bain Capital Life Sciences Opportunities IV GP, LLC
- Bain Capital Life Sciences Opportunities IV, L.P.
- Bain Capital Partners XII, LLC
- Bain Capital Partners XI, L.P.
- Bain Capital Prairie Holdings (GP), LLC
- Bain Capital Prairie Holdings, LP
- Bain Capital Prairie, LLC
- Bain Capital Public Equity, LP
- Bain Capital Public Equity Management II, LLC
- Bain Capital Venture Coinvestment Fund II, L.P.
- Bain Capital Venture Coinvestment II Investors, LLC
- Bain Capital Venture Fund 2016, L.P.
- Bain Capital Venture Fund 2019, L.P.
- Bain Capital Venture Investors 2019, LLC
- BAIN CAPITAL VENTURE INVESTORS, LLC
- Bain Capital Venture Partners 2016, L.P.
- Bain Charger Holdings, L.P.
- BCPE Derby (DE) SPV (GP), LLC
- BCPE Derby (DE) SPV, LP
- BCPE Derby GP, LLC
- BCPE Derby Investor, LP
- BCPE Eagle GP, LLC
- BCPE Eagle Investor, LP
- BCPE Nucleon (DE) SPV (GP), LLC
- BCPE Nucleon (DE) SPV, LP
- BCPE Nucleon Investors (GP), LLC
- BCPE Nucleon Investors, LP
- BCPE Seminole GP III LLC
- BCPE Seminole GP II LLC
- BCPE Seminole GP LLC
- BCPE Seminole Holdings III, L.P.
- BCPE Seminole Holdings II Intermediate LP
- BCPE Seminole Holdings IV, L.P.
- BCPE Seminole Holdings LP
- BCPE Watson (DE) Aggregator GP, LLC
- BCPE Watson (DE) Aggregator, LP
- BCPE Watson (DE) BML GP, LLC
- BCPE Watson (DE) BML, LP
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SLDBadded | +3,877,087 | $14.3M |
| SVRAadded | +3,035,164 | $8.41M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| OLMAreduced | -626,260 | -$2.35M |
| MARINUS PHARMACEUTICALS INCexited | -2,693,380 | -$1.44M |
| SYRSexited | -2,750,151 | -$632K |
| NAUTreduced | -686,579 | -$591K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2025
Share positions as resolved from 13F-HR 0000950123-25-005465, largest first. % of portfolio is the value over $675,912,941, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| NAMSNEWAMSTERDAM PHARMA COMPANY | 10,719,110 | $219M | 32.46% | 0 | Timeline | ||
| NUVLNUVALENT INC | 1,447,267 | $103M | 15.19% | 0 | Timeline | ||
| PHVSPHARVARIS N V | 3,303,381 | $51.9M | 7.67% | 0 | Timeline | ||
| IRONDISC MEDICINE INC | 983,500 | $48.8M | 7.22% | 0 | Timeline | ||
| DNTHDIANTHUS THERAPEUTICS INC | 2,689,707 | $48.8M | 7.22% | 0 | Timeline | ||
| SVRASAVARA INC | 17,600,621 | $48.8M | 7.21% | +3,035,164 | Timeline | ||
| SLDBSOLID BIOSCIENCES INC | 7,911,669 | $29.3M | 4.33% | +3,877,087 | Timeline | ||
| OLMAOLEMA PHARMACEUTICALS INC | 6,843,954 | $25.7M | 3.81% | -626,260 | Timeline | ||
| RPIDRAPID MICRO BIOSYSTEMS INC | 8,434,560 | $22.3M | 3.29% | 0 | Timeline | ||
| CDTXCIDARA THERAPEUTICS INC | 703,080 | $15.1M | 2.24% | 0 | Timeline | ||
| UPBUPSTREAM BIO INC | 2,295,322 | $14M | 2.08% | 0 | Timeline | ||
| ANNXANNEXON INC | 5,249,069 | $10.1M | 1.5% | 0 | Timeline | ||
| AVIRATEA PHARMACEUTICALS INC | 2,485,638 | $7.43M | 1.1% | 0 | Timeline | ||
| KYTXKYVERNA THERAPEUTICS INC | 3,368,370 | $6.5M | 0.96% | 0 | Timeline | ||
| X4 PHARMACEUTICALS INCX4 PHARMACEUTICALS INC | 16,915,784 | $4M | 0.59% | 0 | |||
| CABACABALETTA BIO INC | 2,760,888 | $3.82M | 0.57% | 0 | Timeline | ||
| TNGXTANGO THERAPEUTICS INC | 2,712,008 | $3.72M | 0.55% | 0 | Timeline | ||
| XLOXilio Therapeutics Inc. | 4,566,817 | $3.31M | 0.49% | 0 | Timeline | ||
| Mersana Therapeutics IncMersana Therapeutics Inc | 8,663,673 | $2.98M | 0.44% | 0 | |||
| IPSCCENTURY THERAPEUTICS INC | 5,410,361 | $2.58M | 0.38% | 0 | Timeline | ||
| CCCCC4 THERAPEUTICS INC | 1,111,910 | $1.78M | 0.26% | 0 | Timeline | ||
| IVVDINVIVYD INC | 1,799,595 | $1.09M | 0.16% | 0 | Timeline | ||
| NAUTNAUTILUS BIOTECHNOLOGY INC | 1,072,421 | $923K | 0.14% | -686,579 | Timeline | ||
| NAMSWNEWAMSTERDAM PHARMA COMPANY | 100,000 | $899K | 0.13% | 0 | Timeline |
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| MARINUS PHARMACEUTICALS INCMARINUS PHARMACEUTICALS INC | 2,693,380 | $1.44M | shares |
| SYRSSYROS PHARMACEUTICALS INC COM | 2,750,151 | $632K | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000950123-25-005465 | base | 2025-05-15 | acceptance time not in the bulk data set |