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BCLSI

Bain Capital Life Sciences Investors Portfolio holdings

AUM $1.11B
1-Year Est. Return 171.34%
This Fund
S&P 500
This Quarter Est. Return
-3.07%
1 Year Est. Return
+171.34%
3 Year Est. Return
+643.23%
5 Year Est. Return
+451.99%
10 Year Est. Return
–
AUM
$1.11B
AUM Growth
-$197M
Cap. Flow
-$69.4M
Cap. Flow %
-6.26%
Top 10 Hldgs %
86.66%
Holding
22
New
3
Increased
2
Reduced
7
Closed
2

Top Buys

Rank Stock Value
1
ALKS icon
Alkermes
ALKS
+$18.9M
2
CNTA
Centessa Pharmaceuticals
CNTA
+$16.2M
3
SLDB icon
Solid Biosciences
SLDB
+$12.2M
4
IRON icon
Disc Medicine
IRON
+$9.8M
5
XLO icon
Xilio Therapeutics
XLO
+$1.13M

Top Sells

Rank Stock Value
1
HTFL
Heartflow Inc
HTFL
+$54.3M
2
OLMA icon
Olema Pharmaceuticals
OLMA
+$23M
3
DNTH icon
Dianthus Therapeutics
DNTH
+$22.1M
4
MRSN
Mersana Therapeutics
MRSN
+$10M
5
UPB
Upstream Bio Inc
UPB
+$8.32M

Sector Composition

Rank Sector Weight
1 Healthcare 99.82%

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Bain Capital Life Sciences Investors's Q1 2026 Portfolio in Review

As of Q1 2026, Bain Capital Life Sciences Investors held 22 positions worth $1.11B, down 15% from $1.31B the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Bain Capital Life Sciences Investors withdrew a net $69.4M in Q1 2026, closing 2 positions and reducing 7 holdings. Its most notable exit was Mersana Therapeutics, an estimated $10M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets, down from 100% a quarter earlier.

Against the trend, Bain Capital Life Sciences Investors opened a new position in Alkermes worth $21.6M.

  • Bain Capital Life Sciences Investors's largest Q1 2026 buy was Alkermes: 610,000 shares worth $21.6M.
  • Bain Capital Life Sciences Investors added most to Solid Biosciences in Q1 2026, an estimated $12.2M increase.
  • Bain Capital Life Sciences Investors's biggest Q1 2026 reduction was Heartflow Inc, cutting an estimated $54.3M.
  • Bain Capital Life Sciences Investors fully exited Mersana Therapeutics in Q1 2026, selling an estimated $10M.
  • Bain Capital Life Sciences Investors's ten largest holdings make up 87% of its $1.11B portfolio in Q1 2026.
  • Bain Capital Life Sciences Investors opened 3 new positions and closed 2 in Q1 2026.
  • Bain Capital Life Sciences Investors's portfolio value fell 15% quarter-over-quarter to $1.11B.

Based on Bain Capital Life Sciences Investors's 13F filing for Q1 2026, filed 15 May 2026.