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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
-13.27%
1 Year Est. Return
+171.34%
3 Year Est. Return
+643.23%
5 Year Est. Return
+451.99%
10 Year Est. Return
–
AUM
$676M
AUM Growth
-$174M
Cap. Flow
+$18.7M
Cap. Flow %
2.77%
Top 10 Hldgs %
90.65%
Holding
26
New
–
Increased
2
Reduced
2
Closed
2

Top Buys

Rank Stock Value
1
SLDB icon
Solid Biosciences
SLDB
+$16.6M
2
SVRA icon
Savara
SVRA
+$8.38M

Top Sells

Rank Stock Value
1
OLMA icon
Olema Pharmaceuticals
OLMA
+$3.15M
2
MRNS
Marinus Pharmaceuticals, Inc
MRNS
+$1.44M
3
NAUT icon
Nautilus Biotechnolgy
NAUT
+$1.02M
4
SYRS
Syros Pharmaceuticals, Inc. Common Stock
SYRS
+$632K

Sector Composition

Rank Sector Weight
1 Healthcare 99.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NAMS icon
1
NewAmsterdam Pharma
NAMS
$3.34B
$219M 32.46%
10,719,110
– –
NUVL
2
DELISTED
Nuvalent
NUVL
$103M 15.19%
1,447,267
– –
PHVS icon
3
Pharvaris
PHVS
$2.43B
$51.9M 7.67%
3,303,381
– –
IRON icon
4
Disc Medicine
IRON
$3.01B
$48.8M 7.22%
983,500
– –
DNTH icon
5
Dianthus Therapeutics
DNTH
$6.25B
$48.8M 7.22%
2,689,707
– –
SVRA icon
6
Savara
SVRA
$1.17B
$48.8M 7.21%
17,600,621
+3,035,164
+21% +$8.38M
SLDB icon
7
Solid Biosciences
SLDB
$918M
$29.3M 4.33%
7,911,669
+3,877,087
+96% +$16.6M
OLMA icon
8
Olema Pharmaceuticals
OLMA
$1.04B
$25.7M 3.81%
6,843,954
-626,260
-8% -$3.15M
RPID icon
9
Rapid Micro Biosystems
RPID
$85.2M
$22.3M 3.29%
8,434,560
– –
CDTX
10
DELISTED
Cidara Therapeutics
CDTX
$15.1M 2.24%
703,080
– –
UPB
11
Upstream Bio Inc
UPB
$405M
$14M 2.08%
2,295,322
– –
ANNX icon
12
Annexon
ANNX
$883M
$10.1M 1.5%
5,249,069
– –
AVIR icon
13
Atea Pharmaceuticals
AVIR
$402M
$7.43M 1.1%
2,485,638
– –
KYTX icon
14
Kyverna Therapeutics
KYTX
$480M
$6.5M 0.96%
3,368,370
– –
XFOR icon
15
X4 Pharmaceuticals
XFOR
$421M
$4M 0.59%
563,859
– –
CABA icon
16
Cabaletta Bio
CABA
$457M
$3.82M 0.57%
2,760,888
– –
TNGX icon
17
Tango Therapeutics
TNGX
$4.51B
$3.72M 0.55%
2,712,008
– –
XLO icon
18
Xilio Therapeutics
XLO
$60.5M
$3.31M 0.49%
326,201
– –
MRSN
19
DELISTED
Mersana Therapeutics
MRSN
$2.98M 0.44%
346,547
– –
IPSC icon
20
Century Therapeutics
IPSC
$357M
$2.58M 0.38%
5,410,361
– –
CCCC icon
21
C4 Therapeutics
CCCC
$400M
$1.78M 0.26%
1,111,910
– –
IVVD icon
22
Invivyd
IVVD
$198M
$1.09M 0.16%
1,799,595
– –
NAUT icon
23
Nautilus Biotechnolgy
NAUT
$110M
$923K 0.14%
1,072,421
-686,579
-39% -$1.02M
NAMSW icon
24
NewAmsterdam Pharma Warrant
NAMSW
$79.1M
$899K 0.13%
100,000
– –
SYRS
25
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
– –
-2,750,151
Closed -$632K
1
2

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Bain Capital Life Sciences Investors's Q1 2025 Portfolio in Review

As of Q1 2025, Bain Capital Life Sciences Investors held 26 positions worth $676M, down 20% from $850M the previous quarter. Its ten largest holdings account for 91% of the portfolio.

Bain Capital Life Sciences Investors's Q1 2025 filing shows 2 increased, 2 reduced and 2 closed positions. The largest sale was Olema Pharmaceuticals, an estimated $3.15M.

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

  • Bain Capital Life Sciences Investors added most to Solid Biosciences in Q1 2025, an estimated $16.6M increase.
  • Bain Capital Life Sciences Investors's biggest Q1 2025 reduction was Olema Pharmaceuticals, cutting an estimated $3.15M.
  • Bain Capital Life Sciences Investors fully exited Marinus Pharmaceuticals, Inc in Q1 2025, selling an estimated $1.44M.
  • Bain Capital Life Sciences Investors's ten largest holdings make up 91% of its $676M portfolio in Q1 2025.
  • Bain Capital Life Sciences Investors opened 0 new positions and closed 2 in Q1 2025.
  • Bain Capital Life Sciences Investors's portfolio value fell 20% quarter-over-quarter to $676M.

Based on Bain Capital Life Sciences Investors's 13F filing for Q1 2025, filed 15 May 2025.