Data as of Q4 2025 (Dec 31, 2025)

Bain Capital Life Sciences Investors, LLC

โ€ขCIK: 1703031โ€ขFiling: Q4 2025

Bain Capital Life Sciences Investors, LLC manages $1.3B across a focused portfolio of 19 holdings within the life sciences sector. The fund exhibits significant conviction in select names, with its top three positions comprising HTFL at $362.9M, VYLD at $256.3M, and OLMA at $212.7M. These concentrated allocations underscore a deep, research-driven approach targeting high-potential opportunities across the life sciences value chain. The current top 10 holdings represent substantial, actionable exposure to key growth vectors within the industry.

Total AUM
$1.3B
QoQ Performance
-13.3%
Positions
18
Top 10 Concentration
91.0%
Latest Filing
Q4 2025

Top Holdings Allocation

HTFL
NAMS
OLMA
YB4P
PHAR
HTFL27.8%
NAMS19.6%
OLMA16.3%
YB4P8.1%
PHARVARIS6.0%
SLDB3.4%
UPB2.8%
XFOR2.4%

๐Ÿ“ˆ Biggest Buys

OLMA
OLEMA PHARMACEUTICALS INC
+24.3%
16.3% of portfolio
XFOR
X4 PHARMACEUTICALS INC
+227.0%
2.4% of portfolio
CCCC
C4 THERAPEUTICS INC
+545.0%
1.0% of portfolio
โ€”
XILIO THERAPEUTICS INC
+61.4%
0.4% of portfolio

๐Ÿ“‰ Biggest Sells

NAMS
NEWAMSTERDAM PHARMA COMPANY
-31.8%
19.6% of portfolio
UPB
UPSTREAM BIO INC
-45.5%
2.8% of portfolio
DNTH
DIANTHUS THERAPEUTICS INC
-43.5%
2.3% of portfolio
TNGX
TANGO THERAPEUTICS INC
-75.9%
0.4% of portfolio
โ€”
PHARVARIS N V
-11.9%
6.0% of portfolio

Sector Breakdown

Other100.0%

๐Ÿšช Exited Positionssold since Q3 2025

CDTX
CIDARA THERAPEUTICS INC
SOLD
$289.3M
IPSC
CENTURY THERAPEUTICS INC
SOLD
$1.8M

Changes from Q3 2025

โ†‘4 increased
โ†“7 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023