Bain Capital Investors LLC reported 8 positions worth $4.82B for the quarter ended Jun 30, 2026, up 47.3% on the prior quarter. It opened 1 new position, added to 0, trimmed 0 and exited 0. Its largest holding is Bob's Discount Furniture, Inc. at 31.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| KLRA Kailera Therapeutics, Inc. | +26.26M | – | $578.41M | 12.01% |
No positions were reduced this quarter.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| KLRA Kailera Therapeutics, Inc. | +26.26M | $578.41M | 12.01% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BOBS Bob's Discount Furniture, Inc. | Consumer Discretionary | 95.37M | $1.51B | 31.33% | 0 | 0.0% | Unchanged | 72.98% |
| 2 | SGRY Surgery Partners, Inc. | Healthcare | 49.95M | $839.11M | 17.42% | 0 | 0.0% | Unchanged | 38.16% |
| 3 | AVAH Aveanna Healthcare Holdings, Inc. | Healthcare | 81.60M | $699.32M | 14.52% | 0 | 0.0% | Unchanged | 37.47% |
| 4 | KMTS Kestra Medical Technologies, Ltd. | Healthcare | 25.17M | $640.38M | 13.3% | 0 | 0.0% | Unchanged | 43.12% |
| 5 | KLRA Kailera Therapeutics, Inc. | Healthcare | 26.26M | $578.41M | 12.01% | +26.26M | – | New | 20.26% |
| 6 | NTNX Nutanix, Inc. | Technology | 5.36M | $272.91M | 5.67% | 0 | 0.0% | Unchanged | 2.01% |
| 7 | WAY Waystar Holding Corp. | Technology | 13.24M | $271.89M | 5.65% | 0 | 0.0% | Unchanged | 6.9% |
| 8 | ADV Advantage Solutions Inc. | Industrials | 115.6K | $5.00M | 0.104% | 0 | 0.0% | Unchanged | 0.89% |
Tip. Select a row to see that position’s full history at Bain Capital Investors.
As of its Q2 2026 13F filing, Bain Capital Investors LLC’s five largest positions were Bob's Discount Furniture, Inc. (BOBS) at 31.3%, Surgery Partners, Inc. (SGRY) at 17.4%, Aveanna Healthcare Holdings, Inc. (AVAH) at 14.5%, Kestra Medical Technologies, Ltd. (KMTS) at 13.3%, Kailera Therapeutics, Inc. (KLRA) at 12.0% of the reported portfolio.
Bain Capital Investors LLC reported a 13F portfolio worth $4.82B across 8 positions for Q2 2026. That is up 47.3% from the previous quarter.
Its largest purchases by value were Kailera Therapeutics, Inc. ($578.41M). It opened 1 new positions.
From the Form 13F-HR reports Bain Capital Investors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.