DOSSIER · 13F-HR · Q2 2026

BAIN CAPITAL INVESTORS LLC

$4.8B in tracked AUM across 8 positions as of Q2 2026.

BC
CIK 0001040508 · last filed Jun 30, 2026
Total AUM
$4.8B
as of Q2 2026
Holdings
8
positions
Whale Score
82
82
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Bain Capital Investors LLC presents a highly concentrated and specialized portfolio for the reporting period ending September 30, 2025. The firm manages a total portfolio value of approximately $2.85 billion, spread across only five holdings. This extreme concentration indicates a conviction-based investment strategy rather than a diversified indexing approach. The portfolio experienced a contraction of 9.1% in value, decreasing from $3.14 billion in the previous quarter....

Key Holdings

The portfolio is dominated by three core positions, each representing a significant allocation of capital.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BOBS
BOBS DISC FURNITURE INC
$1.5B95.4M31.3%
02
SGRY
SURGERY PARTNERS INC
$839M49.9M17.4%
03
AVAH
AVEANNA HEALTHCARE HLDGS INC
$699M81.6M14.5%
04
G52441105
KESTRA MED TECHNOLOGIES LTD
$640M25.2M13.3%
05
KLRA
KAILERA THERAPEUTICS INC
$578M26.3M12.0%
06
NTNX
NUTANIX INC
$273M5.4M5.7%
07
WAY
WAYSTAR HLDG CORP
$272M13.2M5.6%
08
ADV
ADVANTAGE SOLUTIONS INC
$5M116K0.1%

Filing history

2026Q2Jun 30
$4.8B 47.3%
8 positionsView →
2026Q1Mar 31
$3.3B 29.3%
7 positionsView →
2025Q4Dec 31
$4.6B 62.3%
7 positionsView →
2025Q3Sep 30
$2.8B 9.1%
5 positionsView →
2025Q2Jun 30
$3.1B 2.1%
6 positionsLocked
2025Q1Mar 31
$3.1B 12.2%
5 positionsLocked
2024Q4Dec 31
$3.5B 8.5%
5 positionsLocked
2024Q3Sep 30
$3.8B 18.8%
5 positionsLocked
2024Q2Jun 30
$4.7B 5.1%
5 positionsLocked
2024Q1Mar 31
$4.5B 2.8%
4 positionsLocked
2023Q4Dec 31
$4.6B 47.7%
4 positionsLocked
2023Q3Sep 30
$3.1B 46744.1%
4 positionsLocked
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