DOSSIER · 13F-HR · Q4 2025

Bain Capital Public Equity, LP

Bain Public Equity's pension fund based in Stamford, CT $169M in tracked AUM across 9 positions as of Q4 2025.

BP
Bain Public Equity·Stamford, CT·Pension Fund
CIK 0001962552 · last filed Dec 31, 2025
Total AUM
$169M
16.1%
vs prior
Holdings
9
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
Top sector
Financials
7% weight
concentration
AI Analysis · Q4 2025 · Q4 2025
Portfolio Overview

The SEC 13F filing for Bain Capital Public Equity, LP reveals a period of significant portfolio consolidation and capital reallocation during the quarter ending September 30, 2025. The total portfolio value contracted sharply by 60.2%, decreasing from $151.15 million to $60.12 million. This substantial reduction in Assets Under Management (AUM) was driven primarily by aggressive position liquidation rather than just market depreciation, as the firm exited 20 positions whil...

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
VT
VANGUARD INTL EQUITY INDEX F
$163M1.2M96.4%
02
KKR
KKR & CO INC
$1M9K0.7%
03
USFD
US FOODS HLDG CORP
$1M15K0.7%
04
ICE
INTERCONTINENTAL EXCHANGE IN
$1M6K0.6%
05
GOOGL
ALPHABET INC
$961,5363K0.6%
06
LYV
LIVE NATION ENTERTAINMENT IN
$800,1386K0.5%
07
AMZN
AMAZON COM INC
$646,9883K0.4%
08
CR
CRANE COMPANY
$225,5581K0.1%
09
HLN
HALEON PLC
$122,77612K0.1%

Filing history

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