Bain Capital Investors LLC
Long book
$3.27B
Q1 2026
Positions
7
Top-10 weight
100%
concentration
Last quarter
+35.7%
SPY +14.8%
Turnover
44%
of book per quarter
Strategy in plain words
auto-generated from filingsBain Capital Investors LLC is a diversified fundamental manager, running a $3.27B US long book across 7 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: BOB'S DISCOUNT FURNITURE, SURGERY PARTNERS INC, AVEANNA HEALTHCARE HOLDINGS, KESTRA MEDICAL TECHNOLOGIES, WAYSTAR HOLDING CORP.
Over the last 9 quarters its long book ran on average 1.2pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-16.5%
Q2 2024
+39.7%
Q3 2024
-8.5%
Q4 2024
+10.4%
Q1 2025
-4.3%
Q2 2025
+12.7%
Q3 2025
-14.4%
Q4 2025
-3.2%
Q1 2026
+35.7%
Sector allocation
Healthcare 50%
Consumer discretionary 34%
Technology 16%
Services media 0%
Long book by quarter
What does Bain Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BOBS BOB'S DISCOUNT FURNITURE | Consumer discretionary | 95.4M | $1.12B | 34.3% | New |
| SGRY SURGERY PARTNERS INC | Healthcare | 49.9M | $595.4M | 18.2% | Held |
| AVAH AVEANNA HEALTHCARE HOLDINGS | Healthcare | 81.6M | $525.5M | 16.1% | Held |
| KMTS KESTRA MEDICAL TECHNOLOGIES | Healthcare | 25.2M | $501.7M | 15.3% | Held |
| WAY WAYSTAR HOLDING CORP | Technology | 13.2M | $319.3M | 9.8% | Held |
| NTNX NUTANIX INC - A | Technology | 5.4M | $203.6M | 6.2% | Held |
| ADV ADVANTAGE SOLUTIONS INC | Services media | 115.6K | $2.4M | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 7 | $3.27B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 7 | $4.62B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 6 | $3.35B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 6 | $3.14B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 6 | $3.88B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 5 | $3.50B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 5 | $3.82B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 12, 2024 | 5 | $4.71B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 4 | $4.48B | canonical | SEC ↗ |
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