SEC 13F Intelligence

Managers / Q2 2019 · view latest →

Bain Capital Life Sciences Investors, LLC

CIK 0001703031 · 200 CLARENDON STREET, BOSTON, MA, 02116 · 6175162878

Reported Value
$197M
Q2 2019
Positions
5
Filings on Record
30
2019–present window
Filed
Aug 14, 2019
original filing

Summary

Bain Capital Life Sciences Investors, LLC reported $197M in U.S.-listed holdings across 5 positions for Q2 2019.

The portfolio is heavily concentrated: DRNAUSD alone accounts for 58.6% of reported value.

Compared with Q1 2019, the fund opened 0 new positions and exited 1.

Portfolio Metrics

Turnover
0.0%
vs prior filed quarter
Largest Position
+58.6%
Dicerna Pharmaceuticals

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $293MQ4 ’18Q1 ’19: $250MQ2 ’19: $197MQ3 ’19: $388MQ4 ’19: $671MQ4 ’19Q1 ’20: $591MQ2 ’20: $955MQ3 ’20: $1.1BQ4 ’20: $1.6BQ4 ’20Q1 ’21: $1.8BQ2 ’21: $1.5BQ3 ’21: $1.6BQ4 ’21: $1.3BQ4 ’21Q1 ’22: $1.0BQ2 ’22: $853MQ3 ’22: $838MQ1 ’23: $800,117Q1 ’23Q3 ’23: $894MQ4 ’23: $1.0BQ1 ’24: $1.2BQ2 ’24: $911MQ2 ’24Q3 ’24: $961MQ4 ’24: $850MQ1 ’25: $676MQ2 ’25: $799MQ2 ’25Q3 ’25: $1.5BQ4 ’25: $1.3BQ1 ’26: $1.1Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 90.4%Other: 9.6%
  • Common Stock · 90.4% · $178M
  • Other · 9.6% · $19M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
INFLARX NVSOLD OUT−732.7K0−$28M$0
DRNAUSDDICERNA PHARMACEUTICALS INCTRIMMED−1.60M7.33M−$15M$115M
SOLID BIOSCIENCES INCHELD+01.99M−$7M$11M
REPLREPLIMUNE GROUP INCHELD+02.84M−$2M$42M
APTINYX INCHELD+02.23M−$2M$7M
MRNSUSDMARINUS PHARMACEUTICALS INCHELD+05.04M−$152,000$21M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2019

5 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1DRNAUSDDICERNA PHARMACEUTICALS INChistory →COM58.64%$115M7.33M
2REPLREPLIMUNE GROUP INChistory →COM21.14%$42M2.84M
3MRNSUSDMARINUS PHARMACEUTICALS INChistory →COM10.63%$21M5.04M
4SOLID BIOSCIENCES INCCOM5.81%$11M1.99M
5APTINYX INCCOM3.78%$7M2.23M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.1B20May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.3B19Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.5B21Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$799M23Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$676M24May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$850M26Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$961M24Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$911M25Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.2B26May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.0B27Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$894M31Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023Under review32Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$800,11734May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review33Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$838M33Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$853M35Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.0B34May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.3B34Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.6B33Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.5B30Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.8B31May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.6B26Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.1B22Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$955M15Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$591M11May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$671M10Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$388M7Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$197M5Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$250M6May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$293M6Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • Bain Capital Life Sciences Partners, LP28-18476
  • Bain Capital Life Sciences Fund, LP28-18478

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.