Q2 2026 13F · SEC CIK 1040508
Bain Capital Investors LLC
Asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $4.8B
- Reported positions
- 8
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 2.7 yrs
Bain Capital Investors LLC is an asset manager that reported 8 positions worth $4.8B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Bobs Disc Furniture Inc (BOBS, 31.3%), Surgery Partners Inc (SGRY, 17.4%), Aveanna Healthcare Holdings Inc. (AVAH, 14.5%).
Bain Capital Investors LLC holdings all 8 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| BOBSBobs Disc Furniture Inc | 31.3% | +0.0% | $1.5B |
| SGRYSurgery Partners Inc | 17.4% | +0.0% | $839.1M |
| AVAHAveanna Healthcare Holdings Inc. | 14.5% | +0.0% | $699.3M |
| KMTSKestra Med Technologies Ltd | 13.3% | +0.0% | $640.4M |
| KLRAKailera Therapeutics Inc | 12.0% | — | $578.4M |
| NTNXNutanix Inc | 5.7% | +0.0% | $272.9M |
| WAYWaystar Hldg Corp | 5.6% | +0.0% | $271.9M |
| ADVAdvantage Solutions Inc | 0.1% | +0.0% | $5.0M |
What Bain Capital Investors LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- KLRA Kailera Therapeutics Inc12.0% of 13F
Added to
No position grew by more than 5%.
Reduced
No position shrank by more than 5%.
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +12.9% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- -10.2% /yr
- S&P 500 +7.4%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $4.8B | 8 |
| Q1 2026 | $3.3B | 7 |
| Q4 2025 | $4.6B | 7 |
| Q3 2025 | $3.4B | 6 |
| Q2 2025 | $3.1B | 6 |
| Q1 2025 | $3.9B | 6 |
| Q4 2024 | $3.5B | 5 |
| Q3 2024 | $3.8B | 5 |
| Q2 2024 | $4.7B | 5 |
| Q2 2023 | $6.7B | 5 |
| Q1 2023 | $5.5B | 5 |
| Q4 2022 | $4.6B | 5 |
Questions about Bain Capital Investors LLC's portfolio
What stocks does Bain Capital Investors LLC own?
Bain Capital Investors LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 8 positions worth $4.8B. The largest are Bobs Disc Furniture Inc (BOBS) at 31.3%, Surgery Partners Inc (SGRY) at 17.4%, Aveanna Healthcare Holdings Inc. (AVAH) at 14.5%, Kestra Med Technologies Ltd (KMTS) at 13.3% and Kailera Therapeutics Inc (KLRA) at 12.0%.
What did Bain Capital Investors LLC buy last quarter?
In Q2 2026, Bain Capital Investors LLC added a new position in Kailera Therapeutics Inc (KLRA), compared with its Q1 2026 filing.
What did Bain Capital Investors LLC sell last quarter?
Bain Capital Investors LLC sold out of nothing and cut no large position by more than 5% in Q2 2026.
When is Bain Capital Investors LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Bain Capital Investors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.