BAIN CAPITAL INVESTORS LLC

CIK 0001040508 · Q2 2026

13F Equity AUM

$4.8B

+47.3% QoQ

Positions

+1 QoQ

AUM Rank

#871

Top 10%

Skill Alpha (FF)

-3.9%/yr^ns

No Clear Edge

Rank #7,317 · Top 88%

vs S&P -3.7%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 88.6%Top 10: 100.0%Top 20: 100.0%

BOBS DISC FURNITURE INC31.3%

SGRY17.4%

AVAH14.5%

KMTS13.3%

KAILERA THERAPEUTICS INC12.0%

NTNX5.7%

WAY5.7%

ADVANTAGE SOLUTIONS INC0.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare45.2%

Unclassified43.4%

Technology11.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 8Median: 12.65%Avg: 12.50%

0–0.5%

1(0.1%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

0(0.0%)

5%+

7(99.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 8vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New1Increased0Decreased0Exited0

New Positions

KAILERA THERAPEUTICS…12.0%

+26.3M

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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