Bain Capital Life Sciences Investors, LLC

CIK 0001703031 · Q2 2026

13F Equity AUM

$1.7B

+51.7% QoQ

Positions

+1 QoQ

AUM Rank

#2,553

Top 20%

Skill Alpha (FF)

+2.5%/yr^ns

No Clear Edge

Rank #1,205 · Top 15%

vs S&P -11.7%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 64.5%Top 10: 87.8%Top 20: 99.9%

KAILERA THERAPEUTICS INC29.6%

HTFL14.7%

NEWAMSTERDAM PHARMA COMPANY7.7%

YB4P6.5%

ALKS6.0%

SLDB5.8%

PHVS5.5%

OLMA5.3%

HEMAB THERAPEUTICS HOLDINGS INC3.6%

CABA3.2%

Others (11)12.2%

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

Sector Allocation

Healthcare58.6%

Unclassified41.4%

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

Position Sizing

Positions: 21Median: 2.21%Avg: 4.76%

0–0.5%

3(0.8%)

0.5–1%

3(2.1%)

1–3%

5(9.3%)

3–5%

2(6.8%)

5%+

8(81.1%)

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

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Portfolio Overlap

Shared: 0Unique: 21vs 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

New2Increased2Decreased7Exited1

New Positions

KAILERA THERAPEUTICS…29.6%

+22.6M

HEMAB THERAPEUTICS H…3.6%

+1.6M

Increased

CABA3.2%

+7.6M(+78%)

ALKS6.0%

+1.3M(+218%)

Decreased

NEWAMSTERDAM PHARMA …7.7%

-3,500,000(-48%)

HTFL14.7%

-2,000,000(-19%)

ANNX1.5%

-774,943(-15%)

OLMA5.3%

-387,989(-5%)

AVIR0.6%

-284,999(-12%)

UPB0.3%

-266,262(-31%)

KYTX1.5%

-225,000(-7%)

Exited

CNTA

-635,000

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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