Bain Capital Life Sciences Investors, LLC
Boston MA · SEC CIK 0001703031
$11.09亿2026Q1 申报市值
20持仓数
86.7%前十大占比 · 第一大 22.9%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CENTESSA PHARMAC 新建仓+$2,522.22万
ALKS 新建仓+$2,156.96万
SLDB 加仓+$1,365.95万
IRON 新建仓+$903.05万
XILIO THERAPEUTI 新建仓+$558.44万
2026Q1 卖出最多 按季末市值估算
HTFL 减仓-$4,866.00万
DNTH 减仓-$3,198.38万
OLMA 减仓-$1,543.79万
MERSANA THERAPEU 清仓-$1,002.55万
TNGX 清仓-$578.99万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | MERSANA THERAPEUTICS INC | $0 | 0.00% | 0 | -346,545 | -100.0% | -$1,002.55万 | 清仓 |
| TNGX | TANGO THERAPEUTICS INC | $0 | 0.00% | 0 | -653,493 | -100.0% | -$578.99万 | 清仓 |
| — | XILIO THERAPEUTICS INC | $0 | 0.00% | 0 | -7,372,686 | -100.0% | -$472.00万 | 清仓 |
| — | NEWAMSTERDAM PHARMA COMPANY | $200.40万 | 0.18% | 99,999 | 0 | 0.0% | — | 不变 |
| — | XILIO THERAPEUTICS INC | $558.44万 | 0.50% | 664,021 | 664,021 | — | $558.44万 | 新建仓 |
| UPB | UPSTREAM BIO INC | $780.49万 | 0.70% | 867,211 | -462,333 | -34.8% | -$416.10万 | 减仓 |
| IRON | DISC MEDICINE INC | $903.05万 | 0.81% | 141,234 | 141,234 | — | $903.05万 | 新建仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $1,270.02万 | 1.15% | 2,360,638 | -125,000 | -5.0% | -$67.25万 | 减仓 |
| CCCC | C4 THERAPEUTICS INC | $1,886.21万 | 1.70% | 7,171,910 | 0 | 0.0% | — | 不变 |
| — | RAPID MICRO BIOSYSTEMS INC | $1,914.65万 | 1.73% | 8,434,560 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $2,156.96万 | 1.95% | 610,000 | 610,000 | — | $2,156.96万 | 新建仓 |
| — | CENTESSA PHARMACEUTICALS | $2,522.22万 | 2.27% | 635,000 | 635,000 | — | $2,522.22万 | 新建仓 |
| CABA | CABALETTA BIO INC | $2,603.15万 | 2.35% | 9,677,125 | 0 | 0.0% | — | 不变 |
| KYTX | KYVERNA THERAPEUTICS INC | $2,683.93万 | 2.42% | 3,110,000 | 0 | 0.0% | — | 不变 |
| ANNX | ANNEXON INC | $2,887.82万 | 2.60% | 5,212,674 | -36,395 | -0.7% | -$20.16万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $3,041.85万 | 2.74% | 362,470 | -381,122 | -51.3% | -$3,198.38万 | 减仓 |
| XFOR | X4 PHARMACEUTICALS INC | $3,290.56万 | 2.97% | 7,967,454 | 0 | 0.0% | — | 不变 |
| SLDB | SOLID BIOSCIENCES INC | $7,062.35万 | 6.37% | 9,808,819 | 1,897,150 | 24.0% | $1,365.95万 | 加仓 |
| PHVS | PHARVARIS N V | $7,558.31万 | 6.82% | 2,675,509 | -126,572 | -4.5% | -$357.57万 | 减仓 |
| SVRA | SAVARA INC | $9,609.94万 | 8.67% | 17,600,621 | 0 | 0.0% | — | 不变 |
| OLMA | OLEMA PHARMACEUTICALS INC | $1.11亿 | 10.05% | 7,473,238 | -1,035,403 | -12.2% | -$1,543.79万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $2.34亿 | 21.09% | 7,306,566 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INC | $2.54亿 | 22.93% | 10,448,158 | -2,000,000 | -16.1% | -$4,866.00万 | 减仓 |