Bain Capital Life Sciences Investors, LLC
Boston MA · SEC CIK 0001703031
$16.82亿2026Q2 申报市值
21持仓数
87.9%前十大占比 · 第一大 29.6%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
KLRA 新建仓+$4.98亿
ALKS 加仓+$6,957.73万
COAG 新建仓+$6,060.45万
CABA 加仓+$2,352.50万
2026Q2 卖出最多 按季末市值估算
NAMS 减仓-$1.19亿
HTFL 减仓-$5,868.00万
CENTESSA PHARMAC 清仓-$2,522.22万
OLMA 减仓-$485.37万
ANNX 减仓-$442.49万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| KLRA | KAILERA THERAPEUTICS INC | $4.98亿 | 29.58% | 22,583,268 | 22,583,268 | — | $4.98亿 | 新建仓 |
| HTFL | HEARTFLOW INC | $2.48亿 | 14.74% | 8,448,158 | -2,000,000 | -19.1% | -$5,868.00万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $1.29亿 | 7.67% | 3,806,566 | -3,500,000 | -47.9% | -$1.19亿 | 减仓 |
| SVRA | SAVARA INC | $1.08亿 | 6.45% | 17,600,621 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $1.02亿 | 6.04% | 1,937,938 | 1,327,938 | 217.7% | $6,957.73万 | 加仓 |
| SLDB | SOLID BIOSCIENCES INC | $9,799.01万 | 5.83% | 9,808,819 | 0 | 0.0% | — | 不变 |
| PHVS | PHARVARIS N V | $9,251.91万 | 5.50% | 2,675,509 | 0 | 0.0% | — | 不变 |
| OLMA | OLEMA PHARMACEUTICALS INC | $8,863.65万 | 5.27% | 7,085,249 | -387,989 | -5.2% | -$485.37万 | 减仓 |
| COAG | HEMAB THERAPEUTICS HOLDINGS INC | $6,060.45万 | 3.60% | 1,650,000 | 1,650,000 | — | $6,060.45万 | 新建仓 |
| CABA | CABALETTA BIO INC | $5,362.09万 | 3.19% | 17,241,445 | 7,564,320 | 78.2% | $2,352.50万 | 加仓 |
| XFOR | X4 PHARMACEUTICALS INC | $3,720.80万 | 2.21% | 7,967,454 | 0 | 0.0% | — | 不变 |
| DNTH | DIANTHUS THERAPEUTICS INC | $3,533.36万 | 2.10% | 362,470 | 0 | 0.0% | — | 不变 |
| CCCC | C4 THERAPEUTICS INC | $3,349.28万 | 1.99% | 7,171,910 | 0 | 0.0% | — | 不变 |
| KYTX | KYVERNA THERAPEUTICS INC | $2,570.53万 | 1.53% | 2,885,000 | -225,000 | -7.2% | -$200.47万 | 减仓 |
| ANNX | ANNEXON INC | $2,533.94万 | 1.51% | 4,437,731 | -774,943 | -14.9% | -$442.49万 | 减仓 |
| — | RAPID MICRO BIOSYSTEMS INC | $1,459.18万 | 0.87% | 8,434,560 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $1,032.99万 | 0.61% | 141,234 | 0 | 0.0% | — | 不变 |
| AVIR | ATEA PHARMACEUTICALS INC | $965.17万 | 0.57% | 2,075,639 | -284,999 | -12.1% | -$132.52万 | 减仓 |
| — | XILIO THERAPEUTICS INC | $636.13万 | 0.38% | 664,021 | 0 | 0.0% | — | 不变 |
| UPB | UPSTREAM BIO INC | $415.86万 | 0.25% | 600,949 | -266,262 | -30.7% | -$184.25万 | 减仓 |
| — | NEWAMSTERDAM PHARMA COMPANY | $213.70万 | 0.13% | 99,999 | 0 | 0.0% | — | 不变 |
| — | CENTESSA PHARMACEUTICALS | $0 | 0.00% | 0 | -635,000 | -100.0% | -$2,522.22万 | 清仓 |