Bain Capital Investors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Bain Capital Investors LLC reported 8 stock positions worth $4.8 billion. Its top holding was Bob's Discount Furniture (BOBS) at 31.3% of the portfolio, followed by Surgery Partners (SGRY, 17.4%) and Aveanna Healthcare (AVAH, 14.5%). Compared with Q1 2026, it opened 1 new position. The biggest buy was a new position in Kailera Therapeutics (KLRA).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001040508
- Portfolio Value
- $4.8B (Q2 2026)
- SEC Filing
- 0001193125-26-350508 ↗ filed Aug 14, 2026
Holdings Value
Holdings 8 stocks · $4.8B
| BOBS Bob's Discount Furniture | 31.33% | 95,370,751 | $1.5B | No change |
| SGRY Surgery Partners Inc. | 17.42% | 49,946,972 | $839.1M | No change |
| AVAH Aveanna Healthcare Holdings | 14.52% | 81,600,880 | $699.3M | No change |
| KMTS Kestra Medical Technologies | 13.30% | 25,172,338 | $640.4M | No change |
| KLRA Kailera Therapeutics Inc. | 12.01% | 26,255,581 | $578.4M | New |
| NTNX Nutanix Inc. Class A | 5.67% | 5,355,285 | $272.9M | No change |
| WAY Waystar Holding Corp. | 5.65% | 13,243,539 | $271.9M | No change |
| ADV Advantage Solutions Inc. | 0.10% | 115,600 | $5.0M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||
Portfolio Buys Q1 2026 → Q2 2026
| KLRA Kailera Therapeutics Inc. | New | 12.01% | +12.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $4.8B | BOBS, SGRY, AVAH, KMTS, KLRA |
| Q1 2026 | 7 | $3.3B | BOBS, SGRY, AVAH, KMTS, WAY |
| Q4 2025 | 7 | $4.6B | COHR, SGRY, KMTS, AVAH, WAY |
| Q3 2025 | 6 | $3.4B | SGRY, AVAH, KMTS, WAY, NTNX |
| Q2 2025 | 6 | $3.1B | SGRY, WAY, KMTS, AVAH, NTNX |
| Q1 2025 | 6 | $3.9B | SGRY, WAY, NTNX, KMTS, AVAH |
| Q4 2024 | 5 | $3.5B | SGRY, NTNX, WAY, AVAH, ADV |
| Q3 2024 | 5 | $3.8B | SGRY, NTNX, WAY, AVAH, ADV |
| Q2 2024 | 5 | $4.7B | CERE, SGRY, WAY, AVAH, ADV |
| Q1 2024 | 4 | $4.5B | CERE, SGRY, AVAH, ADV |