Bain Capital Investors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Bain Capital Investors LLC reported 6 stock positions worth $3.9 billion. Its top holding was Surgery Partners (SGRY) at 30.5% of the portfolio, followed by Waystar (WAY, 20.9%) and Nutanix Class A (NTNX, 19.7%). Compared with Q4 2024, it opened 1 new position and reduced 2. The biggest buy was a new position in Kestra Medical Technologies (KMTS) and the biggest sale Nutanix Class A (NTNX, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001040508
- Portfolio Value
- $3.9B (Q1 2025)
- SEC Filing
- 0000950123-25-005478 ↗ filed May 15, 2025
Holdings Value
Holdings 6 stocks · $3.9B
| SGRY Surgery Partners Inc. | 30.54% | 49,946,972 | $1.2B | No change |
| WAY Waystar Holding Corp. | 20.92% | 21,754,536 | $812.7M | Reduce -22.3% |
| NTNX Nutanix Inc. Class A | 19.70% | 10,960,935 | $765.2M | Reduce -35.0% |
| KMTS Kestra Medical Technologies | 17.34% | 27,019,225 | $673.3M | New |
| AVAH Aveanna Healthcare Holdings | 11.39% | 81,600,880 | $442.3M | No change |
| ADV Advantage Solutions Inc. | 0.11% | 2,890,000 | $4.4M | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| KMTS Kestra Medical Technologies | New | 17.34% | +17.34 |
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 |