Bain Capital Investors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Bain Capital Investors LLC reported 6 stock positions worth $3.1 billion. Its top holding was Surgery Partners (SGRY) at 35.4% of the portfolio, followed by Waystar (WAY, 23.5%) and Kestra Medical Technologies (KMTS, 14.3%). Compared with Q1 2025, it reduced 2. The biggest sale was Nutanix Class A (NTNX, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001040508
- Portfolio Value
- $3.1B (Q2 2025)
- SEC Filing
- 0000950123-25-008034 ↗ filed Aug 14, 2025
Holdings Value
Holdings 6 stocks · $3.1B
| SGRY Surgery Partners Inc. | 35.40% | 49,946,972 | $1.1B | No change |
| WAY Waystar Holding Corp. | 23.53% | 18,055,049 | $737.9M | Reduce -17.0% |
| KMTS Kestra Medical Technologies | 14.28% | 27,019,225 | $448.0M | No change |
| AVAH Aveanna Healthcare Holdings | 13.61% | 81,600,880 | $426.8M | No change |
| NTNX Nutanix Inc. Class A | 13.05% | 5,355,285 | $409.4M | Reduce -51.1% |
| ADV Advantage Solutions Inc. | 0.12% | 2,890,000 | $3.8M | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
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 |