Bain Capital Investors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Bain Capital Investors LLC reported 6 stock positions worth $3.4 billion. Its top holding was Surgery Partners (SGRY) at 32.2% of the portfolio, followed by Aveanna Healthcare (AVAH, 21.6%) and Kestra Medical Technologies (KMTS, 19.2%). Compared with Q2 2025, it reduced 1. The biggest sale was Waystar (WAY, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001040508
- Portfolio Value
- $3.4B (Q3 2025)
- SEC Filing
- 0001193125-25-281492 ↗ filed Nov 14, 2025
Holdings Value
Holdings 6 stocks · $3.4B
| SGRY Surgery Partners Inc. | 32.25% | 49,946,972 | $1.1B | No change |
| AVAH Aveanna Healthcare Holdings | 21.60% | 81,600,880 | $723.8M | No change |
| KMTS Kestra Medical Technologies | 19.15% | 27,019,225 | $642.0M | No change |
| WAY Waystar Holding Corp. | 14.98% | 13,243,539 | $502.2M | Reduce -26.6% |
| NTNX Nutanix Inc. Class A | 11.89% | 5,355,285 | $398.4M | No change |
| ADV Advantage Solutions Inc. | 0.13% | 2,890,000 | $4.4M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| WAY Waystar Holding Corp. | Reduce -26.6% | 14.98% | −8.55 |
Portfolio Buys Q2 2025 → Q3 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 |