BAIN CAPITAL INVESTORS LLC — 13F Holdings & Portfolio
CIK 1040508 · latest 13F-HR filed 2026-08-14
BAIN CAPITAL INVESTORS LLC manages $4.82B in 13F-reported U.S. long-equity assets across 8 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BOBS (31.33%), SGRY (17.42%), AVAH (14.52%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 6, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
BOSTON, MA 02116
$4.82B
Long-equity book
8
Distinct positions
2026-06-30
Filed 2026-08-14
+1 / −0 / ↑6 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BOBS DISC FURNITURE INC$388.2M +34.6%
- SURGERY PARTNERS INC$243.7M +40.9%
- AVEANNA HEALTHCARE HLDGS INC$173.8M +33.1%
- KESTRA MED TECHNOLOGIES LTD$138.7M +27.6%
- NUTANIX INC$69.4M +34.1%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BOBS DISC FURNITURE INC | BOBS | 09681N106 | $1.51B | 31.33% | 95,370,751 | SH |
| 2 | SURGERY PARTNERS INC | SGRY | 86881A100 | $839.1M | 17.42% | 49,946,972 | SH |
| 3 | AVEANNA HEALTHCARE HLDGS INC | AVAH | 05356F105 | $699.3M | 14.52% | 81,600,880 | SH |
| 4 | KESTRA MED TECHNOLOGIES LTD | KMTS | G52441105 | $640.4M | 13.30% | 25,172,338 | SH |
| 5 | KAILERA THERAPEUTICS INC | KLRA | 482931102 | $578.4M | 12.01% | 26,255,581 | SH |
| 6 | NUTANIX INC | NTNX | 67059N108 | $272.9M | 5.67% | 5,355,285 | SH |
| 7 | WAYSTAR HLDG CORP | WAY | 946784105 | $271.9M | 5.65% | 13,243,539 | SH |
| 8 | ADVANTAGE SOLUTIONS INC | ADV | 00791N201 | $5.0M | 0.10% | 115,600 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $4.82B | 8 | 0001193125-26-350508 |
| 2026-03-31 | 2026-05-15 | $3.27B | 7 | 0001193125-26-225264 |
| 2025-12-31 | 2026-02-17 | $4.62B | 7 | 0001193125-26-052994 |
| 2025-09-30 | 2025-11-14 | $3.35B | 6 | 0001193125-25-281492 |