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13F holdings · Q2 2026

Bain Capital Investors

Boston, MA · files as Bain Capital Investors LLC
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1040508

Bain Capital Investors reported 8 stocks worth $4.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are BOBS (31.3%), SGRY (17.4%) and AVAH (14.5%). Compared with Q1 2026, the fund opened new positions in KLRA.

Reported value$4.8B+47.3% vs last quarter
Stocks held81 new · 0 sold out
Top 5 weight88.6%very concentrated
Turnover12%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
BOBS
Bobs Disc Furniture Inc
$1.5B31.3%95.4MNo change2 of 8
2
SGRY
Surgery Partners Inc
$839M17.4%49.9MNo change8 of 8
3
AVAH
Aveanna Healthcare Hldgs Inc
$699M14.5%81.6MNo change8 of 8
4
KMTS
Kestra Med Technologies Ltd
$640M13.3%25.2MNo change6 of 8
5
KLRA
Kailera Therapeutics Inc
$578M12.0%26.3MNew position1 of 8
6
NTNX
Nutanix Inc
$273M5.7%5.4MNo change8 of 8
7
WAY
Waystar Hldg Corp
$272M5.7%13.2MNo change8 of 8
8
ADV
Advantage Solutions Inc Com New CL A
$5M0.1%116KNo change2 of 8

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$3.8BQ3 '24
$3.5BQ4 '24
$3.9BQ1 '25
$3.1BQ2 '25
$3.4BQ3 '25
$4.6BQ4 '25
$3.3BQ1 '26
$4.8BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Bain Capital Investors 13F FAQ

What does Bain Capital Investors own?

Bain Capital Investors reported 8 stocks worth $4.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are BOBS (31.3%), SGRY (17.4%) and AVAH (14.5%). The table above lists every position in the filing (the top 10 without an account).

What did Bain Capital Investors buy and sell in Q2 2026?

Compared with Q1 2026: 1 new positions, 0 added to, 0 trimmed and 0 sold out. New positions include KLRA.

When will Bain Capital Investors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Bain Capital Investors's portfolio worth?

The Q2 2026 filing reports $4.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.