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Bain Capital Investors LLC

Q2 2025 · Filed 2025-08-14
Market Value
$3.1B
-19.3%
Holdings
6
New Purchases
0
Added To
0
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SGRY 35.40% 30.54% +4.86% $1.1B
WAY 23.53% 20.92% +2.60% $738M
AVAH 13.61% 11.39% +2.22% $427M
ADV 0.12% 0.11% +0.01% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NTNX 13.05% 19.70% -6.65% $409M
KMTS 14.28% 17.34% -3.05% $448M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $409M 13.1%
Mid Cap 1 $738M 23.5%
Small Cap 4 $2.0B 63.4%

Portfolio Analytics

Avg Market Cap
$3.6B
Median Market Cap
$1.7B
Avg P/E
27.7
Median P/E
29.7
Avg Dividend Yield
—%
Avg Beta
1.26
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SGRY 35.40% 49,946,972 $1.1B $22.23 -$76M
2 WAY 23.53% 18,055,049 $738M $40.87 -$75M -3,699,487 -17.0%
3 KMTS 14.28% 27,019,225 $448M $16.58 -$225M
4 AVAH 13.61% 81,600,880 $427M $5.23 -$16M
5 NTNX 13.05% 5,355,285 $409M $76.44 -$356M -5,605,650 -51.1%
6 ADV 0.12% 2,890,000 $4M $1.32 -$549K
View SEC EDGAR Filings for Bain Capital Investors LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms