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Bain Capital Investors LLC

Q3 2025 · Filed 2025-11-14
Market Value
$3.4B
+6.9%
Holdings
6
New Purchases
0
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVAH 21.60% 13.61% +7.99% $724M
KMTS 19.15% 14.28% +4.87% $642M
ADV 0.13% 0.12% +0.01% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WAY 14.98% 23.53% -8.55% $502M
SGRY 32.25% 35.40% -3.16% $1.1B
NTNX 11.89% 13.05% -1.17% $398M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $398M 11.9%
Mid Cap 1 $502M 15.0%
Small Cap 4 $2.5B 73.1%

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 32.25% 49,946,972 $1.1B $21.64 -$29M
2 AVAH 21.60% 81,600,880 $724M $8.87 $297M
3 KMTS 19.15% 27,019,225 $642M $23.76 $194M
4 WAY 14.98% 13,243,539 $502M $37.92 -$236M -4,811,510 -26.6%
5 NTNX 11.89% 5,355,285 $398M $74.39 -$11M
6 ADV 0.13% 2,890,000 $4M $1.53 $607K
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