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Bain Capital Investors LLC (auto-surfaced)

Tier None · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $3,268,468,485 · 7 positions · top-10 100.0% · SEC filing history →

13FScore 25/100 — cloning their disclosed top holdings over ~4.6y returned -10%/yr vs S&P +11%/yr (alpha -21%/yr), ahead of the market in 42% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
$BOBS · BOBS DISC FURNITURE INC34.3%$1,120,606,324High
$ADV · ADVANTAGE SOLUTIONS INC0.1%$2,443,784MedSales and marketing services for consumer brands

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
none

Top holdings now

Issuer% bookBusiness
$BOBS · BOBS DISC FURNITURE INC34.3%
$SGRY · SURGERY PARTNERS INC18.2%Ambulatory surgical center operator
$AVAH · AVEANNA HEALTHCARE HLDGS INC16.1%Pediatric and home health care services
KESTRA MED TECHNOLOGIES LTD15.3%Wearable cardioverter defibrillators for cardiac patients
$WAY · WAYSTAR HLDG CORP9.8%Healthcare payments and revenue-cycle software
$NTNX · NUTANIX INC6.2%Hybrid-cloud and hyperconverged infrastructure software
$ADV · ADVANTAGE SOLUTIONS INC0.1%Sales and marketing services for consumer brands

Generated 2026-06-27 · Alpha-Investor tracker