Bain Capital Investors 13F annual report
Bain Capital Investors is an investment fund managing more than $4.71 trillion ran by Michael Ward. There are currently 5 companies in Mr. Ward’s portfolio. The largest investments include Cerevel Therapeutics Hldng I and Surgery Partners Inc, together worth $3.87 trillion.
$4.71 trillion Assets Under Management (AUM)
As of 5th August 2024, Bain Capital Investors’s top holding is 65,679,781 shares of Cerevel Therapeutics Hldng I currently worth over $2.69 trillion and making up 57.0% of the portfolio value.
In addition, the fund holds 49,946,972 shares of Surgery Partners Inc worth $1.19 trillion, whose value fell 15.2% in the past six months.
The third-largest holding is Waystar Hldg Corp worth $602 billion and the next is Aveanna Healthcare Hldgs Inc worth $225 billion, with 81,600,880 shares owned.
Currently, Bain Capital Investors's portfolio is worth at least $4.71 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Bain Capital Investors
The Bain Capital Investors office and employees reside in Boston, Massachusetts. According to the last 13-F report filed with the SEC, Michael Ward serves as the Partner of Bain Capital Investors, LLC at Bain Capital Investors.
Recent trades
In the most recent 13F filing, Bain Capital Investors revealed that it had opened a new position in Waystar Hldg Corp and bought 27,980,417 shares worth $602 billion.
One of the largest hedge funds
The two most similar investment funds to Bain Capital Investors are Zevenbergen Capital Investments and Moore Capital Management, L.P.. They manage $4.71 trillion and $4.69 trillion respectively.
Michael Ward investment strategy
Bain Capital Investors’s portfolio is diversified across 3 sectors.
Currently, their heaviest sector is Health Care — making up 25.2% of
the total portfolio value.
The fund focuses on investments in the United States as
40.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
approximately 0.1% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $1.75 billion.
The complete list of Bain Capital Investors trades based on 13F SEC filings
These positions were updated on August 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Cerevel Therapeutics Hldng I |
No change
65,679,781
|
$2,685,646,245,000 | 57.02% |
| Surgery Partners Inc |
No change
49,946,972
|
$1,188,238,464,000 | 25.23% |
| Waystar Hldg Corp |
Opened
27,980,417
|
$601,578,966,000 | 12.77% |
| Aveanna Healthcare Hldgs Inc |
No change
81,600,880
|
$225,218,429,000 | 4.78% |
| Advantage Solutions Inc. |
No change
2,890,000
|
$9,305,800,000 | 0.20% |
| No transactions found | |||
| Showing first 500 out of 5 holdings | |||
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