Vault-13

Bain Capital Investors LLC

Boston, MA · CIK 1040508 · 13F filing filed 2023-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$6.7bn reported value +21.4% vs Q1 2023
5positions
100.0%in top 10
0 new 0 added 1 reduced 0 sold out vs Q1 2023

This report includes the holdings of 17 other managers that share the investment decisions:

9 more
  • BCPE Eagle GP, LLC – no 13F of its own this quarter
  • BCPE Eagle Investor, LP – no 13F of its own this quarter
  • BCPE Perception GP, LLC – no 13F of its own this quarter
  • BCPE Seminole GP LLC – no 13F of its own this quarter
  • BCPE Seminole Holdings LP – no 13F of its own this quarter
  • Bain Capital Fund XI, L.P. – no 13F of its own this quarter
  • Bain Capital Fund XII, L.P. – no 13F of its own this quarter
  • Bain Capital Partners XI, L.P. – no 13F of its own this quarter
  • Bain Capital Partners XII, LLC – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 SURGERY PARTNERS INC COM SGRY SGRY 58,248,249 $2.6bn39.31% 39.31% UnchangedShares held: Q3 2022 49.1m, Q4 2022 58.2m, Q1 2023 58.2m, Q2 2023 58.2m
2 DIVERSEY HLDGS LTD ORD SHS ORD SHS 236,983,211 $2.0bn29.82% 29.82% UnchangedShares held: Q3 2022 236.6m, Q4 2022 236.6m, Q1 2023 237.0m, Q2 2023 237.0m
3 CEREVEL THERAPEUTICS HLDNG I COM CERE CERE 60,199,729 $1.9bn28.70% 28.70% ReducedShares held: Q3 2022 60.6m, Q4 2022 60.6m, Q1 2023 60.6m, Q2 2023 60.2m -432.6k -432,627 -0.7%
4 AVEANNA HEALTHCARE HLDGS INC COM AVAH AVAH 81,600,880 $137.9m2.07% 2.07% UnchangedShares held: Q3 2022 81.6m, Q4 2022 81.6m, Q1 2023 81.6m, Q2 2023 81.6m
5 ADVANTAGE SOLUTIONS INC COM CL A COM CL A 2,890,000 $6.8m0.10% 0.10% UnchangedShares held: Q3 2022 2.9m, Q4 2022 2.9m, Q1 2023 2.9m, Q2 2023 2.9m