Vault-13

Bain Capital Investors LLC

Boston, MA · CIK 1040508 · 13F filing filed 2025-08-14

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.

$3.1bn reported value -19.3% vs Q1 2025
6positions
100.0%in top 10
0 new 0 added 2 reduced 0 sold out vs Q1 2025

This report includes the holdings of 23 other managers that share the investment decisions:

15 more
  • BCPE Nucleon (DE) SPV, LP – no 13F of its own this quarter
  • BCPE Nucleon Investors (GP), LLC – no 13F of its own this quarter
  • BCPE Nucleon Investors, LP – no 13F of its own this quarter
  • BCPE Perception GP, LLC – no 13F of its own this quarter
  • BCPE Seminole GP II LLC – no 13F of its own this quarter
  • BCPE Seminole GP III LLC – no 13F of its own this quarter
  • BCPE Seminole GP LLC – no 13F of its own this quarter
  • BCPE Seminole Holdings II Intermediate LP – no 13F of its own this quarter
  • BCPE Seminole Holdings III, L.P. – no 13F of its own this quarter
  • BCPE Seminole Holdings IV, L.P. – 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 2025

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 49,946,972 $1.1bn35.40% 35.40% UnchangedShares held: Q3 2024 49.9m, Q4 2024 49.9m, Q1 2025 49.9m, Q2 2025 49.9m
2 WAYSTAR HLDG CORP COM WAY WAY 18,055,049 $737.9m23.53% 23.53% ReducedShares held: Q3 2024 28.0m, Q4 2024 28.0m, Q1 2025 21.8m, Q2 2025 18.1m -3.7m -3,699,487 -17.0%
3 KESTRA MED TECHNOLOGIES LTD SHS KMTS KMTS 27,019,225 $448.0m14.28% 14.28% UnchangedShares held: Q3 2024 0, Q4 2024 0, Q1 2025 27.0m, Q2 2025 27.0m
4 AVEANNA HEALTHCARE HLDGS INC COM AVAH AVAH 81,600,880 $426.8m13.61% 13.61% UnchangedShares held: Q3 2024 81.6m, Q4 2024 81.6m, Q1 2025 81.6m, Q2 2025 81.6m
5 NUTANIX INC CL A NTNX NTNX 5,355,285 $409.4m13.05% 13.05% ReducedShares held: Q3 2024 16.9m, Q4 2024 16.9m, Q1 2025 11.0m, Q2 2025 5.4m -5.6m -5,605,650 -51.1%
6 ADVANTAGE SOLUTIONS INC COM CL A COM CL A 2,890,000 $3.8m0.12% 0.12% UnchangedShares held: Q3 2024 2.9m, Q4 2024 2.9m, Q1 2025 2.9m, Q2 2025 2.9m

Trades reported as a company insider in Q2 2025

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

DateCompanyTickerTradeShares ValueTheir holding
2025-05-20 WAYSTAR HLDG CORP 10% owner · See Footnote WAY Sold 451,837 $16.9m451.8k shares -2%
2025-05-16 WAYSTAR HLDG CORP 10% owner · See Footnote WAY Sold 3,012,253 $112.6m3.0m shares -14%