BAIN CAPITAL INVESTORS LLC

CIK 0001040508 · Q1 2026

13F Equity AUM

$3.3B

-29.3% QoQ

Positions

0 QoQ

AUM Rank

#1,309

Top 11%

Skill Alpha (FF)

-6.5%/yr^ns

No Clear Edge

Rank #7,703 · Top 94%

vs S&P -5.1%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 93.7%Top 10: 100.0%Top 20: 100.0%

BOBS DISC FURNITURE INC34.3%

SGRY18.2%

AVAH16.1%

KMTS15.3%

WAY9.8%

NTNX6.2%

ADVANTAGE SOLUTIONS INC0.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare49.6%

Unclassified34.4%

Technology16.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 7Median: 15.35%Avg: 14.29%

0–0.5%

1(0.1%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

0(0.0%)

5%+

6(99.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 7Unique: 0vs 20 funds

0.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.2%

VANGUARD CAPITAL MANAGEMENT LLC

0.2%

GEODE CAPITAL MANAGEMENT, LLC

0.2%

STATE STREET CORP

0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.2%

FMR LLC

0.2%

MORGAN STANLEY

0.1%

BANK OF AMERICA CORP /DE/

0.1%

JPMORGAN CHASE & CO

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased0Decreased0Exited2

New Positions

BOBS DISC FURNITURE …34.3%

+95.4M

ADVANTAGE SOLUTIONS …0.1%

+116K

Exited

COHR

-9,775,846

ADV

-2,890,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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