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Funds · 13F filer · Boston, MA

Bain Capital Venture Investors, LLC

$132.8M in 3 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return−37.5%S&P 500 +20.9%
3y return+33.4%S&P 500 +68.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since December 31, 2022: $153 against $195 in the S&P 500.2

Bain Capital Venture Investors, LLCS&P 500 (SPY)
$98$100$24520222026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
NOWServicenow Inc$113.7M85.6%
WAYWaystar Hldg Corp$18.1M13.6%
BTGOBitgo Holdings Inc$1.1M0.8%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
NOWServicenow IncDecember 31, 2025−35.2%$113.7M
BTGOBitgo Holdings IncMarch 31, 2026−37.1%$1.1M
WAYWaystar Hldg CorpDecember 31, 2025−37.3%$18.1M

Sold off last quarter

  • RBRKRubrik Inc. was $32.3M

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+6.2%+14.8%
March 31, 2026−32.0%−4.6%
December 31, 2025−5.8%+2.4%
September 30, 2025−8.1%+7.8%
June 30, 2025+42.0%+10.5%
March 31, 2025−9.2%−4.6%
December 31, 2024+81.9%+2.1%
September 30, 2024−14.3%+5.4%
June 30, 2024−7.8%+4.0%
March 31, 2024+4.5%+10.0%
December 31, 2023+28.6%+11.2%
September 30, 2023−14.3%−3.6%
June 30, 2023+11.6%+8.3%
March 31, 2023+3.0%+7.0%
September 30, 2022+28.0%−5.3%
June 30, 2022−36.0%−16.5%
March 31, 2022−25.8%−4.9%
December 31, 2021−21.4%+10.7%
September 30, 2021−3.1%+0.3%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1309469
  2. 2
    Filed August 14, 2026 · accession 0001193125-26-350468