Sign in

Bain Capital Public Equity, LP

CIK:0001962552
Asset Manager
$4B AUM
27 holdings
Boston, MA, United States
Founded:2008
34 employees
Latest filing:Jun 30, 2025

Bain Capital Public Equity, LP is an SEC-registered investment adviser based in Boston, Massachusetts. It operates as a Delaware limited partnership owned by Bain Capital, LP, offering investment advisory and portfolio management services across global equity markets. The firm employs an experienced team with backgrounds in public equity, private equity, and strategic consulting, focusing on serving institutional investors and other pooled investment vehicles. Founded in 2008, Bain Capital Public Equity emphasizes deep research and analytical rigor in investment decisions.

Investment Strategy

Bain Capital Public Equity utilizes intense fundamental research and domain expertise to pursue global equity strategies. The approach combines rigorous industry and company analysis with structured portfolio construction, aiming to generate alpha and attractive risk-adjusted returns across market and industry cycles. The firm focuses on building long-term investor partnerships and seeks to identify and capitalize on opportunities in global public equities by leveraging differentiated insights within a broad risk management framework.

Latest 13F Filing Activity

Bain Capital Public Equity, LP filed their most recent 13F report on Jun 30, 2025 disclosing 27 equity positions with a total 13F market value of $151M. The fund increased holdings in Bank America Corp., Hubbell Inc., Capital One Finl Corp. among other positions. Bain Capital Public Equity, LP reduced exposure to Meta Platforms Inc., Apollo Global MGMT Inc., Intercontinental Exchange in among others.

Top Buys
B
BACBANK AMERICA CORP
+$9.9M
H
HUBBHUBBELL INC
+$9.9M
C
COFCAPITAL ONE FINL CORP
+$9.5M
C
CDNSCADENCE DESIGN SYSTEM INC
+$7.8M
O
OKTAOKTA INC
+$5.8M
Top Sells
M
METAMETA PLATFORMS INC
-$4.5M
A
APOAPOLLO GLOBAL MGMT INC
-$3.8M
I
ICEINTERCONTINENTAL EXCHANGE IN
-$1.8M
A
AMZNAMAZON COM INC
-$1.3M
C
CPNGCOUPANG INC
+$637.2K

Top Holdings

F
FWONKLIBERTY MEDIA CORP DEL
+10.8%$16.4M
C
CRCRANE COMPANY
+8.4%$12.7M
P
PFGCPERFORMANCE FOOD GROUP CO
+6.9%$10.5M
B
BACBANK AMERICA CORP
+6.5%$9.9M
H
HUBBHUBBELL INC
+6.5%$9.9M

Equity Positions (27)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
F
FWONK
LIBERTY MEDIA CORP DEL10.84%$16.4M156,789$68.90$104.50+$3.0M
C
CR
CRANE COMPANY8.41%$12.7M66,940$123.50$189.89-$626.3K
P
PFGC
PERFORMANCE FOOD GROUP CO6.94%$10.5M119,862$74.18$87.47+$985.4K
B
BAC
BANK AMERICA CORP6.54%$9.9M208,833$47.32$47.32+$9.9M
H
HUBB
HUBBELL INC6.54%$9.9M24,189$408.41$408.41+$9.9M

Industry Allocation

MISCELLANEOUS FABRICATED METAL PRODUCTS
+16.8%
SERVICES-PREPACKAGED SOFTWARE
+13.8%
NATIONAL COMMERCIAL BANKS
+12.8%
TELEVISION BROADCASTING STATIONS
+10.8%
INVESTMENT ADVICE
+9.3%