Bain Capital Public Equity Management II, LLC

Q2 2025 13F Holdings

  • Location
    boston, MA
  • Num holdings

    24

  • Value ($000)

    $2,111,265

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0001768111
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FWONK
FWONK

LIBERTY MEDIA CORP DEL

COM LBTY ONE S C
531229755
$237.79M
11 %

2,275,510

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$194.93M
9 %

391,893

PFGC
PFGC

PERFORMANCE FOOD GROUP CO

COM
71377A103
$171.95M
8 %

1,965,825

---

TRANSDIGM GROUP INC

COM
893641100
$159.80M
8 %

105,088

CR
CR

CRANE COMPANY

COMMON STOCK
224408104
$151.47M
7 %

797,648

HUBB
HUBB

HUBBELL INC

COM
443510607
$132.29M
6 %

323,906

KKR
KKR

KKR & CO INC

COM
48251W104
$131.20M
6 %

986,221

CDNS
CDNS

CADENCE DESIGN SYSTEM INC

COM
127387108
$130.53M
6 %

423,606

COF
COF

CAPITAL ONE FINL CORP

COM
14040H105
$125.40M
6 %

589,392

BAC
BAC

BANK AMERICA CORP

COM
060505104
$116.96M
6 %

2,471,636

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