Bain Capital Public Equity Management II, LLC

Q3 2025 13F Holdings

  • Location
    boston, MA
  • Num holdings

    21

  • Value ($000)

    $2,139,276

  • Date Filed
    11/13/2025
  • 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 Q3 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
$254.21 M
12 %

2,433,769

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$215.15 M
10 %

415,393

PFGC
PFGC

PERFORMANCE FOOD GROUP CO

COM
71377A103
$202.36 M
10 %

1,945,057

CPNG
CPNG

COUPANG INC

CL A
22266T109
$166.99 M
8 %

5,185,877

CDNS
CDNS

CADENCE DESIGN SYSTEM INC

COM
127387108
$159.60 M
8 %

454,377

AZO
AZO

AUTOZONE INC

COM
053332102
$154.51 M
7 %

36,014

LYV
LYV

LIVE NATION ENTERTAINMENT IN

COM
538034109
$149.01 M
7 %

911,914

EVR
EVR

EVERCORE INC

CLASS A
29977A105
$146.47 M
7 %

434,209

CR
CR

CRANE COMPANY

COMMON STOCK
224408104
$135.96 M
6 %

738,374

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$105.18 M
5 %

376,585

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