Bain Capital Public Equity Management II, LLC

Q4 2024 13F Holdings

  • Location
    boston, MA
  • Num holdings

    27

  • Value ($000)

    $2,210,478

  • Date Filed
    02/13/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FWONK
FWONK

LIBERTY MEDIA CORP DEL

COM LBTY ONE S C
531229755
$224.65M
10 %

2,424,457

PFGC
PFGC

PERFORMANCE FOOD GROUP CO

COM
71377A103
$176.22M
8 %

2,084,157

AJG
AJG

GALLAGHER ARTHUR J & CO

COM
363576109
$168.16M
8 %

592,420

CDNS
CDNS

CADENCE DESIGN SYSTEM INC

COM
127387108
$132.81M
6 %

442,018

GEV
GEV

GE VERNOVA INC

COM
36828A101
$130.58M
6 %

396,986

BURL
BURL

BURLINGTON STORES INC

COM
122017106
$130.11M
6 %

456,416

COF
COF

CAPITAL ONE FINL CORP

COM
14040H105
$125.18M
6 %

701,987

HEI
HEI

HEICO CORP NEW

COM
422806109
$110.50M
5 %

464,806

KKR
KKR

KKR & CO INC

COM
48251W104
$108.66M
5 %

734,651

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$96.94M
4 %

229,978

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