First seen by DFX
Sep 12, 2026
date not stated
Bain Capital Public Equity Management II, LLC files Form 13F (non_adviser_filer, $62,073,900 in 3 positions)
Bain Capital Public Equity Management II, LLC reported $0 across 0 13(f) positions for the quarter ended 2026-03-31
Bain Capital Public Equity Management II, LLC exited Performance Food Group Co (was $14,998,808, 166,802 shares)
Bain Capital Public Equity Management II, LLC exited Crane Company (was $21,601,203, 117,124 shares)
Bain Capital Public Equity Management II, LLC exited Liberty Media Corp Del (was $25,473,889, 258,592 shares)
Bain Capital Public Equity Management II, LLC reported $62,073,900 across 3 13(f) positions for the quarter ended 2025-12-31
Bain Capital Public Equity Management II, LLC exited Evercore Inc (was $146,467,380, 434,209 shares)
Bain Capital Public Equity Management II, LLC reduced Crane Company 738,374 -> 117,124 shares ($135,964,188 -> $21,601,203)
Bain Capital Public Equity Management II, LLC exited Comfort Sys USA Inc (was $100,326,210, 121,581 shares)
Bain Capital Public Equity Management II, LLC exited Circle Internet Group Inc (was $25,904,011, 195,384 shares)
Bain Capital Public Equity Management II, LLC reduced Liberty Media Corp Del 2,433,769 -> 258,592 shares ($254,207,172 -> $25,473,889)
Bain Capital Public Equity Management II, LLC exited Coupang Inc (was $166,985,239, 5,185,877 shares)
Bain Capital Public Equity Management II, LLC exited Amazon Com Inc (was $81,123,430, 369,465 shares)
Bain Capital Public Equity Management II, LLC exited Meta Platforms Inc (was $21,219,910, 28,895 shares)
Bain Capital Public Equity Management II, LLC exited Netskope Inc (was $5,907,300, 259,890 shares)
Bain Capital Public Equity Management II, LLC exited Capital One Finl Corp (was $105,149,508, 494,635 shares)
Bain Capital Public Equity Management II, LLC exited Microsoft Corp (was $215,152,804, 415,393 shares)
Bain Capital Public Equity Management II, LLC exited Autozone Inc (was $154,508,703, 36,014 shares)
Bain Capital Public Equity Management II, LLC exited Live Nation Entertainment in (was $149,006,748, 911,914 shares)
Bain Capital Public Equity Management II, LLC exited SAP Se (was $6,279,168, 23,499 shares)
Bain Capital Public Equity Management II, LLC exited Taiwan Semiconductor Mfg Ltd (was $105,176,425, 376,585 shares)
Bain Capital Public Equity Management II, LLC exited Valvoline Inc (was $26,281,488, 731,871 shares)
Bain Capital Public Equity Management II, LLC exited Hubbell Inc (was $39,315,273, 91,365 shares)
Bain Capital Public Equity Management II, LLC exited Cadence Design System Inc (was $159,604,465, 454,377 shares)
Bain Capital Public Equity Management II, LLC exited National Vision Hldgs Inc (was $37,702,563, 1,291,626 shares)
Bain Capital Public Equity Management II, LLC reduced Performance Food Group Co 1,945,057 -> 166,802 shares ($202,363,730 -> $14,998,808)
Bain Capital Public Equity Management II, LLC reported $2,139,275,862 across 21 13(f) positions for the quarter ended 2025-09-30
Bain Capital Public Equity Management II, LLC increased Coupang Inc 1,251,030 -> 5,185,877 shares ($37,480,859 -> $166,985,239)
Bain Capital Public Equity Management II, LLC opened a $100,326,210 position in Comfort Sys USA Inc (121,581 shares)
Bain Capital Public Equity Management II, LLC opened a $154,508,703 position in Autozone Inc (36,014 shares)
Bain Capital Public Equity Management II, LLC increased Valvoline Inc 287,163 -> 731,871 shares ($10,874,863 -> $26,281,488)
Bain Capital Public Equity Management II, LLC reduced SAP Se 110,064 -> 23,499 shares ($33,470,462 -> $6,279,168)
Bain Capital Public Equity Management II, LLC opened a $5,907,300 position in Netskope Inc (259,890 shares)
Bain Capital Public Equity Management II, LLC opened a $37,702,563 position in National Vision Hldgs Inc (1,291,626 shares)
Bain Capital Public Equity Management II, LLC reduced Meta Platforms Inc 53,540 -> 28,895 shares ($39,517,339 -> $21,219,910)
Bain Capital Public Equity Management II, LLC increased Live Nation Entertainment in 128,662 -> 911,914 shares ($19,463,987 -> $149,006,748)
Bain Capital Public Equity Management II, LLC reduced Hubbell Inc 323,906 -> 91,365 shares ($132,286,449 -> $39,315,273)
Bain Capital Public Equity Management II, LLC opened a $105,176,425 position in Taiwan Semiconductor Mfg Ltd (376,585 shares)
Bain Capital Public Equity Management II, LLC increased Evercore Inc 247,444 -> 434,209 shares ($66,814,829 -> $146,467,380)
Bain Capital Public Equity Management II, LLC increased Amazon Com Inc 195,781 -> 369,465 shares ($42,952,394 -> $81,123,430)