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Bain Capital Public Equity, LP
Joshua Ross · Hedge Fund · Long/Short Equity
Bain Capital Public Equity, LP is the public market investment affiliate of Bain Capital, a leading global alternative investment firm. Originally established in 1996 as Brookside Capital, the firm provides investment advisory and portfolio management services across global equity markets. It leverages the extensive resources, industry expertise, and global reach of the broader Bain Capital platform to identify high-conviction investment opportunities. The firm utilizes a fundamental, research-intensive approach, applying a private equity-style lens to public markets to identify companies with significant long-term appreciation potential. By focusing on sectors such as consumer, healthcare, financials, and technology, the firm seeks to achieve attractive risk-adjusted returns through concentrated portfolios and deep fundamental diligence.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -0.8% |
| YTD return | +2.7% |
| Sharpe ratio | 0.75 |
| Win rate | 35% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.baincapital.com/strategies/public-equity |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| RYCEY | Rolls Royce Holdings plc | 10.3% | 0.0% |
| FWONK | Liberty Media Corporation Series C Liberty Formula One Common Stock | 9.1% | -7.7% |
| MSFT | Microsoft Corporation | 7.7% | -4.8% |
| EVR | Evercore Partners Inc | 7.6% | -20.4% |
| FIX | Comfort Systems USA Inc | 7.5% | +98.0% |
| PFGC | Performance Food Group Co | 6.9% | -10.2% |
| CR | Crane Company | 6.5% | +9.3% |
| TSM | Taiwan Semiconductor Manufacturing | 6.1% | +51.1% |
| COF | Capital One Financial Corporation | 5.6% | -4.8% |
| CDNS | Cadence Design Systems Inc | 5.6% | -19.6% |
| LYV | Live Nation Entertainment Inc | 5.3% | +5.2% |
| AZO | AutoZone Inc | 4.5% | -32.8% |
| AMZN | Amazon.com Inc | 4.2% | +15.0% |
| CPNG | Coupang LLC | 3.2% | -55.9% |
| PUK | Prudential PLC ADR | 2.9% | -7.2% |
| HUBB | Hubbell Inc | 2.3% | +4.2% |
| BCS | Barclays PLC ADR | 1.6% | +20.7% |
| EYE | National Vision Holdings Inc | 1.4% | -42.0% |
| VVV | Valvoline Inc | 0.9% | -25.3% |
| META | Meta Platforms Inc. | 0.9% | -7.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | RYCEY | 0.0% → 10.3% |
| Oct 1, 2025 | BUY | MSFT | 0.0% → 8.3% |
| Oct 1, 2025 | BUY | PFGC | 0.0% → 7.2% |
| Oct 1, 2025 | BUY | EVR | 0.0% → 6.8% |
| Oct 1, 2025 | BUY | FWONK | 0.0% → 10.4% |
Investment Style Analysis
Bain Capital Public Equity, LP is widely recognized for employing a Long/Short Equity strategy. As of Sep 18, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Entertainment and Aerospace & Defense sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Bain Capital Public Equity, LP made a significant move by increasing exposure to RYCEY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy emphasizes fundamental, bottom-up analysis and a private equity-like approach to public equities. By leveraging Bain Capital's global platform and deep industry vertical expertise, the team conducts intensive due diligence to uncover intrinsic value and growth potential in publicly traded companies. The strategy is characterized by high-conviction, concentrated portfolios and a focus on long-term appreciation rather than short-term market fluctuations. Investment decisions are informed by collaborative insights across the firm's private equity, credit, and venture capital businesses, allowing the team to identify market inefficiencies and secular trends before they are fully priced into the public markets.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Bain Capital Public Equity, LP.
Similar Investment Style
Based on Long/Short Equity.
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Frequently asked questions
How is the simulated portfolio for Bain Capital Public Equity, LP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Bain Capital Public Equity, LP's largest holding?
As of the latest filing, Bain Capital Public Equity, LP's top position is Rolls Royce Holdings plc (RYCEY), representing 10.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Bain Capital Public Equity, LP's historical performance and risk profile?
Our simulation indicates a total return of -0.8% with a win rate of 35%. Notably, the portfolio maintains a Sharpe Ratio of 0.75, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Bain Capital Public Equity, LP primarily invest in?
Bain Capital Public Equity, LP has a strong preference for the Entertainment sector, which makes up 14.4% of their disclosed assets. The portfolio also has exposure to Aerospace & Defense, indicating a specific thematic focus.
Is Bain Capital Public Equity, LP's portfolio concentrated or diversified?
Bain Capital Public Equity, LP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 27.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Bain Capital Public Equity, LP performed in 2026?
Our AI-simulated model portfolio for Bain Capital Public Equity, LP tracks a Year-to-Date (YTD) return of +2.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Joshua Ross manage Bain Capital Public Equity, LP directly?
Yes, Joshua Ross serves as the key portfolio manager for Bain Capital Public Equity, LP, overseeing the investment strategy and final capital allocation decisions.