0001768111-24-000002.txt : 20240214 0001768111-24-000002.hdr.sgml : 20240214 20240213174438 ACCESSION NUMBER: 0001768111-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bain Capital Public Equity Management II, LLC CENTRAL INDEX KEY: 0001768111 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19386 FILM NUMBER: 24630447 BUSINESS ADDRESS: STREET 1: 200 CLARENDON STREET CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 6175162000 MAIL ADDRESS: STREET 1: 200 CLARENDON STREET CITY: BOSTON STATE: MA ZIP: 02116 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001768111 XXXXXXXX 12-31-2023 12-31-2023 Bain Capital Public Equity Management II, LLC

200 CLARENDON STREET BOSTON MA 02116

13F HOLDINGS REPORT 028-19386 Y Bain Capital Public Equity Management II, LLC has sole investment discretion with respect to shares held by Brookside Capital Partners Fund, L.P., Brookside Capital Trading Fund, L.P., Bain Capital Public Equity Global Long Equity Fund, L.P., Bain Capital Public Equity Global Partners Fund, L.P. and Bain Capital Public Equity Enduring Equity Fund, L.P. Adriana Rojas Garzon 6175162000 /s/ Adriana Rojas Garzon Boston MA 02-13-2024 0 29 2372637343 false INFORMATION TABLE 2 Q42023BCPEMII.xml BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC FORM 13F INFORMATION TABLE AS OF 12/31/2023 ALLSTATE CORP COM 020002101 30019271 214454 SH SOLE 0 214454 0 0 ALTAIR ENGR INC COM CL A 021369103 57727657 686009 SH SOLE 0 686009 0 0 BURLINGTON STORES INC COM 122017106 100163812 515034 SH SOLE 0 515034 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 86571443 317845 SH SOLE 0 317845 0 0 CARMAX INC COM 143130102 18058227 235317 SH SOLE 0 235317 0 0 CONSTELLATION BRANDS INC CL A 21036P108 152427001 630515 SH SOLE 0 630515 0 0 COUPANG INC CL A 22266T109 18849726 1164282 SH SOLE 0 1164282 0 0 CRANE COMPANY COMMON STOCK 224408104 27089738 229302 SH SOLE 0 229302 0 0 EATON CORP PLC SHS G29183103 61732040 256341 SH SOLE 0 256341 0 0 EVEREST GROUP LTD COM G3223R108 148569012 420185 SH SOLE 0 420185 0 0 GENERAL ELECTRIC CO COM NEW 369604301 179609487 1407267 SH SOLE 0 1407267 0 0 GLOBAL E ONLINE LTD SHS M5216V106 39346328 992842 SH SOLE 0 992842 0 0 GLOBANT S A COM L44385109 61339583 257751 SH SOLE 0 257751 0 0 HALEON PLC SPON ADS 405552100 63202869 7679571 SH SOLE 0 7679571 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 57867409 862277 SH SOLE 0 862277 0 0 HYATT HOTELS CORP COM CL A 448579102 57283505 439257 SH SOLE 0 439257 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 28994016 70800 SH Put SOLE 0 70800 0 0 ISHARES TR MSCI EAFE ETF 464287465 37102340 492400 SH Put SOLE 0 492400 0 0 KKR & CO INC COM 48251W104 68286378 824217 SH SOLE 0 824217 0 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 156234061 2474799 SH SOLE 0 2474799 0 0 MICROSOFT CORP COM 594918104 112260349 298533 SH SOLE 0 298533 0 0 NASDAQ INC COM 631103108 96241293 1655337 SH SOLE 0 1655337 0 0 REGAL REXNORD CORPORATION COM 758750103 31490959 212748 SH SOLE 0 212748 0 0 SKECHERS U S A INC CL A 830566105 25680527 411943 SH SOLE 0 411943 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 44536547 93700 SH Put SOLE 0 93700 0 0 TRANSDIGM GROUP INC COM 893641100 165285324 163390 SH SOLE 0 163390 0 0 UNION PAC CORP COM 907818108 87888485 357823 SH SOLE 0 357823 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 209713629 4366305 SH SOLE 0 4366305 0 0 WORKDAY INC CL A 98138H101 149066327 539978 SH SOLE 0 539978 0 0