13F HOLDINGS REPORT
BML Capital Management, LLC
Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001754960-25-000762
Total Value
$109.2M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ACLARIS THERAPEUTICS INC | ACRS | 14,250,000 | $27.1M | 24.79% |
| 2 | ATEA PHARMACEUTICALS INC | AVIR | 7,473,963 | $21.7M | 19.85% |
| 3 | ADVERUM BIOTECHNOLOGIES INC | 00773U207 | 3,057,526 | $13.9M | 12.68% |
| 4 | INSTIL BIO INC | TIL | 645,600 | $11.5M | 10.56% |
| 5 | ORAMED PHARMACEUTICALS INC | ORMP | 3,167,231 | $8.4M | 7.66% |
| 6 | PMV PHARMACEUTICALS INC | PMVP | 5,292,000 | $7.4M | 6.78% |
| 7 | ALUMIS INC | ALMS | 1,210,415 | $4.8M | 4.42% |
| 8 | LAVA THERAPEUTICS NV | N51517105 | 1,970,610 | $3.1M | 2.81% |
| 9 | KEZAR LIFE SCIENCES INC | KZR | 720,787 | $2.8M | 2.57% |
| 10 | CONNECT BIOPHARMA HLDGS LTD | CNTB | 1,267,500 | $1.9M | 1.75% |
| 11 | IMAGENEBIO INC | IMA | 182,509 | $1.5M | 1.36% |
| 12 | ATHIRA PHARMA INC | 04746L203 | 323,066 | $1.3M | 1.22% |
| 13 | ASTROTECH CORP | ASTC | 220,410 | $1.1M | 0.99% |
| 14 | TARGET CORP | TGT | 10,000 | $897,000 | 0.82% |
| 15 | VISTAGEN THERAPEUTICS INC | VTGN | 150,000 | $532,500 | 0.49% |
| 16 | WALMART INC | WMT | 265 | $518,738 | 0.47% |
| 17 | ARVINAS INC | ARVN | 50,000 | $426,000 | 0.39% |
| 18 | LISATA THERAPEUTICS INC | LSTA | 109,841 | $287,783 | 0.26% |
| 19 | MURAL ONCOLOGY PUB LTD CO | G63365103 | 57,500 | $119,025 | 0.11% |
| 20 | THIRD HARMONIC BIO INC | 88427A107 | 3,824,417 | $0 | 0.00% |