13F HOLDINGS REPORT
BML Capital Management, LLC
Quarter ended Q4 2025 · Filed February 3, 2026 · Accession 0001754960-26-000146
Total Value
$115.7M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ACLARIS THERAPEUTICS INC | ACRS | 14,250,000 | $42.9M | 37.08% |
| 2 | ATEA PHARMACEUTICALS INC | AVIR | 7,490,000 | $26.7M | 23.11% |
| 3 | ORAMED PHARMACEUTICALS INC | ORMP | 3,167,231 | $9.0M | 7.80% |
| 4 | INSTIL BIO INC | TIL | 645,600 | $7.1M | 6.14% |
| 5 | PMV PHARMACEUTICALS INC | PMVP | 5,292,000 | $6.6M | 5.72% |
| 6 | CARMAX INC | KMX | 155,000 | $6.0M | 5.18% |
| 7 | KEZAR LIFE SCIENCES INC | KZR | 720,787 | $4.5M | 3.92% |
| 8 | TARGET CORP | TGT | 37,500 | $3.7M | 3.17% |
| 9 | CARVANA CO | CVNA | 150 | $2.0M | 1.74% |
| 10 | OUTSET MED INC | OM | 543,180 | $2.0M | 1.74% |
| 11 | PLIANT THERAPEUTICS INC | PLRX | 1,546,137 | $1.9M | 1.63% |
| 12 | IMAGENEBIO INC | IMA | 177,026 | $1.2M | 1.06% |
| 13 | CONNECT BIOPHARMA HLDGS LTD | CNTB | 408,887 | $1.2M | 1.00% |
| 14 | WALMART INC | WMT | 335 | $492,450 | 0.43% |
| 15 | TESLA INC | TSLA | 1,000 | $205,000 | 0.18% |
| 16 | LISATA THERAPEUTICS INC | LSTA | 73,348 | $136,427 | 0.12% |