Institutions / BML Capital Management, LLC

BML Capital Management, LLC

CIK 1616824 · Institution · as of Jun 30, 2026
Portfolio value
$175.10M
Positions
15
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$175.10M+55.0%
$175.10M$144.04M$112.98MQ4 '25Q2 '26

Positions

15+15.4%
151413Q4 '25Q2 '26

Top holdings

Jun 30, 2026
CompanyClassValueShares% of portfolio
Aclaris Therapeutics, Inc.—$63.35M11,975,00036.2%
Atea Pharmaceuticals, Inc.—$32.33M6,952,33018.5%
enGene Therapeutics Inc.ENGNCommon Stock$11.54M6,669,9086.6%
Kraft Heinz Co—$10.98M465,0006.3%
Outset Medical, Inc.—$10.89M2,519,7016.2%
CarMax Inc—$9.12M172,5005.2%
Tilly'S, Inc.—$9.03M2,150,0005.2%
PMV Pharmaceuticals, Inc.PMVPCommon Stock$7.14M5,330,0004.1%
Instil Bio Inc—$4.96M645,6002.8%
Target Corp—$4.90M37,5002.8%
Oramed Pharmaceuticals Inc.—$4.17M866,2692.4%
Janux Therapeutics, Inc.—$2.38M154,9611.4%
Pliant Therapeutics, Inc.PLRXCommon Stock$1.76M1,546,1371.0%
Connect Biopharma Hldgs Ltd—$1.36M573,2870.8%
ImageneBio, Inc.IMACommon Stock$1.18M200,7300.7%

Activity

Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
TrimAclaris Therapeutics, Inc.
Common stock
$-12.03M-2.3M
-15.96%
11,975,000
36.18% of portfolio
medium
Q2 2026
as of
NewENGN
enGene Therapeutics Inc.
Common Stock
$11.54M+6.7M
6,669,908
6.59% of portfolio
medium
Q2 2026
as of
TrimOramed Pharmaceuticals Inc.
Common stock
$-11.07M-2.3M
-72.65%
866,269
2.38% of portfolio
medium
Q2 2026
as of
NewKraft Heinz Co
Common stock
$10.98M+465K
465,000
6.27% of portfolio
medium
Q2 2026
as of
NewTilly'S, Inc.
Common stock
$9.03M+2.1M
2,150,000
5.16% of portfolio
medium
Q2 2026
as of
AddOutset Medical, Inc.
Common stock
$8.54M+2.0M
+363.88%
2,519,701
6.22% of portfolio
medium
Q2 2026
as of
Exit49372L209
Common stock
$-4.53M-721K
-100.00%
0
low
Q2 2026
as of
TrimAtea Pharmaceuticals, Inc.
Common stock
$-2.50M-538K
-7.18%
6,952,330
18.46% of portfolio
low
Q2 2026
as of
NewJanux Therapeutics, Inc.
Common stock
$2.38M+155K
154,961
1.36% of portfolio
low
Q2 2026
as of
AddCarMax Inc
Common stock
$925.6K+18K
+11.29%
172,500
5.21% of portfolio
low