Bml Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$155.8M
Q ending 2026-03-31
Prior quarter
$115.7M
Q ending 2025-12-31
Change
+34.6% QoQ · +26.1% YoY
Positions
16
reported holdings
Largest positions
All 16 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Aclaris Therapeutics Inc | ACRS | Shares | $53.4M | 14.3M |
| Atea Pharmaceuticals Inc | AVIR | Shares | $38.0M | 7.1M |
| Oramed Pharmaceuticals Inc | ORMP | Shares | $10.8M | 3.2M |
| Tillys Inc | TLYS | Shares | $8.7M | 2.1M |
| Outset Med Inc | OM | Shares | $7.3M | 1.9M |
| Pmv Pharmaceuticals Inc | PMVP | Shares | $6.6M | 5.3M |
| Carmax Inc | KMX | Shares | $6.4M | 155K |
| Kezar Life Sciences Inc | 2KZ0 | Shares | $5.3M | 721K |
| Instil Bio Inc | TIL | Shares | $5.3M | 646K |
| Target Corp | TGT | Shares | $4.5M | 38K |
| Kraft Heinz Co | KHC | Shares | $2.8M | 125K |
| Janux Therapeutics Inc | JANX | Shares | $2.2M | 155K |
| Pliant Therapeutics Inc | PLRX | Shares | $1.9M | 1.5M |
| Connect Biopharma Hldgs Ltd | Shares | $1.1M | 409K | |
| Imagenebio Inc | IMA | Shares | $1.0M | 201K |
| Walmart Inc | WMT | Put | $329K | 335 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.