Investor
BML Capital Management, LLC
CIK 0001616824 · filed 2026-05-06 · SEC filing
13F book
$155.8M
Positions
15
3 new · 1 sold
Largest name
34.3%
Aclaris Therapeutics, Inc. · ACRS
Est. mark
$25.1M
Price effect on 12 names still held. Flow $17.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Aclaris Therapeutics, Inc. | ACRS | 14.3M | $53.4M | 34.3% | $10.5M | Held |
| Atea Pharmaceuticals, Inc. | AVIR | 7.06M | $38M | 24.4% | $12.8M | Cut$11.2M |
| Oramed Pharmaceuticals Inc. | ORMP | 3.17M | $10.8M | 6.9% | $1.74M | Held |
| Tillys Inc | — | 2.15M | $8.71M | 5.6% | — | New |
| Outset Med Inc | — | 1.9M | $7.3M | 4.7% | $70.6K | Added$5.29M |
| PMV Pharmaceuticals, Inc. | PMVP | 5.32M | $6.6M | 4.2% | −$52.9K | Added−$18.2K |
| Carmax Inc | KMX | 155K | $6.44M | 4.1% | $455.7K | Held |
| Kezar Life Sciences Inc | — | 720.8K | $5.35M | 3.4% | $814.5K | Held |
| Instil Bio, Inc. | TIL | 645.6K | $5.32M | 3.4% | −$1.78M | Held |
| Target Corp | TGT | 37.5K | $4.54M | 2.9% | $879.4K | Held |
| Kraft Heinz Co | KHC | 125K | $2.81M | 1.8% | — | New |
| Janux Therapeutics, Inc. | JANX | 155K | $2.15M | 1.4% | — | New |
| Pliant Therapeutics, Inc. | PLRX | 1.55M | $1.95M | 1.3% | $61.8K | Held |
| Connect Biopharma Hldgs Ltd | — | 408.9K | $1.07M | 0.7% | −$81.8K | Held |
| ImageneBio, Inc. | IMA | 200.7K | $1M | 0.6% | −$336.3K | Added−$217.8K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.