Holders — by stockHoldings — by fund
BML Capital Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001616824
$176.1M
disclosed book value
18
positions
36%
largest position share
Positions, as of 2026-06-30
top 18 of 18 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ACRSACLARIS THERAPEUTICS INC | 12.0M | $63.3M | 36% |
| 2 | AVIRATEA PHARMACEUTICALS INC | 7.0M | $32.3M | 18.4% |
| 3 | ENGNENGENE THERAPEUTICS INC | 6.7M | $11.5M | 6.6% |
| 4 | KHCKRAFT HEINZ CO | 465,000 | $11.0M | 6.2% |
| 5 | OMOUTSET MED INC | 2.5M | $10.9M | 6.2% |
| 6 | KMXCARMAX INC | 172,500 | $9.1M | 5.2% |
| 7 | TLYSTILLYS INC | 2.1M | $9.0M | 5.1% |
| 8 | PMVPPMV PHARMACEUTICALS INC | 5.3M | $7.1M | 4.1% |
| 9 | TILINSTIL BIO INC | 645,600 | $5.0M | 2.8% |
| 10 | TGTTARGET CORP | 37,500 | $4.9M | 2.8% |
| 11 | ORMPORAMED PHARMACEUTICALS INC | 866,269 | $4.2M | 2.4% |
| 12 | JANXJANUX THERAPEUTICS INC | 154,961 | $2.4M | 1.4% |
| 13 | PLRXPLIANT THERAPEUTICS INC | 1.5M | $1.8M | 1% |
| 14 | CONNECT BIOPHARMA HLDGS LTD | 573,287 | $1.4M | 0.8% |
| 15 | IMAIMAGENEBIO INC | 200,730 | $1.2M | 0.7% |
| 16 | WMTWALMART INCPUT | 335 | $386,088 | 0.2% |
| 17 | CORZCORE SCIENTIFIC INC NEWPUT | 800 | $298,000 | 0.2% |
| 18 | TSLATESLA INCPUT | 375 | $270,000 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.