Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BML Capital Management, LLC (CIK 1616824) reported $155.8M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ACRS ($53.4M, 34.31%), AVIR ($38.0M, 24.38%), ORMP ($10.8M, 6.91%), TLYS ($8.7M, 5.59%), OM ($7.3M, 4.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ACRS | ACLARIS THERAPEUTICS INC | $53.4M | 34.31% | 14.2M | Hold |
| 2 | AVIR | ATEA PHARMACEUTICALS INC | $38.0M | 24.38% | 7.1M | Trimmed |
| 3 | ORMP | ORAMED PHARMACEUTICALS INC | $10.8M | 6.91% | 3.2M | Hold |
| 4 | TLYS | TILLYS INC | $8.7M | 5.59% | 2.1M | New |
| 5 | OM | OUTSET MED INC | $7.3M | 4.69% | 1.9M | Added |
| 6 | PMVP | PMV PHARMACEUTICALS INC | $6.6M | 4.24% | 5.3M | Added |
| 7 | KMX | CARMAX INC | $6.4M | 4.14% | 155,000 | Hold |
| 8 | KZR | KEZAR LIFE SCIENCES INC | $5.3M | 3.43% | 720,787 | Hold |
| 9 | TIL | INSTIL BIO INC | $5.3M | 3.42% | 645,600 | Hold |
| 10 | TGT | TARGET CORP | $4.5M | 2.92% | 37,500 | Hold |
| 11 | KHC | KRAFT HEINZ CO | $2.8M | 1.80% | 125,000 | New |
| 12 | JANX | JANUX THERAPEUTICS INC | $2.2M | 1.38% | 154,961 | New |
| 13 | PLRX | PLIANT THERAPEUTICS INC | $1.9M | 1.25% | 1.5M | Hold |
| 14 | CONNECT BIOPHARMA HLDGS LTD | $1.1M | 0.69% | 408,887 | Hold | |
| 15 | IKNA | IMAGENEBIO INC | $1.0M | 0.64% | 200,730 | Added |
| 16 | WMT | WALMART INC | $329,138 | 0.21% | 335 | Hold |
| 17 | LSTA | LISATA THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
| 18 | CVNA | CARVANA CO | $0 | 0.00% | 0 | Exited |
| 19 | TSLA | TESLA INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31