Holdings of BML Capital Management, LLC
14 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 94.9 % of the equity sleeve
Sector breakdown
- Consumer discretionary 2.9 %
- Materials 1.8 %
- Unattributed 95.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 14 | 154.4M $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Aclaris Therapeutics Inc | 14,250,000 | 53.4M $ | |
| Atea Pharmaceuticals Inc | 7,058,657 | 38M $ | |
| Oramed Pharmaceuticals Inc | 3,167,231 | 10.8M $ | |
| Tilly's Inc | 2,150,000 | 8.7M $ | |
| Outset Medical Inc | 1,902,201 | 7.3M $ | |
| PMV Pharmaceuticals Inc | 5,320,000 | 6.6M $ | |
| CarMax Inc | 155,000 | 6.4M $ | |
| Kezar Life Sciences Inc | 720,787 | 5.3M $ | |
| Instil Bio Inc | 645,600 | 5.3M $ | |
| Target Corp | 37,500 | 4.5M $ | |
| Kraft Heinz Co/The | 125,000 | 2.8M $ | |
| Janux Therapeutics Inc | 154,961 | 2.2M $ | |
| Pliant Therapeutics Inc | 1,546,137 | 1.9M $ | |
| IMAGENEBIO INC | 200,730 | 1M $ |