BML Capital Management, LLC

CIK 0001616824 • 6 13F filings • May 7, 2025 – Aug 7, 2026

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Filer information

$176.1M latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer StaplesOther

Portfolio value: $109.2M19 positionsView on SEC.gov

			% of Portfolio
ACLARIS THERAPEUTICS INC	COM	$27.1M	24.8%Prev: 36.0%	14,250,000 SH	Decreased+2,275,000 SH
ADVERUM BIOTECHNOLOGIES INC	COM NEW	$13.9M	12.7%	3,057,526 SH	New
ALUMIS INC	COM	$4.8M	4.4%	1,210,415 SH	New
ARVINAS INC	COM	$426K	0.4%	50,000 SH	New
ASTROTECH CORP	COM	$1.1M	1.0%	220,410 SH	New
ATEA PHARMACEUTICALS INC	COM	$21.7M	19.8%Prev: 18.4%	7,473,963 SH	Decreased+521,633 SH
ATHIRA PHARMA INC	COM	$1.3M	1.2%	323,066 SH	New
CONNECT BIOPHARMA HLDGS LTD	SHS	$1.9M	1.8%Prev: 0.8%	1,267,500 SH	Increased+694,213 SH
IMAGENEBIO INC	COM	$1.5M	1.4%Prev: 0.7%	182,509 SH	Increased-18,221 SH
INSTIL BIO INC	COM NEW	$11.5M	10.6%Prev: 2.8%	645,600 SH	Increased
KEZAR LIFE SCIENCES INC	COM NEW	$2.8M	2.6%	720,787 SH	New
LAVA THERAPEUTICS NV	SHS	$3.1M	2.8%	1,970,610 SH	New
LISATA THERAPEUTICS INC	COM	$288K	0.3%	109,841 SH	New
MURAL ONCOLOGY PUB LTD CO	ORD SHS	$119K	0.1%	57,500 SH	New
ORAMED PHARMACEUTICALS INC	COM NEW	$8.4M	7.7%Prev: 2.4%	3,167,231 SH	Increased+2,300,962 SH
PMV PHARMACEUTICALS INC	COM	$7.4M	6.8%Prev: 4.1%	5,292,000 SH	Increased-38,000 SH
TARGET CORP	COM	$897K	0.8%Prev: 2.8%	10,000 SH	Decreased-27,500 SH
VISTAGEN THERAPEUTICS INC	COM	$533K	0.5%	150,000 SH	New
WALMART INC	COM	$519K	0.5%Prev: 0.2%	265 SH	Increased-70 SH

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 3, 2026	Q4 2025	13F-HR	0001754960-26-000146	$115.7M	View
Nov 10, 2025	Q3 2025	13F-HR	0001754960-25-000762	$109.2M	View
Aug 7, 2026	Q2 2026