BML Capital Management, LLC reported 18 holdings worth US$176M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
BML Capital Management, LLC reported 18 holdings worth US$176M as of Jun 30, 2026. Largest: Aclaris Therapeutics, Inc., Atea Pharmaceuticals, Inc. and The Kraft Heinz Company. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$176M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Aclaris Therapeutics, Inc. | 12M | US$63.3M | 36.0% |
| Atea Pharmaceuticals, Inc. | 6.95M | US$32.3M | 18.4% |
| The Kraft Heinz Company | 465K | US$11M | 6.2% |
| Outset Medical, Inc. | 2.52M | US$10.9M | 6.2% |
| Carmax Inc | 173K | US$9.12M | 5.2% |
| Tilly's, Inc. | 2.15M | US$9.03M | 5.1% |
| Pmv Pharmaceuticals, Inc. | 5.33M | US$7.14M | 4.1% |
| Instil Bio, Inc. | 646K | US$4.96M | 2.8% |
| Target Corporation | 37,500 | US$4.9M | 2.8% |
| Oramed Pharmaceuticals Inc. | 866K | US$4.17M | 2.4% |
| Janux Therapeutics, Inc. | 155K | US$2.38M | 1.4% |
| Pliant Therapeutics, Inc. | 1.55M | US$1.76M | 1.0% |
| Connect Biopharma Holdings Limited | 573K | US$1.36M | 0.78% |
| Imagenebio, Inc. | 201K | US$1.18M | 0.67% |
| Kezar Life Sciences, Inc. | 0 | US$0 | 0.00% |