Bml Capital Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Bml Capital Management, LLC disclosed 15 US equity positions worth $155.4m in its Q1 2026 13F filing. The largest position was ACRS at 34.4% of the reported book, followed by AVIR and ORMP.
What did Bml Capital Management, LLC own in Q1 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ACRS ACLARIS THERAPEUTICS INC | Healthcare | 34.4% | $53.4m | 14,250,000 | – | |
| 2 | AVIR ATEA PHARMACEUTICALS INC | Healthcare | 24.4% | $38.0m | 7,058,657 | – | |
| 3 | ORMP ORAMED PHARMACEUTICALS INC | 6.9% | $10.8m | 3,167,231 | – | ||
| 4 | TLYS TILLYS INC | Consumer Cyclical | 5.6% | $8.7m | 2,150,000 | – | |
| 5 | OM OUTSET MED INC | 4.7% | $7.3m | 1,902,201 | – | ||
| 6 | PMVP PMV PHARMACEUTICALS INC | Healthcare | 4.2% | $6.6m | 5,320,000 | – | |
| 7 | KMX CARMAX INC | Consumer Cyclical | 4.1% | $6.4m | 155,000 | – | |
| 8 | 2KZ0 KEZAR LIFE SCIENCES INC | 3.4% | $5.3m | 720,787 | – | ||
| 9 | TIL INSTIL BIO INC | 3.4% | $5.3m | 645,600 | – | ||
| 10 | TGT TARGET CORP | Consumer Defensive | 2.9% | $4.5m | 37,500 | – | |
| 11 | KHC KRAFT HEINZ CO | Consumer Defensive | 1.8% | $2.8m | 125,000 | – | |
| 12 | JANX JANUX THERAPEUTICS INC | Healthcare | 1.4% | $2.2m | 154,961 | – | |
| 13 | PLRX PLIANT THERAPEUTICS INC | Healthcare | 1.3% | $1.9m | 1,546,137 | – | |
| 14 | CNTB CONNECT BIOPHARMA HLDGS LTD | 0.7% | $1.1m | 408,887 | – | ||
| 15 | IMA IMAGENEBIO INC | 0.6% | $1.0m | 200,730 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.