Funds › BML Capital Management, LLC
BML Capital Management, LLC
13F for Q3 2026, filed Nov 6, 2026. 18 positions worth $187.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | ACRS Aclaris Therapeutics, Inc. | 10.96M | $57.6M | 30.7% | -8.5% | 13F ↗ |
| 2 | AVIR Atea Pharmaceuticals, Inc. | 6.75M | $35.2M | 18.8% | -2.9% | 13F ↗ |
| 3 | ENGN enGene Therapeutics Inc. | 6.67M | $13.3M | 7.1% | Unchanged | 13F ↗ |
| 4 | PMVP PMV Pharmaceuticals, Inc. | 7.33M | $12.2M | 6.5% | +37.5% | 13F ↗ |
| 5 | KHC The Kraft Heinz Company | 475,000 | $10.8M | 5.8% | +2.2% | 13F ↗ |
| 6 | TLYS Tilly's, Inc. | 2.15M | $10.0M | 5.3% | Unchanged | 13F ↗ |
| 7 | KMX CarMax Inc | 172,500 | $9.5M | 5.1% | Unchanged | 13F ↗ |
| 8 | OM Outset Medical, Inc. | 2.52M | $7.6M | 4.0% | Unchanged | 13F ↗ |
| 9 | TGT Target Corporation | 37,500 | $5.9M | 3.1% | Unchanged | 13F ↗ |
| 10 | SEER Seer, Inc. | 2.19M | $4.9M | 2.6% | New | 13F ↗ |
| 11 | TIL Instil Bio, Inc. | 645,600 | $4.7M | 2.5% | Unchanged | 13F ↗ |
| 12 | CNTB Connect Biopharma Holdings Limited | 3.86M | $4.3M | 2.3% | +574% | 13F ↗ |
| 13 | ORMP Oramed Pharmaceuticals Inc. | 884,392 | $4.1M | 2.2% | +2.1% | 13F ↗ |
| 14 | JANX Janux Therapeutics, Inc. | 151,126 | $2.6M | 1.4% | -2.5% | 13F ↗ |
| 15 | PLRX Pliant Therapeutics, Inc. | 1.55M | $1.7M | 0.9% | Unchanged | 13F ↗ |
| 16 | LENZ LENZ Therapeutics, Inc. | 283,114 | $1.1M | 0.6% | New | 13F ↗ |
| 17 | IMA ImageneBio, Inc. | 200,730 | $919.3K | 0.5% | Unchanged | 13F ↗ |
| 18 | KPTI Karyopharm Therapeutics Inc. | 71,839 | $87.6K | <0.1% | New | 13F ↗ |
Changes since Q2 2026
3 new, 4 added to, 3 trimmed, 0 exited, 8 unchanged. By estimated dollars.
New positions (3)
Added to (4)
Trimmed (3)
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 6, 2026 | 13F-HR | 20 | $187.6M | Current | SEC ↗ |
| Q2 2026 | Aug 7, 2026 | 13F-HR | 18 | $176.1M | Current | SEC ↗ |
| Q1 2026 | May 6, 2026 | 13F-HR | 16 | $155.8M | Current | SEC ↗ |
| Q4 2025 | Feb 3, 2026 | 13F-HR | 16 | $115.7M | Current | SEC ↗ |
| Q3 2025 | Nov 10, 2025 | 13F-HR | 20 | $109.2M | Current | SEC ↗ |
| Q2 2025 | Aug 11, 2025 | 13F-HR | 24 | $132.2M | Current | SEC ↗ |
| Q1 2025 | May 7, 2025 | 13F-HR | 27 | $123.6M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer