§ 13F · FUND PROFILE
BML Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $109M (13F)Positions · 20Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ACRS | ACLARIS THERAPEUTICS INC | 14.25M | $53M | 34.3% | ±0% |
| 2 | AVIR | ATEA PHARMACEUTICALS INC | 7.06M | $38M | 24.4% | −6% |
| 3 | ORMP | ORAMED PHARMACEUTICALS INC | 3.17M | $11M | 6.9% | ±0% |
| 4 | TLYS | TILLYS INC | 2.15M | $9M | 5.6% | NEW |
| 5 | OM | OUTSET MED INC | 1.90M | $7M | 4.7% | +250% |
| 6 | PMVP | PMV PHARMACEUTICALS INC | 5.32M | $7M | 4.2% | +1% |
| 7 | KMX | CARMAX INC | 155K | $6M | 4.1% | ±0% |
| 8 | KZR | KEZAR LIFE SCIENCES INC | 721K | $5M | 3.4% | ±0% |
| 9 | TIL | INSTIL BIO INC | 646K | $5M | 3.4% | ±0% |
| 10 | TGT | TARGET CORP | 38K | $5M | 2.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BML SIGNAL
AC read
BML Capital Management, LLC is a Other fund managing $109 million in assets. The fund runs a focused portfolio of just 20 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed