§ 13F · FUND PROFILE
BML Capital Management, LLC.
AUM · $176M (13F)Positions · 18Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ACRS | ACLARIS THERAPEUTICS INC | 11.97M | $63M | 36.0% | −16% |
| 2 | AVIR | ATEA PHARMACEUTICALS INC | 6.95M | $32M | 18.4% | −2% |
| 3 | ENGN | ENGENE THERAPEUTICS INC | 6.67M | $12M | 6.6% | NEW |
| 4 | KHC | KRAFT HEINZ CO | 465K | $11M | 6.2% | +272% |
| 5 | OM | OUTSET MED INC | 2.52M | $11M | 6.2% | +32% |
| 6 | KMX | CARMAX INC | 173K | $9M | 5.2% | +11% |
| 7 | TLYS | TILLYS INC | 2.15M | $9M | 5.1% | ±0% |
| 8 | PMVP | PMV PHARMACEUTICALS INC | 5.33M | $7M | 4.1% | ±0% |
| 9 | TIL | INSTIL BIO INC | 646K | $5M | 2.8% | ±0% |
| 10 | TGT | TARGET CORP | 38K | $5M | 2.8% | ±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 $176 million in assets. The fund runs a focused portfolio of just 18 positions.
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