account_balance
Investment manager · 13F filer · SEC CIK 1616824
BML Capital Management, LLC
Reported value$186Mas of Sep 30, 2026
Positions18 3 new, 0 sold out
Top 10 weight89.6%ACRS alone is 31%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ACRSAclaris Therapeutics Inc
30.9%Trimmed −9%
AVIRAtea Pharmaceuticals Inc
18.9%Trimmed −3%
ENGNEngene Therapeutics Inc
7.2%
PMVPPMV Pharmaceuticals Inc
6.6%Added +38%
KHCKraft Heinz Co
5.8%Added +2%
TLYSTillys Inc
5.3%
KMXCarmax Inc
5.1%
OMOutset Med Inc
4.1%
TGT3.2%SEERSeer Inc
2.6%New
TILInstil Bio Inc
2.5%
CNTB2.3%ACRSAclaris Therapeutics Inc
30.9%Trimmed −9%
AVIRAtea Pharmaceuticals Inc
18.9%Trimmed −3%
ENGN7.2%PMVP6.6%KHC5.8%TLYS5.3%KMX5.1%OM4.1%TGT3.2%SEER2.6%TIL2.5%CNTB2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ACRS Aclaris Therapeutics Inc 30.9% Trimmed −9%AVIR Atea Pharmaceuticals Inc 18.9% Trimmed −3%ENGN Engene Therapeutics Inc 7.2% HeldPMVP PMV Pharmaceuticals Inc 6.6% Added +38%KHC Kraft Heinz Co 5.8% Added +2%TLYS Tillys Inc 5.3% HeldKMX Carmax Inc 5.1% HeldOM Outset Med Inc 4.1% HeldTGT Target Corp 3.2% HeldSEER Seer Inc 2.6% NewTIL Instil Bio Inc 2.5% HeldCNTB Connect Biopharma Hldgs Ltd 2.3% Added +574%
What changed