Bml Capital Management
$186M 13F equity value
18 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Bml Capital Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ACRS | ACLARIS THERAPEUTICS INC | 10,955,000 | $58M | 30.9% |
| AVIR | ATEA PHARMACEUTICALS INC | 6,753,658 | $35M | 18.9% |
| ENGN | ENGENE THERAPEUTICS INC | 6,669,908 | $13M | 7.2% |
| PMVP | PMV PHARMACEUTICALS INC | 7,330,000 | $12M | 6.6% |
| KHC | KRAFT HEINZ CO | 475,000 | $11M | 5.8% |
| TLYS | TILLYS INC | 2,150,000 | $10M | 5.3% |
| KMX | CARMAX INC | 172,500 | $10M | 5.1% |
| OM | OUTSET MED INC | 2,519,701 | $8M | 4.1% |
| TGT | TARGET CORP | 37,500 | $6M | 3.2% |
| SEER | SEER INC | 2,186,587 | $5M | 2.6% |
Track Bml Capital Management's 13F portfolio: $186M in reported holdings, 18 positions. Top holdings and quarterly changes on SentiSense.
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