Institutional Fund
Bml Capital Management, LLC
Zionsville, INCIK 16168245 filings on record
Portfolio Value
$155.44M
Q1 2026
Holdings
15
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+37.6%
from $112.98M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Aclaris Therapeutics Inc34.4%
- Atea Pharmaceuticals Inc24.4%
- Oramed Pharmaceuticals Inc6.9%
- Tillys Inc5.6%
- Outset Med Inc4.7%
- Pmv Pharmaceuticals Inc4.2%
- Other19.7%
Portfolio Holdings
15 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Aclaris Therapeutics Inc | 14.25M | $53.44M | 34.4% | 0 | Held |
| 2 | Atea Pharmaceuticals Inc | 7.06M | $37.98M | 24.4% | −431.3K | Reduced |
| 3 | Oramed Pharmaceuticals Inc | 3.17M | $10.77M | 6.9% | 0 | Held |
| 4 | Tillys Inc | 2.15M | $8.71M | 5.6% | +2.15M | New |
| 5 | Outset Med Inc | 1.90M | $7.30M | 4.7% | +1.36M | Added |
| 6 | Pmv Pharmaceuticals Inc | 5.32M | $6.60M | 4.2% | +28.0K | Added |
| 7 | Carmax Inc | 155.0K | $6.44M | 4.1% | 0 | Held |
| 8 | Kezar Life Sciences Inc | 720.8K | $5.35M | 3.4% | 0 | Held |
| 9 | Instil Bio Inc | 645.6K | $5.32M | 3.4% | 0 | Held |
| 10 | Target Corp | 37.5K | $4.54M | 2.9% | 0 | Held |
5 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio