# BML Capital Management, LLC: Form 13F holdings

An institutional investment manager in ZIONSVILLE, IN. SEC CIK 1616824.

- Quarter ended: 2026-06-30
- Filed: 2026-08-07
- Reported value: $176.1m
- Positions: 18 (18 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1616824/000175496026000696/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ACLARIS THERAPEUTICS INC (ACRS)](/companies/acrs.md) | COM | $63.3m | 36.0% | 11,975,000 |  | Reduced −2,275,000 |
| [ATEA PHARMACEUTICALS INC (AVIR)](/companies/avir.md) | COM | $32.3m | 18.4% | 6,952,330 |  | Reduced −106,327 |
| [ENGENE THERAPEUTICS INC (ENGN)](/companies/engn.md) | COM                        \*A\* | $11.5m | 6.6% | 6,669,908 |  | New +6,669,908 |
| [KRAFT HEINZ CO (KHC)](/companies/khc.md) | COM | $11.0m | 6.2% | 465,000 |  | Added +340,000 |
| [OUTSET MED INC (OM)](/companies/om.md) | COM NEW | $10.9m | 6.2% | 2,519,701 |  | Added +617,500 |
| [CARMAX INC (KMX)](/companies/kmx.md) | COM | $9.1m | 5.2% | 172,500 |  | Added +17,500 |
| [TILLYS INC (TLYS)](/companies/tlys.md) | CL A | $9.0m | 5.1% | 2,150,000 |  | Unchanged |
| [PMV PHARMACEUTICALS INC (PMVP)](/companies/pmvp.md) | COM | $7.1m | 4.1% | 5,330,000 |  | Added +10,000 |
| [INSTIL BIO INC (TIL)](/companies/til.md) | COM NEW | $5.0m | 2.8% | 645,600 |  | Unchanged |
| [TARGET CORP (TGT)](/companies/tgt.md) | COM | $4.9m | 2.8% | 37,500 |  | Unchanged |
| [ORAMED PHARMACEUTICALS INC (ORMP)](/companies/ormp.md) | COM NEW | $4.2m | 2.4% | 866,269 |  | Reduced −2,300,962 |
| [JANUX THERAPEUTICS INC (JANX)](/companies/janx.md) | COM | $2.4m | 1.4% | 154,961 |  | Unchanged |
| [PLIANT THERAPEUTICS INC (PLRX)](/companies/plrx.md) | COM | $1.8m | 1.0% | 1,546,137 |  | Unchanged |
| CONNECT BIOPHARMA HLDGS LTD | SHS | $1.4m | 0.8% | 573,287 |  | Added +164,400 |
| [IMAGENEBIO INC (IMA)](/companies/ima.md) | COM | $1.2m | 0.7% | 200,730 |  | Unchanged |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $386.1k | 0.2% | 335 | Put | Unchanged |
| [CORE SCIENTIFIC INC NEW (CORZ)](/companies/corz.md) | COM | $298.0k | 0.2% | 800 | Put | New +800 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $270.0k | 0.2% | 375 | Put | New +375 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| KEZAR LIFE SCIENCES INC | COM NEW | $0 | 0.0% | 0 |  | Sold out −720,787 |

Source: SEC EDGAR, Form 13F-HR, accession 0001754960-26-000696. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.