BML CAPITAL MANAGEMENT, LLC

PrivateCIK: 1616824
Location

ZIONSVILLE, IN

16
Positions
$155.77M
Total AUM (reported)
37.84M
Total Shares

Allocation by class

TOTAL AUM$155.77M16 positions
COM$116.92M75.1%
COM NEW$28.74M18.5%
CL A$8.71M5.6%
SHS$1.07M0.7%
PUT$329.1K0.2%

Portfolio Concentration

Top 365.6%4–1028.4%11–256.0%TOP 1094.0%0%100%
Top 3$102.18M65.6%
4–10$44.27M28.4%
11–25$9.32M6.0%

Top 3 weight

65.6%

Top 10 weight

94.0%

Voting Authority Distribution

Total shares with voting rights: 37.84M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

37.84M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole16
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings16
Rows:

ACLARIS THERAPEUTICS INC

SOLE
COM
Shares14.25M
TypeSH
Market value$53.44M
34.31%
Sole
0.00
Shared
0.00
None
14.25M

ATEA PHARMACEUTICALS INC

SOLE
COM
Shares7.06M
TypeSH
Market value$37.98M
24.38%
Sole
0.00
Shared
0.00
None
7.06M

ORAMED PHARMACEUTICALS INC

SOLE
COM NEW
Shares3.17M
TypeSH
Market value$10.77M
6.91%
Sole
0.00
Shared
0.00
None
3.17M

TILLYS INC

SOLE
CL A
Shares2.15M
TypeSH
Market value$8.71M
5.59%
Sole
0.00
Shared
0.00
None
2.15M

OUTSET MED INC

SOLE
COM NEW
Shares1.90M
TypeSH
Market value$7.30M
4.69%
Sole
0.00
Shared
0.00
None
1.90M

PMV PHARMACEUTICALS INC

SOLE
COM
Shares5.32M
TypeSH
Market value$6.60M
4.24%
Sole
0.00
Shared
0.00
None
5.32M

CARMAX INC

SOLE
COM
Shares155K
TypeSH
Market value$6.44M
4.14%
Sole
0.00
Shared
0.00
None
155K

KEZAR LIFE SCIENCES INC

SOLE
COM NEW
Shares720.79K
TypeSH
Market value$5.35M
3.43%
Sole
0.00
Shared
0.00
None
720.79K

INSTIL BIO INC

SOLE
COM NEW
Shares645.60K
TypeSH
Market value$5.32M
3.42%
Sole
0.00
Shared
0.00
None
645.60K

TARGET CORP

SOLE
COM
Shares37.50K
TypeSH
Market value$4.54M
2.92%
Sole
0.00
Shared
0.00
None
37.50K

KRAFT HEINZ CO

SOLE
COM
Shares125K
TypeSH
Market value$2.81M
1.80%
Sole
0.00
Shared
0.00
None
125K

JANUX THERAPEUTICS INC

SOLE
COM
Shares154.96K
TypeSH
Market value$2.15M
1.38%
Sole
0.00
Shared
0.00
None
154.96K

PLIANT THERAPEUTICS INC

SOLE
COM
Shares1.55M
TypeSH
Market value$1.95M
1.25%
Sole
0.00
Shared
0.00
None
1.55M

CONNECT BIOPHARMA HLDGS LTD

SOLE
SHS
Shares408.89K
TypeSH
Market value$1.07M
0.69%
Sole
0.00
Shared
0.00
None
408.89K

IMAGENEBIO INC

SOLE
COM
Shares200.73K
TypeSH
Market value$1.00M
0.64%
Sole
0.00
Shared
0.00
None
200.73K

WALMART INC

SOLE
PUT
Shares335.00
TypeSH
Market value$329.1K
0.21%
Sole
0.00
Shared
0.00
None
335.00