BML Capital Management, LLC Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$123.6B
Holdings
27
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVIRATEA PHARMACEUTICALS INC | 7,609,812 | $22.8B | 18.41% | |
| 2 | ACRSACLARIS THERAPEUTICS INC | 14,250,000 | $21.8B | 17.65% | |
| 3 | THRDTHIRD HARMONIC BIO INC | 3,824,417 | $13.3B | 10.74% | |
| 4 | AVU0ADVERUM BIOTECHNOLOGIES INC | 2,742,317 | $12.0B | 9.70% | |
| 5 | ANTXAN2 THERAPEUTICS INC | 5,749,432 | $7.8B | 6.33% | |
| 6 | TILINSTIL BIO INC | 416,720 | $7.2B | 5.85% | |
| 7 | EPIEURESSA PHARMA INC | 4,221,546 | $6.7B | 5.40% | |
| 8 | ORMPORAMED PHARMACEUTICALS INC | 3,020,748 | $6.5B | 5.23% | |
| 9 | —IKENA ONCOLOGY INC | 3,710,803 | $4.7B | 3.84% | |
| 10 | PMVPPMV PHARMACEUTICALS INC | 3,747,612 | $4.1B | 3.31% | |
| 11 | WHWKWHITEHAWK THERAPEUTICS INC | 1,890,245 | $3.4B | 2.72% | |
| 12 | —LAVA THERAPEUTICS NV | 1,960,610 | $2.5B | 2.02% | |
| 13 | KZRKEZAR LIFE SCIENCES INC | 408,138 | $2.0B | 1.61% | |
| 14 | —ELEVATION ONCOLOGY INC | 5,890,934 | $1.5B | 1.24% | |
| 15 | ASTCASTROTECH CORP | 220,410 | $1.4B | 1.16% | |
| 16 | CNTBCONNECT BIOPHARMA HLDGS LTD | 2,093,232 | $1.2B | 0.93% | |
| 17 | SG7SAGE THERAPEUTICS INC | 135,095 | $1.1B | 0.87% | |
| 18 | —ATHIRA PHARMA INC | 3,200,667 | $911.9M | 0.74% | |
| 19 | MISTMILESTONE PHARMACEUTICALS IN | 1,136,091 | $909.0M | 0.74% | |
| 20 | LSTALISATA THERAPEUTICS INC | 216,853 | $509.6M | 0.41% | |
| 21 | —TURNSTONE BIOLOGICS CORP | 1,103,386 | $452.4M | 0.37% | |
| 22 | VTGNVISTAGEN THERAPEUTICS INC | 150,000 | $375.0M | 0.30% | |
| 23 | ALMSALUMIS INC | 49,627 | $304.7M | 0.25% | |
| 24 | NXTCNEXTCURE INC | 273,536 | $131.4M | 0.11% | |
| 25 | VRCAVERRICA PHARMACEUTICALS INC | 174,651 | $77.2M | 0.06% | |
| 26 | HLVXHILLEVAX INC | 20,760 | $30.1M | 0.02% | |
| 27 | 698ACHILLES THERAPEUTICS PLC | 3,804,921 | $0 | 0.00% |