BML Capital Management, LLC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$115.7B
Holdings
16
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ACRSACLARIS THERAPEUTICS INC | 14,250,000 | $42.9B | 37.08% | |
| 2 | AVIRATEA PHARMACEUTICALS INC | 7,490,000 | $26.7B | 23.11% | |
| 3 | ORMPORAMED PHARMACEUTICALS INC | 3,167,231 | $9.0B | 7.80% | |
| 4 | TILINSTIL BIO INC | 645,600 | $7.1B | 6.14% | |
| 5 | PMVPPMV PHARMACEUTICALS INC | 5,292,000 | $6.6B | 5.72% | |
| 6 | KMXCARMAX INC | 155,000 | $6.0B | 5.18% | |
| 7 | KZRKEZAR LIFE SCIENCES INC | 720,787 | $4.5B | 3.92% | |
| 8 | DYHTARGET CORP | 37,500 | $3.7B | 3.17% | |
| 9 | CVNACARVANA CO | 150 | $2.0B | 1.74% | Put |
| 10 | OMOUTSET MED INC | 543,180 | $2.0B | 1.74% | |
| 11 | PLRXPLIANT THERAPEUTICS INC | 1,546,137 | $1.9B | 1.63% | |
| 12 | IMAIMAGENEBIO INC | 177,026 | $1.2B | 1.06% | |
| 13 | CNTBCONNECT BIOPHARMA HLDGS LTD | 408,887 | $1.2B | 1.00% | |
| 14 | WMTWALMART INC | 335 | $492.0M | 0.43% | Put |
| 15 | TSLATESLA INC | 1,000 | $205.0M | 0.18% | Put |
| 16 | LSTALISATA THERAPEUTICS INC | 73,348 | $136.0M | 0.12% |