BML Capital Management, LLC
Top Portfolio Positions
16 positions ·
$155,478,198 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ACRS |
Aclaris Therapeutics, Inc.
Healthcare
|
14,250,000 | $53,437,500 | 34.37% | |
| AVIR |
Atea Pharmaceuticals, Inc.
Healthcare
|
7,058,657 | $37,975,574 | 24.43% | |
| ORMP |
Oramed Pharmaceuticals Inc.
Healthcare
|
3,167,231 | $10,768,585 | 6.93% | |
| TLYS |
Tilly's, Inc.
Consumer Cyclical
|
2,150,000 | $8,707,500 | 5.60% | |
| OM |
Outset Medical, Inc.
Healthcare
|
1,902,201 | $7,304,451 | 4.70% | |
| PMVP |
PMV Pharmaceuticals, Inc.
Healthcare
|
5,320,000 | $6,596,800 | 4.24% | |
| KMX |
Carmax Inc
Consumer Cyclical
|
155,000 | $6,444,900 | 4.15% | |
| KZR |
Kezar Life Sciences, Inc.
Healthcare
|
720,787 | $5,348,239 | 3.44% | |
| TIL |
Instil Bio, Inc.
Healthcare
|
645,600 | $5,319,744 | 3.42% | |
| TGT |
Target Corp
Consumer Defensive
|
37,500 | $4,545,000 | 2.92% |
Portfolio Trend
14 quarters · across all stocks
Holdings in KZR
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,348,239 | 720,787 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,533,750 | 720,787 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,811,069 | 720,787 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,909,138 | 635,183 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,991,713 | 408,138 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $327,048 | 48,668 | Shares | Sole | 2025-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||