BML Capital Management, LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$132.2B
Holdings
24
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVIRATEA PHARMACEUTICALS INC | 7,609,812 | $27.4B | 20.73% | |
| 2 | THRDTHIRD HARMONIC BIO INC | 3,824,417 | $20.8B | 15.71% | |
| 3 | ACRSACLARIS THERAPEUTICS INC | 14,250,000 | $20.2B | 15.31% | |
| 4 | TILINSTIL BIO INC | 534,899 | $11.1B | 8.43% | |
| 5 | EPIEURESSA PHARMA INC | 4,221,546 | $7.2B | 5.43% | |
| 6 | ORMPORAMED PHARMACEUTICALS INC | 3,083,253 | $6.9B | 5.25% | |
| 7 | AVU0ADVERUM BIOTECHNOLOGIES INC | 3,057,526 | $6.6B | 4.97% | |
| 8 | —IKENA ONCOLOGY INC | 4,030,102 | $5.4B | 4.09% | |
| 9 | PMVPPMV PHARMACEUTICALS INC | 5,000,000 | $5.3B | 4.01% | |
| 10 | ALMSALUMIS INC | 1,210,415 | $3.6B | 2.75% | |
| 11 | KZRKEZAR LIFE SCIENCES INC | 635,183 | $2.9B | 2.20% | |
| 12 | —LAVA THERAPEUTICS NV | 1,970,610 | $2.6B | 1.97% | |
| 13 | MISTMILESTONE PHARMACEUTICALS IN | 1,136,091 | $2.2B | 1.67% | |
| 14 | —ELEVATION ONCOLOGY INC | 5,890,434 | $2.2B | 1.64% | |
| 15 | CNTBCONNECT BIOPHARMA HLDGS LTD | 1,821,558 | $1.8B | 1.35% | |
| 16 | TSLATESLA INC | 200 | $1.7B | 1.25% | Put |
| 17 | ASTCASTROTECH CORP | 220,410 | $1.3B | 0.96% | |
| 18 | —ATHIRA PHARMA INC | 3,230,667 | $975.7M | 0.74% | |
| 19 | LSTALISATA THERAPEUTICS INC | 209,814 | $608.3M | 0.46% | |
| 20 | CRVSCORVUS PHARMACEUTICALS INC | 118,766 | $475.1M | 0.36% | |
| 21 | —TURNSTONE BIOLOGICS CORP | 1,103,386 | $396.1M | 0.30% | |
| 22 | VTGNVISTAGEN THERAPEUTICS INC | 150,000 | $300.0M | 0.23% | |
| 23 | HLVXHILLEVAX INC | 91,913 | $182.9M | 0.14% | |
| 24 | VRCAVERRICA PHARMACEUTICALS INC | 174,651 | $92.6M | 0.07% |