BML Capital Management, LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$109.2B
Holdings
20
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ACRSACLARIS THERAPEUTICS INC | 14,250,000 | $27.1B | 24.79% | |
| 2 | AVIRATEA PHARMACEUTICALS INC | 7,473,963 | $21.7B | 19.85% | |
| 3 | AVU0ADVERUM BIOTECHNOLOGIES INC | 3,057,526 | $13.9B | 12.68% | |
| 4 | TILINSTIL BIO INC | 645,600 | $11.5B | 10.56% | |
| 5 | ORMPORAMED PHARMACEUTICALS INC | 3,167,231 | $8.4B | 7.66% | |
| 6 | PMVPPMV PHARMACEUTICALS INC | 5,292,000 | $7.4B | 6.78% | |
| 7 | ALMSALUMIS INC | 1,210,415 | $4.8B | 4.42% | |
| 8 | —LAVA THERAPEUTICS NV | 1,970,610 | $3.1B | 2.81% | |
| 9 | KZRKEZAR LIFE SCIENCES INC | 720,787 | $2.8B | 2.57% | |
| 10 | CNTBCONNECT BIOPHARMA HLDGS LTD | 1,267,500 | $1.9B | 1.75% | |
| 11 | IMAIMAGENEBIO INC | 182,509 | $1.5B | 1.36% | |
| 12 | LONAATHIRA PHARMA INC | 323,066 | $1.3B | 1.22% | |
| 13 | ASTCASTROTECH CORP | 220,410 | $1.1B | 0.99% | |
| 14 | DYHTARGET CORP | 10,000 | $897.0M | 0.82% | |
| 15 | VTGNVISTAGEN THERAPEUTICS INC | 150,000 | $532.5M | 0.49% | |
| 16 | WMTWALMART INC | 265 | $518.7M | 0.47% | Put |
| 17 | ARVNARVINAS INC | 50,000 | $426.0M | 0.39% | |
| 18 | LSTALISATA THERAPEUTICS INC | 109,841 | $287.8M | 0.26% | |
| 19 | —MURAL ONCOLOGY PUB LTD CO | 57,500 | $119.0M | 0.11% | |
| 20 | THRDTHIRD HARMONIC BIO INC | 3,824,417 | $0 | 0.00% |