Bml Capital Management, LLC Top Holdings and 13F Report (2025) About Bml Capital Management, LLCInvestment ActivityBml Capital Management, LLC has $123.56 million in total holdings as of March 31, 2025.Bml Capital Management, LLC owns shares of 27 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 19.94% of the portfolio was purchased this quarter.About 22.23% of the portfolio was sold this quarter.This quarter, Bml Capital Management, LLC has purchased 25 new stocks and bought additional shares in 8 stocks.Bml Capital Management, LLC sold shares of 2 stocks and completely divested from 5 stocks this quarter.Largest Holdings Atea Pharmaceuticals $22,753,338Aclaris Therapeutics $21,802,500TF Financial $13,270,727ADVERUM BIOTECHNOLOGIES INC $11,983,925(ANTX) $7,819,228 Largest New Holdings this Quarter 88427A107 - TF Financial $13,270,727 HoldingN51517105 - LAVA Therapeutics $2,489,975 Holding28623U101 - Elevation Oncology $1,526,341 Holding78667J108 - Sage Therapeutics $1,074,005 Holding90042W100 - TURNSTONE BIOLOGICS CORP $452,388 Holding Largest Purchases this Quarter TF Financial 3,824,417 shares (about $13.27M)LAVA Therapeutics 1,960,610 shares (about $2.49M)ADVERUM BIOTECHNOLOGIES INC 474,253 shares (about $2.07M)KEZAR LIFE SCIENCES INC 359,470 shares (about $1.75M)Elevation Oncology 5,890,934 shares (about $1.53M) Largest Sales this Quarter Aadi Bioscience 209,755 shares (about $373.36K)Lisata Therapeutics 67,816 shares (about $159.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBml Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVIRAtea Pharmaceuticals$22,753,338$4,485 ▲0.0%7,609,81218.4%MedicalACRSAclaris Therapeutics$21,802,5000.0%14,250,00017.6%MedicalTHRDTF Financial$13,270,727$13,270,727 ▲New Holding3,824,41710.7%MedicalADVERUM BIOTECHNOLOGIES INC$11,983,925$2,072,486 ▲20.9%2,742,3179.7%COM NEWANTX(ANTX)$7,819,2280.0%5,749,4326.3%MedicalINSTIL BIO INC$7,234,259$290,259 ▲4.2%416,7205.9%COM NEWEPIXESSA Pharma$6,670,0430.0%4,221,5465.4%MedicalORMPOramed Pharmaceuticals$6,464,401$806,440 ▲14.3%3,020,7485.2%MedicalIKNAIkena Oncology$4,749,828$159,919 ▲3.5%3,710,8033.8%MedicalPMVPPMV Pharmaceuticals$4,084,897$306,212 ▲8.1%3,747,6123.3%MedicalAADIAadi Bioscience$3,364,636$373,364 ▼-10.0%1,890,2452.7%MedicalLVTXLAVA Therapeutics$2,489,975$2,489,975 ▲New Holding1,960,6102.0%MedicalKEZAR LIFE SCIENCES INC$1,991,713$1,754,213 ▲738.6%408,1381.6%COM NEWELEVElevation Oncology$1,526,341$1,526,341 ▲New Holding5,890,9341.2%MedicalASTCAstrotech$1,428,2570.0%220,4101.2%AerospaceCNTBConnect Biopharma$1,151,2780.0%2,093,2320.9%MedicalSAGESage Therapeutics$1,074,005$1,074,005 ▲New Holding135,0950.9%MedicalATHAAthira Pharma$911,870$121,020 ▲15.3%3,200,6670.7%MedicalMISTMilestone Pharmaceuticals$908,9860.0%1,136,0910.7%MedicalLSTALisata Therapeutics$509,605$159,368 ▼-23.8%216,8530.4%MedicalTURNSTONE BIOLOGICS CORP$452,388$452,388 ▲New Holding1,103,3860.4%COMVTGNVistagen Therapeutics$375,0000.0%150,0000.3%MedicalALUMIS INC$304,710$304,710 ▲New Holding49,6270.2%COMNXTCNextCure$131,3790.0%273,5360.1%MedicalVRCAVerrica Pharmaceuticals$77,2310.0%174,6510.1%MedicalHLVXHilleVax$30,1020.0%20,7600.0%MedicalACHLAchilles Therapeutics$0-7.2%3,804,9210.0%MedicalSGOViShares 0-3 Month Treasury Bond ETF$0$26,083,200 ▼-100.0%00.0%ETFPALVELLA THERAPEUTICS INC NE$0$505,560 ▼-100.0%00.0%COMLENZ THERAPEUTICS INC$0$267,654 ▼-100.0%00.0%COMALVRAlloVir$0$77,383 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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