Fund HoldingsBML Capital Management, LLC

Total Portfolio Value
$123.56M
Total Bought
$28.37M
Total Sold
$35.21M
Net Transaction
-$6.83M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
THIRD HARMONIC BIO INC03,824,417+3,824,417013,27110.74%+13,271
LAVA THERAPEUTICS NV01,960,610+1,960,61002,4902.02%+2,490
KEZAR LIFE SCIENCES INC
COM NEW
48,668408,138+359,4703271,9921.61%+1,665
ELEVATION ONCOLOGY INC05,890,934+5,890,93401,5261.24%+1,526
ADVERUM BIOTECHNOLOGIES INC2,268,0642,742,317+474,25310,59211,9849.70%+1,392
SAGE THERAPEUTICS INC0135,095+135,09501,0740.87%+1,074
TURNSTONE BIOLOGICS CORP01,103,386+1,103,38604520.37%+452
ALUMIS INC049,627+49,62703050.25%+305
ORAMED PHARMACEUTICALS INC2,643,9073,020,748+376,8416,3986,4645.23%+66
HILLEVAX INC20,76020,760043300.02%-13
VERRICA PHARMACEUTICALS INC174,651174,6510122770.06%-45
ASTROTECH CORP220,410220,41001,4811,4281.16%-53
VISTAGEN THERAPEUTICS INC150,000150,00004433750.30%-67
ALLOVIR INC184,2460-184,246770-77
NEXTCURE INC273,536273,53602111310.11%-80
AN2 THERAPEUTICS INC5,749,4325,749,43207,9347,8196.33%-115
LENZ THERAPEUTICS INC9,2710-9,2712680-268
LISATA THERAPEUTICS INC284,669216,853-67,8168485100.41%-339
INSTIL BIO INC400,000416,720+16,7207,6367,2345.85%-402
PALVELLA THERAPEUTICS INC NE(PVLA)42,1300-42,1305060-506
ATHIRA PHARMA INC2,775,8853,200,667+424,7821,6299120.74%-717
ESSA PHARMA INC4,221,5464,221,54607,5576,6705.40%-887
IKENA ONCOLOGY INC3,585,8663,710,803+124,9375,8814,7503.84%-1,131
PMV PHARMACEUTICALS INC3,466,6843,747,612+280,9285,2354,0853.31%-1,150
CONNECT BIOPHARMA HLDGS LTD2,093,2322,093,23202,8891,1510.93%-1,737
MILESTONE PHARMACEUTICALS IN1,136,0911,136,09102,6819090.74%-1,772
ATEA PHARMACEUTICALS INC7,608,3127,609,812+1,50025,48822,75318.41%-2,735
WHITEHAWK THERAPEUTICS INC2,100,0001,890,245-209,7556,6263,3652.72%-3,261
ACHILLES THERAPEUTICS PLC4,100,0023,804,921-295,0814,6740-4,674
ACLARIS THERAPEUTICS INC(ACRS)14,250,00014,250,000035,34021,80317.65%-13,537
ISHARES TR260,0000-260,00026,0830-26,083
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