Fund HoldingsBML Capital Management, LLC

Total Portfolio Value
$140.13M
Total Bought
$19.44M
Total Sold
$31.09M
Net Transaction
-$11.65M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
TECTONIC THERAPEUTIC INC0466,047+466,04707,6765.48%+7,676
ACLARIS THERAPEUTICS INC(ACRS)9,395,93412,988,134+3,592,20011,65114,28710.20%+2,636
VANDA PHARMACEUTICALS INC0398,280+398,28002,2501.61%+2,250
WINGSTOP INC(WING)(Put)800714-861,8293,583+1,754
ADVERUM BIOTECHNOLOGIES INC833,1171,966,000+1,132,88311,78013,4879.62%+1,706
ORAMED PHARMACEUTICALS INC844,4961,349,038+504,5422,4663,4672.47%+1,001
IKENA ONCOLOGY INC0585,114+585,11409650.69%+965
ACHILLES THERAPEUTICS PLC0625,174+625,17405100.36%+510
RENEO PHARMACEUTICALS INC2,177,9132,672,194+494,2813,6154,0352.88%+420
MILESTONE PHARMACEUTICALS IN606,1451,102,895+496,7501,0851,4561.04%+371
ALLOVIR INC200,464603,086+402,6221514360.31%+285
INSTIL BIO INC348,735391,103+42,3683,7664,0242.87%+258
VERRICA PHARMACEUTICALS INC180,000180,00001,0661,3120.94%+247
LISATA THERAPEUTICS INC284,669284,66908889880.70%+100
ISHARES TR270,000270,000027,19227,19219.40%0
TALIS BIOMEDICAL CORP42,74342,74303743700.26%-4
SPDR SER TR
ST STR BLO 1 ETF
200,000200,000018,36018,35613.10%-4
ASTROTECH CORP220,410220,41001,9731,9621.40%-11
CALCIMEDICA INC160,424160,42406676350.45%-32
ATHIRA PHARMA INC900,000900,00002,4662,3851.70%-81
PMV PHARMACEUTICALS INC1,306,4901,309,397+2,9072,2212,1211.51%-100
NEXTCURE INC306,465276,465-30,0006834400.31%-244
VISTAGEN THERAPEUTICS INC150,000150,00007925220.37%-270
FORTE BIOSCIENCES INC1,761,7021,761,70201,2269460.68%-280
LENZ THERAPEUTICS INC63,91663,91601,4271,1050.79%-322
Q32 BIO INC24,8940-24,8944240-424
ABERCROMBIE & FITCH CO(Put)1000-1004700-470
CONNECT BIOPHARMA HLDGS LTD2,061,3382,043,248-18,0903,5873,1062.22%-481
ENLIVEN THERAPEUTICS INC50,1000-50,1008810-881
ARCA BIOPHARMA INC706,9300-706,9301,2440-1,244
ATEA PHARMACEUTICALS INC5,536,7106,375,621+838,91122,36821,10315.06%-1,265
KINNATE BIOPHARMA INC498,8510-498,8511,3270-1,327
DESIGN THERAPEUTICS INC(DSGN)879,478421,749-457,7293,5441,4131.01%-2,131
AVROBIO INC4,001,6270-4,001,6275,1220-5,122
ELIEM THERAPEUTICS INC2,193,7420-2,193,7426,0110-6,011
CYTEIR THERAPEUTICS INC3,654,0530-3,654,05310,9990-10,999
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