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Propel Bio Management, LLC

SEC CIK
0001969764
Latest filing
Aug 13, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
28
−6 vs. Q4 2023
Portfolio value
$171.8M
+$51.2M (+42.4%) vs. Q4 2023
Filed
May 13, 2024
SEC
Holdings of Propel Bio Management, LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
APLTApplied Therapeutics, Inc.COM6,111,906$41.6M24.2%+736,924+13.7%AddedHistory
Simplify Exchange Traded Fun82889N632ENHANCED INM ETF1,492,581$28.0M16.3%+1,372,360+1,141.5%Added–
TCRXTScan Therapeutics, Inc.COM2,087,139$16.6M9.6%00.0%UnchangedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM43,032$11.5M6.7%+13,000+43.3%AddedHistory
ACHVAchieve Life Sciences, Inc.COM2,453,092$11.1M6.5%+2,453,092NewHistory
PHATPhathom Pharmaceuticals, Inc.COM869,927$9.24M5.4%+426,880+96.4%AddedHistory
AKROAkero Therapeutics, Inc.COM327,752$8.28M4.8%+227,700+227.6%AddedHistory
FULCFulcrum Therapeutics, Inc.COM750,000$7.08M4.1%00.0%UnchangedHistory
Avidity Biosciences, Inc.05370A108COM178,500$4.56M2.7%00.0%Unchanged–
DAWNDay One Biopharmaceuticals, Inc.Stock270,664$4.47M2.6%00.0%UnchangedHistory
ARDXArdelyx, Inc.COM594,174$4.34M2.5%00.0%UnchangedHistory
LONALeonaBio, Inc.COM1,492,792$4.09M2.4%00.0%UnchangedHistory
KURAKura Oncology, Inc.COM130,000$2.77M1.6%00.0%UnchangedHistory
TSATTelesat CorpCL A & CL B SHS290,781$2.50M1.5%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM56,359$2.27M1.3%00.0%UnchangedHistory
iShares Tr464288588MBS ETF22,400$2.07M1.2%00.0%Unchanged–
SNDXSyndax Pharmaceuticals IncCOM83,259$1.98M1.2%+83,259NewHistory
MIRMMirum Pharmaceuticals, Inc.COM70,000$1.76M1.0%00.0%UnchangedHistory
MRNSMarinus Pharmaceuticals, Inc.COM NEW180,100$1.63M0.9%00.0%UnchangedHistory
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM147,033$1.47M0.9%00.0%UnchangedHistory
STROSutro Biopharma, Inc.COM195,000$1.10M0.6%00.0%UnchangedHistory
TRVITrevi Therapeutics, Inc.COM260,000$897.0K0.5%+260,000NewHistory
XFORX4 Pharmaceuticals, IncCOM535,000$743.6K0.4%00.0%UnchangedHistory
EIGREiger BioPharmaceuticals, Inc.COM NEW146,381$731.9K0.4%+4,722+3.3%AddedConverted for a 1-for-31 splitHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF4,456$485.3K0.3%00.0%Unchanged–
Cybin Ord23256X100COM850,000$351.5K0.2%00.0%Unchanged–
Fidelity Inv Mmtrsy 1 680X9USDFIDTCOMM211,541$211.5K0.1%−4,560,848−95.6%Reduced–
Contra Chinook Therapeu169CVR016COM79,357$30.9K<0.1%00.0%Unchanged–

Sold out since Q4 2023 (9)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Propel Bio Management, LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
PAGPPlains GP Holdings LPLTD PARTNR INT A1,372,360$21.9M18.1%History
CRNXCrinetics Pharmaceuticals, Inc.COM165,000$5.87M4.9%History
Vanguard Short-Term Bond ETF921937827ETF27,712$2.13M1.8%–
iShares Tr46434VBG4IBONDS DEC24 ETF85,442$2.13M1.8%–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF45,695$1.36M1.1%–
iShares Tr46434V1000-5YR INVT GR CP12,148$597.7K0.5%–
SPDR Series Trust78468R200ST STR RATE ETF9,267$283.5K0.2%–
HRTXHeron Therapeutics, Inc.COM104,195$177.1K0.1%History
AGIOAgios Pharmaceuticals, Inc.COM5,792$129.0K0.1%History