Propel Bio Management, LLC
- SEC CIK
- 0001969764
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 20
- +4 vs. Q3 2025
- Portfolio value
- $117.1M
- +$17.2M (+17.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 1,272,360 | $24.4M | 20.8% | 00.0% | Unchanged | History |
| ACHVAchieve Life Sciences, Inc. | COM | 3,786,425 | $18.8M | 16.1% | 00.0% | Unchanged | History |
| PHATPhathom Pharmaceuticals, Inc. | COM | 740,918 | $12.3M | 10.5% | +187,991+34.0% | Added | History |
| VRDNViridian Therapeutics, Inc. | COM | 282,531 | $8.79M | 7.5% | +192,531+213.9% | Added | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 4,118,321 | $8.32M | 7.1% | −1,006,569−19.6% | Reduced | History |
| KYTXKyverna Therapeutics, Inc. | COM | 666,666 | $6.27M | 5.4% | +666,666 | New | History |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 861,778 | $5.95M | 5.1% | +351,778+69.0% | Added | History |
| IVAInventiva S.A. | ADS | 1,000,000 | $4.65M | 4.0% | +1,000,000 | New | History |
| DCTHDelcath Systems, Inc. | COM NEW | 438,509 | $4.43M | 3.8% | 00.0% | Unchanged | History |
| ABEOAbeona Therapeutics Inc. | COM NEW | 830,780 | $4.38M | 3.7% | −143,242−14.7% | Reduced | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 154,300 | $4.19M | 3.6% | −700−0.5% | Reduced | History |
| NKTRNektar Therapeutics | COM NEW | 82,822 | $3.50M | 3.0% | +33,822+69.0% | Added | History |
| OCSOculis Holding AG | ORDINARY SHARES | 172,839 | $3.45M | 2.9% | +172,839 | New | History |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 652,881 | $2.44M | 2.1% | +652,881 | New | History |
| RGNXREGENXBIO Inc. | COM | 116,896 | $1.68M | 1.4% | +116,896 | New | History |
| LONALeonaBio, Inc. | COM | 149,279 | $1.13M | 1.0% | 00.0% | Unchanged | History |
| LENZLENZ Therapeutics, Inc. | COM | 59,085 | $945.4K | 0.8% | +59,085 | New | History |
| AARDAardvark Therapeutics, Inc. | COM | 46,408 | $609.1K | 0.5% | +46,408 | New | History |
| ZVRAZevra Therapeutics, Inc. | COM NEW | 63,683 | $570.6K | 0.5% | −168,191−72.5% | Reduced | History |
| KLRSKalaris Therapeutics, Inc. | COM | 42,053 | $354.9K | 0.3% | +42,053 | New | History |
Sold out since Q3 2025 (4)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| AKROAkero Therapeutics, Inc. | COM | 228,884 | $10.9M | 10.9% | History |
| APLTApplied Therapeutics, Inc. | COM | 11,285,420 | $6.83M | 6.8% | History |
| TCRXTScan Therapeutics, Inc. | COM | 1,932,304 | $3.52M | 3.5% | History |
| JSPRJasper Therapeutics, Inc. | COM NEW | 1,028,806 | $2.45M | 2.5% | History |