Propel Bio Management, LLC

CIK: 0001969764SEC EDGAR →

Portfolio Value

$117.1M

Holdings

20

As of

Q4 2025

New Positions

16

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

PLAINS GP HLDGS L P

1,272,360$24.4M
20.79%
2

ACHIEVE LIFE SCIENCES INC

3,786,425$18.8M
16.07%
3

PHATHOM PHARMACEUTICALS INC

740,918$12.3M
10.49%
4

VIRIDIAN THERAPEUTICS INC

282,531$8.8M
7.51%
5

MILESTONE PHARMACEUTICALS

4,118,321$8.3M
7.10%
6

KYVERNA THERAPEUTICS INC

666,666$6.3M
5.35%
7

COMPASS PATHWAYS PLC

861,778$5.9M
5.08%
8

INVENTIVA SA - ADR

1,000,000$4.7M
3.97%
9

DELCATH SYSTEMS INC

438,509$4.4M
3.78%
10

ABEONA THERAPEUTICS INC

830,780$4.4M
3.74%

Quarterly Changes

Top Buys

VRDN↑ Increased
$6.8M
KYTXNEW
$6.3M
PHAT↑ Increased
$5.8M
IVANEW
$4.7M
OCSNEW
$3.5M

Top Sells

AKROCLOSED
$10.9M
APLTCLOSED
$6.8M
TCRXCLOSED
$3.5M
JSPRCLOSED
$2.4M
MIST↓ Decreased
$1.9M

New Positions (8)

$6.3M · 667K shares
$4.7M · 1.0M shares
$3.5M · 173K shares
$2.4M · 653K shares
$1.7M · 117K shares
$945K · 59K shares
$609K · 46K shares
$354K · 42K shares

Closed Positions (4)

$10.9M · 229K shares
$6.8M · 11.3M shares
$3.5M · 1.9M shares
$2.4M · 1.0M shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare17$69.8M59.6%
Energy1$24.4M20.8%
Unknown2$23.0M19.6%