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CIK: 0001969764
Total reported value
$191.1M
$191.1M
20 檔
38.0%
At the close of Q4 2025, Propel Bio Management, LLC disclosed equity holdings valued at approximately $191.1M, spread across 20 reported holdings.
In Q4 2025, Propel Bio Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 20.79% | -2.86% | — | |
| 2 | ACHV | Achieve Life Sciences Inc | Stock-Other | 16.07% | +6.62% | — | |
| 3 | PHAT | Phathom Pharmaceuticals Inc | Stock-Other | 10.49% | +0.06% | +34.00% | |
| 4 | VRDN | Viridian Therapeutics Inc | Stock-Other | 7.51% | -2.58% | EXIT | |
| 5 | MIST | Milestone Pharmaceuticals In | Stock-Other | 7.10% | +2.01% | -19.64% | |
| 6 | KYTX | Kyverna Therapeutics Inc | Stock-Other | 5.35% | +0.60% | — | |
| 7 | CMPS | Compass Pathways PLC | Stock-Other | 5.08% | +1.64% | +68.98% | |
| 8 | IVA | Inventiva SA - Adr | Stock-Other | 3.97% | +0.01% | — | |
| 9 | DCTH | Delcath Systems Inc | Stock-Other | 3.78% | -0.03% | — | |
| 10 | ABEO | Abeona Therapeutics Inc | Stock-Other | 3.74% | -0.61% | -14.71% | |
| 11 | CLDX | Celldex Therapeutics Inc | Stock-Other | 3.58% | -0.59% | -0.45% | |
| 12 | NKTR | Nektar Therapeutics | Stock-Other | 2.99% | — | +69.02% | |
| 13 | OCS | Oculis Holding AG | Stock-Other | 2.95% | -2.07% | EXIT | |
| 14 | SABS | Sab Biotherapeutics Inc | Stock-Other | 2.08% | -0.25% | — | |
| 15 | RGNX | Regenxbio Inc | Stock-Other | 1.44% | — | — | |
| 16 | LONA | Leonabio Inc | Stock-Other | 0.96% | -0.22% | — | |
| 17 | LENZ | Lenz Therapeutics Inc | Stock-Other | 0.81% | — | — | |
| 18 | AARD | Aardvark Therapeutics Inc | Stock-Other | 0.52% | — | — | |
| 19 | ZVRA | Zevra Therapeutics Inc | Stock-Other | 0.49% | +0.24% | -72.54% | |
| 20 | KLRS | Kalaris Therapeutics Inc | Stock-Other | 0.30% | -1.08% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VRDN | Viridian Therapeutics Inc | +5.6% | +213.92% | Add |
| 2 | ACHV | Achieve Life Sciences Inc | +4.1% | — | Unchanged |
| 3 | PHAT | Phathom Pharmaceuticals Inc | +4% | +34.00% | Add |
| 4 | CMPS | Compass Pathways PLC | +2.2% | +68.98% | Add |
| 5 | LONA | Leonabio Inc | +0.3% | — | Unchanged |
| 6 | NKTR | Nektar Therapeutics | +0.2% | +69.02% | Add |
| 7 | CLDX | Celldex Therapeutics Inc | -0.4% | -0.45% | Trim |
| 8 | DCTH | Delcath Systems Inc | -0.9% | — | Unchanged |
| 9 | ABEO | Abeona Therapeutics Inc | -1.4% | -14.71% | Trim |
| 10 | ZVRA | Zevra Therapeutics Inc | -1.7% | -72.54% | Trim |
| 11 | PAGP | Plains Gp Holdings Lp-cl A | -2.4% | — | Unchanged |
| 12 | MIST | Milestone Pharmaceuticals In | -3.2% | -19.64% | Trim |
| 13 | AKRO | Akero Therapeutics Inc | — | EXIT | Sold out |
| 14 | APLT | Applied Therapeutics Inc | — | EXIT | Sold out |
| 15 | KYTX | Kyverna Therapeutics Inc | — | NEW | New buy |
| 16 | IVA | Inventiva SA - Adr | — | NEW | New buy |
| 17 | TCRX | Tscan Therapeutics Inc | — | EXIT | Sold out |
| 18 | OCS | Oculis Holding AG | — | NEW | New buy |
| 19 | JSPR | Jasper Therapeutics Inc | — | EXIT | Sold out |
| 20 | SABS | Sab Biotherapeutics Inc | — | NEW | New buy |
| 21 | RGNX | Regenxbio Inc | — | NEW | New buy |
| 22 | LENZ | Lenz Therapeutics Inc | — | NEW | New buy |
| 23 | AARD | Aardvark Therapeutics Inc | — | NEW | New buy |
| 24 | KLRS | Kalaris Therapeutics Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Propel Bio Management, LLC reported a total U.S. public equity portfolio value of $191.1M across 20 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including PAGP, ACHV, PHAT) accounted for 38.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
KYTX
市值: $6.3M
Top Position Liquidated / Trimmed
AKRO
前期市值: $10.9M
During Q4 2025, Propel Bio Management, LLC's top holdings by market value included PAGP (20.8%)、ACHV (16.1%)、PHAT (10.5%). The largest single position, PAGP, represented 20.8% of total portfolio value.
In Q4 2025, Propel Bio Management, LLC made 20 total portfolio adjustments, initiating 8 new buys, adding to 4 positions, trimming 4 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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