Fund HoldingsPropel Bio Management, LLC

Total Portfolio Value
$158.66M
Total Bought
$66.74M
Total Sold
$14.84M
Net Transaction
+$51.90M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CORCEPT THERAPEUTICS INC(CORT)0147,828+147,82806,0223.80%+6,022
PLAINS GP HLDGS L P(PAGP)1,272,3601,272,360024,35330,18019.02%+5,827
VOR BIOPHARMA INC(VOR)0314,543+314,54305,5873.52%+5,587
DELCATH SYS INC438,509979,698+541,1894,4299,1595.77%+4,731
ORCHESTRA BIOMED HLDGS INC0896,701+896,70103,8312.41%+3,831
4D MOLECULAR THERAPEUTICS IN0380,420+380,42003,5812.26%+3,581
OCULAR THERAPEUTIX INC(OCUL)0382,375+382,37503,2262.03%+3,226
UPSTREAM BIO INC0341,779+341,77903,1001.95%+3,100
AQUESTIVE THERAPEUTICS INC0710,988+710,98802,9511.86%+2,951
EYEPOINT INC(EYPT)0215,825+215,82502,7891.76%+2,789
TREVI THERAPEUTICS INC(TRVI)0223,802+223,80202,6471.67%+2,647
IMMUNIC INC02,344,779+2,344,77902,6201.65%+2,620
COHERUS ONCOLOGY INC01,420,550+1,420,55002,4131.52%+2,413
ZEVRA THERAPEUTICS INC63,683282,418+218,7355712,6411.66%+2,070
OVID THERAPEUTICS INC0921,457+921,45702,0381.28%+2,038
PALISADE BIO INC01,115,000+1,115,00001,9971.26%+1,997
UNIQURE NV(QURE)0104,772+104,77201,7131.08%+1,713
ABEONA THERAPEUTICS INC830,7801,329,899+499,1194,3786,0083.79%+1,630
SAB BIOTHERAPEUTICS INC652,8811,012,790+359,9092,4423,8862.45%+1,445
NUVATION BIO INC(NUVB)0329,296+329,29601,4130.89%+1,413
KALARIS THERAPEUTICS INC42,053295,771+253,7183551,7211.08%+1,366
MAZE THERAPEUTICS INC(MAZE)043,798+43,79801,3070.82%+1,307
EVOMMUNE INC055,664+55,66401,2800.81%+1,280
CORVUS PHARMACEUTICALS INC(CRVS)085,791+85,79101,2510.79%+1,251
ALDEYRA THERAPEUTICS INC0730,606+730,60601,2350.78%+1,235
ARTIVA BIOTHERAPEUTICS INC0146,369+146,36909500.60%+950
CONNECT BIOPHARMA HLDGS LTD0209,493+209,49305540.35%+554
LEONABIO INC149,279149,27901,1301,4960.94%+366
SATELLOS BIOSCIENCE INC010,145+10,1450570.04%+57
CELLDEX THERAPEUTICS INC NEW(CLDX)154,300131,364-22,9364,1914,1352.61%-56
OCULIS HOLDING AG172,839122,223-50,6163,4523,2792.07%-172
AARDVARK THERAPEUTICS INC46,4080-46,4086090-609
INVENTIVA SA(IVA)1,000,000724,678-275,3224,6503,9952.52%-655
KYVERNA THERAPEUTICS INC666,666644,421-22,2456,2675,5863.52%-681
LENZ THERAPEUTICS INC59,0850-59,0859450-945
REGENXBIO INC116,8960-116,8961,6830-1,683
COMPASS PATHWAYS PLC(CMPS)861,778742,049-119,7295,9464,1182.60%-1,828
PHATHOM PHARMACEUTICALS INC(PHAT)740,918841,272+100,35412,2929,3545.90%-2,937
MILESTONE PHARMACEUTICALS IN4,118,3214,118,32108,3195,0823.20%-3,237
NEKTAR THERAPEUTICS(NKTR)82,8220-82,8223,5020-3,502
VIRIDIAN THERAPEUTICS INC(VRDN)282,531210,163-72,3688,7924,0882.58%-4,705
ACHIEVE LIFE SCIENCES INC3,786,4253,786,425018,81911,3697.17%-7,450
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