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Portfolio (Quarterly) Guide ↗

Propel Bio Management, LLC

· CIK 0001969764
13F Portfolio $159M AUM 38 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 6 Added 6 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 KYTX KYVERNA THERAPEUTICS INC Healthcare 644,421.0 $5.6M 3.52% -22K -3.3% $8.67 -0.7%
2 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 131,364.0 $4.1M 2.61% -23K -14.9% $31.48 -2.0%
3 CMPS COMPASS PATHWAYS PLC Healthcare 742,049.0 $4.1M 2.60% -120K -13.9% $5.55 +120.3%
4 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 210,163.0 $4.1M 2.58% -72K -25.6% $19.45 -12.6%
5 IVA INVENTIVA SA Healthcare 724,678.0 $4.0M 2.52% -275K -27.5% $5.51 -6.4%
6 OCULIS HOLDING AG 122,223.0 $3.3M 2.07% -51K -29.3% $26.83

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 75.4%
Energy 24.6%