Propel Bio Management, LLC

Q1 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$158,659
Net value change ($000)
+41,535 (35.5%)
New positions
22
Sold out positions
4
Turnover %
37.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CORT 6,022 NEW
PAGP 5,827 23.9%
VOR 5,587 NEW
DCTH 4,730 106.8%
OBIO 3,831 NEW
FDMT 3,581 NEW
OCUL 3,226 NEW
UPB 3,100 NEW
AQST 2,951 NEW
EYPT 2,789 NEW
Top Reduces (Value $000, Stocks/ETFs)
ACHV -7,450 -39.6%
VRDN -4,704 -53.5%
NKTR -3,502 -100.0%
MIST -3,237 -38.9%
PHAT -2,938 -23.9%
CMPS -1,828 -30.7%
RGNX -1,683 -100.0%
LENZ -945 -100.0%
KYTX -681 -10.9%
IVA -655 -14.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type