Propel Bio Management, LLC
•CIK: 1969764•Filing: Q4 2025
**Propel Bio Management, LLC** is a specialized investment vehicle managing $117M across a portfolio of 20 holdings. The fund exhibits a concentrated focus on the biotechnology sector, with its largest allocation at PAGP ($24.4M). Key positions also include SP4P ($18.8M) and PHAT ($12.3M), representing significant exposure to high-growth life science opportunities. This structure suggests a deep, conviction-driven approach within the biotech value chain.
Total AUM
$117.1M
QoQ Performance
+17.3%
Positions
20
Top 10 Concentration
83.9%
Latest Filing
Q4 2025
Top Holdings Allocation
PAGP
SP4P
PHAT
VRDN
MIST
KYTX
CMPS
PAGP20.8%
SP4P16.1%
PHAT10.5%
VRDN7.5%
MIST7.1%
KYTX5.4%
CMPS5.1%
IVA4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑4 increased
↓4 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023