Propel Bio Management, LLC 13F 持仓 · 2026年Q2
Propel Bio Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 29 只证券，申报市值合计 1.91 亿美元。前几大持仓：PAGP（16.16%）、ACHV（13.79%）、CORT（6.21%）。本季前 25 大持仓中：新建仓 3 只、增持 11 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PAGP | PLAINS GP HOLDINGS LP-CL | $30.9M | 16.16% | 1.3M | 持平 |
| 2 | ACHV | ACHIEVE LIFE SCIENCES INC | $26.3M | 13.79% | 4.0M | 增持 |
| 3 | CORT | CORCEPT THERAPEUTICS INC | $11.9M | 6.21% | 136,499 | 减持 |
| 4 | PHAT | PHATHOM PHARMACEUTICALS I | $11.4M | 5.96% | 1.1M | 增持 |
| 5 | DCTH | DELCATH SYSTEMS INC | $11.0M | 5.74% | 871,460 | 减持 |
| 6 | MIST | MILESTONE PHARMACEUTICALS | $10.0M | 5.21% | 7.4M | 增持 |
| 7 | CMPS | COMPASS PATHWAYS PLC | $8.1M | 4.24% | 573,086 | 减持 |
| 8 | KYTX | KYVERNA THERAPEUTICS INC | $7.9M | 4.12% | 883,198 | 增持 |
| 9 | ARTV | ARTIVA BIOTHERAPEUTICS IN | $6.8M | 3.54% | 696,436 | 增持 |
| 10 | ABEO | ABEONA THERAPEUTICS INC | $6.1M | 3.18% | 983,070 | 减持 |
| 11 | AQST | AQUESTIVE THERAPEUTICS IN | $6.0M | 3.14% | 1.4M | 增持 |
| 12 | PALI | PALISADE BIO INC | $5.4M | 2.82% | 2.6M | 增持 |
| 13 | IMUX | IMMUNIC INC | $5.0M | 2.61% | 325,022 | 新建仓 |
| 14 | IVA | INVENTIVA SA - ADR | $4.8M | 2.53% | 1.3M | 增持 |
| 15 | SABS | SAB BIOTHERAPEUTICS INC | $4.2M | 2.20% | 1.1M | 增持 |
| 16 | CLDX | CELLDEX THERAPEUTICS INC | $3.9M | 2.02% | 103,695 | 减持 |
| 17 | OBIO | ORCHESTRA BIOMED HOLDINGS | $3.9M | 2.02% | 896,701 | 持平 |
| 18 | ZVRA | ZEVRA THERAPEUTICS INC | $3.6M | 1.90% | 253,544 | 减持 |
| 19 | OCUL | OCULAR THERAPEUTIX INC | $3.5M | 1.84% | 357,966 | 减持 |
| 20 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $3.4M | 1.76% | 252,654 | 减持 |
| 21 | OVID | OVID THERAPEUTICS INC | $3.0M | 1.57% | 1.1M | 增持 |
| 22 | EYPT | EYEPOINT INC | $2.7M | 1.43% | 191,745 | 减持 |
| 23 | UPB | UPSTREAM BIO INC | $2.4M | 1.27% | 350,389 | 增持 |
| 24 | SCYX | SCYNEXIS INC | $2.2M | 1.16% | 543,478 | 新建仓 |
| 25 | SLN | SILENCE THERAPEUTICS PLC | $2.1M | 1.10% | 191,733 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR