Nextech Invest, Ltd. — 13F Holdings & Portfolio
CIK 1595430 · latest 13F-HR filed 2026-05-15
Nextech Invest, Ltd. manages $1.42B in 13F-reported U.S. long-equity assets across 17 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are RVMD (52.02%), TYRA (10.93%), TNGX (10.70%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 10, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.42B
Long-equity book
17
Distinct positions
2026-03-31
Filed 2026-05-15
+2 / −1 / ↑10 / ↓4
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- REVOLUTION MEDICINES INC$133.8M +22.1%
- TANGO THERAPEUTICS INC$87.6M +136.1%
- ALUMIS INC$49.5M +174.1%
- TYRA BIOSCIENCES INC$48.7M +45.7%
- ORIC PHARMACEUTICALS INC$32.2M +54.9%
Top Trims
- ENGENE HOLDINGS INC-$3.4M -17.5%
- ARS PHARMACEUTICALS INC-$2.8M -36.3%
- SILENCE THERAPEUTICS PLC-$771.4K -13.3%
- ARVINAS INC-$679.6K -10.6%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $739.2M | 52.02% | 7,601,087 | SH |
| 2 | TYRA BIOSCIENCES INC | TYRA | 90240B106 | $155.3M | 10.93% | 4,055,861 | SH |
| 3 | TANGO THERAPEUTICS INC | TNGX | 87583X109 | $152.0M | 10.70% | 7,266,081 | SH |
| 4 | ORIC PHARMACEUTICALS INC | ORIC | 68622P109 | $90.8M | 6.39% | 7,162,637 | SH |
| 5 | ALUMIS INC | ALMS | 022307102 | $78.0M | 5.49% | 3,540,998 | SH |
| 6 | RELAY THERAPEUTICS INC | RLAY | 75943R102 | $55.0M | 3.87% | 5,526,506 | SH |
| 7 | ZYMEWORKS INC | ZYME | 98985Y108 | $27.9M | 1.96% | 1,113,946 | SH |
| 8 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $23.2M | 1.63% | 278,896 | SH |
| 9 | CYTOMX THERAPEUTICS INC. | CTMX | 23284F105 | $20.9M | 1.47% | 4,449,932 | SH |
| 10 | CONTEXT THERAPEUTICS INC | CNTX | 21077P108 | $19.4M | 1.37% | 7,419,355 | SH |
| 11 | CULLINAN THERAPEUTICS INC | CGEM | 230031106 | $16.2M | 1.14% | 1,141,145 | SH |
| 12 | ENGENE HOLDINGS INC | ENGNW | 29286M105 | $15.8M | 1.11% | 2,324,943 | SH |
| 13 | CORVUS PHARMACEUTICALS INC | CRVS | 221015100 | $6.6M | 0.46% | 450,000 | SH |
| 14 | ARVINAS INC | ARVN | 04335A105 | $5.7M | 0.40% | 539,394 | SH |
| 15 | SILENCE THERAPEUTICS PLC | SLN | 82686Q101 | $5.0M | 0.35% | 952,400 | SH |
| 16 | MONTE ROSA THERAPEUTICS INC | GLUE | 61225M102 | $5.0M | 0.35% | 304,237 | SH |
| 17 | ARS PHARMACEUTICALS INC | SPRY | 82835W108 | $4.9M | 0.35% | 610,703 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $1.42B | 17 | 0001595430-26-000005 |
| 2025-12-31 | 2026-02-17 | $1.03B | 16 | 0001595430-26-000002 |
| 2025-09-30 | 2025-11-14 | $657.0M | 15 | 0001595430-25-000007 |