Nextech Invest Ltd. — 13F Holdings & Portfolio
CIK 1595430 · latest 13F-HR filed 2026-08-14
Nextech Invest Ltd. manages $2.11B in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RVMD (67.55%), PBLS (6.06%), RLAY (6.02%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 4, added to 7, 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.
ZURICH 8001
$2.11B
Long-equity book
16
Distinct positions
2026-06-30
Filed 2026-08-14
+2 / −4 / ↑7 / ↓4
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- REVOLUTION MEDICINES INC$684.3M +92.6%
- RELAY THERAPEUTICS INC$71.8M +130.6%
- ALUMIS INC$21.6M +27.7%
- MONTE ROSA THERAPEUTICS INC$13.4M +268.1%
- ARVINAS INC$11.4M +199.4%
Top Trims
- TYRA BIOSCIENCES INC-$41.8M -26.9%
- CONTEXT THERAPEUTICS INC-$15.3M -78.9%
- ORIC PHARMACEUTICALS INC-$13.2M -14.5%
- CYTOMX THERAPEUTICS INC.-$4.2M -20.2%
Exited Positions
- TANGO THERAPEUTICS INC$152.0M
- CULLINAN THERAPEUTICS INC$16.2M
- ENGENE HOLDINGS INC$15.8M
- ARS PHARMACEUTICALS INC$4.9M
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 | $1.42B | 67.55% | 7,601,087 | SH |
| 2 | PARABILIS MEDICINES INC | PBLS | 698955101 | $127.6M | 6.06% | 4,663,176 | SH |
| 3 | RELAY THERAPEUTICS INC | RLAY | 75943R102 | $126.8M | 6.02% | 6,776,506 | SH |
| 4 | TYRA BIOSCIENCES INC | TYRA | 90240B106 | $113.5M | 5.39% | 3,553,585 | SH |
| 5 | ALUMIS INC | ALMS | 022307102 | $99.6M | 4.73% | 3,540,998 | SH |
| 6 | ORIC PHARMACEUTICALS INC | ORIC | 68622P109 | $77.6M | 3.68% | 7,162,637 | SH |
| 7 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $32.0M | 1.52% | 278,896 | SH |
| 8 | ZYMEWORKS INC | ZYME | 98985Y108 | $29.1M | 1.38% | 1,113,946 | SH |
| 9 | MONTE ROSA THERAPEUTICS INC | GLUE | 61225M102 | $18.4M | 0.87% | 761,153 | SH |
| 10 | CYTOMX THERAPEUTICS INC. | CTMX | 23284F105 | $16.7M | 0.79% | 4,449,932 | SH |
| 11 | AVALO THERAPEUTICS INC | ARVN | 04335A105 | $14.2M | 0.67% | 766,000 | SH |
| 12 | SILENCE THERAPEUTICS PLC | SLN | 82686Q101 | $10.5M | 0.50% | 952,400 | SH |
| 13 | CORVUS PHARMACEUTICALS INC | CRVS | 221015100 | $6.7M | 0.32% | 450,000 | SH |
| 14 | CONTEXT THERAPEUTICS INC | CNTX | 21077P108 | $4.1M | 0.20% | 7,419,355 | SH |
| 15 | ENGENE THERAPEUTICS INC | ENGN | 29286X101 | $4.0M | 0.19% | 2,324,943 | SH |
| 16 | ARVINAS INC | ARVN | 04335A105 | $3.0M | 0.14% | 356,713 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $2.11B | 16 | 0001595430-26-000010 |
| 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 |