Fund · CIK 1595430 · concentrated
Nextech Invest Ltd.
Jun 30, 2026Filed Aug 14, 2026 · SEC filing ↗
Reported value$2.1B +48%
Positions15
Opened · sold out2 · 4
Holdings
Share positions at Jun 30, 2026| Stock | % of fund | Value | Shares | Since Q1 2026 |
|---|---|---|---|---|
| RVMDRevolution Medicines IncStock | 67.6% | $1.4B | 7,601,087 | Held |
| PBLSParabilis Medicines IncStock | 6.1% | $128M | 4,663,176 | New |
| RLAYRelay Therapeutics IncStock | 6.0% | $127M | 6,776,506 | Added +23% |
| TYRATyra Biosciences IncCOMMON STOCK | 5.4% | $114M | 3,553,585 | Cut −12% |
| ALMSAlumis IncCOM | 4.7% | $99.6M | 3,540,998 | Held |
| ORICOric Pharmaceuticals IncCOM | 3.7% | $77.6M | 7,162,637 | Held |
| KYMRKymera Therapeutics IncCOM | 1.5% | $32.0M | 278,896 | Held |
| ZYMEZymeworks IncCOM | 1.4% | $29.1M | 1,113,946 | Held |
| GLUEMonte Rosa Therapeutics IncCOM | 0.9% | $18.4M | 761,153 | Added +150% |
| ARVNArvinas IncCOM | 0.8% | $17.1M | 1,122,713 | Added +108% |
| CTMXCytomx Therapeutics IncCOMMON STOCK | 0.8% | $16.7M | 4,449,932 | Held |
| SLNSilence Therapeutics Plc-AdrADS | 0.5% | $10.5M | 952,400 | Held |
| CRVSCorvus Pharmaceuticals IncCOM | 0.3% | $6.7M | 450,000 | Held |
| CNTXContext Therapeutics IncCOMMON STOCK | 0.2% | $4.1M | 7,419,355 | Held |
| ENGNEngene Therapeutics IncCOM | 0.2% | $4.0M | 2,324,943 | New |
Sold out
Held at Mar 31, 2026, gone at Jun 30, 2026| Stock | % of fund in Q1 2026 | Value in Q1 2026 |
|---|---|---|
| TNGXTango Therapeutics IncCOM | 10.7% | $152M |
| CGEMCullinan Therapeutics IncCOM | 1.1% | $16.2M |
| enGene Holdings Inc.Common StockMerged away or delisted | 1.1% | $15.8M |
| SPRYArs Pharmaceuticals IncCOM | 0.3% | $4.9M |