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Nextech Invest, Ltd.

SEC CIK
0001595430
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
15
−1 vs. Q2 2025
Portfolio value
$657.0M
+$128.6M (+24.3%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Nextech Invest, Ltd. in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
RVMDRevolution Medicines, Inc.COM7,601,087$355.0M54.0%00.0%UnchangedHistory
ORICOric Pharmaceuticals, Inc.COM7,162,637$86.0M13.1%00.0%UnchangedHistory
TYRATyra Biosciences, Inc.COM4,055,861$56.7M8.6%00.0%UnchangedHistory
TNGXTango Therapeutics, Inc.COM5,533,980$46.5M7.1%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM3,846,409$20.1M3.1%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM340,909$19.3M2.9%00.0%UnchangedHistory
ZYMEZymeworks Inc.COM1,113,946$19.0M2.9%00.0%UnchangedHistory
ARVNArvinas, Inc.COM1,408,394$12.0M1.8%00.0%UnchangedHistory
ALMSAlumis Inc.COM2,915,998$11.6M1.8%00.0%UnchangedHistory
CNTXContext Therapeutics Inc.COM7,419,355$7.19M1.1%00.0%UnchangedHistory
CGEMCullinan Therapeutics, Inc.COM1,141,145$6.77M1.0%00.0%UnchangedHistory
SPRYARS Pharmaceuticals, Inc.COM660,703$6.64M1.0%−81,026−10.9%ReducedHistory
SLNSilence Therapeutics plcADS952,400$4.94M0.8%00.0%UnchangedHistory
MRSNMersana Therapeutics, Inc.COMMON STOCK482,689$3.75M0.6%00.0%UnchangedConverted for a 1-for-25 splitHistory
BOLDBoundless Bio, Inc.COM1,228,069$1.51M0.2%00.0%UnchangedHistory

Sold out since Q2 2025 (1)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Nextech Invest, Ltd. sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
CRGXCARGO Therapeutics, Inc.COM2,642,502$10.9M2.1%History