Nextech Invest, Ltd.
- SEC CIK
- 0001595430
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 16
- +1 vs. Q3 2025
- Portfolio value
- $1.03B
- +$377.4M (+57.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RVMDRevolution Medicines, Inc. | COM | 7,601,087 | $605.4M | 58.5% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 4,055,861 | $106.6M | 10.3% | 00.0% | Unchanged | History |
| TNGXTango Therapeutics, Inc. | COM | 7,266,081 | $64.4M | 6.2% | +1,732,101+31.3% | Added | History |
| ORICOric Pharmaceuticals, Inc. | COM | 7,162,637 | $58.6M | 5.7% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 4,701,506 | $39.8M | 3.8% | +855,097+22.2% | Added | History |
| ZYMEZymeworks Inc. | COM | 1,113,946 | $29.3M | 2.8% | 00.0% | Unchanged | History |
| ALMSAlumis Inc. | COM | 2,915,998 | $28.5M | 2.8% | 00.0% | Unchanged | History |
| KYMRKymera Therapeutics, Inc. | COM | 278,896 | $21.7M | 2.1% | −62,013−18.2% | Reduced | History |
| ENGNenGene Therapeutics Inc. | COM | 2,124,943 | $19.2M | 1.9% | +2,124,943 | New | History |
| MRSNMersana Therapeutics, Inc. | COMMON STOCK | 482,689 | $14.0M | 1.3% | 00.0% | Unchanged | History |
| CGEMCullinan Therapeutics, Inc. | COM | 1,141,145 | $11.8M | 1.1% | 00.0% | Unchanged | History |
| CNTXContext Therapeutics Inc. | COM | 7,419,355 | $10.9M | 1.1% | 00.0% | Unchanged | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 660,703 | $7.70M | 0.7% | 00.0% | Unchanged | History |
| ARVNArvinas, Inc. | COM | 539,394 | $6.40M | 0.6% | −869,000−61.7% | Reduced | History |
| SLNSilence Therapeutics plc | ADS | 952,400 | $5.79M | 0.6% | 00.0% | Unchanged | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 279,237 | $4.38M | 0.4% | +279,237 | New | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.