Nextech Invest, Ltd.
- SEC CIK
- 0001595430
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 15
- −2 vs. Q1 2026
- Portfolio value
- $2.11B
- +$686.3M (+48.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RVMDRevolution Medicines, Inc. | COM | 7,601,087 | $1.42B | 67.6% | 00.0% | Unchanged | History |
| PBLSParabilis Medicines, Inc. | Stock | 4,663,176 | $127.6M | 6.1% | +4,663,176 | New | History |
| RLAYRelay Therapeutics, Inc. | COM | 6,776,506 | $126.8M | 6.0% | +1,250,000+22.6% | Added | History |
| TYRATyra Biosciences, Inc. | COM | 3,553,585 | $113.5M | 5.4% | −502,276−12.4% | Reduced | History |
| ALMSAlumis Inc. | COM | 3,540,998 | $99.6M | 4.7% | 00.0% | Unchanged | History |
| ORICOric Pharmaceuticals, Inc. | COM | 7,162,637 | $77.6M | 3.7% | 00.0% | Unchanged | History |
| KYMRKymera Therapeutics, Inc. | COM | 278,896 | $32.0M | 1.5% | 00.0% | Unchanged | History |
| ZYMEZymeworks Inc. | COM | 1,113,946 | $29.1M | 1.4% | 00.0% | Unchanged | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 761,153 | $18.4M | 0.9% | +456,916+150.2% | Added | History |
| ARVNArvinas, Inc. | COM | 1,122,713 | $17.1M | 0.8% | +583,319+108.1% | Added | History |
| CTMXCytomX Therapeutics, Inc. | COM | 4,449,932 | $16.7M | 0.8% | 00.0% | Unchanged | History |
| SLNSilence Therapeutics plc | ADS | 952,400 | $10.5M | 0.5% | 00.0% | Unchanged | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 450,000 | $6.72M | 0.3% | 00.0% | Unchanged | History |
| CNTXContext Therapeutics Inc. | COM | 7,419,355 | $4.11M | 0.2% | 00.0% | Unchanged | History |
| ENGNenGene Therapeutics Inc. | COM | 2,324,943 | $4.02M | 0.2% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| TNGXTango Therapeutics, Inc. | COM | 7,266,081 | $152.0M | 10.7% | History |
| CGEMCullinan Therapeutics, Inc. | COM | 1,141,145 | $16.2M | 1.1% | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 610,703 | $4.90M | 0.3% | History |