Nextech Invest Ltd. reported 15 positions worth $2.11B for the quarter ended Jun 30, 2026, up 48.3% on the prior quarter. It opened 1 new position, added to 3, trimmed 1 and exited 3. Its largest holding is Revolution Medicines, Inc. at 67.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PBLS Parabilis Medicines, Inc. | +4.66M | $127.63M | 6.06% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | RVMD Revolution Medicines, Inc. | Healthcare | 7.60M | $1.42B | 67.55% | 0 | 0.0% | Unchanged | 3.55% |
| 2 | PBLS Parabilis Medicines, Inc. | Healthcare | 4.66M | $127.63M | 6.06% | +4.66M | – | New | 3.82% |
| 3 | RLAY Relay Therapeutics, Inc. | Healthcare | 6.78M | $126.79M | 6.02% | +1.25M | +22.6% | Added | 3.1% |
| 4 | TYRA Tyra Biosciences, Inc. | Healthcare | 3.55M | $113.50M | 5.39% | -502.3K | -12.4% | Reduced | 5.38% |
| 5 | ALMS Alumis Inc. | Healthcare | 3.54M | $99.64M | 4.73% | 0 | 0.0% | Unchanged | 2.77% |
| 6 | ORIC Oric Pharmaceuticals, Inc. | Healthcare | 7.16M | $77.57M | 3.68% | 0 | 0.0% | Unchanged | 6.63% |
| 7 | KYMR Kymera Therapeutics, Inc. | Healthcare | 278.9K | $31.98M | 1.52% | 0 | 0.0% | Unchanged | 0.28% |
| 8 | ZYME Zymeworks Inc. | Healthcare | 1.11M | $29.12M | 1.38% | 0 | 0.0% | Unchanged | 1.53% |
| 9 | GLUE Monte Rosa Therapeutics, Inc. | Healthcare | 761.2K | $18.42M | 0.874% | +456.9K | +150.2% | Added | 0.75% |
| 10 | ARVN Arvinas, Inc. | Healthcare | 1.12M | $17.12M | 0.812% | +583.3K | +108.1% | Added | 1.72% |
| 11 | CTMX CytomX Therapeutics, Inc. | Healthcare | 4.45M | $16.69M | 0.792% | 0 | 0.0% | Unchanged | 2.03% |
| 12 | SLN Silence Therapeutics plc | Healthcare | 952.4K | $10.46M | 0.496% | 0 | 0.0% | Unchanged | 2.02% |
| 13 | CRVS Corvus Pharmaceuticals, Inc. | Healthcare | 450.0K | $6.72M | 0.319% | 0 | 0.0% | Unchanged | 0.49% |
| 14 | CNTX Context Therapeutics Inc. | Healthcare | 7.42M | $4.11M | 0.195% | 0 | 0.0% | Unchanged | 7.79% |
| 15 | ENGN enGene Therapeutics Inc. | Healthcare | 2.32M | $4.02M | 0.191% | 0 | 0.0% | Unchanged | 3.33% |
Tip. Select a row to see that position’s full history at Nextech Invest.
As of its Q2 2026 13F filing, Nextech Invest Ltd.’s five largest positions were Revolution Medicines, Inc. (RVMD) at 67.6%, Parabilis Medicines, Inc. (PBLS) at 6.1%, Relay Therapeutics, Inc. (RLAY) at 6.0%, Tyra Biosciences, Inc. (TYRA) at 5.4%, Alumis Inc. (ALMS) at 4.7% of the reported portfolio.
Nextech Invest Ltd. reported a 13F portfolio worth $2.11B across 15 positions for Q2 2026. That is up 48.3% from the previous quarter.
Its largest purchases by value were Parabilis Medicines, Inc. ($127.63M), Relay Therapeutics, Inc. ($23.39M), Monte Rosa Therapeutics, Inc. ($11.06M). It opened 1 new positions.
Its largest sales by value were Tango Therapeutics, Inc. ($152.01M), Cullinan Therapeutics, Inc. ($16.22M), Tyra Biosciences, Inc. ($16.04M). It exited 3 positions entirely.
From the Form 13F-HR reports Nextech Invest Ltd. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.