Nextech Invest, Ltd. 13F Holdings · Q2 2026
Nextech Invest, Ltd. reported 15 securities worth $2.11B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: RVMD (67.55%), PBLS (6.06%), RLAY (6.02%). Among its top 25 positions this quarter: 2 new, 3 added, 1 trimmed, 4 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $1.42B | 67.55% | 7.6M | Hold |
| 2 | PBLS | PARABILIS MEDICINES INC | $127.6M | 6.06% | 4.7M | New |
| 3 | RLAY | RELAY THERAPEUTICS INC | $126.8M | 6.02% | 6.8M | Added |
| 4 | TYRA | TYRA BIOSCIENCES INC | $113.5M | 5.39% | 3.6M | Trimmed |
| 5 | ALMS | ALUMIS INC | $99.6M | 4.73% | 3.5M | Hold |
| 6 | ORIC | ORIC PHARMACEUTICALS INC | $77.6M | 3.68% | 7.2M | Hold |
| 7 | KYMR | KYMERA THERAPEUTICS INC | $32.0M | 1.52% | 278,896 | Hold |
| 8 | ZYME | ZYMEWORKS INC | $29.1M | 1.38% | 1.1M | Hold |
| 9 | GLUE | MONTE ROSA THERAPEUTICS INC | $18.4M | 0.87% | 761,153 | Added |
| 10 | ARVN | AVALO THERAPEUTICS INC | $17.1M | 0.81% | 1.1M | Added |
| 11 | CTMX | CYTOMX THERAPEUTICS INC. | $16.7M | 0.79% | 4.4M | Hold |
| 12 | SLN | SILENCE THERAPEUTICS PLC | $10.5M | 0.50% | 952,400 | Hold |
| 13 | CRVS | CORVUS PHARMACEUTICALS INC | $6.7M | 0.32% | 450,000 | Hold |
| 14 | CNTX | CONTEXT THERAPEUTICS INC | $4.1M | 0.20% | 7.4M | Hold |
| 15 | ENGN | ENGENE THERAPEUTICS INC | $4.0M | 0.19% | 2.3M | New |
| 16 | CGEM | CULLINAN THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
| 17 | ENGN | ENGENE HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 18 | SPRY | ARS PHARMACEUTICALS INC | $0 | 0.00% | 0 | Exited |
| 19 | TNGX | TANGO THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR