Q2 2025 · 13F-HR
Nextech Invest, Ltd.holdings as filed
Filed 2025-08-14 · accession 0001415889-25-021882
$528.4M
Reported value
16
Positions
2025-06-30
Period end
The Brief · Nextech Invest, Ltd. · Q2 2025
AI · grounded in 13F
Nextech Invest, Ltd. established a new position in RVMD valued at $279.6M. The fund also initiated new stakes in ORIC for $72.7M and TYRA for $38.8M. Additional new positions include TNGX, KYMR, and ZYME. The fund ended the period with 16 positions and total AUM of $528.4M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $279.6M | 52.9% | 7,601,087 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $72.7M | 13.8% | 7,162,637 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $38.8M | 7.35% | 4,055,861 | Common | SOLE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $28.3M | 5.36% | 5,533,980 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $14.9M | 2.82% | 340,909 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $14.0M | 2.65% | 1,113,946 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $13.3M | 2.52% | 3,846,409 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $12.9M | 2.45% | 741,729 | Common | SOLE |
| 14179K101 | CRGX | CARGO THERAPEUTICS INC | $10.9M | 2.06% | 2,642,502 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $10.4M | 1.96% | 1,408,394 | Common | SOLE |
| 022307102 | ALMS | ALUMIS INC | $8.7M | 1.66% | 2,915,998 | Common | SOLE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $8.6M | 1.63% | 1,141,145 | Common | SOLE |
| 82686Q101 | SLN | SILENCE THERAPEUTICS PLC | $5.5M | 1.05% | 952,400 | Common | SOLE |
| 21077P108 | CNTX | CONTEXT THERAPEUTICS INC | $4.9M | 0.92% | 7,419,355 | Common | SOLE |
| 59045L106 | MRSN | MERSANA THERAPEUTICS INC | $3.6M | 0.68% | 12,067,246 | Common | SOLE |
| 10170A100 | BOLD | BOUNDLESS BIO INC | $1.2M | 0.23% | 1,228,069 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.