Q3 2025 · 13F-HR
Nextech Invest, Ltd.holdings as filed
Filed 2025-11-14 · accession 0001595430-25-000007
$657.0M
Reported value
15
Positions
2025-09-30
Period end
The Brief · Nextech Invest, Ltd. · Q3 2025
AI · grounded in 13F
Nextech Invest, Ltd. established a new position in RVMD valued at $354.97M. The fund also initiated new stakes in ORIC for $85.95M and TYRA for $56.74M. Additional new positions include TNGX, RLAY, and KYMR. The fund ended the period with 15 positions and total AUM of $656.98M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $355.0M | 54.0% | 7,601,087 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $86.0M | 13.1% | 7,162,637 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $56.7M | 8.64% | 4,055,861 | Common | SOLE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $46.5M | 7.08% | 5,533,980 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $20.1M | 3.06% | 3,846,409 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $19.3M | 2.94% | 340,909 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $19.0M | 2.90% | 1,113,946 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $12.0M | 1.83% | 1,408,394 | Common | SOLE |
| 022307102 | ALMS | ALUMIS INC | $11.6M | 1.77% | 2,915,998 | Common | SOLE |
| 21077P108 | CNTX | CONTEXT THERAPEUTICS INC | $7.2M | 1.09% | 7,419,355 | Common | SOLE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $6.8M | 1.03% | 1,141,145 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $6.6M | 1.01% | 660,703 | Common | SOLE |
| 82686Q101 | SLN | SILENCE THERAPEUTICS PLC | $4.9M | 0.75% | 952,400 | Common | SOLE |
| 59045L205 | MRSN | MERSANA THERAPEUTICS INC | $3.7M | 0.57% | 482,689 | Common | SOLE |
| 10170A100 | BOLD | BOUNDLESS BIO INC | $1.5M | 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.