Q4 2025 · 13F-HR
Nextech Invest, Ltd.holdings as filed
Filed 2026-02-17 · accession 0001595430-26-000002
$1.03B
Reported value
16
Positions
2025-12-31
Period end
The Brief · Nextech Invest, Ltd. · Q4 2025
AI · grounded in 13F
Nextech Invest, Ltd. established a new position in ENGENE HOLDINGS INC valued at $19.19M. The fund also initiated a position in Monte Rosa Therapeutics Inc GLUE for $4.38M and increased its holdings in Tango Therapeutics Inc TNGX by 31.30%. Conversely, the fund trimmed its stake in Arvinas Inc ARVN by 61.70% and closed its position in Boundless Bio Inc BOLD, exiting the holding for $1.51M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $605.4M | 58.5% | 7,601,087 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $106.6M | 10.3% | 4,055,861 | Common | SOLE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $64.4M | 6.22% | 7,266,081 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $58.6M | 5.66% | 7,162,637 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $39.8M | 3.85% | 4,701,506 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $29.3M | 2.84% | 1,113,946 | Common | SOLE |
| 022307102 | ALMS | ALUMIS INC | $28.5M | 2.75% | 2,915,998 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $21.7M | 2.10% | 278,896 | Common | SOLE |
| 29286M105 | — | ENGENE HOLDINGS INC | $19.2M | 1.85% | 2,124,943 | Common | SOLE |
| 59045L205 | MRSN | MERSANA THERAPEUTICS INC | $14.0M | 1.35% | 482,689 | Common | SOLE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $11.8M | 1.14% | 1,141,145 | Common | SOLE |
| 21077P108 | CNTX | CONTEXT THERAPEUTICS INC | $10.9M | 1.05% | 7,419,355 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $7.7M | 0.74% | 660,703 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $6.4M | 0.62% | 539,394 | Common | SOLE |
| 82686Q101 | SLN | SILENCE THERAPEUTICS PLC | $5.8M | 0.56% | 952,400 | Common | SOLE |
| 61225M102 | GLUE | MONTE ROSA THERAPEUTICS INC | $4.4M | 0.42% | 279,237 | 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.