Q1 2026 · 13F-HR
Nextech Invest, Ltd.holdings as filed
Filed 2026-05-15 · accession 0001595430-26-000005
$1.42B
Reported value
17
Positions
2026-03-31
Period end
The Brief · Nextech Invest, Ltd. · Q1 2026
AI · grounded in 13F
Nextech Invest, Ltd. established a new position in CTMX valued at $20.9M. The fund also closed its entire position in MRSN, resulting in a $13.9M reduction. Other activity included a new position in CRVS worth $6.5M and a 21.4% increase in shares of ALMS.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $739.2M | 52.0% | 7,601,087 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $155.3M | 10.9% | 4,055,861 | Common | SOLE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $152.0M | 10.7% | 7,266,081 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $90.8M | 6.39% | 7,162,637 | Common | SOLE |
| 022307102 | ALMS | ALUMIS INC | $78.0M | 5.49% | 3,540,998 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $55.0M | 3.87% | 5,526,506 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $27.9M | 1.96% | 1,113,946 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $23.2M | 1.63% | 278,896 | Common | SOLE |
| 23284F105 | CTMX | CYTOMX THERAPEUTICS INC. | $20.9M | 1.47% | 4,449,932 | Common | SOLE |
| 21077P108 | CNTX | CONTEXT THERAPEUTICS INC | $19.4M | 1.37% | 7,419,355 | Common | SOLE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $16.2M | 1.14% | 1,141,145 | Common | SOLE |
| 29286M105 | — | ENGENE HOLDINGS INC | $15.8M | 1.11% | 2,324,943 | Common | SOLE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $6.6M | 0.46% | 450,000 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $5.7M | 0.40% | 539,394 | Common | SOLE |
| 82686Q101 | SLN | SILENCE THERAPEUTICS PLC | $5.0M | 0.35% | 952,400 | Common | SOLE |
| 61225M102 | GLUE | MONTE ROSA THERAPEUTICS INC | $5.0M | 0.35% | 304,237 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $4.9M | 0.35% | 610,703 | 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.