Institutional
Nextech Invest, Ltd.
CIK 0001595430
$1.42B
Reported AUM
17
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $187.62 | -2.37% | 424.62% | 560.61% | $739.2M | 52.02% | — | HELD |
| 2 | TYRA | TYRA BIOSCIENCES INC | $31.39 | -5.05% | 210.43% | 43.78% | $155.3M | 10.93% | — | HELD |
| 3 | TNGX | TANGO THERAPEUTICS INC | $27.14 | -1.56% | 316.69% | 133.76% | $152.0M | 10.70% | — | HELD |
| 4 | ORIC | ORIC PHARMACEUTICALS INC | $11.17 | -4.04% | 15.02% | -47.31% | $90.8M | 6.39% | — | HELD |
| 5 | ALMS | ALUMIS INC | $28.12 | -2.87% | 580.87% | 128.62% | $78.0M | 5.49% | — | HELD |
| 6 | RLAY | RELAY THERAPEUTICS INC | $18.65 | -4.11% | 453.27% | -41.96% | $55.0M | 3.87% | — | HELD |
| 7 | ZYME | ZYMEWORKS INC | $21.93 | -3.44% | 80.67% | -31.16% | $27.9M | 1.96% | — | HELD |
| 8 | KYMR | KYMERA THERAPEUTICS INC | $102.84 | -3.90% | 140.11% | 66.00% | $23.2M | 1.63% | — | HELD |
| 9 | CTMX | CYTOMX THERAPEUTICS INC. | $3.14 | -4.27% | 33.40% | -38.77% | $20.9M | 1.47% | — | HELD |
| 10 | CNTX | CONTEXT THERAPEUTICS INC | $0.59 | -3.46% | -17.15% | -91.45% | $19.4M | 1.37% | — | HELD |
| 11 | CGEM | CULLINAN THERAPEUTICS INC | $16.50 | -5.82% | 115.25% | -41.50% | $16.2M | 1.14% | — | HELD |
| 12 | — | ENGENE HOLDINGS INC | — | — | — | — | $15.8M | 1.11% | — | HELD |
| 13 | CRVS | CORVUS PHARMACEUTICALS INC | $13.06 | -0.99% | 221.71% | 483.63% | $6.6M | 0.46% | — | HELD |
| 14 | ARVN | ARVINAS INC | $7.99 | -3.73% | 11.86% | -90.37% | $5.7M | 0.40% | — | HELD |
| 15 | SLN | SILENCE THERAPEUTICS PLC | $11.23 | -3.40% | 80.96% | -51.67% | $5.0M | 0.35% | — | HELD |
| 16 | GLUE | MONTE ROSA THERAPEUTICS INC | $15.82 | -30.25% | 373.49% | -36.45% | $5.0M | 0.35% | — | HELD |
| 17 | SPRY | ARS PHARMACEUTICALS INC | $5.26 | -6.48% | -67.23% | -74.41% | $4.9M | 0.35% | — | HELD |
Source: SEC EDGAR · accession 0001595430-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.