2026 Q2 Portfolio Activity
In 2026 Q2, Nextech Invest Ltd. maintained a portfolio of 19 distinct positions. The most significant new addition was PARABILIS MEDICINES INC, now representing 6.06% of the total fund value. They heavily accumulated shares in RELAY THERAPEUTICS INC, increasing the position by 22.6%. Conversely, Nextech Invest Ltd. completely exited their position in TANGO THERAPEUTICS INC.
Position History
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Nextech Invest Ltd.
AUM $2,107M
Total Positions
19
Quarter
2026 Q2
Top Holding
RVMD (67.6%)
Top 10 Concentration
98.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-19 of 19
Nextech Invest Ltd. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 67.55% | 52.02% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
7,601,087 | $1,423,531,573 |
$35.36
+498.8%
|
2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
N/A
PARABILIS MEDIC...
|
|
Unknown | 6.06% | — |
#2
Prev: #—
|
7.4 |
—
|
4,663,176 | — |
NEW
|
4,663,176 | $127,631,127 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
RLAY
RELAY THERAPEUT...
|
Healthcare | 6.02% | 3.87% |
#3
3
Prev: #6
|
5.9 |
—
|
1,250,000 | 22.6% |
P
S
|
6,776,506 | $126,788,427 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TYRA
TYRA BIOSCIENCE...
|
Healthcare | 5.39% | 10.93% |
#4
2
Prev: #2
|
3.2 |
—
|
-502,276 | -12.4% |
P
S
|
3,553,585 | $113,501,505 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALMS
ALUMIS INC
|
Healthcare | 4.73% | 5.49% |
#5
Prev: #5
|
3.4 |
—
|
no change | no change |
P
S
|
3,540,998 | $99,643,684 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORIC
ORIC PHARMACEUT...
|
Healthcare | 3.68% | 6.39% |
#6
2
Prev: #4
|
2.5 |
—
|
no change | no change |
P
S
|
7,162,637 | $77,571,359 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KYMR
KYMERA THERAPEU...
|
Healthcare | 1.52% | 1.63% |
#7
1
Prev: #8
|
1.6 |
—
|
no change | no change |
P
S
|
278,896 | $31,981,004 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZYME
ZYMEWORKS INC
|
Healthcare | 1.38% | 1.96% |
#8
1
Prev: #7
|
1.6 |
—
|
no change | no change |
P
S
|
1,113,946 | $29,118,548 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLUE
MONTE ROSA THER...
|
Healthcare | 0.87% | 0.35% |
#9
7
Prev: #16
|
3.3 |
—
|
456,916 | 150.2% |
P
S
|
761,153 | $18,419,903 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARVN
ARVINAS INC
|
Healthcare | 0.81% | 0.40% |
#10
4
Prev: #14
|
3.3 |
—
|
583,319 | 108.1% |
P
S
|
1,122,713 | $17,119,965 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CTMX
CYTOMX THERAPEU...
|
Healthcare | 0.79% | 1.47% |
#11
2
Prev: #9
|
1.3 |
—
|
no change | no change |
P
S
|
4,449,932 | $16,687,245 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SLN
SILENCE THERAPE...
|
Healthcare | 0.50% | 0.35% |
#12
3
Prev: #15
|
1.2 |
—
|
no change | no change |
P
S
|
952,400 | $10,457,352 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRVS
CORVUS PHARMACE...
|
Healthcare | 0.32% | 0.46% |
#13
Prev: #13
|
1.1 |
—
|
no change | no change |
P
S
|
450,000 | $6,723,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CNTX
CONTEXT THERAPE...
|
Healthcare | 0.20% | 1.37% |
#14
4
Prev: #10
|
1.1 |
—
|
no change | no change |
P
S
|
7,419,355 | $4,109,581 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
ENGENE THERAPEU...
|
|
Unknown | 0.19% | — |
#15
Prev: #—
|
3.6 |
—
|
2,324,943 | — |
NEW
|
2,324,943 | $4,022,151 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
SPRY
ARS PHARMACEUTI...
|
Healthcare | 0.00% | 0.35% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-610,703 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ENGN
ENGENE HOLDINGS...
|
Healthcare | 0.00% | 1.11% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-2,324,943 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CGEM
CULLINAN THERAP...
|
Healthcare | 0.00% | 1.14% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-1,141,145 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TNGX
TANGO THERAPEUT...
|
Healthcare | 0.00% | 10.70% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-7,266,081 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-19 of 19 holdings