Nextech Invest Ltd.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Nextech Invest Ltd. reported 15 stock positions worth $2.1 billion. Its top holding was Revolution Medicines (RVMD) at 67.6% of the portfolio, followed by Parabilis Medicines (PBLS, 6.1%) and Relay Therapeutics (RLAY, 6.0%). Compared with Q1 2026, it opened 1 new position, sold out of 3, added to 3 and reduced 1. The biggest buy was a new position in Parabilis Medicines (PBLS) and the biggest sale an exit from Tango Therapeutics (TNGX).

Most Recent 13F
Q2 2026
Location
Zurich, V8
CIK
0001595430
Portfolio Value
$2.1B (Q2 2026)
SEC Filing
0001595430-26-000010 ↗ filed Aug 14, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2025: $430.3M Q1 2025 Q2 2025: $528.4M Q2 2025 Q3 2025: $657.0M Q3 2025 Q4 2025: $1.0B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $2.1B $2.1B Q2 2026

Holdings 15 stocks · $2.1B
RVMD Revolution Medicines Inc. 67.55% 7,601,087 $1.4B No change
PBLS Parabilis Medicines Inc. 6.06% 4,663,176 $127.6M New
RLAY Relay Therapeutics Inc. 6.02% 6,776,506 $126.8M Add +22.6%
TYRA Tyra Biosciences Inc. 5.39% 3,553,585 $113.5M Reduce -12.4%
ALMS Alumis Inc. 4.73% 3,540,998 $99.6M No change
ORIC Oric Pharmaceuticals Inc. 3.68% 7,162,637 $77.6M No change
KYMR Kymera Therapeutics Inc. 1.52% 278,896 $32.0M No change
ZYME Zymeworks Inc. 1.38% 1,113,946 $29.1M No change
GLUE Monte Rosa Therapeutics Inc. 0.87% 761,153 $18.4M Add +150.2%
ARVN Arvinas Inc. 0.81% 1,122,713 $17.1M Add +108.1%
CTMX Cytomx Therapeutics Inc. 0.79% 4,449,932 $16.7M No change
SLN Silence Therapeutics PLC-ADR 0.50% 952,400 $10.5M No change
CRVS Corvus Pharmaceuticals Inc. 0.32% 450,000 $6.7M No change
CNTX Context Therapeutics Inc. 0.20% 7,419,355 $4.1M No change
ENGN Engene Therapeutics Inc. 0.19% 2,324,943 $4.0M No change

Portfolio Sells Q1 2026 → Q2 2026
TNGX Tango Therapeutics Inc. Sold out 0.00% −10.70
TYRA Tyra Biosciences Inc. Reduce -12.4% 5.39% −5.55
CGEM Cullinan Therapeutics Inc. Sold out 0.00% −1.14
SPRY Ars Pharmaceuticals Inc. Sold out 0.00% −0.35

Portfolio Buys Q1 2026 → Q2 2026
PBLS Parabilis Medicines Inc. New 6.06% +6.06
RLAY Relay Therapeutics Inc. Add +22.6% 6.02% +2.15
GLUE Monte Rosa Therapeutics Inc. Add +150.2% 0.87% +0.52
ARVN Arvinas Inc. Add +108.1% 0.81% +0.41

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 15$2.1BRVMD, PBLS, RLAY, TYRA, ALMS
Q1 2026 17$1.4BRVMD, TYRA, TNGX, ORIC, ALMS
Q4 2025 16$1.0BRVMD, TYRA, TNGX, ORIC, RLAY
Q3 2025 15$657.0MRVMD, ORIC, TYRA, TNGX, RLAY
Q2 2025 16$528.4MRVMD, ORIC, TYRA, TNGX, KYMR
Q1 2025 15$430.3MRVMD, TYRA, ORIC, ZYME, SPRY