Nextech Invest Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Nextech Invest Ltd. reported 16 stock positions worth $528.4 million. Its top holding was Revolution Medicines (RVMD) at 52.9% of the portfolio, followed by Oric Pharmaceuticals (ORIC, 13.8%) and Tyra Biosciences (TYRA, 7.3%). Compared with Q1 2025, it opened 1 new position, added to 2 and reduced 1. The biggest buy was Oric Pharmaceuticals (ORIC, shares +36%) and the biggest sale Ars Pharmaceuticals (SPRY, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- Zurich, V8
- CIK
- 0001595430
- Portfolio Value
- $528.4M (Q2 2025)
- SEC Filing
- 0001415889-25-021882 ↗ filed Aug 14, 2025
Holdings Value
Holdings 16 stocks · $528.4M
| RVMD Revolution Medicines Inc. | 52.92% | 7,601,087 | $279.6M | No change |
| ORIC Oric Pharmaceuticals Inc. | 13.76% | 7,162,637 | $72.7M | Add +35.5% |
| TYRA Tyra Biosciences Inc. | 7.35% | 4,055,861 | $38.8M | No change |
| TNGX Tango Therapeutics Inc. | 5.36% | 5,533,980 | $28.3M | No change |
| KYMR Kymera Therapeutics Inc. | 2.82% | 340,909 | $14.9M | New |
| ZYME Zymeworks Inc. | 2.65% | 1,113,946 | $14.0M | No change |
| RLAY Relay Therapeutics Inc. | 2.52% | 3,846,409 | $13.3M | No change |
| SPRY Ars Pharmaceuticals Inc. | 2.45% | 741,729 | $12.9M | Reduce -20.8% |
| CRGX Cargo Therapeutics Inc. | 2.06% | 2,642,502 | $10.9M | No change |
| ARVN Arvinas Inc. | 1.96% | 1,408,394 | $10.4M | No change |
| ALMS Alumis Inc. | 1.66% | 2,915,998 | $8.7M | Add +97.4% |
| CGEM Cullinan Therapeutics Inc. | 1.63% | 1,141,145 | $8.6M | No change |
| SLN Silence Therapeutics PLC-ADR | 1.05% | 952,400 | $5.5M | No change |
| CNTX Context Therapeutics Inc. | 0.92% | 7,419,355 | $4.9M | No change |
| MERSANA THERAPEUTICS INC | 0.68% | 12,067,246 | $3.6M | No change |
| BOLD Boundless Bio Inc. | 0.23% | 1,228,069 | $1.2M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| SPRY Ars Pharmaceuticals Inc. | Reduce -20.8% | 2.45% | −0.29 |
Portfolio Buys Q1 2025 → Q2 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $2.1B | RVMD, PBLS, RLAY, TYRA, ALMS |
| Q1 2026 | 17 | $1.4B | RVMD, TYRA, TNGX, ORIC, ALMS |
| Q4 2025 | 16 | $1.0B | RVMD, TYRA, TNGX, ORIC, RLAY |
| Q3 2025 | 15 | $657.0M | RVMD, ORIC, TYRA, TNGX, RLAY |
| Q2 2025 | 16 | $528.4M | RVMD, ORIC, TYRA, TNGX, KYMR |
| Q1 2025 | 15 | $430.3M | RVMD, TYRA, ORIC, ZYME, SPRY |