Nextech Invest Ltd.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Nextech Invest Ltd. reported 15 stock positions worth $657.0 million. Its top holding was Revolution Medicines (RVMD) at 54.0% of the portfolio, followed by Oric Pharmaceuticals (ORIC, 13.1%) and Tyra Biosciences (TYRA, 8.6%). Compared with Q2 2025, it sold out of 1 and reduced 1. The biggest sale was an exit from Cargo Therapeutics (CRGX).

Most Recent 13F
Q2 2026
Location
Zurich, V8
CIK
0001595430
Portfolio Value
$657.0M (Q3 2025)
SEC Filing
0001595430-25-000007 ↗ filed Nov 14, 2025

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 $657.0M Q3 2025 Q4 2025: $1.0B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $2.1B Q2 2026

Holdings 15 stocks · $657.0M

RVMD Revolution Medicines Inc. 54.03% 7,601,087 $355.0M No change
ORIC Oric Pharmaceuticals Inc. 13.08% 7,162,637 $86.0M No change
TYRA Tyra Biosciences Inc. 8.64% 4,055,861 $56.7M No change
TNGX Tango Therapeutics Inc. 7.08% 5,533,980 $46.5M No change
RLAY Relay Therapeutics Inc. 3.06% 3,846,409 $20.1M No change
KYMR Kymera Therapeutics Inc. 2.94% 340,909 $19.3M No change
ZYME Zymeworks Inc. 2.90% 1,113,946 $19.0M No change
ARVN Arvinas Inc. 1.83% 1,408,394 $12.0M No change
ALMS Alumis Inc. 1.77% 2,915,998 $11.6M No change
CNTX Context Therapeutics Inc. 1.09% 7,419,355 $7.2M No change
CGEM Cullinan Therapeutics Inc. 1.03% 1,141,145 $6.8M No change
SPRY Ars Pharmaceuticals Inc. 1.01% 660,703 $6.6M Reduce -10.9%
SLN Silence Therapeutics PLC-ADR 0.75% 952,400 $4.9M No change
MRSN Mersana Therapeutics Inc. 0.57% 482,689 $3.7M No change
BOLD Boundless Bio Inc. 0.23% 1,228,069 $1.5M No change

Portfolio Sells Q2 2025 → Q3 2025

CRGX Cargo Therapeutics Inc. Sold out 0.00% −2.06
SPRY Ars Pharmaceuticals Inc. Reduce -10.9% 1.01% −1.44

Portfolio Buys Q2 2025 → Q3 2025

None this quarter.

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