Nextech Invest Ltd.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Nextech Invest Ltd. reported 16 stock positions worth $1.0 billion. Its top holding was Revolution Medicines (RVMD) at 58.5% of the portfolio, followed by Tyra Biosciences (TYRA, 10.3%) and Tango Therapeutics (TNGX, 6.2%). Compared with Q3 2025, it opened 2 new positions, sold out of 1, added to 2 and reduced 2. The biggest buy was a new position in Engene (ENGN) and the biggest sale Arvinas (ARVN, shares −62%).

Most Recent 13F
Q2 2026
Location
Zurich, V8
CIK
0001595430
Portfolio Value
$1.0B (Q4 2025)
SEC Filing
0001595430-26-000002 ↗ filed Feb 17, 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 $1.0B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $2.1B Q2 2026

Holdings 16 stocks · $1.0B
RVMD Revolution Medicines Inc. 58.53% 7,601,087 $605.4M No change
TYRA Tyra Biosciences Inc. 10.31% 4,055,861 $106.6M No change
TNGX Tango Therapeutics Inc. 6.22% 7,266,081 $64.4M Add +31.3%
ORIC Oric Pharmaceuticals Inc. 5.66% 7,162,637 $58.6M No change
RLAY Relay Therapeutics Inc. 3.85% 4,701,506 $39.8M Add +22.2%
ZYME Zymeworks Inc. 2.84% 1,113,946 $29.3M No change
ALMS Alumis Inc. 2.75% 2,915,998 $28.5M No change
KYMR Kymera Therapeutics Inc. 2.10% 278,896 $21.7M Reduce -18.2%
ENGN Engene Holdings Inc. 1.85% 2,124,943 $19.2M New
MRSN Mersana Therapeutics Inc. 1.35% 482,689 $14.0M No change
CGEM Cullinan Therapeutics Inc. 1.14% 1,141,145 $11.8M No change
CNTX Context Therapeutics Inc. 1.05% 7,419,355 $10.9M No change
SPRY Ars Pharmaceuticals Inc. 0.74% 660,703 $7.7M No change
ARVN Arvinas Inc. 0.62% 539,394 $6.4M Reduce -61.7%
SLN Silence Therapeutics PLC-ADR 0.56% 952,400 $5.8M No change
GLUE Monte Rosa Therapeutics Inc. 0.42% 279,237 $4.4M New

Portfolio Sells Q3 2025 → Q4 2025
ARVN Arvinas Inc. Reduce -61.7% 0.62% −1.21
KYMR Kymera Therapeutics Inc. Reduce -18.2% 2.10% −0.84
BOLD Boundless Bio Inc. Sold out 0.00% −0.23

Portfolio Buys Q3 2025 → Q4 2025
ENGN Engene Holdings Inc. New 1.85% +1.85
RLAY Relay Therapeutics Inc. Add +22.2% 3.85% +0.79
GLUE Monte Rosa Therapeutics Inc. New 0.42% +0.42
TNGX Tango Therapeutics Inc. Add +31.3% 6.22% −0.85

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