Nextech Invest Ltd.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Nextech Invest Ltd. reported 17 stock positions worth $1.4 billion. Its top holding was Revolution Medicines (RVMD) at 52.0% of the portfolio, followed by Tyra Biosciences (TYRA, 10.9%) and Tango Therapeutics (TNGX, 10.7%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 4 and reduced 1. The biggest buy was Alumis (ALMS, shares +21%) and the biggest sale an exit from Mersana Therapeutics (MRSN).

Most Recent 13F
Q2 2026
Location
Zurich, V8
CIK
0001595430
Portfolio Value
$1.4B (Q1 2026)
SEC Filing
0001595430-26-000005 ↗ filed May 15, 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 $1.4B Q1 2026 Q2 2026: $2.1B Q2 2026

Holdings 17 stocks · $1.4B
RVMD Revolution Medicines Inc. 52.02% 7,601,087 $739.2M No change
TYRA Tyra Biosciences Inc. 10.93% 4,055,861 $155.3M No change
TNGX Tango Therapeutics Inc. 10.70% 7,266,081 $152.0M No change
ORIC Oric Pharmaceuticals Inc. 6.39% 7,162,637 $90.8M No change
ALMS Alumis Inc. 5.49% 3,540,998 $78.0M Add +21.4%
RLAY Relay Therapeutics Inc. 3.87% 5,526,506 $55.0M Add +17.6%
ZYME Zymeworks Inc. 1.96% 1,113,946 $27.9M No change
KYMR Kymera Therapeutics Inc. 1.63% 278,896 $23.2M No change
CTMX Cytomx Therapeutics Inc. 1.47% 4,449,932 $20.9M New
CNTX Context Therapeutics Inc. 1.37% 7,419,355 $19.4M No change
CGEM Cullinan Therapeutics Inc. 1.14% 1,141,145 $16.2M No change
ENGN Engene Holdings Inc. 1.11% 2,324,943 $15.8M Add +9.4%
CRVS Corvus Pharmaceuticals Inc. 0.46% 450,000 $6.6M New
ARVN Arvinas Inc. 0.40% 539,394 $5.7M No change
SLN Silence Therapeutics PLC-ADR 0.35% 952,400 $5.0M No change
GLUE Monte Rosa Therapeutics Inc. 0.35% 304,237 $5.0M Add +8.9%
SPRY Ars Pharmaceuticals Inc. 0.35% 610,703 $4.9M Reduce -7.6%

Portfolio Sells Q4 2025 → Q1 2026
MRSN Mersana Therapeutics Inc. Sold out 0.00% −1.35
SPRY Ars Pharmaceuticals Inc. Reduce -7.6% 0.35% −0.40

Portfolio Buys Q4 2025 → Q1 2026
ALMS Alumis Inc. Add +21.4% 5.49% +2.74
CTMX Cytomx Therapeutics Inc. New 1.47% +1.47
CRVS Corvus Pharmaceuticals Inc. New 0.46% +0.46
RLAY Relay Therapeutics Inc. Add +17.6% 3.87% +0.02
GLUE Monte Rosa Therapeutics Inc. Add +8.9% 0.35% −0.07
ENGN Engene Holdings Inc. Add +9.4% 1.11% −0.74

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