Nextech Invest Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Nextech Invest Ltd. reported 15 stock positions worth $616.4 million. Its top holding was Revolution Medicines (RVMD) at 53.9% of the portfolio, followed by Tyra Biosciences (TYRA, 9.1%) and Oric Pharmaceuticals (ORIC, 6.9%). Compared with Q3 2024, it added to 1 and reduced 1. The biggest buy was Revolution Medicines (RVMD, shares +21%) and the biggest sale Ars Pharmaceuticals (SPRY, shares −16%).
- Most Recent 13F
- Q4 2024
- Location
- Zurich, V8
- CIK
- 0001911010
- Portfolio Value
- $616.4M (Q4 2024)
- SEC Filing
- 0001104659-25-014109 ↗ filed Feb 14, 2025
Holdings Value
Holdings 15 stocks · $616.4M
| RVMD Revolution Medicines Inc. | 53.94% | 7,601,087 | $332.5M | Add +20.7% |
| TYRA Tyra Biosciences Inc. | 9.15% | 4,055,861 | $56.4M | No change |
| ORIC Oric Pharmaceuticals Inc. | 6.92% | 5,285,714 | $42.7M | No change |
| CRGX Cargo Therapeutics Inc. | 6.18% | 2,642,502 | $38.1M | No change |
| ARVN Arvinas Inc. | 4.38% | 1,408,394 | $27.0M | No change |
| MERSANA THERAPEUTICS INC | 2.80% | 12,067,246 | $17.3M | No change |
| TNGX Tango Therapeutics Inc. | 2.77% | 5,533,980 | $17.1M | No change |
| ZYME Zymeworks Inc. | 2.65% | 1,113,946 | $16.3M | No change |
| RLAY Relay Therapeutics Inc. | 2.57% | 3,846,409 | $15.8M | No change |
| CGEM Cullinan Therapeutics Inc. | 2.25% | 1,141,145 | $13.9M | No change |
| ALMS Alumis Inc. | 1.88% | 1,476,998 | $11.6M | No change |
| SPRY Ars Pharmaceuticals Inc. | 1.60% | 936,729 | $9.9M | Reduce -15.8% |
| CNTX Context Therapeutics Inc. | 1.26% | 7,419,355 | $7.8M | No change |
| SLN Silence Therapeutics PLC-ADR | 1.06% | 952,400 | $6.6M | No change |
| BOLD Boundless Bio Inc. | 0.58% | 1,228,069 | $3.6M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| SPRY Ars Pharmaceuticals Inc. | Reduce -15.8% | 1.60% | −0.66 |
Portfolio Buys Q3 2024 → Q4 2024
| RVMD Revolution Medicines Inc. | Add +20.7% | 53.94% | +13.85 |