Nextech Invest Ltd.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Nextech Invest Ltd. reported 12 stock positions worth $630.8 million. Its top holding was Revolution Medicines (RVMD) at 32.2% of the portfolio, followed by Oric Pharmaceuticals (ORIC, 11.5%) and Tyra Biosciences (TYRA, 10.5%). Compared with Q4 2023, it opened 2 new positions, sold out of 1, added to 3 and reduced 2. The biggest buy was Oric Pharmaceuticals (ORIC, shares +23%) and the biggest sale an exit from New Ambrx Biopharma (AMAM).
- Most Recent 13F
- Q4 2024
- Location
- Zurich, V8
- CIK
- 0001911010
- Portfolio Value
- $630.8M (Q1 2024)
- SEC Filing
- 0001104659-24-061963 ↗ filed May 15, 2024
Holdings Value
Holdings 12 stocks · $630.8M
| RVMD Revolution Medicines Inc. | 32.17% | 6,296,740 | $202.9M | No change |
| ORIC Oric Pharmaceuticals Inc. | 11.52% | 5,285,714 | $72.7M | Add +23.3% |
| TYRA Tyra Biosciences Inc. | 10.54% | 4,055,861 | $66.5M | Add +61.0% |
| CRGX Cargo Therapeutics Inc. | 9.35% | 2,642,502 | $59.0M | No change |
| ARVN Arvinas Inc. | 9.22% | 1,408,394 | $58.1M | Reduce -16.9% |
| TNGX Tango Therapeutics Inc. | 6.97% | 5,533,980 | $43.9M | No change |
| RLAY Relay Therapeutics Inc. | 5.06% | 3,846,409 | $31.9M | Add +185.7% |
| CGEM Cullinan Therapeutics Inc. | 3.30% | 1,221,145 | $20.8M | No change |
| SLN Silence Therapeutics PLC-ADR | 3.26% | 952,400 | $20.6M | New |
| SPRY Ars Pharmaceuticals Inc. | 3.09% | 1,910,029 | $19.5M | No change |
| BOLD Boundless Bio Inc. | 2.77% | 1,228,069 | $17.5M | New |
| MERSANA THERAPEUTICS INC | 2.74% | 3,856,321 | $17.3M | Reduce -35.5% |
Portfolio Sells Q4 2023 → Q1 2024
| AMAM New Ambrx Biopharma Inc. | Sold out | 0.00% | −8.30 |
| ARVN Arvinas Inc. | Reduce -16.9% | 9.22% | −3.78 |
| MERSANA THERAPEUTICS INC | Reduce -35.5% | 2.74% | +0.16 |