Nextech Invest Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Nextech Invest Ltd. reported 13 stock positions worth $594.5 million. Its top holding was Revolution Medicines (RVMD) at 41.1% of the portfolio, followed by Tyra Biosciences (TYRA, 10.9%) and Tango Therapeutics (TNGX, 8.0%). Compared with Q1 2024, it opened 1 new position and added to 1. The biggest buy was a new position in Context Therapeutics (CNTX).
- Most Recent 13F
- Q4 2024
- Location
- Zurich, V8
- CIK
- 0001911010
- Portfolio Value
- $594.5M (Q2 2024)
- SEC Filing
- 0001104659-24-089665 ↗ filed Aug 14, 2024
Holdings Value
Holdings 13 stocks · $594.5M
| RVMD Revolution Medicines Inc. | 41.11% | 6,296,740 | $244.4M | No change |
| TYRA Tyra Biosciences Inc. | 10.91% | 4,055,861 | $64.9M | No change |
| TNGX Tango Therapeutics Inc. | 7.99% | 5,533,980 | $47.5M | No change |
| CRGX Cargo Therapeutics Inc. | 7.30% | 2,642,502 | $43.4M | No change |
| ARVN Arvinas Inc. | 6.31% | 1,408,394 | $37.5M | No change |
| ORIC Oric Pharmaceuticals Inc. | 6.29% | 5,285,714 | $37.4M | No change |
| RLAY Relay Therapeutics Inc. | 4.22% | 3,846,409 | $25.1M | No change |
| CGEM Cullinan Therapeutics Inc. | 3.58% | 1,221,145 | $21.3M | No change |
| MERSANA THERAPEUTICS INC | 3.22% | 9,526,146 | $19.1M | Add +147.0% |
| SLN Silence Therapeutics PLC-ADR | 3.04% | 952,400 | $18.1M | No change |
| SPRY Ars Pharmaceuticals Inc. | 2.73% | 1,910,029 | $16.3M | No change |
| CNTX Context Therapeutics Inc. | 2.50% | 7,419,355 | $14.9M | New |
| BOLD Boundless Bio Inc. | 0.80% | 1,228,069 | $4.8M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| None this quarter. | |||
Portfolio Buys Q1 2024 → Q2 2024
| CNTX Context Therapeutics Inc. | New | 2.50% | +2.50 |
| MERSANA THERAPEUTICS INC | Add +147.0% | 3.22% | +0.48 |