Nextech Invest Ltd.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Nextech Invest Ltd. reported 15 stock positions worth $712.3 million. Its top holding was Revolution Medicines (RVMD) at 40.1% of the portfolio, followed by Tyra Biosciences (TYRA, 13.4%) and Oric Pharmaceuticals (ORIC, 7.6%). Compared with Q2 2024, it opened 2 new positions, added to 1 and reduced 2. The biggest buy was a new position in Alumis (ALMS) and the biggest sale Cullinan Therapeutics (CGEM, shares −7%).
- Most Recent 13F
- Q4 2024
- Location
- Zurich, V8
- CIK
- 0001911010
- Portfolio Value
- $712.3M (Q3 2024)
- SEC Filing
- 0001104659-24-118949 ↗ filed Nov 14, 2024
Holdings Value
Holdings 15 stocks · $712.3M
| RVMD Revolution Medicines Inc. | 40.09% | 6,296,740 | $285.6M | No change |
| TYRA Tyra Biosciences Inc. | 13.39% | 4,055,861 | $95.4M | No change |
| ORIC Oric Pharmaceuticals Inc. | 7.61% | 5,285,714 | $54.2M | No change |
| CRGX Cargo Therapeutics Inc. | 6.84% | 2,642,502 | $48.8M | No change |
| TNGX Tango Therapeutics Inc. | 5.98% | 5,533,980 | $42.6M | No change |
| ARVN Arvinas Inc. | 4.87% | 1,408,394 | $34.7M | No change |
| RLAY Relay Therapeutics Inc. | 3.82% | 3,846,409 | $27.2M | No change |
| MERSANA THERAPEUTICS INC | 3.20% | 12,067,246 | $22.8M | Add +26.7% |
| CGEM Cullinan Therapeutics Inc. | 2.68% | 1,141,145 | $19.1M | Reduce -6.5% |
| SLN Silence Therapeutics PLC-ADR | 2.43% | 952,400 | $17.3M | No change |
| SPRY Ars Pharmaceuticals Inc. | 2.27% | 1,113,029 | $16.1M | Reduce -41.7% |
| ALMS Alumis Inc. | 2.21% | 1,476,998 | $15.8M | New |
| CNTX Context Therapeutics Inc. | 2.04% | 7,419,355 | $14.5M | No change |
| ZYME Zymeworks Inc. | 1.96% | 1,113,946 | $14.0M | New |
| BOLD Boundless Bio Inc. | 0.60% | 1,228,069 | $4.3M | No change |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| ALMS Alumis Inc. | New | 2.21% | +2.21 |
| ZYME Zymeworks Inc. | New | 1.96% | +1.96 |
| MERSANA THERAPEUTICS INC | Add +26.7% | 3.20% | −0.02 |