Nextech Invest Ltd. Long-Term Concentrated

Location: Zurich, Switzerland

CIK: 0001595430 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $1.034B (100.0% shares, 0.0% debt)

Holdings (16)

RVMD REVOLUTION MEDICINES INC 58.5%

Value $605M Shares 7,601,087 Est. Cost $40.59 Unrealized +61.5%

TYRA TYRA BIOSCIENCES INC 10.3%

Value $107M Shares 4,055,861 Est. Cost $12.94 Unrealized +41.9%

TNGX TANGO THERAPEUTICS INC 6.2%

Value $64.38M Shares 7,266,081 Est. Cost $3.92 Unrealized +119.6%

ORIC ORIC PHARMACEUTICALS INC 5.7%

Value $58.59M Shares 7,162,637 Est. Cost $8.21 Unrealized +40.2%

RLAY RELAY THERAPEUTICS INC 3.8%

Value $39.77M Shares 4,701,506 Est. Cost $4.50 Unrealized +58.5%

ZYME ZYMEWORKS INC 2.8%

Value $29.33M Shares 1,113,946 Est. Cost $13.64 Unrealized +59.9%

ALMS ALUMIS INC 2.8%

Value $28.46M Shares 2,915,998 Est. Cost $5.28 Unrealized +32.3%

KYMR KYMERA THERAPEUTICS INC 2.1%

Value $21.7M Shares 278,896 Est. Cost $34.43 Unrealized +96.1%

ENGN ENGENE HOLDINGS INC 1.9%

Value $19.19M Shares 2,124,943 Est. Cost $8.01 Unrealized 0.0%

— MERSANA THERAPEUTICS INC 1.3%

Value $13.96M Shares 482,689 Est. Cost $7.76 Unrealized —

CGEM CULLINAN THERAPEUTICS INC 1.1%

Value $11.81M Shares 1,141,145 Est. Cost $9.60 Unrealized -6.0%

CNTX CONTEXT THERAPEUTICS INC 1.1%

Value $10.91M Shares 7,419,355 Est. Cost $0.87 Unrealized +34.2%

SPRY ARS PHARMACEUTICALS INC 0.7%

Value $7.697M Shares 660,703 Est. Cost $12.03 Unrealized -19.2%

ARVN ARVINAS INC 0.6%

Value $6.397M Shares 539,394 Est. Cost $15.67 Unrealized -30.3%

SLN SILENCE THERAPEUTICS PLC 0.6%

Value $5.791M Shares 952,400 Est. Cost $2.82 Unrealized —

GLUE MONTE ROSA THERAPEUTICS INC 0.4%

Value $4.378M Shares 279,237 Est. Cost $13.48 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
RVMD	REVOLUTION MEDICINES INC	7,601,087	$605M	58.5%	$40.59	+61.5%	COM	76155X100
TYRA	TYRA BIOSCIENCES INC	4,055,861	$107M	10.3%	$12.94	+41.9%	COM	90240B106
TNGX	TANGO THERAPEUTICS INC	7,266,081	$64.38M	6.2%	$3.92	+119.6%	COM	87583X109
ORIC	ORIC PHARMACEUTICALS INC	7,162,637	$58.59M	5.7%	$8.21	+40.2%	COM	68622P109
RLAY	RELAY THERAPEUTICS INC	4,701,506	$39.77M	3.8%	$4.50	+58.5%	COM	75943R102
ZYME	ZYMEWORKS INC	1,113,946	$29.33M	2.8%	$13.64	+59.9%	COM	98985Y108
ALMS	ALUMIS INC	2,915,998	$28.46M	2.8%	$5.28	+32.3%	COM	022307102
KYMR	KYMERA THERAPEUTICS INC	278,896	$21.7M	2.1%	$34.43	+96.1%	COM	501575104
ENGN	ENGENE HOLDINGS INC	2,124,943	$19.19M	1.9%	$8.01	0.0%	COM	29286M105
—	MERSANA THERAPEUTICS INC	482,689	$13.96M	1.3%	$7.76	—	COM	59045L205
CGEM	CULLINAN THERAPEUTICS INC	1,141,145	$11.81M	1.1%	$9.60	-6.0%	COM	230031106
CNTX	CONTEXT THERAPEUTICS INC	7,419,355	$10.91M	1.1%	$0.87	+34.2%	COM	21077P108
SPRY	ARS PHARMACEUTICALS INC	660,703	$7.697M	0.7%	$12.03	-19.2%	COM	82835W108
ARVN	ARVINAS INC	539,394	$6.397M	0.6%	$15.67	-30.3%	COM	04335A105
SLN	SILENCE THERAPEUTICS PLC	952,400	$5.791M	0.6%	$2.82	—	ADS	82686Q101
GLUE	MONTE ROSA THERAPEUTICS INC	279,237	$4.378M	0.4%	$13.48	0.0%	COM	61225M102