Nextech Invest Ltd. Long-Term Concentrated

Location: Zurich, Switzerland

CIK: 0001595430 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $1.421B (100.0% shares, 0.0% debt)

Holdings (17)

RVMD REVOLUTION MEDICINES INC 52.0%

Value $739M Shares 7,601,087 Est. Cost $40.59 Unrealized +153.8%

TYRA TYRA BIOSCIENCES INC 10.9%

Value $155M Shares 4,055,861 Est. Cost $12.94 Unrealized +133.8%

TNGX TANGO THERAPEUTICS INC 10.7%

Value $152M Shares 7,266,081 Est. Cost $3.92 Unrealized +203.4%

ORIC ORIC PHARMACEUTICALS INC 6.4%

Value $90.75M Shares 7,162,637 Est. Cost $8.21 Unrealized +31.1%

ALMS ALUMIS INC 5.5%

Value $78.01M Shares 3,540,998 Est. Cost $8.64 Unrealized +181.6%

RLAY RELAY THERAPEUTICS INC 3.9%

Value $54.99M Shares 5,526,506 Est. Cost $5.07 Unrealized +63.7%

ZYME ZYMEWORKS INC 2.0%

Value $27.89M Shares 1,113,946 Est. Cost $13.64 Unrealized +71.4%

KYMR KYMERA THERAPEUTICS INC 1.6%

Value $23.23M Shares 278,896 Est. Cost $34.43 Unrealized +125.3%

CTMX CYTOMX THERAPEUTICS INC. 1.5%

Value $20.91M Shares 4,449,932 Est. Cost $5.23 Unrealized 0.0%

CNTX CONTEXT THERAPEUTICS INC 1.4%

Value $19.44M Shares 7,419,355 Est. Cost $0.87 Unrealized +135.4%

CGEM CULLINAN THERAPEUTICS INC 1.1%

Value $16.22M Shares 1,141,145 Est. Cost $9.60 Unrealized +24.7%

ENGN ENGENE HOLDINGS INC 1.1%

Value $15.83M Shares 2,324,943 Est. Cost $8.15 Unrealized +18.5%

CRVS CORVUS PHARMACEUTICALS INC 0.5%

Value $6.583M Shares 450,000 Est. Cost $16.29 Unrealized 0.0%

ARVN ARVINAS INC 0.4%

Value $5.718M Shares 539,394 Est. Cost $15.67 Unrealized -19.8%

SLN SILENCE THERAPEUTICS PLC 0.4%

Value $5.019M Shares 952,400 Est. Cost $2.82 Unrealized —

GLUE MONTE ROSA THERAPEUTICS INC 0.4%

Value $5.005M Shares 304,237 Est. Cost $14.07 Unrealized +46.9%

SPRY ARS PHARMACEUTICALS INC 0.3%

Value $4.904M Shares 610,703 Est. Cost $12.03 Unrealized -14.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
RVMD	REVOLUTION MEDICINES INC	7,601,087	$739M	52.0%	$40.59	+153.8%	COM	76155X100
TYRA	TYRA BIOSCIENCES INC	4,055,861	$155M	10.9%	$12.94	+133.8%	COM	90240B106
TNGX	TANGO THERAPEUTICS INC	7,266,081	$152M	10.7%	$3.92	+203.4%	COM	87583X109
ORIC	ORIC PHARMACEUTICALS INC	7,162,637	$90.75M	6.4%	$8.21	+31.1%	COM	68622P109
ALMS	ALUMIS INC	3,540,998	$78.01M	5.5%	$8.64	+181.6%	COM	022307102
RLAY	RELAY THERAPEUTICS INC	5,526,506	$54.99M	3.9%	$5.07	+63.7%	COM	75943R102
ZYME	ZYMEWORKS INC	1,113,946	$27.89M	2.0%	$13.64	+71.4%	COM	98985Y108
KYMR	KYMERA THERAPEUTICS INC	278,896	$23.23M	1.6%	$34.43	+125.3%	COM	501575104
CTMX	CYTOMX THERAPEUTICS INC.	4,449,932	$20.91M	1.5%	$5.23	0.0%	COM	23284F105
CNTX	CONTEXT THERAPEUTICS INC	7,419,355	$19.44M	1.4%	$0.87	+135.4%	COM	21077P108
CGEM	CULLINAN THERAPEUTICS INC	1,141,145	$16.22M	1.1%	$9.60	+24.7%	COM	230031106
ENGN	ENGENE HOLDINGS INC	2,324,943	$15.83M	1.1%	$8.15	+18.5%	COM	29286M105
CRVS	CORVUS PHARMACEUTICALS INC	450,000	$6.583M	0.5%	$16.29	0.0%	COM	221015100
ARVN	ARVINAS INC	539,394	$5.718M	0.4%	$15.67	-19.8%	COM	04335A105
SLN	SILENCE THERAPEUTICS PLC	952,400	$5.019M	0.4%	$2.82	—	ADS	82686Q101
GLUE	MONTE ROSA THERAPEUTICS INC	304,237	$5.005M	0.4%	$14.07	+46.9%	COM	61225M102
SPRY	ARS PHARMACEUTICALS INC	610,703	$4.904M	0.3%	$12.03	-14.9%	COM	82835W108