Nextech Invest Ltd. Long-Term Concentrated

Name: Nextech Invest Ltd. Q2 2026 13F Filing | 13F Explorer
Creator: Nextech Invest Ltd.
Published: 2026-08-14

Location: Zurich, Switzerland

CIK: 0001595430 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $2.107B (100.0% shares, 0.0% debt)

Holdings (16)

New Positions (3)

PBLS PARABILIS MEDICINES INC 6.1%

Value $128M Shares 4,663,176 Est. Cost — Unrealized —

ARVN AVALO THERAPEUTICS INC ⚠ 0.7%

Value $14.16M Shares 766,000 Est. Cost — Unrealized —

ENGN ENGENE THERAPEUTICS INC 0.2%

Value $4.022M Shares 2,324,943 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PBLS	PARABILIS MEDICINES INC	4,663,176	$128M	6.1%	—	—	COM	698955101
ARVN	AVALO THERAPEUTICS INC ⚠	766,000	$14.16M	0.7%	—	—	COM NEW	04335A105
ENGN	ENGENE THERAPEUTICS INC	2,324,943	$4.022M	0.2%	—	—	COM	29286X101

Increased Positions (2)

RLAY RELAY THERAPEUTICS INC 6.0%

Value $127M (+130.6%) Shares 6,776,506 (+22.6%) Est. Cost — Unrealized —

GLUE MONTE ROSA THERAPEUTICS INC 0.9%

Value $18.42M (+268.1%) Shares 761,153 (+150.2%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
RLAY	RELAY THERAPEUTICS INC	6,776,506 (+22.6%)	$127M (+130.6%)	6.0%	—	—	COM	75943R102
GLUE	MONTE ROSA THERAPEUTICS INC	761,153 (+150.2%)	$18.42M (+268.1%)	0.9%	—	—	COM	61225M102

Exited Positions (4)

TNGX TANGO THERAPEUTICS INC 7.2%

Value $152M Shares 7,266,081 Est. Cost — Unrealized —

CGEM CULLINAN THERAPEUTICS INC 0.8%

Value $16.22M Shares 1,141,145 Est. Cost — Unrealized —

ENGN ENGENE HOLDINGS INC 0.8%

Value $15.83M Shares 2,324,943 Est. Cost — Unrealized —

SPRY ARS PHARMACEUTICALS INC 0.2%

Value $4.904M Shares 610,703 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TNGX	TANGO THERAPEUTICS INC	7,266,081	$152M	7.2%	—	—	—	87583X109
CGEM	CULLINAN THERAPEUTICS INC	1,141,145	$16.22M	0.8%	—	—	—	230031106
ENGN	ENGENE HOLDINGS INC	2,324,943	$15.83M	0.8%	—	—	—	29286M105
SPRY	ARS PHARMACEUTICALS INC	610,703	$4.904M	0.2%	—	—	—	82835W108

Decreased Positions (2)

TYRA TYRA BIOSCIENCES INC 5.4%

Value $114M (-26.9%) Shares 3,553,585 (-12.4%) Est. Cost — Unrealized —

ARVN ARVINAS INC ⚠ 0.1%

Value $2.964M (-48.2%) Shares 356,713 (-33.9%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TYRA	TYRA BIOSCIENCES INC	3,553,585 (-12.4%)	$114M (-26.9%)	5.4%	—	—	COM	90240B106
ARVN	ARVINAS INC ⚠	356,713 (-33.9%)	$2.964M (-48.2%)	0.1%	—	—	COM NEW	04335A105

Unchanged Positions (9)

RVMD REVOLUTION MEDICINES INC 67.6%

Value $1.424B Shares 7,601,087 Est. Cost — Unrealized —

ALMS ALUMIS INC 4.7%

Value $99.64M Shares 3,540,998 Est. Cost — Unrealized —

CNTX CONTEXT THERAPEUTICS INC 0.2%

Value $4.11M Shares 7,419,355 Est. Cost — Unrealized —

ORIC ORIC PHARMACEUTICALS INC 3.7%

Value $77.57M Shares 7,162,637 Est. Cost — Unrealized —

KYMR KYMERA THERAPEUTICS INC 1.5%

Value $31.98M Shares 278,896 Est. Cost — Unrealized —

SLN SILENCE THERAPEUTICS PLC 0.5%

Value $10.46M Shares 952,400 Est. Cost — Unrealized —

CTMX CYTOMX THERAPEUTICS INC. 0.8%

Value $16.69M Shares 4,449,932 Est. Cost — Unrealized —

ZYME ZYMEWORKS INC 1.4%

Value $29.12M Shares 1,113,946 Est. Cost — Unrealized —

CRVS CORVUS PHARMACEUTICALS INC 0.3%

Value $6.723M Shares 450,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
RVMD	REVOLUTION MEDICINES INC	7,601,087	$1.424B	67.6%	—	—	COM	76155X100
ALMS	ALUMIS INC	3,540,998	$99.64M	4.7%	—	—	COM	022307102
CNTX	CONTEXT THERAPEUTICS INC	7,419,355	$4.11M	0.2%	—	—	COM	21077P108
ORIC	ORIC PHARMACEUTICALS INC	7,162,637	$77.57M	3.7%	—	—	COM	68622P109
KYMR	KYMERA THERAPEUTICS INC	278,896	$31.98M	1.5%	—	—	COM	501575104
SLN	SILENCE THERAPEUTICS PLC	952,400	$10.46M	0.5%	—	—	ADS	82686Q101
CTMX	CYTOMX THERAPEUTICS INC.	4,449,932	$16.69M	0.8%	—	—	COM	23284F105
ZYME	ZYMEWORKS INC	1,113,946	$29.12M	1.4%	—	—	COM	98985Y108
CRVS	CORVUS PHARMACEUTICALS INC	450,000	$6.723M	0.3%	—	—	COM	221015100