Nextech Invest Ltd.
Net seller this quarter
$2.11B
15
-$102M
98.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RVMD | $1.42B | 67.55% | 3.55% | Not reported | Q1 2025 |
 PBLS | $128M | 6.06% | 3.82% | New | Q2 2026 |
 RLAY | $127M | 6.02% | 3.10% | +22.6% | Q1 2025 |
 TYRA | $114M | 5.39% | 5.96% | -12.4% | Q1 2025 |
 ALMS | $99.6M | 4.73% | Not reported | Not reported | Q1 2025 |
 ORIC | $77.6M | 3.68% | 6.91% | Not reported | Q1 2025 |
 KYMR | $32M | 1.52% | 0.34% | Not reported | Q2 2025 |
 ZYME | $29.1M | 1.38% | 1.56% | Not reported | Q1 2025 |
 GLUE | $18.4M | 0.87% | 0.89% | +150.2% | Q4 2025 |
 ARVN | $17.1M | 0.81% | 1.72% | +108.1% | Q1 2025 |
 CTMX | $16.7M | 0.79% | 2.04% | Not reported | Q1 2026 |
 SLN | $10.5M | 0.50% | 0.67% | Not reported | Q1 2025 |
 CRVS | $6.72M | 0.32% | 0.53% | Not reported | Q1 2026 |
 CNTX | $4.11M | 0.20% | 8.08% | Not reported | Q1 2025 |
 ENGN | $4.02M | 0.19% | 3.47% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| RVMD | $739M | 52.02% | 3.80% | Not reported | Q1 2025 |
| TYRA | $155M | 10.93% | 6.82% | Not reported | Q1 2025 |
 TNGX | $152M | 10.70% | 5.04% | Not reported | Q1 2025 |
| ORIC | $90.8M | 6.39% | 6.92% | Not reported | Q1 2025 |
| ALMS | $78M | 5.49% | Not reported | +21.4% | Q1 2025 |
| RLAY | $55M | 3.87% | 2.92% | +17.6% | Q1 2025 |
| ZYME | $27.9M | 1.96% | 1.52% | Not reported | Q1 2025 |
| KYMR | $23.2M | 1.63% | 0.34% | Not reported | Q2 2025 |
| CTMX | $20.9M | 1.47% | 2.61% | New | Q1 2026 |
| CNTX | $19.4M | 1.37% | 8.08% | Not reported | Q1 2025 |
 CGEM | $16.2M | 1.14% | 1.86% | Not reported | Q1 2025 |
| ENGN | $15.8M | 1.11% | 3.47% | +9.4% | Q4 2025 |
| CRVS | $6.58M | 0.46% | 0.54% | New | Q1 2026 |
| ARVN | $5.72M | 0.40% | 0.84% | Not reported | Q1 2025 |
| SLN | $5.02M | 0.35% | 0.67% | Not reported | Q1 2025 |
| GLUE | $5M | 0.35% | 0.36% | +9.0% | Q4 2025 |
 SPRY | $4.9M | 0.35% | 0.62% | -7.6% | Q1 2025 |
| Q4 2025 | |||||
| RVMD | $605M | 58.53% | 3.86% | Not reported | Q1 2025 |
| TYRA | $107M | 10.31% | 7.55% | Not reported | Q1 2025 |
| TNGX | $64.4M | 6.22% | 5.35% | +31.3% | Q1 2025 |
| ORIC | $58.6M | 5.66% | 7.27% | Not reported | Q1 2025 |
| RLAY | $39.8M | 3.85% | 2.70% | +22.2% | Q1 2025 |
| ZYME | $29.3M | 2.84% | 1.49% | Not reported | Q1 2025 |
| ALMS | $28.5M | 2.75% | Not reported | Not reported | Q1 2025 |
| KYMR | $21.7M | 2.10% | 0.34% | -18.2% | Q2 2025 |
| ENGN | $19.2M | 1.85% | 3.17% | New | Q4 2025 |
| MRSN | $14M | 1.35% | 9.66% | Not reported | Q1 2025 |
| CGEM | $11.8M | 1.14% | 1.89% | Not reported | Q1 2025 |
| CNTX | $10.9M | 1.05% | 8.08% | Not reported | Q1 2025 |
| SPRY | $7.7M | 0.74% | 0.67% | Not reported | Q1 2025 |
| ARVN | $6.4M | 0.62% | 0.85% | -61.7% | Q1 2025 |
| SLN | $5.79M | 0.56% | 0.67% | Not reported | Q1 2025 |
| GLUE | $4.38M | 0.42% | 0.43% | New | Q4 2025 |
| Q3 2025 | |||||
| RVMD | $355M | 54.03% | 4.01% | Not reported | Q1 2025 |
| ORIC | $86M | 13.08% | 7.36% | Not reported | Q1 2025 |
| TYRA | $56.7M | 8.64% | 7.61% | Not reported | Q1 2025 |
| TNGX | $46.5M | 7.08% | 4.96% | Not reported | Q1 2025 |
| RLAY | $20.1M | 3.06% | 2.23% | Not reported | Q1 2025 |
| KYMR | $19.3M | 2.94% | 0.48% | Not reported | Q2 2025 |
| ZYME | $19M | 2.90% | 1.48% | Not reported | Q1 2025 |
| ARVN | $12M | 1.83% | 1.99% | Not reported | Q1 2025 |
| ALMS | $11.6M | 1.77% | Not reported | Not reported | Q1 2025 |
| CNTX | $7.19M | 1.09% | 8.08% | Not reported | Q1 2025 |
| CGEM | $6.77M | 1.03% | 1.93% | Not reported | Q1 2025 |
| SPRY | $6.64M | 1.01% | 0.67% | -10.9% | Q1 2025 |
| SLN | $4.94M | 0.75% | 0.67% | Not reported | Q1 2025 |
| MRSN | $3.75M | 0.57% | 9.66% | -96.0% | Q1 2025 |
 BOLD | $1.51M | 0.23% | 5.49% | Not reported | Q1 2025 |