2026 Q1 Portfolio Activity
In 2026 Q1, Nextech Invest, Ltd. maintained a portfolio of 18 distinct positions. The most significant new addition was CYTOMX THERAPEUTICS INC., now representing 1.47% of the total fund value. They heavily accumulated shares in ALUMIS INC, increasing the position by 21.4%. Conversely, Nextech Invest, Ltd. completely exited their position in MERSANA THERAPEUTICS INC.
Position History
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Nextech Invest, Ltd.
AUM $1,421M
Total Positions
18
Quarter
2026 Q1
Top Holding
RVMD (52.0%)
Top 10 Concentration
95.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-18 of 18
Nextech Invest, Ltd. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 52.02% | 58.53% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
7,601,087 | $739,205,711 |
$35.36
+180.3%
|
2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
TYRA
TYRA BIOSCIENCE...
|
Healthcare | 10.93% | 10.31% |
#2
Prev: #2
|
6.5 | no change | no change |
P
S
|
4,055,861 | $155,339,476 |
$9.30
+325.9%
|
2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
TNGX
TANGO THERAPEUT...
|
Healthcare | 10.70% | 6.22% |
#3
Prev: #3
|
6.0 | no change | no change |
P
S
|
7,266,081 | $152,006,415 |
$3.16
+585.5%
|
2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
ORIC
ORIC PHARMACEUT...
|
Healthcare | 6.39% | 5.66% |
#4
Prev: #4
|
4.1 | no change | no change |
P
S
|
7,162,637 | $90,750,611 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALMS
ALUMIS INC
|
Healthcare | 5.49% | 2.75% |
#5
2
Prev: #7
|
5.2 | 625,000 | 21.4% |
P
S
|
3,540,998 | $78,008,186 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RLAY
RELAY THERAPEUT...
|
Healthcare | 3.87% | 3.85% |
#6
1
Prev: #5
|
3.5 | 825,000 | 17.5% |
P
S
|
5,526,506 | $54,988,735 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZYME
ZYMEWORKS INC
|
Healthcare | 1.96% | 2.84% |
#7
1
Prev: #6
|
1.8 | no change | no change |
P
S
|
1,113,946 | $27,893,208 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KYMR
KYMERA THERAPEU...
|
Healthcare | 1.63% | 2.10% |
#8
Prev: #8
|
1.7 | no change | no change |
P
S
|
278,896 | $23,229,248 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CTMX
CYTOMX THERAPEU...
|
Healthcare | 1.47% | — |
#9
Prev: #—
|
4.1 | 4,449,932 | — |
NEW
|
4,449,932 | $20,914,680 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CNTX
CONTEXT THERAPE...
|
Healthcare | 1.37% | 1.05% |
#10
2
Prev: #12
|
1.5 | no change | no change |
P
S
|
7,419,355 | $19,438,710 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CGEM
CULLINAN THERAP...
|
Healthcare | 1.14% | 1.14% |
#11
Prev: #11
|
1.5 | no change | no change |
P
S
|
1,141,145 | $16,215,670 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ENGN
ENGENE HOLDINGS...
|
Healthcare | 1.11% | 1.85% |
#12
3
Prev: #9
|
2.4 | 200,000 | 9.4% |
P
S
|
2,324,943 | $15,832,862 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CRVS
CORVUS PHARMACE...
|
Healthcare | 0.46% | — |
#13
Prev: #—
|
3.7 | 450,000 | — |
NEW
|
450,000 | $6,583,500 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ARVN
ARVINAS INC
|
Healthcare | 0.40% | 0.62% |
#14
Prev: #14
|
1.2 | no change | no change |
P
S
|
539,394 | $5,717,576 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SLN
SILENCE THERAPE...
|
Healthcare | 0.35% | 0.56% |
#15
Prev: #15
|
1.1 | no change | no change |
P
S
|
952,400 | $5,019,148 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GLUE
MONTE ROSA THER...
|
Healthcare | 0.35% | 0.42% |
#16
Prev: #16
|
2.1 | 25,000 | 9.0% |
P
S
|
304,237 | $5,004,699 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPRY
ARS PHARMACEUTI...
|
Healthcare | 0.35% | 0.74% |
#17
4
Prev: #13
|
0.6 | -50,000 | -7.6% |
P
S
|
610,703 | $4,903,945 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MRSN
MERSANA THERAPE...
|
Unknown | 0.00% | 1.35% |
Sold All 😨
(Was: #10) |
0.0 | -482,689 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-18 of 18 holdings