Nextech Invest
Zurich, V8files as Nextech Invest Ltd.
$2.1bn in 15 US stocks at the end of 30 June 2026. The top 10 are 98.0% of the money. It changed about 25.0% of the portfolio this quarter.
Value
$2.1bn
Stocks
15
Top 10 share
98.0%
Turnover
25.0%
What changed this quarter
New
Bought for the first time this quarter.
- Parabilis MedicinesPBLS6.1% of the fund
- enGene TherapeuticsENGN0.2% of the fund
Added
Bought more of a stock they already held.
- Relay TherapeuticsRLAY6.0% of the fund+23%
- Monte Rosa TherapeuticsGLUE0.9% of the fund+150%
- ArvinasARVN0.8% of the fund+108%
Cut
Sold some of their stake.
- Tyra BiosciencesTYRA5.4% of the fund-12%
Sold out
Sold their entire stake.
- Tango TherapeuticsTNGX-100%
- Cullinan TherapeuticsCGEM-100%
- Engene Holdings-100%
- ARS PharmaceuticalsSPRY-100%
Holdings
- Parabilis MedicinesPBLS
- Share
- 6.1%
- Value
- $128m
- Shares
- 4,663,176
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Revolution MedicinesRVMD | 67.6% | $1.4bn | 7,601,087 | Held |
| Parabilis MedicinesPBLS | 6.1% | $128m | 4,663,176 | New |
| Relay TherapeuticsRLAY | 6.0% | $127m | 6,776,506 | +23% |
| Tyra BiosciencesTYRA | 5.4% | $114m | 3,553,585 | -12% |
| AlumisALMS | 4.7% | $100m | 3,540,998 | Held |
| Oric PharmaceuticalsORIC | 3.7% | $78m | 7,162,637 | Held |
| Kymera TherapeuticsKYMR | 1.5% | $32m | 278,896 | Held |
| ZymeworksZYME | 1.4% | $29m | 1,113,946 | Held |
| Monte Rosa TherapeuticsGLUE | 0.9% | $18m | 761,153 | +150% |
| ArvinasARVN | 0.8% | $17m | 1,122,713 | +108% |
| CytomX TherapeuticsCTMX | 0.8% | $17m | 4,449,932 | Held |
| Silence TherapeuticsSLN | 0.5% | $10m | 952,400 | Held |
| Corvus PharmaceuticalsCRVS | 0.3% | $7m | 450,000 | Held |
| Context TherapeuticsCNTX | 0.2% | $4m | 7,419,355 | Held |
| enGene TherapeuticsENGN | 0.2% | $4m | 2,324,943 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 298.8% since 30 June 2025.
Where the money is
Health care100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.