Investor
Nextech Invest, Ltd.
CIK 0001595430 · filed 2026-05-15 · SEC filing
13F book
$1.42B
Positions
17
2 new · 1 sold
Largest name
52.0%
Revolution Medicines Inc
Est. mark
$349.9M
Price effect on 15 names still held. Flow $36.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Revolution Medicines Inc | — | 7.6M | $739.2M | 52.0% | $133.8M | Held |
| Tyra Biosciences, Inc. | TYRA | 4.06M | $155.3M | 10.9% | $48.7M | Held |
| Tango Therapeutics, Inc. | TNGX | 7.27M | $152M | 10.7% | $87.6M | Held |
| Oric Pharmaceuticals, Inc. | ORIC | 7.16M | $90.8M | 6.4% | $32.2M | Held |
| Alumis Inc. | ALMS | 3.54M | $78M | 5.5% | $35.8M | Added$49.5M |
| Relay Therapeutics, Inc. | RLAY | 5.53M | $55M | 3.9% | $7.01M | Added$15.2M |
| Zymeworks Inc. | ZYME | 1.11M | $27.9M | 2.0% | −$1.44M | Held |
| Kymera Therapeutics, Inc. | KYMR | 278.9K | $23.2M | 1.6% | $1.53M | Held |
| CytomX Therapeutics, Inc. | CTMX | 4.45M | $20.9M | 1.5% | — | New |
| Context Therapeutics Inc. | CNTX | 7.42M | $19.4M | 1.4% | $8.53M | Held |
| Cullinan Therapeutics, Inc. | CGEM | 1.14M | $16.2M | 1.1% | $4.4M | Held |
| Engene Holdings Inc | — | 2.32M | $15.8M | 1.1% | −$4.72M | Added−$3.36M |
| Corvus Pharmaceuticals, Inc. | CRVS | 450K | $6.58M | 0.5% | — | New |
| Arvinas, Inc. | ARVN | 539.4K | $5.72M | 0.4% | −$679.6K | Held |
| Silence Therapeutics Plc | — | 952.4K | $5.02M | 0.4% | −$771.4K | Held |
| Monte Rosa Therapeutics, Inc. | GLUE | 304.2K | $5M | 0.4% | $215K | Added$626.3K |
| ARS Pharmaceuticals, Inc. | SPRY | 610.7K | $4.9M | 0.3% | −$2.21M | Cut−$2.79M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.