Q2 2026 13F · SEC CIK 1595430
Nextech Invest Ltd.
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $2.1B
- Reported positions
- 15
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1.4 yrs
Nextech Invest Ltd. is a hedge fund that reported 15 positions worth $2.1B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Revolution Medicines Inc (RVMD, 67.6%), Parabilis Medicines, Inc. (PBLS, 6.1%), Relay Therapeutics Inc (RLAY, 6.0%).
Nextech Invest Ltd. holdings all 15 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| RVMDRevolution Medicines Inc | 67.6% | +0.0% | $1.4B |
| PBLSParabilis Medicines, Inc. | 6.1% | — | $127.6M |
| RLAYRelay Therapeutics Inc | 6.0% | +22.6% | $126.8M |
| TYRATyra Biosciences Inc | 5.4% | -12.4% | $113.5M |
| ALMSAlumis Ord | 4.7% | +0.0% | $99.6M |
| ORICOric Pharmaceuticals Inc | 3.7% | +0.0% | $77.6M |
| KYMRKymera Therapeutics Inc | 1.5% | +0.0% | $32.0M |
| ZYMEZymeworks Inc | 1.4% | +0.0% | $29.1M |
| GLUEMonte Rosa Therapeutics Inc | 0.9% | +150.2% | $18.4M |
| ARVNArvinas Inc | 0.8% | +108.1% | $17.1M |
| CTMXCytomx Therapeutics Inc. | 0.8% | +0.0% | $16.7M |
| SLNSilence Therapeutics PLC | 0.5% | +0.0% | $10.5M |
| CRVSCorvus Pharmaceuticals Inc Com | 0.3% | +0.0% | $6.7M |
| CNTXContext Therapeutics Inc | 0.2% | +0.0% | $4.1M |
| ENGNEngene Therapeutics Inc | 0.2% | — | $4.0M |
What Nextech Invest Ltd. bought and sold in Q2 2026, against Q1 2026.
New positions
- PBLS Parabilis Medicines, Inc.6.1% of 13F
- ENGN Engene Therapeutics Inc0.2% of 13F
Added to
- GLUE Monte Rosa Therapeutics Inc+150.2% shares
- ARVN Arvinas Inc+108.1% shares
- RLAY Relay Therapeutics Inc+22.6% shares
Reduced
- TYRA Tyra Biosciences Inc-12.4% shares
Sold out
- TNGX Tango Therapeutics Incwas 10.7%
- CGEM Cullinan Therapeutics Incwas 1.1%
- ENGN enGene Holdings Inc.was 1.1%
- SPRY Ars Pharmaceuticals Incwas 0.3%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +301.6% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $2.1B | 15 |
| Q1 2026 | $1.4B | 17 |
| Q4 2025 | $1.0B | 16 |
| Q3 2025 | $657.0M | 15 |
| Q2 2025 | $528.4M | 16 |
| Q1 2025 | $430.3M | 15 |
Questions about Nextech Invest Ltd.'s portfolio
What stocks does Nextech Invest Ltd. own?
Nextech Invest Ltd.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 15 positions worth $2.1B. The largest are Revolution Medicines Inc (RVMD) at 67.6%, Parabilis Medicines, Inc. (PBLS) at 6.1%, Relay Therapeutics Inc (RLAY) at 6.0%, Tyra Biosciences Inc (TYRA) at 5.4% and Alumis Ord (ALMS) at 4.7%.
What did Nextech Invest Ltd. buy last quarter?
In Q2 2026, Nextech Invest Ltd. added a new position in Parabilis Medicines, Inc. (PBLS), a new position in Engene Therapeutics Inc (ENGN), Monte Rosa Therapeutics Inc (GLUE) (+150.2% shares), Arvinas Inc (ARVN) (+108.1% shares) and Relay Therapeutics Inc (RLAY) (+22.6% shares), compared with its Q1 2026 filing.
What did Nextech Invest Ltd. sell last quarter?
In Q2 2026, Nextech Invest Ltd. sold all of Tango Therapeutics Inc (TNGX), sold all of Cullinan Therapeutics Inc (CGEM), sold all of enGene Holdings Inc. (ENGN), sold all of Ars Pharmaceuticals Inc (SPRY) and Tyra Biosciences Inc (TYRA) (-12.4% shares), compared with its Q1 2026 filing.
When is Nextech Invest Ltd.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Nextech Invest Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.