Nextech Invest portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Nextech Invest reported a $2.1 bn portfolio of 15 positions to the SEC as of the end of Q2 2026. Its largest positions are RVMD, PBLS, RLAY. During the quarter it exited Tango Therapeutics and Cullinan Therapeutics.
Sections with a free account
What changed this quarter
7 positions with a change (3 added to, 1 trimmed, 3 sold); also, 1 entered through an IPO. 5 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedParabilis MedicinesPBLS6.1% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Tango Therapeutics−7.2 ppof portfolioSold out10.7% → —
- Relay Therapeutics+23%more sharesIncreased3.9% → 6.0%
- Cullinan Therapeutics−0.8 ppof portfolioSold out1.1% → —
- Tyra Biosciences−12%fewer sharesReduced10.9% → 5.4%
- Monte Rosa Therapeutics+150%more sharesIncreased0.4% → 0.9%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Revolution MedicinesRVMD67.6%
- Parabilis MedicinesPBLS6.1%
- Relay TherapeuticsRLAY6.0%
- Tyra BiosciencesTYRA5.4%
- AlumisALMS4.7%
- ORIC PharmaceuticalsORIC3.7%
- Kymera TherapeuticsKYMR1.5%
- ZymeworksZYME1.4%
- Monte Rosa TherapeuticsGLUE0.9%
- ArvinasARVN0.8%
- CytomX TherapeuticsCTMX0.8%
- Silence TherapeuticsSLN0.5%
- Corvus PharmaceuticalsCRVS0.3%
- Context TherapeuticsCNTX0.2%
- enGene TherapeuticsENGN0.2%
Portfolio by sector
- ● Health Care 100%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: it has fewer than 8 quarters of history. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Caligan PartnersInvestment firm · $2.1 bn
- Abrams Bison InvestmentsInvestment firm · $2.0 bn
- CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTInvestment firm · $2.2 bn
- Greenwoods Asset Management Hong KongInvestment firm · $2.2 bn
- Tang Capital ManagementInvestment firm · $2.2 bn
- Aequim Alternative InvestmentsInvestment firm · $2.2 bn