Nextech Invest Ltd.
Follow13F filer, CIK 1595430, Zurich, Switzerland
Nextech Invest Ltd. reported $656,977,659 across 15 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 96.41% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001595430-25-000007
- Period
- 2025-09-30
- Reported value
- $657M
- Holdings
- 15
- Top 10 weight
- 96.41%
- New
- 1
- Sold out
- 2
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MERSANA THERAPEUTICS INCnew | +482,689 | $3.75M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CARGO THERAPEUTICS INC COMexited | -2,642,502 | -$10.9M |
| Mersana Therapeutics Incexited | -12,067,246 | -$3.57M |
| SPRYreduced | -81,026 | -$814K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q3 2025
Share positions as resolved from 13F-HR 0001595430-25-000007, largest first. % of portfolio is the value over $656,977,659, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| RVMDREVOLUTION MEDICINES INC | 7,601,087 | $355M | 54.03% | 0 | Timeline | ||
| ORICORIC PHARMACEUTICALS INC | 7,162,637 | $86M | 13.08% | 0 | Timeline | ||
| TYRATYRA BIOSCIENCES INC | 4,055,861 | $56.7M | 8.64% | 0 | Timeline | ||
| TNGXTANGO THERAPEUTICS INC | 5,533,980 | $46.5M | 7.08% | 0 | Timeline | ||
| RLAYRELAY THERAPEUTICS INC | 3,846,409 | $20.1M | 3.06% | 0 | Timeline | ||
| KYMRKYMERA THERAPEUTICS INC | 340,909 | $19.3M | 2.94% | 0 | Timeline | ||
| ZYMEZYMEWORKS INC | 1,113,946 | $19M | 2.9% | 0 | Timeline | ||
| ARVNARVINAS INC | 1,408,394 | $12M | 1.83% | 0 | Timeline | ||
| ALMSALUMIS INC | 2,915,998 | $11.6M | 1.77% | 0 | Timeline | ||
| CNTXCONTEXT THERAPEUTICS INC | 7,419,355 | $7.19M | 1.09% | 0 | Timeline | ||
| CGEMCULLINAN THERAPEUTICS INC | 1,141,145 | $6.77M | 1.03% | 0 | Timeline | ||
| SPRYARS PHARMACEUTICALS INC | 660,703 | $6.64M | 1.01% | -81,026 | Timeline | ||
| SLNSILENCE THERAPEUTICS PLC | 952,400 | $4.94M | 0.75% | 0 | Timeline | ||
| MERSANA THERAPEUTICS INCMERSANA THERAPEUTICS INC | 482,689 | $3.75M | 0.57% | new | |||
| BOLDBOUNDLESS BIO INC | 1,228,069 | $1.51M | 0.23% | 0 | Timeline |
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| CARGO THERAPEUTICS INC COMCARGO THERAPEUTICS INC COM | 2,642,502 | $10.9M | shares |
| Mersana Therapeutics IncMersana Therapeutics Inc | 12,067,246 | $3.57M | shares |
How Q3 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001595430-25-000007 | base | 2025-11-14 | acceptance time not in the bulk data set |