StockDriftsStockDriftsTop 13 Nextech Invest LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | 67.55% | 7.60M | $1.42B | +0.00%(+0) | $39.55(+415.07%) | 2026-06-30 | |
| RLAY | RELAY THERAPEUTICS INC | 6.02% | 6.78M | $126.8M | +22.62%(+1.25M) | $6.48(+206.26%) | 2026-06-30 | |
| TYRA | TYRA BIOSCIENCES INC | 5.39% | 3.55M | $113.5M | -12.38%(-502.28K) | $11.60(+118.02%) | 2026-06-30 | |
| ALMS | ALUMIS INC | 4.73% | 3.54M | $99.6M | +0.00%(+0) | $7.48(+238.33%) | 2026-06-30 | |
| ORIC | ORIC PHARMACEUTICALS INC | 3.68% | 7.16M | $77.6M | +0.00%(+0) | $7.17(+93.42%) | 2026-06-30 | |
| KYMR | KYMERA THERAPEUTICS INC | 1.52% | 278.9K | $32.0M | +0.00%(+0) | $36.63(+220.48%) | 2026-06-30 | |
| ZYME | ZYMEWORKS INC | 1.38% | 1.11M | $29.1M | +0.00%(+0) | $13.28(+89.23%) | 2026-06-30 | |
| GLUE | MONTE ROSA THERAPEUTICS INC | 0.87% | 761.2K | $18.4M | +150.18%(+456.92K) | $16.69(-7.12%) | 2026-06-30 | |
| ARVN | AVALO THERAPEUTICS INC | 0.81% | 1.12M | $17.1M | +108.14%(+583.32K) | $11.09(-19.15%) | 2026-06-30 | |
| CTMX | CYTOMX THERAPEUTICS INC. | 0.79% | 4.45M | $16.7M | +0.00%(+0) | $4.48(-25.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +360.33% |
| Top 20 Holdings Unweighted | — | — | — | — | +251.98% |
Nextech Invest LTD reports $2.11B in US-listed equity holdings across 15 positions in its most recent 13F filing. Its largest disclosed positions are RVMD (67.5%), RLAY (6.0%) and TYRA (5.4%). The top 20 holdings account for 93.76% of reported assets. Its disclosed equity book has returned +360.33% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Nextech Invest LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1595430). View Nextech Invest LTD’s 13F filings on SEC