Filed: 8/14/2025ACC: 0001415889-25-021882
📋 What this filing means
NEXTECH INVEST, LTD. filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $528.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$528.39M
Total AUM (reported)
60.17M
Total Shares
Allocation by class
COM$522.87M99.0%
ADS$5.52M1.0%
Portfolio Concentration
Top 3$391.16M74.0%
4–10$104.70M19.8%
11–25$32.54M6.2%
Top 3 weight
74.0%
Top 10 weight
93.8%
Voting Authority Distribution
Total shares with voting rights: 60.17M
Sole
Full voting authority
60.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
REVOLUTION MEDICINES INC
SOLEShares7.60M
TypeSH
Market value$279.64M
52.92%
Sole
7.60M
Shared
0.00
None
0.00
ORIC PHARMACEUTICALS INC
SOLEShares7.16M
TypeSH
Market value$72.70M
13.76%
Sole
7.16M
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares4.06M
TypeSH
Market value$38.81M
7.35%
Sole
4.06M
Shared
0.00
None
0.00
TANGO THERAPEUTICS INC
SOLEShares5.53M
TypeSH
Market value$28.33M
5.36%
Sole
5.53M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares340.91K
TypeSH
Market value$14.88M
2.82%
Sole
340.91K
Shared
0.00
None
0.00
ZYMEWORKS INC
SOLEShares1.11M
TypeSH
Market value$13.98M
2.65%
Sole
1.11M
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares3.85M
TypeSH
Market value$13.31M
2.52%
Sole
3.85M
Shared
0.00
None
0.00
ARS PHARMACEUTICALS INC
SOLEShares741.73K
TypeSH
Market value$12.94M
2.45%
Sole
741.73K
Shared
0.00
None
0.00
CARGO THERAPEUTICS INC
SOLEShares2.64M
TypeSH
Market value$10.89M
2.06%
Sole
2.64M
Shared
0.00
None
0.00
ARVINAS INC
SOLEShares1.41M
TypeSH
Market value$10.37M
1.96%
Sole
1.41M
Shared
0.00
None
0.00
ALUMIS INC
SOLEShares2.92M
TypeSH
Market value$8.75M
1.66%
Sole
2.92M
Shared
0.00
None
0.00
CULLINAN THERAPEUTICS INC
SOLEShares1.14M
TypeSH
Market value$8.59M
1.63%
Sole
1.14M
Shared
0.00
None
0.00
SILENCE THERAPEUTICS PLC
SOLEShares952.40K
TypeSH
Market value$5.52M
1.05%
Sole
952.40K
Shared
0.00
None
0.00
CONTEXT THERAPEUTICS INC
SOLEShares7.42M
TypeSH
Market value$4.86M
0.92%
Sole
7.42M
Shared
0.00
None
0.00
MERSANA THERAPEUTICS INC
SOLEShares12.07M
TypeSH
Market value$3.57M
0.68%
Sole
12.07M
Shared
0.00
None
0.00
BOUNDLESS BIO INC
SOLEShares1.23M
TypeSH
Market value$1.24M
0.23%
Sole
1.23M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REVOLUTION MEDICINES INCSOLE | COM | 7.60M | SH | $279.64M 52.92% | 7.60M | 0.00 | 0.00 |
ORIC PHARMACEUTICALS INCSOLE | COM | 7.16M | SH | $72.70M 13.76% | 7.16M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 4.06M | SH | $38.81M 7.35% | 4.06M | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 5.53M | SH | $28.33M 5.36% | 5.53M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 340.91K | SH | $14.88M 2.82% | 340.91K | 0.00 | 0.00 |
ZYMEWORKS INCSOLE | COM | 1.11M | SH | $13.98M 2.65% | 1.11M | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 3.85M | SH | $13.31M 2.52% | 3.85M | 0.00 | 0.00 |
ARS PHARMACEUTICALS INCSOLE | COM | 741.73K | SH | $12.94M 2.45% | 741.73K | 0.00 | 0.00 |
CARGO THERAPEUTICS INCSOLE | COM | 2.64M | SH | $10.89M 2.06% | 2.64M | 0.00 | 0.00 |
ARVINAS INCSOLE | COM | 1.41M | SH | $10.37M 1.96% | 1.41M | 0.00 | 0.00 |
ALUMIS INCSOLE | COM | 2.92M | SH | $8.75M 1.66% | 2.92M | 0.00 | 0.00 |
CULLINAN THERAPEUTICS INCSOLE | COM | 1.14M | SH | $8.59M 1.63% | 1.14M | 0.00 | 0.00 |
SILENCE THERAPEUTICS PLCSOLE | ADS | 952.40K | SH | $5.52M 1.05% | 952.40K | 0.00 | 0.00 |
CONTEXT THERAPEUTICS INCSOLE | COM | 7.42M | SH | $4.86M 0.92% | 7.42M | 0.00 | 0.00 |
MERSANA THERAPEUTICS INCSOLE | COM | 12.07M | SH | $3.57M 0.68% | 12.07M | 0.00 | 0.00 |
BOUNDLESS BIO INCSOLE | COM | 1.23M | SH | $1.24M 0.23% | 1.23M | 0.00 | 0.00 |