Filed: 11/14/2025ACC: 0001595430-25-000007
📋 What this filing means
NEXTECH INVEST, LTD. filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $656.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$656.98M
Total AUM (reported)
45.86M
Total Shares
Allocation by class
COM$652.03M99.2%
ADS$4.94M0.8%
Portfolio Concentration
Top 3$497.66M75.8%
4–10$135.71M20.7%
11–25$23.61M3.6%
Top 3 weight
75.8%
Top 10 weight
96.4%
Voting Authority Distribution
Total shares with voting rights: 45.86M
Sole
Full voting authority
45.86M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
REVOLUTION MEDICINES INC
SOLEShares7.60M
TypeSH
Market value$354.97M
54.03%
Sole
7.60M
Shared
0.00
None
0.00
ORIC PHARMACEUTICALS INC
SOLEShares7.16M
TypeSH
Market value$85.95M
13.08%
Sole
7.16M
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares4.06M
TypeSH
Market value$56.74M
8.64%
Sole
4.06M
Shared
0.00
None
0.00
TANGO THERAPEUTICS INC
SOLEShares5.53M
TypeSH
Market value$46.49M
7.08%
Sole
5.53M
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares3.85M
TypeSH
Market value$20.08M
3.06%
Sole
3.85M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares340.91K
TypeSH
Market value$19.30M
2.94%
Sole
340.91K
Shared
0.00
None
0.00
ZYMEWORKS INC
SOLEShares1.11M
TypeSH
Market value$19.03M
2.90%
Sole
1.11M
Shared
0.00
None
0.00
ARVINAS INC
SOLEShares1.41M
TypeSH
Market value$12.00M
1.83%
Sole
1.41M
Shared
0.00
None
0.00
ALUMIS INC
SOLEShares2.92M
TypeSH
Market value$11.63M
1.77%
Sole
2.92M
Shared
0.00
None
0.00
CONTEXT THERAPEUTICS INC
SOLEShares7.42M
TypeSH
Market value$7.19M
1.09%
Sole
7.42M
Shared
0.00
None
0.00
CULLINAN THERAPEUTICS INC
SOLEShares1.14M
TypeSH
Market value$6.77M
1.03%
Sole
1.14M
Shared
0.00
None
0.00
ARS PHARMACEUTICALS INC
SOLEShares660.70K
TypeSH
Market value$6.64M
1.01%
Sole
660.70K
Shared
0.00
None
0.00
SILENCE THERAPEUTICS PLC
SOLEShares952.40K
TypeSH
Market value$4.94M
0.75%
Sole
952.40K
Shared
0.00
None
0.00
MERSANA THERAPEUTICS INC
SOLEShares482.69K
TypeSH
Market value$3.75M
0.57%
Sole
482.69K
Shared
0.00
None
0.00
BOUNDLESS BIO INC
SOLEShares1.23M
TypeSH
Market value$1.51M
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 | $354.97M 54.03% | 7.60M | 0.00 | 0.00 |
ORIC PHARMACEUTICALS INCSOLE | COM | 7.16M | SH | $85.95M 13.08% | 7.16M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 4.06M | SH | $56.74M 8.64% | 4.06M | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 5.53M | SH | $46.49M 7.08% | 5.53M | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 3.85M | SH | $20.08M 3.06% | 3.85M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 340.91K | SH | $19.30M 2.94% | 340.91K | 0.00 | 0.00 |
ZYMEWORKS INCSOLE | COM | 1.11M | SH | $19.03M 2.90% | 1.11M | 0.00 | 0.00 |
ARVINAS INCSOLE | COM | 1.41M | SH | $12.00M 1.83% | 1.41M | 0.00 | 0.00 |
ALUMIS INCSOLE | COM | 2.92M | SH | $11.63M 1.77% | 2.92M | 0.00 | 0.00 |
CONTEXT THERAPEUTICS INCSOLE | COM | 7.42M | SH | $7.19M 1.09% | 7.42M | 0.00 | 0.00 |
CULLINAN THERAPEUTICS INCSOLE | COM | 1.14M | SH | $6.77M 1.03% | 1.14M | 0.00 | 0.00 |
ARS PHARMACEUTICALS INCSOLE | COM | 660.70K | SH | $6.64M 1.01% | 660.70K | 0.00 | 0.00 |
SILENCE THERAPEUTICS PLCSOLE | ADS | 952.40K | SH | $4.94M 0.75% | 952.40K | 0.00 | 0.00 |
MERSANA THERAPEUTICS INCSOLE | COM | 482.69K | SH | $3.75M 0.57% | 482.69K | 0.00 | 0.00 |
BOUNDLESS BIO INCSOLE | COM | 1.23M | SH | $1.51M 0.23% | 1.23M | 0.00 | 0.00 |