Filed: 2/17/2026ACC: 0001595430-26-000002
📋 What this filing means
NEXTECH INVEST, LTD. filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $1.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$1.03B
Total AUM (reported)
48.70M
Total Shares
Allocation by class
COM$1.03B99.4%
ADS$5.79M0.6%
Portfolio Concentration
Top 3$776.43M75.1%
4–10$211.01M20.4%
11–25$46.98M4.5%
Top 3 weight
75.1%
Top 10 weight
95.5%
Voting Authority Distribution
Total shares with voting rights: 48.70M
Sole
Full voting authority
48.70M
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$605.43M
58.53%
Sole
7.60M
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares4.06M
TypeSH
Market value$106.63M
10.31%
Sole
4.06M
Shared
0.00
None
0.00
TANGO THERAPEUTICS INC
SOLEShares7.27M
TypeSH
Market value$64.38M
6.22%
Sole
7.27M
Shared
0.00
None
0.00
ORIC PHARMACEUTICALS INC
SOLEShares7.16M
TypeSH
Market value$58.59M
5.66%
Sole
7.16M
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares4.70M
TypeSH
Market value$39.77M
3.85%
Sole
4.70M
Shared
0.00
None
0.00
ZYMEWORKS INC
SOLEShares1.11M
TypeSH
Market value$29.33M
2.84%
Sole
1.11M
Shared
0.00
None
0.00
ALUMIS INC
SOLEShares2.92M
TypeSH
Market value$28.46M
2.75%
Sole
2.92M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares278.90K
TypeSH
Market value$21.70M
2.10%
Sole
278.90K
Shared
0.00
None
0.00
ENGENE HOLDINGS INC
SOLEShares2.12M
TypeSH
Market value$19.19M
1.85%
Sole
2.12M
Shared
0.00
None
0.00
MERSANA THERAPEUTICS INC
SOLEShares482.69K
TypeSH
Market value$13.96M
1.35%
Sole
482.69K
Shared
0.00
None
0.00
CULLINAN THERAPEUTICS INC
SOLEShares1.14M
TypeSH
Market value$11.81M
1.14%
Sole
1.14M
Shared
0.00
None
0.00
CONTEXT THERAPEUTICS INC
SOLEShares7.42M
TypeSH
Market value$10.91M
1.05%
Sole
7.42M
Shared
0.00
None
0.00
ARS PHARMACEUTICALS INC
SOLEShares660.70K
TypeSH
Market value$7.70M
0.74%
Sole
660.70K
Shared
0.00
None
0.00
ARVINAS INC
SOLEShares539.39K
TypeSH
Market value$6.40M
0.62%
Sole
539.39K
Shared
0.00
None
0.00
SILENCE THERAPEUTICS PLC
SOLEShares952.40K
TypeSH
Market value$5.79M
0.56%
Sole
952.40K
Shared
0.00
None
0.00
MONTE ROSA THERAPEUTICS INC
SOLEShares279.24K
TypeSH
Market value$4.38M
0.42%
Sole
279.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REVOLUTION MEDICINES INCSOLE | COM | 7.60M | SH | $605.43M 58.53% | 7.60M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 4.06M | SH | $106.63M 10.31% | 4.06M | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 7.27M | SH | $64.38M 6.22% | 7.27M | 0.00 | 0.00 |
ORIC PHARMACEUTICALS INCSOLE | COM | 7.16M | SH | $58.59M 5.66% | 7.16M | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 4.70M | SH | $39.77M 3.85% | 4.70M | 0.00 | 0.00 |
ZYMEWORKS INCSOLE | COM | 1.11M | SH | $29.33M 2.84% | 1.11M | 0.00 | 0.00 |
ALUMIS INCSOLE | COM | 2.92M | SH | $28.46M 2.75% | 2.92M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 278.90K | SH | $21.70M 2.10% | 278.90K | 0.00 | 0.00 |
ENGENE HOLDINGS INCSOLE | COM | 2.12M | SH | $19.19M 1.85% | 2.12M | 0.00 | 0.00 |
MERSANA THERAPEUTICS INCSOLE | COM | 482.69K | SH | $13.96M 1.35% | 482.69K | 0.00 | 0.00 |
CULLINAN THERAPEUTICS INCSOLE | COM | 1.14M | SH | $11.81M 1.14% | 1.14M | 0.00 | 0.00 |
CONTEXT THERAPEUTICS INCSOLE | COM | 7.42M | SH | $10.91M 1.05% | 7.42M | 0.00 | 0.00 |
ARS PHARMACEUTICALS INCSOLE | COM | 660.70K | SH | $7.70M 0.74% | 660.70K | 0.00 | 0.00 |
ARVINAS INCSOLE | COM | 539.39K | SH | $6.40M 0.62% | 539.39K | 0.00 | 0.00 |
SILENCE THERAPEUTICS PLCSOLE | ADS | 952.40K | SH | $5.79M 0.56% | 952.40K | 0.00 | 0.00 |
MONTE ROSA THERAPEUTICS INCSOLE | COM | 279.24K | SH | $4.38M 0.42% | 279.24K | 0.00 | 0.00 |