Filed: 5/15/2026ACC: 0001595430-26-000005
📋 What this filing means
NEXTECH INVEST, LTD. filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $1.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$1.42B
Total AUM (reported)
54.74M
Total Shares
Allocation by class
COM$1.42B99.6%
ADS$5.02M0.4%
Portfolio Concentration
Top 3$1.05B73.6%
4–10$315.22M22.2%
11–25$59.28M4.2%
Top 3 weight
73.6%
Top 10 weight
95.8%
Voting Authority Distribution
Total shares with voting rights: 54.74M
Sole
Full voting authority
54.74M
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
REVOLUTION MEDICINES INC
SOLEShares7.60M
TypeSH
Market value$739.21M
52.02%
Sole
7.60M
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares4.06M
TypeSH
Market value$155.34M
10.93%
Sole
4.06M
Shared
0.00
None
0.00
TANGO THERAPEUTICS INC
SOLEShares7.27M
TypeSH
Market value$152.01M
10.70%
Sole
7.27M
Shared
0.00
None
0.00
ORIC PHARMACEUTICALS INC
SOLEShares7.16M
TypeSH
Market value$90.75M
6.39%
Sole
7.16M
Shared
0.00
None
0.00
ALUMIS INC
SOLEShares3.54M
TypeSH
Market value$78.01M
5.49%
Sole
3.54M
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares5.53M
TypeSH
Market value$54.99M
3.87%
Sole
5.53M
Shared
0.00
None
0.00
ZYMEWORKS INC
SOLEShares1.11M
TypeSH
Market value$27.89M
1.96%
Sole
1.11M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares278.90K
TypeSH
Market value$23.23M
1.63%
Sole
278.90K
Shared
0.00
None
0.00
CYTOMX THERAPEUTICS INC.
SOLEShares4.45M
TypeSH
Market value$20.91M
1.47%
Sole
4.45M
Shared
0.00
None
0.00
CONTEXT THERAPEUTICS INC
SOLEShares7.42M
TypeSH
Market value$19.44M
1.37%
Sole
7.42M
Shared
0.00
None
0.00
CULLINAN THERAPEUTICS INC
SOLEShares1.14M
TypeSH
Market value$16.22M
1.14%
Sole
1.14M
Shared
0.00
None
0.00
ENGENE HOLDINGS INC
SOLEShares2.32M
TypeSH
Market value$15.83M
1.11%
Sole
2.32M
Shared
0.00
None
0.00
CORVUS PHARMACEUTICALS INC
SOLEShares450K
TypeSH
Market value$6.58M
0.46%
Sole
450K
Shared
0.00
None
0.00
ARVINAS INC
SOLEShares539.39K
TypeSH
Market value$5.72M
0.40%
Sole
539.39K
Shared
0.00
None
0.00
SILENCE THERAPEUTICS PLC
SOLEShares952.40K
TypeSH
Market value$5.02M
0.35%
Sole
952.40K
Shared
0.00
None
0.00
MONTE ROSA THERAPEUTICS INC
SOLEShares304.24K
TypeSH
Market value$5.00M
0.35%
Sole
304.24K
Shared
0.00
None
0.00
ARS PHARMACEUTICALS INC
SOLEShares610.70K
TypeSH
Market value$4.90M
0.35%
Sole
610.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REVOLUTION MEDICINES INCSOLE | COM | 7.60M | SH | $739.21M 52.02% | 7.60M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 4.06M | SH | $155.34M 10.93% | 4.06M | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 7.27M | SH | $152.01M 10.70% | 7.27M | 0.00 | 0.00 |
ORIC PHARMACEUTICALS INCSOLE | COM | 7.16M | SH | $90.75M 6.39% | 7.16M | 0.00 | 0.00 |
ALUMIS INCSOLE | COM | 3.54M | SH | $78.01M 5.49% | 3.54M | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 5.53M | SH | $54.99M 3.87% | 5.53M | 0.00 | 0.00 |
ZYMEWORKS INCSOLE | COM | 1.11M | SH | $27.89M 1.96% | 1.11M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 278.90K | SH | $23.23M 1.63% | 278.90K | 0.00 | 0.00 |
CYTOMX THERAPEUTICS INC.SOLE | COM | 4.45M | SH | $20.91M 1.47% | 4.45M | 0.00 | 0.00 |
CONTEXT THERAPEUTICS INCSOLE | COM | 7.42M | SH | $19.44M 1.37% | 7.42M | 0.00 | 0.00 |
CULLINAN THERAPEUTICS INCSOLE | COM | 1.14M | SH | $16.22M 1.14% | 1.14M | 0.00 | 0.00 |
ENGENE HOLDINGS INCSOLE | COM | 2.32M | SH | $15.83M 1.11% | 2.32M | 0.00 | 0.00 |
CORVUS PHARMACEUTICALS INCSOLE | COM | 450K | SH | $6.58M 0.46% | 450K | 0.00 | 0.00 |
ARVINAS INCSOLE | COM | 539.39K | SH | $5.72M 0.40% | 539.39K | 0.00 | 0.00 |
SILENCE THERAPEUTICS PLCSOLE | ADS | 952.40K | SH | $5.02M 0.35% | 952.40K | 0.00 | 0.00 |
MONTE ROSA THERAPEUTICS INCSOLE | COM | 304.24K | SH | $5.00M 0.35% | 304.24K | 0.00 | 0.00 |
ARS PHARMACEUTICALS INCSOLE | COM | 610.70K | SH | $4.90M 0.35% | 610.70K | 0.00 | 0.00 |