Filed: 8/14/2026ACC: 0001595430-26-000010
📋 What this filing means
NEXTECH INVEST LTD. filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $2.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$2.11B
Total AUM (reported)
52.17M
Total Shares
Allocation by class
COM$2.08B98.8%
COM NEW$14.16M0.7%
ADS$10.46M0.5%
Portfolio Concentration
Top 3$1.68B79.6%
4–10$386.92M18.4%
11–25$42.43M2.0%
Top 3 weight
79.6%
Top 10 weight
98.0%
Voting Authority Distribution
Total shares with voting rights: 52.17M
Sole
Full voting authority
52.17M
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$1.42B
67.55%
Sole
7.60M
Shared
0.00
None
0.00
PARABILIS MEDICINES INC
SOLEShares4.66M
TypeSH
Market value$127.63M
6.06%
Sole
4.66M
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares6.78M
TypeSH
Market value$126.79M
6.02%
Sole
6.78M
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares3.55M
TypeSH
Market value$113.50M
5.39%
Sole
3.55M
Shared
0.00
None
0.00
ALUMIS INC
SOLEShares3.54M
TypeSH
Market value$99.64M
4.73%
Sole
3.54M
Shared
0.00
None
0.00
ORIC PHARMACEUTICALS INC
SOLEShares7.16M
TypeSH
Market value$77.57M
3.68%
Sole
7.16M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares278.90K
TypeSH
Market value$31.98M
1.52%
Sole
278.90K
Shared
0.00
None
0.00
ZYMEWORKS INC
SOLEShares1.11M
TypeSH
Market value$29.12M
1.38%
Sole
1.11M
Shared
0.00
None
0.00
MONTE ROSA THERAPEUTICS INC
SOLEShares761.15K
TypeSH
Market value$18.42M
0.87%
Sole
761.15K
Shared
0.00
None
0.00
CYTOMX THERAPEUTICS INC.
SOLEShares4.45M
TypeSH
Market value$16.69M
0.79%
Sole
4.45M
Shared
0.00
None
0.00
AVALO THERAPEUTICS INC
SOLEShares766K
TypeSH
Market value$14.16M
0.67%
Sole
766K
Shared
0.00
None
0.00
SILENCE THERAPEUTICS PLC
SOLEShares952.40K
TypeSH
Market value$10.46M
0.50%
Sole
952.40K
Shared
0.00
None
0.00
CORVUS PHARMACEUTICALS INC
SOLEShares450K
TypeSH
Market value$6.72M
0.32%
Sole
450K
Shared
0.00
None
0.00
CONTEXT THERAPEUTICS INC
SOLEShares7.42M
TypeSH
Market value$4.11M
0.20%
Sole
7.42M
Shared
0.00
None
0.00
ENGENE THERAPEUTICS INC
SOLEShares2.32M
TypeSH
Market value$4.02M
0.19%
Sole
2.32M
Shared
0.00
None
0.00
ARVINAS INC
SOLEShares356.71K
TypeSH
Market value$2.96M
0.14%
Sole
356.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REVOLUTION MEDICINES INCSOLE | COM | 7.60M | SH | $1.42B 67.55% | 7.60M | 0.00 | 0.00 |
PARABILIS MEDICINES INCSOLE | COM | 4.66M | SH | $127.63M 6.06% | 4.66M | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 6.78M | SH | $126.79M 6.02% | 6.78M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 3.55M | SH | $113.50M 5.39% | 3.55M | 0.00 | 0.00 |
ALUMIS INCSOLE | COM | 3.54M | SH | $99.64M 4.73% | 3.54M | 0.00 | 0.00 |
ORIC PHARMACEUTICALS INCSOLE | COM | 7.16M | SH | $77.57M 3.68% | 7.16M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 278.90K | SH | $31.98M 1.52% | 278.90K | 0.00 | 0.00 |
ZYMEWORKS INCSOLE | COM | 1.11M | SH | $29.12M 1.38% | 1.11M | 0.00 | 0.00 |
MONTE ROSA THERAPEUTICS INCSOLE | COM | 761.15K | SH | $18.42M 0.87% | 761.15K | 0.00 | 0.00 |
CYTOMX THERAPEUTICS INC.SOLE | COM | 4.45M | SH | $16.69M 0.79% | 4.45M | 0.00 | 0.00 |
AVALO THERAPEUTICS INCSOLE | COM NEW | 766K | SH | $14.16M 0.67% | 766K | 0.00 | 0.00 |
SILENCE THERAPEUTICS PLCSOLE | ADS | 952.40K | SH | $10.46M 0.50% | 952.40K | 0.00 | 0.00 |
CORVUS PHARMACEUTICALS INCSOLE | COM | 450K | SH | $6.72M 0.32% | 450K | 0.00 | 0.00 |
CONTEXT THERAPEUTICS INCSOLE | COM | 7.42M | SH | $4.11M 0.20% | 7.42M | 0.00 | 0.00 |
ENGENE THERAPEUTICS INCSOLE | COM | 2.32M | SH | $4.02M 0.19% | 2.32M | 0.00 | 0.00 |
ARVINAS INCSOLE | COM | 356.71K | SH | $2.96M 0.14% | 356.71K | 0.00 | 0.00 |