1y return+308.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $450 against $133 in the S&P 500.2
Nextech Invest Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RVMDRevolution Medicines Inc | $1.4B | 67.6% | |
| PBLSParabilis Medicines Inc | $127.6M | 6.1% | New |
| RLAYRelay Therapeutics Inc | $126.8M | 6.0% | +22.6% |
| TYRATyra Biosciences Inc | $113.5M | 5.4% | −12.4% |
| ALMSAlumis Inc | $99.6M | 4.7% | |
| ORICOric Pharmaceuticals Inc | $77.6M | 3.7% | |
| KYMRKymera Therapeutics Inc | $32.0M | 1.5% | |
| ZYMEZymeworks Inc | $29.1M | 1.4% | |
| GLUEMonte Rosa Therapeutics Inc | $18.4M | 0.9% | +150.2% |
| ARVNArvinas Inc | $17.1M | 0.8% | +108.1% |
| CTMXCytomx Therapeutics Inc. | $16.7M | 0.8% | |
| SLNSilence Therapeutics PLC | $10.5M | 0.5% | |
| CRVSCorvus Pharmaceuticals Inc | $6.7M | 0.3% | |
| CNTXContext Therapeutics Inc | $4.1M | 0.2% | |
| ENGNEngene Therapeutics Inc | $4.0M | 0.2% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RLAYRelay Therapeutics Inc | March 31, 2025 | +614.1% | $126.8M |
| RVMDRevolution Medicines Inc | March 31, 2025 | +429.6% | $1.4B |
| ALMSAlumis Inc | March 31, 2025 | +358.3% | $99.6M |
| SLNSilence Therapeutics PLC | March 31, 2025 | +289.4% | $10.5M |
| TYRATyra Biosciences Inc | March 31, 2025 | +243.4% | $113.5M |
| KYMRKymera Therapeutics Inc | June 30, 2025 | +162.8% | $32.0M |
| ZYMEZymeworks Inc | March 31, 2025 | +119.5% | $29.1M |
| ORICOric Pharmaceuticals Inc | March 31, 2025 | +94.1% | $77.6M |
| GLUEMonte Rosa Therapeutics Inc | December 31, 2025 | +54.3% | $18.4M |
| ARVNArvinas Inc | March 31, 2025 | +18.4% | $17.1M |
Sold off last quarter
- TNGXTango Therapeutics Inc was $152.0M
- CGEMCullinan Therapeutics Inc was $16.2M
- Engene Holdings IncCUSIP 29286M105 was $15.8M
- SPRYArs Pharmaceuticals Inc was $4.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +58.3% | +14.8% |
| March 31, 2026 | +34.3% | −4.6% |
| December 31, 2025 | +51.7% | +2.4% |
| September 30, 2025 | +26.7% | +7.8% |
| June 30, 2025 | +10.1% | +10.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Nextech Invest Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1595430&type=13F-HR&dateb=&owner=include&count=40CIK 1595430
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1595430/000159543026000010/Filed August 14, 2026 · accession 0001595430-26-000010