Nextech Invest
Nextech Invest reported 15 stocks worth $2.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RVMD (67.5%), PBLS (6.1%) and RLAY (6.0%). Compared with Q1 2026, the fund opened new positions in PBLS and ENGN, added to RLAY, GLUE and ARVN, trimmed TYRA and sold out of TNGX, CGEM and SPRY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RVMD Revolution Medicines Inc | $1.4B | 67.5% | 7.6M | No change | 6 of 6 | |
| 2 |  PBLS Parabilis Medicines Inc Com | $128M | 6.1% | 4.7M | New position | 1 of 6 | |
| 3 |  RLAY Relay Therapeutics Inc | $127M | 6.0% | 6.8M | +1.3M (+23%) | 6 of 6 | |
| 4 |  TYRA Tyra Biosciences Inc | $114M | 5.4% | 3.6M | −502K (−12%) | 6 of 6 | |
| 5 |  ALMS Alumis Inc | $99.6M | 4.7% | 3.5M | No change | 6 of 6 | |
| 6 |  ORIC Oric Pharmaceuticals Inc | $77.6M | 3.7% | 7.2M | No change | 6 of 6 | |
| 7 |  KYMR Kymera Therapeutics Inc | $32M | 1.5% | 279K | No change | 5 of 6 | |
| 8 |  ZYME Zymeworks Inc | $29.1M | 1.4% | 1.1M | No change | 6 of 6 | |
| 9 |  GLUE Monte Rosa Therapeutics Inc | $18.4M | 0.9% | 761K | +457K (+150%) | 3 of 6 | |
| 10 |  ARVN Arvinas Inc | $17.1M | 0.8% | 1.1M | +583K (+108%) | 6 of 6 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Nextech Invest 13F FAQ
What does Nextech Invest own?
Nextech Invest reported 15 stocks worth $2.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RVMD (67.5%), PBLS (6.1%) and RLAY (6.0%). The table above lists every position in the filing (the top 10 without an account).
What did Nextech Invest buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 3 added to, 1 trimmed and 4 sold out. New positions include PBLS and ENGN. It sold all of TNGX, CGEM and SPRY.
When will Nextech Invest file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Nextech Invest's portfolio worth?
The Q2 2026 filing reports $2.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.