Nextech Invest Ltd.

Q2 2026 13F-HR Holdings

Location
Zurich, V8
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
16
Total value ($000)
$2,107,306
Net value change ($000)
+686,254 (48.3%)
New positions
2
Sold out positions
4
Turnover %
15.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RVMD 684,326 92.6%
PARABILIS MEDICINES INC 127,631 NEW
RLAY 71,799 130.6%
ALMS 21,636 27.7%
GLUE 13,415 268.0%
KYMR 8,752 37.7%
ARVN 8,438 147.6%
SLN 5,438 108.3%
ENGN 4,022 NEW
ZYME 1,226 4.4%
Top Reduces (Value $000, Stocks/ETFs)
TNGX -152,006 -100.0%
TYRA -41,837 -26.9%
CGEM -16,216 -100.0%
ENGN -15,833 -100.0%
CNTX -15,329 -78.9%
ORIC -13,180 -14.5%
SPRY -4,904 -100.0%
CTMX -4,228 -20.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type