Nextech Invest Ltd.
Zurich V8 · SEC CIK 0001595430
$21.07亿2026Q2 申报市值
15持仓数
98.0%前十大占比 · 第一大 67.6%
2 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PBLS 新建仓+$1.28亿
RLAY 加仓+$2,338.75万
GLUE 加仓+$1,105.74万
ARVN 加仓+$889.49万
ENGENE THERAPEUT 新建仓+$402.22万
2026Q2 卖出最多 按季末市值估算
TNGX 清仓-$1.52亿
CGEM 清仓-$1,621.57万
TYRA 减仓-$1,604.27万
ENGENE HOLDINGS 清仓-$1,583.29万
SPRY 清仓-$490.39万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TNGX | TANGO THERAPEUTICS INC | $0 | 0.00% | 0 | -7,266,081 | -100.0% | -$1.52亿 | 清仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $0 | 0.00% | 0 | -1,141,145 | -100.0% | -$1,621.57万 | 清仓 |
| — | ENGENE HOLDINGS INC | $0 | 0.00% | 0 | -2,324,943 | -100.0% | -$1,583.29万 | 清仓 |
| SPRY | ARS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -610,703 | -100.0% | -$490.39万 | 清仓 |
| — | ENGENE THERAPEUTICS INC | $402.22万 | 0.19% | 2,324,943 | 2,324,943 | — | $402.22万 | 新建仓 |
| — | CONTEXT THERAPEUTICS INC | $410.96万 | 0.20% | 7,419,355 | 0 | 0.0% | — | 不变 |
| CRVS | CORVUS PHARMACEUTICALS INC | $672.30万 | 0.32% | 450,000 | 0 | 0.0% | — | 不变 |
| SLN | SILENCE THERAPEUTICS PLC | $1,045.74万 | 0.50% | 952,400 | 0 | 0.0% | — | 不变 |
| CTMX | CYTOMX THERAPEUTICS INC. | $1,668.72万 | 0.79% | 4,449,932 | 0 | 0.0% | — | 不变 |
| ARVN | ARVINAS INC | $1,712.00万 | 0.81% | 1,122,713 | 583,319 | 108.1% | $889.49万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $1,841.99万 | 0.87% | 761,153 | 456,916 | 150.2% | $1,105.74万 | 加仓 |
| ZYME | ZYMEWORKS INC | $2,911.85万 | 1.38% | 1,113,946 | 0 | 0.0% | — | 不变 |
| KYMR | KYMERA THERAPEUTICS INC | $3,198.10万 | 1.52% | 278,896 | 0 | 0.0% | — | 不变 |
| ORIC | ORIC PHARMACEUTICALS INC | $7,757.14万 | 3.68% | 7,162,637 | 0 | 0.0% | — | 不变 |
| ALMS | ALUMIS INC | $9,964.37万 | 4.73% | 3,540,998 | 0 | 0.0% | — | 不变 |
| TYRA | TYRA BIOSCIENCES INC | $1.14亿 | 5.39% | 3,553,585 | -502,276 | -12.4% | -$1,604.27万 | 减仓 |
| RLAY | RELAY THERAPEUTICS INC | $1.27亿 | 6.02% | 6,776,506 | 1,250,000 | 22.6% | $2,338.75万 | 加仓 |
| PBLS | PARABILIS MEDICINES INC | $1.28亿 | 6.06% | 4,663,176 | 4,663,176 | — | $1.28亿 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $14.24亿 | 67.55% | 7,601,087 | 0 | 0.0% | — | 不变 |