Nextech Invest Ltd.
Zurich V8 · SEC CIK 0001595430
$14.21亿2026Q1 申报市值
17持仓数
95.8%前十大占比 · 第一大 52.0%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CTMX 新建仓+$2,091.47万
ALMS 加仓+$1,376.88万
RLAY 加仓+$820.88万
CRVS 新建仓+$658.35万
ENGENE HOLDINGS 加仓+$136.20万
2026Q1 卖出最多 按季末市值估算
MERSANA THERAPEU 清仓-$1,396.42万
SPRY 减仓-$40.15万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | $7.39亿 | 52.02% | 7,601,087 | 0 | 0.0% | — | 不变 |
| TYRA | TYRA BIOSCIENCES INC | $1.55亿 | 10.93% | 4,055,861 | 0 | 0.0% | — | 不变 |
| TNGX | TANGO THERAPEUTICS INC | $1.52亿 | 10.70% | 7,266,081 | 0 | 0.0% | — | 不变 |
| ORIC | ORIC PHARMACEUTICALS INC | $9,075.06万 | 6.39% | 7,162,637 | 0 | 0.0% | — | 不变 |
| ALMS | ALUMIS INC | $7,800.82万 | 5.49% | 3,540,998 | 625,000 | 21.4% | $1,376.88万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $5,498.87万 | 3.87% | 5,526,506 | 825,000 | 17.5% | $820.88万 | 加仓 |
| ZYME | ZYMEWORKS INC | $2,789.32万 | 1.96% | 1,113,946 | 0 | 0.0% | — | 不变 |
| KYMR | KYMERA THERAPEUTICS INC | $2,322.92万 | 1.63% | 278,896 | 0 | 0.0% | — | 不变 |
| CTMX | CYTOMX THERAPEUTICS INC. | $2,091.47万 | 1.47% | 4,449,932 | 4,449,932 | — | $2,091.47万 | 新建仓 |
| — | CONTEXT THERAPEUTICS INC | $1,943.87万 | 1.37% | 7,419,355 | 0 | 0.0% | — | 不变 |
| CGEM | CULLINAN THERAPEUTICS INC | $1,621.57万 | 1.14% | 1,141,145 | 0 | 0.0% | — | 不变 |
| — | ENGENE HOLDINGS INC | $1,583.29万 | 1.11% | 2,324,943 | 200,000 | 9.4% | $136.20万 | 加仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $658.35万 | 0.46% | 450,000 | 450,000 | — | $658.35万 | 新建仓 |
| ARVN | ARVINAS INC | $571.76万 | 0.40% | 539,394 | 0 | 0.0% | — | 不变 |
| SLN | SILENCE THERAPEUTICS PLC | $501.91万 | 0.35% | 952,400 | 0 | 0.0% | — | 不变 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $500.47万 | 0.35% | 304,237 | 25,000 | 9.0% | $41.13万 | 加仓 |
| SPRY | ARS PHARMACEUTICALS INC | $490.39万 | 0.35% | 610,703 | -50,000 | -7.6% | -$40.15万 | 减仓 |
| — | MERSANA THERAPEUTICS INC | $0 | 0.00% | 0 | -482,689 | -100.0% | -$1,396.42万 | 清仓 |