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Nextech Invest Ltd.
Alfred Scheidegger · Venture Capital · Venture
Nextech Invest Ltd. is a global venture capital firm headquartered in Zurich, Switzerland, with a specialized focus on the oncology and biotechnology sectors. Founded in 1998 by Alfred Scheidegger, the firm has established itself as a leading investor in precision medicine, targeting high-potential drug discovery companies in the United States and Europe. Nextech invests across various development stages, from early-stage company formation to crossover and public rounds. The firm is distinguished by its deep scientific network and a dedicated Scientific Advisory Board, which enables rigorous evaluation and support of transformative cancer therapeutics.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +262.8% |
| YTD return | +116.4% |
| Sharpe ratio | 4.08 |
| Win rate | 61% |
| AUM | $1.8B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.nextechinvest.com |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| RVMD | Revolution Medicines Inc | 63.5% | +351.2% |
| TNGX | Tango Therapeutics Inc | 11.8% | +116.4% |
| TYRA | Tyra Biosciences Inc | 6.0% | +55.5% |
| ALMS | Alumis Inc | 4.5% | +131.0% |
| RLAY | Relay Therapeutics Inc | 4.5% | +164.8% |
| ORIC | Oric Pharmaceuticals Inc | 3.2% | +19.4% |
| ZYME | Zymeworks Inc. Common Stock | 1.4% | +45.5% |
| KYMR | Kymera Therapeutics Inc | 1.3% | +102.3% |
| CGEM | Cullinan Oncology LLC | 0.8% | +179.0% |
| CTMX | CytomX Therapeutics Inc | 0.7% | -12.4% |
| CNTX | Context Therapeutics Inc | 0.6% | -46.8% |
| SLN | Silence Therapeutics PLC | 0.3% | +143.3% |
| SPRY | ARS Pharmaceuticals, Inc | 0.3% | -44.8% |
| GLUE | Monte Rosa Therapeutics Inc | 0.3% | -22.6% |
| CRVS | Corvus Pharmaceuticals Inc | 0.3% | +11.9% |
| ARVN | Arvinas Inc | 0.2% | -7.0% |
| ENGN | enGene Holdings Inc. Common Stock | 0.2% | -82.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jun 22, 2026 | SELL | SLN | 0.3% → 0.3% |
| Jun 22, 2026 | SELL | SPRY | 0.3% → 0.3% |
| Jun 22, 2026 | SELL | ALMS | 4.5% → 4.1% |
| Jun 22, 2026 | SELL | CRVS | 0.3% → 0.3% |
| Jun 22, 2026 | BUY | PBLS | 0.0% → 5.3% |
Investment Style Analysis
Nextech Invest Ltd. is widely recognized for employing a Venture strategy. As of Aug 20, 2026, the firm oversees approximately $1.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Biotechnology sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jun 22, Nextech Invest Ltd. made a significant move by reducing the position in SLN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Nextech Invest follows a science-driven investment strategy centered on breakthrough oncology therapeutics that address significant unmet medical needs. The firm prioritizes companies with strong scientific validation and the potential to develop multiple clinical assets or innovative platform technologies. By combining specialized domain expertise with a hands-on partnership approach, Nextech seeks to guide its portfolio companies through critical milestones of scientific and clinical development. Their long-term perspective focuses on identifying transformative precision medicines that can provide clinical benefit to patients while driving sustainable value creation for investors.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Nextech Invest Ltd..
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Frequently asked questions
How is the simulated portfolio for Nextech Invest Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Nextech Invest Ltd.'s largest holding?
As of the latest filing, Nextech Invest Ltd.'s top position is Revolution Medicines Inc (RVMD), representing 63.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Nextech Invest Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +262.8% with a win rate of 61%. Notably, the portfolio maintains a Sharpe Ratio of 4.08, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Nextech Invest Ltd. primarily invest in?
Nextech Invest Ltd. has a strong preference for the Biotechnology sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Nextech Invest Ltd.'s portfolio concentrated or diversified?
Nextech Invest Ltd. runs a highly concentrated portfolio with 17 disclosed positions. The top 3 holdings alone account for 81.3% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Nextech Invest Ltd. performed in 2026?
Our AI-simulated model portfolio for Nextech Invest Ltd. tracks a Year-to-Date (YTD) return of +116.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Alfred Scheidegger manage Nextech Invest Ltd. directly?
Yes, Alfred Scheidegger serves as the key portfolio manager for Nextech Invest Ltd., overseeing the investment strategy and final capital allocation decisions.