HighVista Strategies
BOSTON, MAfiles as HighVista Strategies LLC
$439m in 147 US stocks at the end of 30 June 2026. The top 10 are 28.2% of the money. It changed about 26.1% of the portfolio this quarter.
Value
$439m
Stocks
147
Top 10 share
28.2%
Turnover
26.1%
What changed this quarter
New
Bought for the first time this quarter.
- C4 TherapeuticsCCCC1.4% of the fund
- Relmada TherapeuticsRLMD0.7% of the fund
- Texas InstrumentsTXN0.4% of the fund
- DnowDNOW0.4% of the fund
- NucorNUE0.4% of the fund
- USA TodayTDAY0.4% of the fund
- CalumetCLMT0.4% of the fund
- Qnity ElectronicsQ0.4% of the fund
- Credo Technology Group HoldingCRDO0.4% of the fund
- BrinksBCO0.4% of the fund
- Astera LabsALAB0.4% of the fund
- S&P GlobalSPGI0.4% of the fund
- EquifaxEFX0.3% of the fund
- Dominos PizzaDPZ0.3% of the fund
- US Foods HoldingUSFD0.3% of the fund
- FirstenergyFE0.3% of the fund
- Moody'sMCO0.3% of the fund
- Applied MaterialsAMAT0.3% of the fund
- Golar LNGGLNG0.3% of the fund
- Disc MedicineIRON0.2% of the fund
- STMicroelectronicsSTM0.2% of the fund
- SepternaSEPN0.2% of the fund
- ARM HoldingsARM0.2% of the fund
- TapestryTPR0.2% of the fund
- Silicon Motion TechnologySIMO0.2% of the fund
Added
Bought more of a stock they already held.
- Definium TherapeuticsDFTX2.6% of the fund+31%
- ImmunovantIMVT2.4% of the fund+23%
- Praxis Precision MedicinesPRAX2.3% of the fund+15%
- Relay TherapeuticsRLAY2.2% of the fund+20%
- Alkermes plc.ALKS2.1% of the fund+145%
- VaxcytePCVX2.0% of the fund+20%
- Tango TherapeuticsTNGX1.9% of the fund+150%
- Structure TherapeuticsGPCR1.6% of the fund+6%
- Enliven TherapeuticsELVN1.6% of the fund+89%
- Amylyx PharmaceuticalsAMLX1.6% of the fund+10%
- LB PharmaceuticalsLBRX1.6% of the fund+22%
- CytokineticsCYTK1.5% of the fund+33%
- Tyra BiosciencesTYRA1.3% of the fund+41%
- AlumisALMS1.3% of the fund+77%
- PharvarisPHVS1.3% of the fund+64%
- Tarsus PharmaceuticalsTARS1.2% of the fund+66%
- Dianthus TherapeuticsDNTH1.1% of the fund+44%
- Travere TherapeuticsTVTX1.1% of the fund+137%
- Vera TherapeuticsVERA1.0% of the fund+53%
- Maze TherapeuticsMAZE0.9% of the fund+37%
- InsmedINSM0.8% of the fund+29%
- InventivaIVA0.7% of the fund+35%
- Talen EnergyTLN0.7% of the fund+161%
- Viridian TherapeuticsVRDN0.7% of the fund+19%
- Mineralys TherapeuticsMLYS0.5% of the fund+84%
Cut
Sold some of their stake.
- Revolution MedicinesRVMD2.9% of the fund-3%
- Cogent BiosciencesCOGT1.7% of the fund-4%
- Spyre TherapeuticsSYRE1.6% of the fund-47%
- Nurix TherapeuticsNRIX1.1% of the fund-10%
- NvidiaNVDA1.0% of the fund-3%
- GH ResearchGHRS1.0% of the fund-26%
- Argenx SEARGX1.0% of the fund-7%
- Ocular TherapeutixOCUL0.9% of the fund-7%
- Oruka TherapeuticsORKA0.9% of the fund-47%
- Dyne TherapeuticsDYN0.9% of the fund-6%
- MoonLake ImmunotherapeuticsMLTX0.8% of the fund-3%
- Celldex TherapeuticsCLDX0.7% of the fund-3%
- Amazon.comAMZN0.7% of the fund-40%
- Protagonist TherapeuticsPTGX0.7% of the fund-28%
- ErascaERAS0.7% of the fund-11%
- Hewlett Packard EnterpriseHPE0.6% of the fund-34%
- Guardant HealthGH0.5% of the fund-34%
- EyePointEYPT0.5% of the fund-15%
- Xenon PharmaceuticalsXENE0.5% of the fund-28%
- VisaV0.5% of the fund-17%
- Stoke TherapeuticsSTOK0.5% of the fund-2%
- Western DigitalWDC0.4% of the fund-26%
- Core ScientificCORZ0.4% of the fund-27%
- AlphabetGOOG0.4% of the fund-6%
- Seagate Technology HoldingsSTX0.4% of the fund-36%
Sold out
Sold their entire stake.
- Terns Pharmaceuticals-100%
- Nuvalent-100%
- Soleno Therapeutics-100%
- Apogee TherapeuticsAPGE-100%
- Jazz PharmaceuticalsJAZZ-100%
- NCR AtleosNATL-100%
- Clean HarborsCLH-100%
- SalesforceCRM-100%
- Xoma Royalty-100%
- AvantorAVTR-100%
- Ascendis Pharma A/SASND-100%
- IntuitINTU-100%
- Booking HoldingsBKNG-100%
- Kilroy RealtyKRC-100%
- EQTEQT-100%
- Petroleo Brasileiro S APBR-A-100%
- WorkdayWDAY-100%
- PTCPTC-100%
- GE VernovaGEV-100%
- ArganAGX-100%
- AmrizeAMRZ-100%
- RedditRDDT-100%
- 3MMMM-100%
- Union PacificUNP-100%
- CoupangCPNG-100%
Holdings
- Invesco DB Commdy Indx TrckDBC
- Share
- 6.4%
- Value
- $28m
- Shares
- 1,057,238
Held
- Abivax SAABVX
- Share
- 3.4%
- Value
- $15m
- Shares
- 113,031
Held
- Structure TherapeuticsGPCR
- Share
- 1.6%
- Value
- $7m
- Shares
- 130,784
+6%
- Argenx SEARGX
- Share
- 1.0%
- Value
- $4m
- Shares
- 4,561
-7%
- Belite BIOBLTE
- Share
- 0.3%
- Value
- $1m
- Shares
- 9,554
+19%
- Immunocore HldgsIMCR
- Share
- 0.3%
- Value
- $1m
- Shares
- 43,185
-26%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Invesco DB Commdy Indx TrckDBC | 6.4% | $28m | 1,057,238 | Held |
| Abivax SAABVX | 3.4% | $15m | 113,031 | Held |
| Revolution MedicinesRVMD | 2.9% | $13m | 66,983 | -3% |
| Definium TherapeuticsDFTX | 2.6% | $11m | 242,884 | +31% |
| ImmunovantIMVT | 2.4% | $11m | 277,873 | +23% |
| Praxis Precision MedicinesPRAX | 2.3% | $10m | 30,210 | +15% |
| Relay TherapeuticsRLAY | 2.2% | $9m | 506,235 | +20% |
| Alkermes plc.ALKS | 2.1% | $9m | 179,256 | +145% |
| VaxcytePCVX | 2.0% | $9m | 149,739 | +20% |
| Tango TherapeuticsTNGX | 1.9% | $8m | 260,070 | +150% |
| LiquidiaLQDA | 1.8% | $8m | 97,896 | Held |
| Cogent BiosciencesCOGT | 1.7% | $7m | 188,780 | -4% |
| Structure TherapeuticsGPCR | 1.6% | $7m | 130,784 | +6% |
| Enliven TherapeuticsELVN | 1.6% | $7m | 137,866 | +89% |
| Amylyx PharmaceuticalsAMLX | 1.6% | $7m | 386,080 | +10% |
| Spyre TherapeuticsSYRE | 1.6% | $7m | 77,807 | -47% |
| LB PharmaceuticalsLBRX | 1.6% | $7m | 211,511 | +22% |
| CytokineticsCYTK | 1.5% | $7m | 78,003 | +33% |
| C4 TherapeuticsCCCC | 1.4% | $6m | 1,348,136 | New |
| Tyra BiosciencesTYRA | 1.3% | $6m | 184,774 | +41% |
| AlumisALMS | 1.3% | $6m | 199,968 | +77% |
| PharvarisPHVS | 1.3% | $6m | 160,494 | +64% |
| Tarsus PharmaceuticalsTARS | 1.2% | $5m | 87,060 | +66% |
| COMPASS PathwaysCMPS | 1.2% | $5m | 371,120 | Held |
| Dianthus TherapeuticsDNTH | 1.1% | $5m | 51,125 | +44% |
| Nurix TherapeuticsNRIX | 1.1% | $5m | 203,739 | -10% |
| Axsome TherapeuticsAXSM | 1.1% | $5m | 20,183 | Held |
| Travere TherapeuticsTVTX | 1.1% | $5m | 86,233 | +137% |
| Vera TherapeuticsVERA | 1.0% | $5m | 105,907 | +53% |
| NvidiaNVDA | 1.0% | $4m | 21,792 | -3% |
| GH ResearchGHRS | 1.0% | $4m | 158,770 | -26% |
| Palisade BIOPALI | 1.0% | $4m | 2,030,927 | Held |
| Argenx SEARGX | 1.0% | $4m | 4,561 | -7% |
| Maze TherapeuticsMAZE | 0.9% | $4m | 136,572 | +37% |
| Ocular TherapeutixOCUL | 0.9% | $4m | 408,534 | -7% |
| Oruka TherapeuticsORKA | 0.9% | $4m | 41,902 | -47% |
| Dyne TherapeuticsDYN | 0.9% | $4m | 171,961 | -6% |
| Edgewise TherapeuticsEWTX | 0.8% | $4m | 90,996 | Held |
| MoonLake ImmunotherapeuticsMLTX | 0.8% | $4m | 187,946 | -3% |
| InsmedINSM | 0.8% | $3m | 31,256 | +29% |
| Celldex TherapeuticsCLDX | 0.7% | $3m | 86,964 | -3% |
| Amazon.comAMZN | 0.7% | $3m | 13,397 | -40% |
| InventivaIVA | 0.7% | $3m | 831,442 | +35% |
| Talen EnergyTLN | 0.7% | $3m | 8,148 | +161% |
| Relmada TherapeuticsRLMD | 0.7% | $3m | 445,799 | New |
| Protagonist TherapeuticsPTGX | 0.7% | $3m | 24,460 | -28% |
| ErascaERAS | 0.7% | $3m | 160,328 | -11% |
| Viridian TherapeuticsVRDN | 0.7% | $3m | 159,885 | +19% |
| Hewlett Packard EnterpriseHPE | 0.6% | $3m | 59,081 | -34% |
| Mineralys TherapeuticsMLYS | 0.5% | $2m | 86,085 | +84% |
| Guardant HealthGH | 0.5% | $2m | 15,419 | -34% |
| Avalo TherapeuticsAVTX | 0.5% | $2m | 122,610 | +109% |
| James Hardie IndustriesJHX | 0.5% | $2m | 85,198 | +30% |
| EyePointEYPT | 0.5% | $2m | 155,704 | -15% |
| MastecMTZ | 0.5% | $2m | 5,137 | +42% |
| Xenon PharmaceuticalsXENE | 0.5% | $2m | 35,318 | -28% |
| RBC BearingsRBC | 0.5% | $2m | 3,223 | +21% |
| VisaV | 0.5% | $2m | 5,961 | -17% |
| Assembly BiosciencesASMB | 0.5% | $2m | 73,405 | Held |
| Stoke TherapeuticsSTOK | 0.5% | $2m | 61,316 | -2% |
| Olema PharmaceuticalsOLMA | 0.5% | $2m | 160,167 | +36% |
| Rocket CompaniesRKT | 0.5% | $2m | 125,530 | +36% |
| XPOXPO | 0.5% | $2m | 9,623 | +8% |
| Western DigitalWDC | 0.4% | $2m | 3,050 | -26% |
| Core ScientificCORZ | 0.4% | $2m | 75,712 | -27% |
| Texas InstrumentsTXN | 0.4% | $2m | 6,500 | New |
| KBRKBR | 0.4% | $2m | 54,206 | +38% |
| FlowserveFLS | 0.4% | $2m | 24,958 | Held |
| AlphabetGOOG | 0.4% | $2m | 5,127 | -6% |
| Seagate Technology HoldingsSTX | 0.4% | $2m | 1,870 | -36% |
| Mirum PharmaceuticalsMIRM | 0.4% | $2m | 14,892 | -4% |
| DnowDNOW | 0.4% | $2m | 132,900 | New |
| ON SemiconductorON | 0.4% | $2m | 18,200 | -35% |
| NucorNUE | 0.4% | $2m | 7,600 | New |
| USA TodayTDAY | 0.4% | $2m | 188,500 | New |
| BroadcomAVGO | 0.4% | $2m | 4,199 | -25% |
| CalumetCLMT | 0.4% | $2m | 44,000 | New |
| Qnity ElectronicsQ | 0.4% | $2m | 9,700 | New |
| Kodiak SciencesKOD | 0.4% | $2m | 40,590 | -7% |
| Credo Technology Group HoldingCRDO | 0.4% | $2m | 5,800 | New |
| Knight-Swift Transportation HoldingsKNX | 0.4% | $2m | 20,100 | -12% |
| BrinksBCO | 0.4% | $2m | 16,414 | New |
| Astera LabsALAB | 0.4% | $2m | 3,198 | New |
| S&P GlobalSPGI | 0.4% | $2m | 3,782 | New |
| Madrigal PharmaceuticalsMDGL | 0.3% | $2m | 2,852 | +10% |
| EquifaxEFX | 0.3% | $2m | 9,572 | New |
| Rhythm PharmaceuticalsRYTM | 0.3% | $2m | 13,657 | -19% |
| SavaraSVRA | 0.3% | $1m | 242,379 | -3% |
| Dominos PizzaDPZ | 0.3% | $1m | 4,991 | New |
| Belite BIOBLTE | 0.3% | $1m | 9,554 | +19% |
| Micron TechnologyMU | 0.3% | $1m | 1,260 | -67% |
| CienaCIEN | 0.3% | $1m | 2,925 | -45% |
| CelcuityCELC | 0.3% | $1m | 13,472 | +3% |
| QXOQXO | 0.3% | $1m | 81,420 | +209% |
| Immunocore HldgsIMCR | 0.3% | $1m | 43,185 | -26% |
| CG OncologyCGON | 0.3% | $1m | 18,867 | -5% |
| US Foods HoldingUSFD | 0.3% | $1m | 13,000 | New |
| TransDigm GroupTDG | 0.3% | $1m | 985 | -14% |
| Lumentum HoldingsLITE | 0.3% | $1m | 1,517 | -51% |
| FirstenergyFE | 0.3% | $1m | 26,100 | New |
Showing the largest 100 of 147.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 61.2% since 30 June 2025.
Where the money is
Health care64.3%
Technology7.7%
Industrials5.0%
Financial services2.8%
Utilities2.1%
Retail & consumer1.7%
Media & telecom0.9%
Materials0.9%
Energy0.4%
Everyday goods0.3%
Other13.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.