HighVista Strategies LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), HighVista Strategies LLC reported 147 stock positions worth $438.6 million. Its top holding was Invesco DB Commodity Index T (DBC) at 6.4% of the portfolio, followed by Abivax SA-ADR (ABVX, 3.4%) and Revolution Medicines (RVMD, 2.9%). Compared with Q1 2026, it opened 29 new positions, sold out of 38, added to 50 and reduced 66. The biggest buy was Definium Therapeutics (DFTX, shares +31%) and the biggest sale an exit from Terns Pharmaceuticals (TERN).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001335325
- Portfolio Value
- $438.6M (Q2 2026)
- SEC Filing
- 0001172661-26-003470 ↗ filed Aug 14, 2026
Holdings Value
Holdings 147 stocks · $438.6M
| DBC Invesco DB Commodity Index T | 6.43% | 1,057,238 | $28.2M | No change |
| ABVX Abivax SA-ADR | 3.43% | 113,031 | $15.1M | Reduce -0.2% |
| RVMD Revolution Medicines Inc. | 2.86% | 66,983 | $12.5M | Reduce -3.4% |
| DFTX Definium Therapeutics Inc. | 2.60% | 242,884 | $11.4M | Add +30.7% |
| IMVT Immunovant Inc. | 2.44% | 277,873 | $10.7M | Add +23.4% |
| PRAX Praxis Precision Medicines I | 2.31% | 30,210 | $10.1M | Add +14.8% |
| RLAY Relay Therapeutics Inc. | 2.16% | 506,235 | $9.5M | Add +20.0% |
| ALKS Alkermes PLC | 2.14% | 179,256 | $9.4M | Add +144.9% |
| PCVX Vaxcyte Inc. | 1.98% | 149,739 | $8.7M | Add +20.1% |
| TNGX Tango Therapeutics Inc. | 1.85% | 260,070 | $8.1M | Add +149.6% |
| LQDA Liquidia Corp. | 1.78% | 97,896 | $7.8M | Reduce -1.9% |
| COGT Cogent Biosciences Inc. | 1.67% | 188,780 | $7.3M | Reduce -4.2% |
| GPCR Structure Therapeutics Inc. | 1.60% | 130,784 | $7.0M | Add +5.5% |
| ELVN Enliven Therapeutics Inc. | 1.60% | 137,866 | $7.0M | Add +88.6% |
| AMLX Amylyx Pharmaceuticals Inc. | 1.58% | 386,080 | $6.9M | Add +9.7% |
| SYRE Spyre Therapeutics Inc. | 1.57% | 77,807 | $6.9M | Reduce -46.8% |
| LBRX LB Pharmaceuticals Inc. | 1.57% | 211,511 | $6.9M | Add +21.8% |
| CYTK Cytokinetics Inc. | 1.52% | 78,003 | $6.6M | Add +33.0% |
| CCCC C4 Therapeutics Inc. | 1.44% | 1,348,136 | $6.3M | New |
| TYRA Tyra Biosciences Inc. | 1.35% | 184,774 | $5.9M | Add +40.7% |
| ALMS Alumis Inc. | 1.28% | 199,968 | $5.6M | Add +77.1% |
| PHVS Pharvaris NV | 1.27% | 160,494 | $5.5M | Add +64.0% |
| TARS Tarsus Pharmaceuticals Inc. | 1.25% | 87,060 | $5.5M | Add +65.9% |
| CMPS Compass Pathways PLC | 1.20% | 371,120 | $5.3M | Add +1.9% |
| DNTH Dianthus Therapeutics Inc. | 1.14% | 51,125 | $5.0M | Add +43.7% |
| NRIX Nurix Therapeutics Inc. | 1.13% | 203,739 | $4.9M | Reduce -10.1% |
| AXSM Axsome Therapeutics Inc. | 1.13% | 20,183 | $4.9M | Reduce -1.2% |
| TVTX Travere Therapeutics Inc. | 1.12% | 86,233 | $4.9M | Add +137.4% |
| VERA Vera Therapeutics Inc. | 1.04% | 105,907 | $4.5M | Add +53.0% |
| NVDA Nvidia Corp. | 0.99% | 21,792 | $4.4M | Reduce -2.8% |
| GHRS GH Research PLC | 0.97% | 158,770 | $4.3M | Reduce -25.5% |
| PALI Palisade Bio Inc. | 0.97% | 2,030,927 | $4.2M | Add +0.6% |
| ARGX Argenx SE - ADR | 0.96% | 4,561 | $4.2M | Reduce -7.3% |
| MAZE Maze Therapeutics Inc. | 0.93% | 136,572 | $4.1M | Add +36.8% |
| OCUL Ocular Therapeutix Inc. | 0.91% | 408,534 | $4.0M | Reduce -7.5% |
| ORKA Oruka Therapeutics Inc. | 0.91% | 41,902 | $4.0M | Reduce -46.9% |
| DYN Dyne Therapeutics Inc. | 0.87% | 171,961 | $3.8M | Reduce -6.0% |
| EWTX Edgewise Therapeutics Inc. | 0.84% | 90,996 | $3.7M | Reduce -1.0% |
| MLTX Moonlake Immunotherapeutics | 0.83% | 187,946 | $3.7M | Reduce -3.1% |
| INSM Insmed Inc. | 0.76% | 31,256 | $3.3M | Add +28.5% |
| CLDX Celldex Therapeutics Inc. | 0.74% | 86,964 | $3.2M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 0.73% | 13,397 | $3.2M | Reduce -40.2% |
| IVA Inventiva SA - ADR | 0.72% | 831,442 | $3.1M | Add +35.0% |
| TLN Talen Energy Corp. | 0.71% | 8,148 | $3.1M | Add +161.3% |
| RLMD Relmada Therapeutics Inc. | 0.70% | 445,799 | $3.1M | New |
| PTGX Protagonist Therapeutics Inc. | 0.68% | 24,460 | $3.0M | Reduce -27.7% |
| ERAS Erasca Inc. | 0.67% | 160,328 | $2.9M | Reduce -11.4% |
| VRDN Viridian Therapeutics Inc. | 0.67% | 159,885 | $2.9M | Add +19.1% |
| HPE Hewlett Packard Enterprise | 0.61% | 59,081 | $2.7M | Reduce -34.3% |
| MLYS Mineralys Therapeutics Inc. | 0.53% | 86,085 | $2.3M | Add +84.0% |
| GH Guardant Health Inc. | 0.53% | 15,419 | $2.3M | Reduce -34.0% |
| AVTX Avalo Therapeutics Inc. | 0.52% | 122,610 | $2.3M | Add +109.2% |
| JHX James Hardie Ind PLC | 0.51% | 85,198 | $2.2M | Add +29.9% |
| EYPT Eyepoint Inc. | 0.51% | 155,704 | $2.2M | Reduce -14.9% |
| MTZ Mastec Inc. | 0.49% | 5,137 | $2.1M | Add +41.6% |
| XENE Xenon Pharmaceuticals Inc. | 0.49% | 35,318 | $2.1M | Reduce -28.0% |
| RBC RBC Bearings Inc. | 0.47% | 3,223 | $2.1M | Add +21.0% |
| V Visa Inc. Class A | 0.47% | 5,961 | $2.0M | Reduce -16.5% |
| ASMB Assembly Biosciences Inc. | 0.46% | 73,405 | $2.0M | Reduce -1.8% |
| STOK Stoke Therapeutics Inc. | 0.46% | 61,316 | $2.0M | Reduce -2.1% |
| OLMA Olema Pharmaceuticals Inc. | 0.46% | 160,167 | $2.0M | Add +36.2% |
| RKT Rocket Cos Inc. Class A | 0.45% | 125,530 | $2.0M | Add +35.8% |
| XPO Xpo Inc. | 0.45% | 9,623 | $2.0M | Add +7.8% |
| WDC Western Digital Corp. | 0.44% | 3,050 | $1.9M | Reduce -25.6% |
| CORZ Core Scientific Inc. | 0.44% | 75,712 | $1.9M | Reduce -26.8% |
| TXN Texas Instruments Inc. | 0.44% | 6,500 | $1.9M | New |
| KBR KBR Inc. | 0.43% | 54,206 | $1.9M | Add +37.6% |
| FLS Flowserve Corp. | 0.42% | 24,958 | $1.9M | No change |
| GOOG Alphabet Inc. Class C | 0.41% | 5,127 | $1.8M | Reduce -6.4% |
| STX Seagate Technology Holdings | 0.41% | 1,870 | $1.8M | Reduce -35.5% |
| MIRM Mirum Pharmaceuticals Inc. | 0.40% | 14,892 | $1.7M | Reduce -4.3% |
| DNOW Dnow Inc. | 0.39% | 132,900 | $1.7M | New |
| ON On Semiconductor | 0.39% | 18,200 | $1.7M | Reduce -35.0% |
| NUE Nucor Corp. | 0.39% | 7,600 | $1.7M | New |
| TDAY USA Today Co. Inc. | 0.37% | 188,500 | $1.6M | New |
| AVGO Broadcom Inc. | 0.36% | 4,199 | $1.6M | Reduce -25.0% |
| CLMT Calumet Inc. | 0.36% | 44,000 | $1.6M | New |
| Q Qnity Electronics Inc. | 0.36% | 9,700 | $1.6M | New |
| KOD Kodiak Sciences Inc. | 0.36% | 40,590 | $1.6M | Reduce -6.8% |
| CRDO Credo Technology Group Holdi | 0.36% | 5,800 | $1.6M | New |
| KNX Knight-Swift Transportation | 0.36% | 20,100 | $1.6M | Reduce -12.2% |
| BCO The Brink's Co. | 0.35% | 16,414 | $1.6M | New |
| ALAB Astera Labs Inc. | 0.35% | 3,198 | $1.5M | New |
| SPGI S&P Global Inc. | 0.35% | 3,782 | $1.5M | New |
| MDGL Madrigal Pharmaceuticals Inc. | 0.35% | 2,852 | $1.5M | Add +9.8% |
| EFX Equifax Inc. | 0.35% | 9,572 | $1.5M | New |
| RYTM Rhythm Pharmaceuticals Inc. | 0.35% | 13,657 | $1.5M | Reduce -18.7% |
| SVRA Savara Inc. | 0.34% | 242,379 | $1.5M | Reduce -3.4% |
| DPZ Domino's Pizza Inc. | 0.34% | 4,991 | $1.5M | New |
| BLTE Belite Bio Inc. - ADR | 0.34% | 9,554 | $1.5M | Add +18.9% |
| MU Micron Technology Inc. | 0.33% | 1,260 | $1.5M | Reduce -66.8% |
| CIEN Ciena Corp. | 0.33% | 2,925 | $1.4M | Reduce -44.6% |
| CELC Celcuity Inc. | 0.32% | 13,472 | $1.4M | Add +2.8% |
| QXO Qxo Inc. | 0.32% | 81,420 | $1.4M | Add +209.3% |
| IMCR Immunocore Holdings PLC-ADR | 0.31% | 43,185 | $1.4M | Reduce -26.4% |
| CGON CG Oncology Inc. | 0.31% | 18,867 | $1.3M | Reduce -5.3% |
| USFD US Foods Holding Corp. | 0.30% | 13,000 | $1.3M | New |
| TDG Transdigm Group Inc. | 0.30% | 985 | $1.3M | Reduce -14.0% |
| LITE Lumentum Holdings Inc. | 0.30% | 1,517 | $1.3M | Reduce -51.3% |
| FE Firstenergy Corp. | 0.28% | 26,100 | $1.2M | New |
Portfolio Sells Q1 2026 → Q2 2026
| TERN Terns Pharmaceuticals Inc. | Sold out | 0.00% | −1.66 |
| NUVL Nuvalent Inc. Class A | Sold out | 0.00% | −1.60 |
| SLNO Soleno Therapeutics Inc. | Sold out | 0.00% | −1.53 |
| APGE Apogee Therapeutics Inc. | Sold out | 0.00% | −0.83 |
| BBIO Bridgebio Pharma Inc. | Reduce -73.5% | 0.22% | −0.79 |
| JAZZ Jazz Pharmaceuticals PLC | Sold out | 0.00% | −0.57 |
| AMZN Amazon.com Inc. | Reduce -40.2% | 0.73% | −0.56 |
| NATL NCR Atleos Corp. | Sold out | 0.00% | −0.48 |
| SYRE Spyre Therapeutics Inc. | Reduce -46.8% | 1.57% | −0.46 |
| MSFT Microsoft Corp. | Reduce -62.6% | 0.21% | −0.45 |
| CLH Clean Harbors Inc. | Sold out | 0.00% | −0.44 |
| COGT Cogent Biosciences Inc. | Reduce -4.2% | 1.67% | −0.43 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.43 |
| XOMA Xoma Royalty Corporation | Sold out | 0.00% | −0.41 |
| AVTR Avantor Inc. | Sold out | 0.00% | −0.40 |
| ASND Ascendis Pharma A/S | Sold out | 0.00% | −0.37 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.36 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.33 |
| KRC Kilroy Realty Corp. | Sold out | 0.00% | −0.33 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.32 |
| LITE Lumentum Holdings Inc. | Reduce -51.3% | 0.30% | −0.31 |
| PBR.A Petroleo Brasil-SP Pref ADR | Sold out | 0.00% | −0.31 |
| CEG Constellation Energy | Reduce -56.7% | 0.14% | −0.30 |
| PTGX Protagonist Therapeutics Inc. | Reduce -27.7% | 0.68% | −0.30 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -28.0% | 0.49% | −0.30 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.30 |
| PTC PTC Inc. | Sold out | 0.00% | −0.29 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.29 |
| AGX Argan Inc. | Sold out | 0.00% | −0.29 |
| AMRZ Amrize Ltd. | Sold out | 0.00% | −0.26 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.26 |
| MMM 3M Co. | Sold out | 0.00% | −0.25 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.25 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.24 |
| CIEN Ciena Corp. | Reduce -44.6% | 0.33% | −0.24 |
| CLF Cleveland-Cliffs Inc. | Sold out | 0.00% | −0.24 |
| CTMX Cytomx Therapeutics Inc. | Reduce -41.0% | 0.15% | −0.23 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.23 |
| CAAP Corp. America Airports SA | Sold out | 0.00% | −0.21 |
| PVLA Palvella Therapeutics Inc. | Sold out | 0.00% | −0.20 |
| BBOT Bridgebio Oncology Therapeut | Sold out | 0.00% | −0.19 |
| RLX RLX Technology Inc.-ADR | Sold out | 0.00% | −0.19 |
| PFSI Pennymac Financial Services | Sold out | 0.00% | −0.18 |
| IMCR Immunocore Holdings PLC-ADR | Reduce -26.4% | 0.31% | −0.18 |
| RXO Rxo Inc. | Sold out | 0.00% | −0.17 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.17 |
| MLTX Moonlake Immunotherapeutics | Reduce -3.1% | 0.83% | −0.16 |
| ORKA Oruka Therapeutics Inc. | Reduce -46.9% | 0.91% | −0.16 |
| NOK Nokia Corp.-Spon ADR | Sold out | 0.00% | −0.16 |
| U Unity Software Inc. | Reduce -44.0% | 0.23% | −0.15 |
Portfolio Buys Q1 2026 → Q2 2026
| DFTX Definium Therapeutics Inc. | Add +30.7% | 2.60% | +1.64 |
| CCCC C4 Therapeutics Inc. | New | 1.44% | +1.44 |
| ALKS Alkermes PLC | Add +144.9% | 2.14% | +1.43 |
| TNGX Tango Therapeutics Inc. | Add +149.6% | 1.85% | +1.25 |
| RLAY Relay Therapeutics Inc. | Add +20.0% | 2.16% | +1.00 |
| IMVT Immunovant Inc. | Add +23.4% | 2.44% | +0.90 |
| TVTX Travere Therapeutics Inc. | Add +137.4% | 1.12% | +0.82 |
| ELVN Enliven Therapeutics Inc. | Add +88.6% | 1.60% | +0.80 |
| RLMD Relmada Therapeutics Inc. | New | 0.70% | +0.70 |
| CMPS Compass Pathways PLC | Add +1.9% | 1.20% | +0.64 |
| ALMS Alumis Inc. | Add +77.1% | 1.28% | +0.60 |
| PHVS Pharvaris NV | Add +64.0% | 1.27% | +0.50 |
| CYTK Cytokinetics Inc. | Add +33.0% | 1.52% | +0.45 |
| TXN Texas Instruments Inc. | New | 0.44% | +0.44 |
| TLN Talen Energy Corp. | Add +161.3% | 0.71% | +0.44 |
| DNOW Dnow Inc. | New | 0.39% | +0.39 |
| NUE Nucor Corp. | New | 0.39% | +0.39 |
| LBRX LB Pharmaceuticals Inc. | Add +21.8% | 1.57% | +0.38 |
| TDAY USA Today Co. Inc. | New | 0.37% | +0.37 |
| CLMT Calumet Inc. | New | 0.36% | +0.36 |
| Q Qnity Electronics Inc. | New | 0.36% | +0.36 |
| CRDO Credo Technology Group Holdi | New | 0.36% | +0.36 |
| BCO The Brink's Co. | New | 0.35% | +0.35 |
| ALAB Astera Labs Inc. | New | 0.35% | +0.35 |
| SPGI S&P Global Inc. | New | 0.35% | +0.35 |
| EFX Equifax Inc. | New | 0.35% | +0.35 |
| DPZ Domino's Pizza Inc. | New | 0.34% | +0.34 |
| DNTH Dianthus Therapeutics Inc. | Add +43.7% | 1.14% | +0.31 |
| USFD US Foods Holding Corp. | New | 0.30% | +0.30 |
| FE Firstenergy Corp. | New | 0.28% | +0.28 |
| MCO Moody's Corp. | New | 0.28% | +0.28 |
| AVTX Avalo Therapeutics Inc. | Add +109.2% | 0.52% | +0.27 |
| AMAT Applied Materials Inc. | New | 0.27% | +0.27 |
| VERA Vera Therapeutics Inc. | Add +53.0% | 1.04% | +0.27 |
| GLNG Golar LNG Ltd. | New | 0.25% | +0.25 |
| IRON Disc Medicine Inc. | New | 0.24% | +0.24 |
| TARS Tarsus Pharmaceuticals Inc. | Add +65.9% | 1.25% | +0.23 |
| AMLX Amylyx Pharmaceuticals Inc. | Add +9.7% | 1.58% | +0.23 |
| STM Stmicroelectronics NV-NY SHS | New | 0.23% | +0.23 |
| SEPN Septerna Inc. | New | 0.22% | +0.22 |
| ARM Arm Holdings PLC-ADR | New | 0.22% | +0.22 |
| TPR Tapestry Inc. | New | 0.22% | +0.22 |
| SIMO Silicon Motion Technol-ADR | New | 0.21% | +0.21 |
| AEIS Advanced Energy Industries | New | 0.19% | +0.19 |
| KSPI JSC Kaspi.kz ADR | New | 0.19% | +0.19 |
| MLYS Mineralys Therapeutics Inc. | Add +84.0% | 0.53% | +0.18 |
| QXO Qxo Inc. | Add +209.3% | 0.32% | +0.18 |
| VST Vistra Corp. | New | 0.18% | +0.18 |
| JHX James Hardie Ind PLC | Add +29.9% | 0.51% | +0.17 |
| MTZ Mastec Inc. | Add +41.6% | 0.49% | +0.17 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 147 | $438.6M | DBC, ABVX, RVMD, DFTX, IMVT |
| Q1 2026 | 156 | $362.2M | DBC, ABVX, PRAX, COGT, SYRE |
| Q4 2025 | 145 | $388.3M | DBC, GPCR, COGT, VRDN, ABVX |
| Q3 2025 | 148 | $408.0M | DBC, ABVX, MRUS, VRDN, RVMD |
| Q2 2025 | 146 | $272.1M | DBC, VRDN, ANSS, MSFT, MRUS |
| Q1 2025 | 148 | $259.5M | DBC, HES, JNPR, ACI, ANSS |
| Q4 2024 | 137 | $268.8M | DBC, AMZN, HCP, MSFT, ANSS |
| Q3 2024 | 142 | $290.0M | DBC, AMZN, PCVX, ACLX, CTLT |
| Q2 2024 | 137 | $273.8M | DBC, INSM, MRUS, CRM, AXSM |
| Q1 2024 | 131 | $280.4M | DBC, APGE, SYRE, MRUS, MSFT |