HighVista Strategies LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), HighVista Strategies LLC reported 131 stock positions worth $280.4 million. Its top holding was Invesco DB Commodity Index T (DBC) at 11.8% of the portfolio, followed by Apogee Therapeutics (APGE, 2.8%) and Spyre Therapeutics (SYRE, 2.1%). Compared with Q4 2023, it opened 40 new positions, sold out of 35, added to 28 and reduced 35. The biggest buy was a new position in Apogee Therapeutics (APGE) and the biggest sale Spyre Therapeutics (SYRE, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001335325
- Portfolio Value
- $280.4M (Q1 2024)
- SEC Filing
- 0001172661-24-002417 ↗ filed May 15, 2024
Holdings Value
Holdings 131 stocks · $280.4M
| DBC Invesco DB Commodity Index T | 11.76% | 1,436,136 | $33.0M | No change |
| APGE Apogee Therapeutics Inc. | 2.83% | 119,403 | $7.9M | New |
| SYRE Spyre Therapeutics Inc. | 2.09% | 154,381 | $5.9M | Reduce -73.3% |
| MRUS Merus NV | 1.95% | 121,680 | $5.5M | Reduce -8.9% |
| MSFT Microsoft Corp. | 1.84% | 12,258 | $5.2M | Reduce -15.2% |
| ACLX Arcellx Inc. | 1.79% | 72,230 | $5.0M | No change |
| XPO Xpo Inc. | 1.67% | 38,380 | $4.7M | Add +47.7% |
| NUVL Nuvalent Inc. Class A | 1.61% | 60,011 | $4.5M | Add +11.0% |
| ANSS Ansys Inc. | 1.58% | 12,800 | $4.4M | New |
| HES Hess Corp. | 1.57% | 28,900 | $4.4M | No change |
| IDYA Ideaya Biosciences Inc. | 1.55% | 99,292 | $4.4M | Reduce -21.7% |
| JNPR Juniper Networks Inc. | 1.52% | 114,700 | $4.3M | New |
| SP SP Plus Corp. | 1.47% | 78,900 | $4.1M | No change |
| CERE Cerevel Therapeutics Holding | 1.47% | 97,200 | $4.1M | No change |
| ACI Albertsons Cos Inc. Class A | 1.44% | 188,753 | $4.0M | No change |
| BCYC Bicycle Therapeutics PLC-ADR | 1.41% | 158,293 | $3.9M | No change |
| AXSM Axsome Therapeutics Inc. | 1.38% | 48,527 | $3.9M | Reduce -22.1% |
| INDV Indivior Ltd. | 1.36% | 178,836 | $3.8M | Add +8.5% |
| CRM Salesforce Inc. | 1.36% | 12,679 | $3.8M | Reduce -15.3% |
| AMZN Amazon.com Inc. | 1.29% | 20,093 | $3.6M | Add +157.8% |
| AMED Amedisys Inc. | 1.29% | 39,250 | $3.6M | No change |
| CPRI Capri Holdings Ltd. | 1.26% | 77,700 | $3.5M | No change |
| VRDN Viridian Therapeutics Inc. | 1.24% | 198,484 | $3.5M | No change |
| INSM Insmed Inc. | 1.23% | 126,780 | $3.4M | No change |
| XENE Xenon Pharmaceuticals Inc. | 1.12% | 72,715 | $3.1M | Add +40.4% |
| MLTX Moonlake Immunotherapeutics | 1.07% | 59,769 | $3.0M | No change |
| RTX RTX Corp. | 1.05% | 30,300 | $3.0M | Add +50.0% |
| XOMA Xoma Royalty Corporation filed as XOMA CORP DEL | 1.02% | 118,899 | $2.9M | No change |
| OLMA Olema Pharmaceuticals Inc. | 1.00% | 247,880 | $2.8M | No change |
| GDX Vaneck Gold Miners ETF | 0.99% | 87,800 | $2.8M | New |
| BKNG Booking Holdings Inc. | 0.98% | 757 | $2.7M | Add +15.2% |
| ARGX Argenx SE - ADR | 0.95% | 6,745 | $2.7M | Add +532.1% |
| KROS Keros Therapeutics Inc. | 0.93% | 39,208 | $2.6M | New |
| SWTX Springworks Therapeutics Inc. | 0.89% | 50,987 | $2.5M | New |
| V Visa Inc. Class A | 0.89% | 8,927 | $2.5M | Reduce -27.6% |
| OFIX Orthofix Medical Inc. | 0.87% | 167,900 | $2.4M | New |
| WCC Wesco International Inc. | 0.87% | 14,197 | $2.4M | Add +17.4% |
| LAUR Laureate Education Inc. | 0.85% | 163,507 | $2.4M | Add +14.7% |
| CART Maplebear Inc. | 0.83% | 62,400 | $2.3M | New |
| MRC MRC Global Inc. | 0.81% | 180,400 | $2.3M | Add +18.8% |
| IMCR Immunocore Holdings PLC-ADR | 0.81% | 34,762 | $2.3M | Reduce -16.5% |
| ROIV Roivant Sciences Ltd. | 0.80% | 212,118 | $2.2M | Add +286.2% |
| ELVN Enliven Therapeutics Inc. | 0.80% | 126,854 | $2.2M | Reduce -7.6% |
| META Meta Platforms Inc. Class A | 0.78% | 4,490 | $2.2M | Reduce -34.8% |
| ARVN Arvinas Inc. | 0.75% | 51,122 | $2.1M | New |
| LEGN Legend Biotech Corp.-ADR | 0.73% | 36,385 | $2.0M | Reduce -17.9% |
| FISV Fiserv Inc. | 0.72% | 12,653 | $2.0M | Reduce -15.4% |
| DVAX Dynavax Technologies Corp. | 0.69% | 156,161 | $1.9M | No change |
| INTU Intuit Inc. | 0.69% | 2,963 | $1.9M | Reduce -6.3% |
| LAD Lithia Motors Inc. | 0.69% | 6,401 | $1.9M | Add +23.1% |
| COGT Cogent Biosciences Inc. | 0.67% | 281,093 | $1.9M | No change |
| GOOG Alphabet Inc. Class C | 0.67% | 12,336 | $1.9M | Reduce -6.1% |
| GE General Electric | 0.63% | 12,621 | $1.8M | Reduce -25.9% |
| KNSA Kiniksa Pharmaceuticals Ltd. | 0.62% | 88,688 | $1.7M | No change |
| BBIO Bridgebio Pharma Inc. | 0.62% | 56,562 | $1.7M | Add +26.9% |
| JD Jd.com Inc.-ADR | 0.61% | 62,465 | $1.7M | Add +24.3% |
| TVTX Travere Therapeutics Inc. | 0.60% | 219,416 | $1.7M | No change |
| ITCI Intra-Cellular Therapies Inc. | 0.60% | 24,337 | $1.7M | Add +155.0% |
| AUTL Autolus Therapeutics PLC | 0.59% | 261,324 | $1.7M | New |
| VZ Verizon Communications Inc. | 0.59% | 39,100 | $1.6M | New |
| GPCR Structure Therapeutics Inc. | 0.57% | 37,444 | $1.6M | Reduce -50.0% |
| MU Micron Technology Inc. | 0.56% | 13,400 | $1.6M | Reduce -24.3% |
| TMUS T-Mobile US Inc. | 0.55% | 9,500 | $1.6M | New |
| RIG Transocean Ltd. | 0.55% | 245,925 | $1.5M | Add +26.8% |
| PFSI Pennymac Financial Services | 0.53% | 16,437 | $1.5M | Reduce -8.4% |
| TDW Tidewater Inc. | 0.50% | 15,300 | $1.4M | New |
| PTC PTC Inc. | 0.50% | 7,381 | $1.4M | Reduce -21.3% |
| CPT Camden Property Trust | 0.49% | 14,100 | $1.4M | New |
| PM Philip Morris International | 0.49% | 15,100 | $1.4M | Add +33.6% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.49% | 21,900 | $1.4M | New |
| TDG Transdigm Group Inc. | 0.48% | 1,100 | $1.4M | New |
| WDC Western Digital Corp. | 0.48% | 19,800 | $1.4M | Reduce -24.1% |
| MA Mastercard Inc. Class A | 0.44% | 2,547 | $1.2M | Reduce -57.9% |
| VTRS Viatris Inc. | 0.44% | 102,600 | $1.2M | New |
| TRML Tourmaline Bio Inc. | 0.43% | 53,052 | $1.2M | New |
| AMD Advanced Micro Devices | 0.43% | 6,700 | $1.2M | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.43% | 100,461 | $1.2M | Add +7.5% |
| STZ Constellation Brands Inc. Class A | 0.43% | 4,400 | $1.2M | New |
| STX Seagate Technology Holdings | 0.42% | 12,800 | $1.2M | Reduce -19.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.42% | 3,700 | $1.2M | New |
| STNE Stoneco Ltd. Class A | 0.41% | 69,830 | $1.2M | Add +34.5% |
| BBD Banco Bradesco-ADR | 0.41% | 400,000 | $1.1M | New |
| HDB HDFC Bank Ltd.-ADR | 0.40% | 20,241 | $1.1M | Add +56.4% |
| TTWO Take-Two Interactive Softwre | 0.40% | 7,600 | $1.1M | New |
| IBN Icici Bank Ltd.-Spon ADR | 0.40% | 42,447 | $1.1M | Add +23.9% |
| BABA Alibaba Group Holding-SP ADR | 0.40% | 15,457 | $1.1M | Add +56.8% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 1,900 | $1.1M | New |
| DUOL Duolingo | 0.39% | 5,000 | $1.1M | Add +8.7% |
| WMT Walmart Inc. | 0.39% | 18,100 | $1.1M | New |
| FCNCA First Citizens Bcshs Class A | 0.39% | 661 | $1.1M | Reduce -43.1% |
| SE Sea Ltd.-ADR | 0.38% | 19,941 | $1.1M | Reduce -2.0% |
| PANW Palo Alto Networks Inc. | 0.37% | 3,700 | $1.1M | New |
| BFAM Bright Horizons Family Solut | 0.37% | 9,200 | $1.0M | New |
| HTHT H World Group Ltd.-ADR | 0.36% | 25,929 | $1.0M | Reduce -10.7% |
| COIN Coinbase Global Inc. Class A | 0.36% | 3,761 | $997K | New |
| BILI Bilibili Inc.-Sponsored ADR | 0.35% | 87,857 | $984K | Add +12.7% |
| TERN Terns Pharmaceuticals Inc. | 0.35% | 148,200 | $972K | No change |
| CRH CRH PLC | 0.34% | 11,200 | $966K | New |
| ALPN Alpine Immune Sciences Inc. | 0.32% | 22,783 | $903K | Reduce -42.8% |
| PDD PDD Holdings Inc. | 0.30% | 7,256 | $844K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| SYRE Spyre Therapeutics Inc. | Reduce -73.3% | 2.09% | −2.42 |
| IMVT Immunovant Inc. | Sold out | 0.00% | −1.85 |
| IMGN Immunogen Inc. | Sold out | 0.00% | −1.56 |
| SPLK Splunk Inc. | Sold out | 0.00% | −1.53 |
| SOVO Sovos Brands Inc. | Sold out | 0.00% | −1.48 |
| CBAY Cymabay Therapeutics Inc. | Sold out | 0.00% | −1.37 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −1.11 |
| TXNM TXNM Energy Inc. | Sold out | 0.00% | −1.06 |
| IONS Ionis Pharmaceuticals Inc. | Sold out | 0.00% | −1.05 |
| AMAM New Ambrx Biopharma Inc. | Sold out | 0.00% | −1.05 |
| SGI Somnigroup International Inc. | Sold out | 0.00% | −0.63 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.63 |
| X United States Steel Corp. | Sold out | 0.00% | −0.63 |
| GPCR Structure Therapeutics Inc. | Reduce -50.0% | 0.57% | −0.53 |
| TECK Teck Resources Ltd.-CLS B | Sold out | 0.00% | −0.53 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.50 |
| MA Mastercard Inc. Class A | Reduce -57.9% | 0.44% | −0.50 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.49 |
| TRU Transunion | Sold out | 0.00% | −0.48 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.48 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.48 |
| TEVA Teva Pharmaceutical-SP ADR | Sold out | 0.00% | −0.47 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.46 |
| PODD Insulet Corp. | Sold out | 0.00% | −0.45 |
| RBC RBC Bearings Inc. | Sold out | 0.00% | −0.43 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.42 |
| AXSM Axsome Therapeutics Inc. | Reduce -22.1% | 1.38% | −0.42 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Sold out | 0.00% | −0.41 |
| INVH Invitation Homes Inc. | Sold out | 0.00% | −0.40 |
| FSV Firstservice Corp. | Sold out | 0.00% | −0.38 |
| WST West Pharmaceutical Services | Sold out | 0.00% | −0.37 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.33 |
| CSTM Constellium SE | Sold out | 0.00% | −0.31 |
| ALV Autoliv Inc. | Sold out | 0.00% | −0.29 |
| V Visa Inc. Class A | Reduce -27.6% | 0.89% | −0.28 |
| LEGN Legend Biotech Corp.-ADR | Reduce -17.9% | 0.73% | −0.24 |
| IMCR Immunocore Holdings PLC-ADR | Reduce -16.5% | 0.81% | −0.23 |
| FCNCA First Citizens Bcshs Class A | Reduce -43.1% | 0.39% | −0.21 |
| LKFT Lakefront Biotherapeutic-ADR | Sold out | 0.00% | −0.19 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −0.18 |
| GE General Electric | Reduce -25.9% | 0.63% | −0.16 |
| AMLX Amylyx Pharmaceuticals Inc. | Sold out | 0.00% | −0.14 |
| MSFT Microsoft Corp. | Reduce -15.2% | 1.84% | −0.13 |
| FDMT 4D Molecular Therapeutics Inc. | Reduce -61.5% | 0.18% | −0.12 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -47.7% | 0.20% | −0.12 |
| BEKE Ke Holdings Inc.-ADR | Reduce -20.9% | 0.21% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -34.8% | 0.78% | −0.11 |
| UDMY Udemy Inc. | Sold out | 0.00% | −0.10 |
| PTC PTC Inc. | Reduce -21.3% | 0.50% | −0.10 |
| BIDU Baidu Inc. - Spon ADR | Reduce -20.3% | 0.21% | −0.09 |
Portfolio Buys Q4 2023 → Q1 2024
| APGE Apogee Therapeutics Inc. | New | 2.83% | +2.83 |
| ANSS Ansys Inc. | New | 1.58% | +1.58 |
| JNPR Juniper Networks Inc. | New | 1.52% | +1.52 |
| GDX Vaneck Gold Miners ETF | New | 0.99% | +0.99 |
| KROS Keros Therapeutics Inc. | New | 0.93% | +0.93 |
| SWTX Springworks Therapeutics Inc. | New | 0.89% | +0.89 |
| OFIX Orthofix Medical Inc. | New | 0.87% | +0.87 |
| AMZN Amazon.com Inc. | Add +157.8% | 1.29% | +0.86 |
| XPO Xpo Inc. | Add +47.7% | 1.67% | +0.84 |
| CART Maplebear Inc. | New | 0.83% | +0.83 |
| ARGX Argenx SE - ADR | Add +532.1% | 0.95% | +0.80 |
| ARVN Arvinas Inc. | New | 0.75% | +0.75 |
| AUTL Autolus Therapeutics PLC | New | 0.59% | +0.59 |
| VZ Verizon Communications Inc. | New | 0.59% | +0.59 |
| ROIV Roivant Sciences Ltd. | Add +286.2% | 0.80% | +0.57 |
| TMUS T-Mobile US Inc. | New | 0.55% | +0.55 |
| TDW Tidewater Inc. | New | 0.50% | +0.50 |
| CPT Camden Property Trust | New | 0.49% | +0.49 |
| VMRK Vivmark Residential | New | 0.49% | +0.49 |
| TDG Transdigm Group Inc. | New | 0.48% | +0.48 |
| INDV Indivior Ltd. | Add +8.5% | 1.36% | +0.46 |
| RTX RTX Corp. | Add +50.0% | 1.05% | +0.44 |
| VTRS Viatris Inc. | New | 0.44% | +0.44 |
| TRML Tourmaline Bio Inc. | New | 0.43% | +0.43 |
| AMD Advanced Micro Devices | New | 0.43% | +0.43 |
| STZ Constellation Brands Inc. Class A | New | 0.43% | +0.43 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.42% | +0.42 |
| BBD Banco Bradesco-ADR | New | 0.41% | +0.41 |
| TTWO Take-Two Interactive Softwre | New | 0.40% | +0.40 |
| TMO Thermo Fisher Scientific Inc. | New | 0.39% | +0.39 |
| WMT Walmart Inc. | New | 0.39% | +0.39 |
| PANW Palo Alto Networks Inc. | New | 0.37% | +0.37 |
| BFAM Bright Horizons Family Solut | New | 0.37% | +0.37 |
| COIN Coinbase Global Inc. Class A | New | 0.36% | +0.36 |
| ITCI Intra-Cellular Therapies Inc. | Add +155.0% | 0.60% | +0.35 |
| CRH CRH PLC | New | 0.34% | +0.34 |
| ABVX Abivax SA-ADR | New | 0.29% | +0.29 |
| XENE Xenon Pharmaceuticals Inc. | Add +40.4% | 1.12% | +0.25 |
| KRYS Krystal Biotech Inc. | New | 0.25% | +0.25 |
| MRC MRC Global Inc. | Add +18.8% | 0.81% | +0.20 |
| MERSANA THERAPEUTICS INC | New | 0.20% | +0.20 |
| SNDX Syndax Pharmaceuticals Inc. | New | 0.18% | +0.18 |
| MIRM Mirum Pharmaceuticals Inc. | New | 0.18% | +0.18 |
| TSVT 2SEVENTY Bio Inc. | New | 0.18% | +0.18 |
| NUVL Nuvalent Inc. Class A | Add +11.0% | 1.61% | +0.16 |
| SLNO Soleno Therapeutics Inc. | New | 0.16% | +0.16 |
| APLS Apellis Pharmaceuticals Inc. | New | 0.15% | +0.15 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +7.5% | 0.43% | +0.14 |
| LAUR Laureate Education Inc. | Add +14.7% | 0.85% | +0.14 |
| PHVS Pharvaris NV | New | 0.14% | +0.14 |
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 |