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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $280.4M $280.4M Q1 2024 Q2 2024: $273.8M Q2 2024 Q3 2024: $290.0M Q3 2024 Q4 2024: $268.8M Q4 2024 Q1 2025: $259.5M Q1 2025 Q2 2025: $272.1M Q2 2025 Q3 2025: $408.0M Q3 2025 Q4 2025: $388.3M Q4 2025 Q1 2026: $362.2M Q1 2026 Q2 2026: $438.6M Q2 2026

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
ABVX Abivax SA-ADR 0.29% 57,762 $826K New
GERN Geron Corp. 0.28% 240,234 $793K No change
RPTX Repare Therapeutics Inc. 0.28% 165,173 $778K No change
CRNX Crinetics Pharmaceuticals Inc. 0.27% 15,899 $744K No change
IMRX Immuneering Corp. Class A 0.26% 254,513 $736K No change
KRYS Krystal Biotech Inc. 0.25% 3,923 $698K New
ASND Ascendis Pharma A/S 0.24% 4,527 $684K Add +60.1%
MDGL Madrigal Pharmaceuticals Inc. 0.24% 2,534 $677K Add +77.1%
PCVX Vaxcyte Inc. 0.23% 9,321 $637K No change
RYTM Rhythm Pharmaceuticals Inc. 0.22% 14,362 $622K No change
PTGX Protagonist Therapeutics Inc. 0.22% 21,229 $614K Reduce -25.1%
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 0.21% 42,807 $588K Reduce -20.9%
BIDU Baidu Inc. - Spon ADR 0.21% 5,486 $578K Reduce -20.3%
TCOM Trip.com Group Ltd.-ADR 0.20% 12,629 $554K Reduce -47.7%
MERSANA THERAPEUTICS INC 0.20% 122,315 $548K New
VRNA Verona Pharma Ltd. 0.19% 32,449 $522K No change
SNDX Syndax Pharmaceuticals Inc. 0.18% 21,519 $512K New
MIRM Mirum Pharmaceuticals Inc. 0.18% 20,208 $508K New
PLRX Pliant Therapeutics Inc. 0.18% 34,039 $507K No change
TSVT 2SEVENTY Bio Inc. 0.18% 93,500 $500K New
FDMT 4D Molecular Therapeutics Inc. 0.18% 15,532 $495K Reduce -61.5%
RVMD Revolution Medicines Inc. 0.16% 14,325 $462K Reduce -36.8%
SLNO Soleno Therapeutics Inc. 0.16% 10,428 $446K New
APLS Apellis Pharmaceuticals Inc. 0.15% 7,266 $427K New
EDU New Oriental Educatio-SP ADR 0.15% 4,700 $408K Reduce -33.8%
LI Li Auto Inc. - ADR 0.14% 13,066 $396K Add +45.7%
PHVS Pharvaris NV 0.14% 16,750 $387K New
TAL Tal Education Group- ADR 0.14% 33,800 $384K Reduce -31.0%
CABA Cabaletta Bio Inc. 0.14% 22,208 $379K New
KALV Kalvista Pharmaceuticals Inc. 0.13% 31,873 $378K New
BASE Couchbase Inc. 0.13% 13,756 $362K Reduce -24.9%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 147$438.6MDBC, ABVX, RVMD, DFTX, IMVT
Q1 2026 156$362.2MDBC, ABVX, PRAX, COGT, SYRE
Q4 2025 145$388.3MDBC, GPCR, COGT, VRDN, ABVX
Q3 2025 148$408.0MDBC, ABVX, MRUS, VRDN, RVMD
Q2 2025 146$272.1MDBC, VRDN, ANSS, MSFT, MRUS
Q1 2025 148$259.5MDBC, HES, JNPR, ACI, ANSS
Q4 2024 137$268.8MDBC, AMZN, HCP, MSFT, ANSS
Q3 2024 142$290.0MDBC, AMZN, PCVX, ACLX, CTLT
Q2 2024 137$273.8MDBC, INSM, MRUS, CRM, AXSM
Q1 2024 131$280.4MDBC, APGE, SYRE, MRUS, MSFT