HighVista Strategies LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), HighVista Strategies LLC reported 137 stock positions worth $273.8 million. Its top holding was Invesco DB Commodity Index T (DBC) at 12.2% of the portfolio, followed by Insmed (INSM, 3.1%) and Merus (MRUS, 2.5%). Compared with Q1 2024, it opened 33 new positions, sold out of 27, added to 27 and reduced 41. The biggest buy was a new position in Hashicorp Class A (HCP) and the biggest sale Apogee Therapeutics (APGE, shares −34%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001335325
Portfolio Value
$273.8M (Q2 2024)
SEC Filing
0001172661-24-003351 ↗ filed Aug 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $280.4M Q1 2024 Q2 2024: $273.8M $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 137 stocks · $273.8M
DBC Invesco DB Commodity Index T 12.19% 1,436,136 $33.4M No change
INSM Insmed Inc. 3.10% 126,780 $8.5M No change
MRUS Merus NV 2.52% 116,718 $6.9M Reduce -4.1%
CRM Salesforce Inc. 1.99% 21,185 $5.4M Add +67.1%
AXSM Axsome Therapeutics Inc. 1.83% 62,192 $5.0M Add +28.2%
HCP Hashicorp Inc. Class A 1.60% 130,200 $4.4M New
HES Hess Corp. 1.56% 28,900 $4.3M No change
CTLT Catalent Inc. 1.55% 75,600 $4.3M New
JNPR Juniper Networks Inc. 1.53% 114,700 $4.2M No change
ANSS Ansys Inc. 1.50% 12,800 $4.1M No change
MSFT Microsoft Corp. 1.50% 9,158 $4.1M Reduce -25.3%
ETRN Equitrans Midstream Corp. 1.47% 310,000 $4.0M New
CERE Cerevel Therapeutics Holding 1.45% 97,200 $4.0M No change
ACI Albertsons Cos Inc. Class A 1.36% 188,753 $3.7M No change
AMED Amedisys Inc. 1.32% 39,250 $3.6M No change
AMZN Amazon.com Inc. 1.27% 17,993 $3.5M Reduce -10.4%
INTU Intuit Inc. 1.17% 4,863 $3.2M Add +64.1%
APGE Apogee Therapeutics Inc. 1.13% 78,942 $3.1M Reduce -33.9%
BKNG Booking Holdings Inc. 1.10% 757 $3.0M No change
CART Maplebear Inc. 1.09% 92,988 $3.0M Add +49.0%
ARGX Argenx SE - ADR 1.04% 6,604 $2.8M Reduce -2.1%
XENE Xenon Pharmaceuticals Inc. 1.04% 72,715 $2.8M No change
ACLX Arcellx Inc. 1.03% 51,040 $2.8M Reduce -29.3%
XOMA Xoma Royalty Corporation filed as XOMA CORP DEL 1.03% 118,899 $2.8M No change
INDV Indivior Ltd. 1.02% 178,836 $2.8M No change
ELVN Enliven Therapeutics Inc. 1.02% 119,789 $2.8M Reduce -5.6%
XPO Xpo Inc. 0.99% 25,480 $2.7M Reduce -33.6%
OLMA Olema Pharmaceuticals Inc. 0.98% 247,880 $2.7M No change
SYRE Spyre Therapeutics Inc. 0.98% 113,550 $2.7M Reduce -26.4%
VRDN Viridian Therapeutics Inc. 0.94% 198,484 $2.6M No change
BCYC Bicycle Therapeutics PLC-ADR 0.94% 127,255 $2.6M Reduce -19.6%
CPRI Capri Holdings Ltd. 0.94% 77,700 $2.6M No change
PCVX Vaxcyte Inc. 0.89% 32,313 $2.4M Add +246.7%
COGT Cogent Biosciences Inc. 0.87% 281,093 $2.4M No change
V Visa Inc. Class A 0.86% 8,927 $2.3M No change
FISV Fiserv Inc. 0.85% 15,553 $2.3M Add +22.9%
TEVA Teva Pharmaceutical-SP ADR 0.81% 136,500 $2.2M New
NUVL Nuvalent Inc. Class A 0.80% 28,698 $2.2M Reduce -52.2%
GOOG Alphabet Inc. Class C 0.77% 11,436 $2.1M Reduce -7.3%
TMUS T-Mobile US Inc. 0.77% 11,900 $2.1M Add +25.3%
META Meta Platforms Inc. Class A 0.75% 4,090 $2.1M Reduce -8.9%
PTC PTC Inc. 0.70% 10,581 $1.9M Add +43.4%
SWTX Springworks Therapeutics Inc. 0.70% 50,987 $1.9M No change
MLTX Moonlake Immunotherapeutics 0.68% 42,249 $1.9M Reduce -29.3%
STX Seagate Technology Holdings 0.67% 17,800 $1.8M Add +39.1%
AUTL Autolus Therapeutics PLC 0.66% 518,820 $1.8M Add +98.5%
TVTX Travere Therapeutics Inc. 0.66% 219,416 $1.8M No change
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.66% 25,900 $1.8M Add +18.3%
KROS Keros Therapeutics Inc. 0.65% 39,208 $1.8M No change
WDC Western Digital Corp. 0.65% 23,600 $1.8M Add +19.2%
RTX RTX Corp. 0.64% 17,500 $1.8M Reduce -42.2%
CRBP Corbus Pharmaceuticals Holdi 0.64% 38,793 $1.8M New
DVAX Dynavax Technologies Corp. 0.64% 156,161 $1.8M No change
MRC MRC Global Inc. 0.63% 134,600 $1.7M Reduce -25.4%
ADBE Adobe Inc. 0.63% 3,100 $1.7M New
PFE Pfizer Inc. 0.62% 60,300 $1.7M New
LAUR Laureate Education Inc. 0.61% 112,107 $1.7M Reduce -31.4%
ITCI Intra-Cellular Therapies Inc. 0.61% 24,337 $1.7M No change
KNSA Kiniksa Pharmaceuticals Inte 0.60% 88,688 $1.7M No change
HDB HDFC Bank Ltd.-ADR 0.59% 25,041 $1.6M Add +23.7%
CRNX Crinetics Pharmaceuticals Inc. 0.58% 35,237 $1.6M Add +121.6%
GDX Vaneck Gold Miners ETF 0.57% 46,200 $1.6M Reduce -47.4%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.57% 121,061 $1.6M Add +20.5%
RVMD Revolution Medicines Inc. 0.57% 40,083 $1.6M Add +179.8%
WCC Wesco International Inc. 0.57% 9,797 $1.6M Reduce -31.0%
DUOL Duolingo 0.56% 7,400 $1.5M Add +48.0%
WMT Walmart Inc. 0.56% 22,500 $1.5M Add +24.3%
IBN Icici Bank Ltd.-Spon ADR 0.55% 52,147 $1.5M Add +22.9%
NVDA Nvidia Corp. 0.54% 12,000 $1.5M New
LQDA Liquidia Corp. 0.53% 121,754 $1.5M New
AER Aercap Holdings NV 0.53% 15,600 $1.5M New
IDYA Ideaya Biosciences Inc. 0.52% 40,856 $1.4M Reduce -58.9%
SE Sea Ltd.-ADR 0.50% 19,341 $1.4M Reduce -3.0%
GPCR Structure Therapeutics Inc. 0.50% 35,128 $1.4M Reduce -6.2%
LYV Live Nation Entertainment Inc. 0.50% 14,600 $1.4M New
ARVN Arvinas Inc. 0.50% 51,122 $1.4M No change
LLY Eli Lilly & Co. 0.50% 1,500 $1.4M New
ROP Roper Technologies Inc. 0.49% 2,400 $1.4M New
ROIV Roivant Sciences Ltd. 0.49% 126,741 $1.3M Reduce -40.3%
FSV Firstservice Corp. 0.48% 8,700 $1.3M New
BFAM Bright Horizons Family Solut 0.47% 11,800 $1.3M Add +28.3%
JBHT Hunt (jb) Transprt SVCS Inc. 0.47% 8,000 $1.3M New
GEHC GE Healthcare Technology 0.46% 16,100 $1.3M New
PFSI Pennymac Financial Services 0.46% 13,237 $1.3M Reduce -19.5%
TOST Toast Inc. Class A 0.45% 48,300 $1.2M New
HUBS HubSpot Inc. 0.45% 2,100 $1.2M New
RIG Transocean Ltd. 0.45% 229,725 $1.2M Reduce -6.6%
CRWD CrowdStrike Holdings Inc. Class A 0.45% 3,200 $1.2M Reduce -13.5%
NFLX Netflix Inc. 0.44% 1,800 $1.2M New
BBD Banco Bradesco-ADR 0.44% 537,100 $1.2M Add +34.3%
RBC RBC Bearings Inc. 0.43% 4,400 $1.2M New
STZ Constellation Brands Inc. Class A 0.43% 4,600 $1.2M Add +4.5%
MU Micron Technology Inc. 0.43% 8,900 $1.2M Reduce -33.6%
PM Philip Morris International 0.43% 11,500 $1.2M Reduce -23.8%
BABA Alibaba Group Holding-SP ADR 0.42% 16,057 $1.2M Add +3.9%
STNE Stoneco Ltd. Class A 0.42% 95,130 $1.1M Add +36.2%
CATX Perspective Therapeutics Inc. 0.41% 113,550 $1.1M New
BBIO Bridgebio Pharma Inc. 0.41% 44,572 $1.1M Reduce -21.2%
AMD Advanced Micro Devices 0.41% 6,900 $1.1M Add +3.0%
TRML Tourmaline Bio Inc. 0.39% 83,397 $1.1M Add +57.2%
TERN Terns Pharmaceuticals Inc. 0.37% 148,200 $1.0M No change
JANX Janux Therapeutics Inc. 0.36% 23,332 $977K New
IMTX Immatics NV 0.33% 77,821 $904K New
GERN Geron Corp. 0.28% 179,799 $762K Reduce -25.2%
CRH CRH PLC 0.28% 10,100 $757K Reduce -9.8%
PTGX Protagonist Therapeutics Inc. 0.27% 21,229 $736K No change
BILI Bilibili Inc.-Sponsored ADR 0.26% 46,857 $723K Reduce -46.7%
MDGL Madrigal Pharmaceuticals Inc. 0.26% 2,534 $710K No change
MIRM Mirum Pharmaceuticals Inc. 0.25% 20,208 $691K No change
ABVX Abivax SA-ADR 0.24% 49,509 $655K Reduce -14.3%
HTHT H World Group Ltd.-ADR 0.23% 19,029 $634K Reduce -26.6%
ALNY Alnylam Pharmaceuticals Inc. 0.23% 2,602 $632K New
ASND Ascendis Pharma A/S 0.23% 4,527 $617K No change
RYTM Rhythm Pharmaceuticals Inc. 0.22% 14,362 $590K No change
TCOM Trip.com Group Ltd.-ADR 0.20% 11,756 $553K Reduce -6.9%
JD Jd.com Inc.-ADR 0.18% 19,183 $496K Reduce -69.3%
VRNA Verona Pharma Ltd. 0.17% 32,449 $469K No change
UTHR United Therapeutics Corp. 0.16% 1,409 $449K New
OCUL Ocular Therapeutix Inc. 0.15% 61,859 $423K New
ACAD Acadia Pharmaceuticals Inc. 0.15% 25,878 $421K New
NTRA Natera Inc. 0.14% 3,568 $386K New
KALV Kalvista Pharmaceuticals Inc. 0.14% 31,873 $375K No change
SRPT Sarepta Therapeutics Inc. 0.14% 2,364 $374K New
BIDU Baidu Inc. - Spon ADR 0.13% 4,186 $362K Reduce -23.7%
TSVT 2SEVENTY Bio Inc. 0.13% 93,500 $360K No change
EDU New Oriental Educatio-SP ADR 0.13% 4,600 $358K Reduce -2.1%
CLDX Celldex Therapeutics Inc. 0.13% 9,627 $356K New
KURA Kura Oncology Inc. 0.13% 16,764 $345K New
PDD PDD Holdings Inc. 0.13% 2,578 $343K Reduce -64.5%
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 0.12% 23,707 $335K Reduce -44.6%
VERA Vera Therapeutics Inc. 0.12% 9,162 $331K New
FDMT 4D Molecular Therapeutics Inc. 0.12% 15,532 $326K No change
TAL Tal Education Group- ADR 0.12% 29,900 $319K Reduce -11.5%
PHVS Pharvaris NV 0.12% 16,750 $315K No change
APLS Apellis Pharmaceuticals Inc. 0.11% 7,566 $290K Add +4.1%
TYRA Tyra Biosciences Inc. 0.09% 16,078 $257K New
CABA Cabaletta Bio Inc. 0.06% 22,208 $166K No change

Portfolio Sells Q1 2024 → Q2 2024
APGE Apogee Therapeutics Inc. Reduce -33.9% 1.13% −1.69
SP SP Plus Corp. Sold out 0.00% −1.47
SYRE Spyre Therapeutics Inc. Reduce -26.4% 0.98% −1.11
IDYA Ideaya Biosciences Inc. Reduce -58.9% 0.52% −1.03
OFIX Orthofix Medical Inc. Sold out 0.00% −0.87
NUVL Nuvalent Inc. Class A Reduce -52.2% 0.80% −0.81
IMCR Immunocore Holdings PLC-ADR Sold out 0.00% −0.81
ACLX Arcellx Inc. Reduce -29.3% 1.03% −0.76
LEGN Legend Biotech Corp.-ADR Sold out 0.00% −0.73
LAD Lithia Motors Inc. Sold out 0.00% −0.69
XPO Xpo Inc. Reduce -33.6% 0.99% −0.68
GE General Electric Sold out 0.00% −0.63
VZ Verizon Communications Inc. Sold out 0.00% −0.59
TDW Tidewater Inc. Sold out 0.00% −0.50
CPT Camden Property Trust Sold out 0.00% −0.49
TDG Transdigm Group Inc. Sold out 0.00% −0.48
BCYC Bicycle Therapeutics PLC-ADR Reduce -19.6% 0.94% −0.46
MA Mastercard Inc. Class A Sold out 0.00% −0.44
VTRS Viatris Inc. Sold out 0.00% −0.44
JD Jd.com Inc.-ADR Reduce -69.3% 0.18% −0.43
GDX Vaneck Gold Miners ETF Reduce -47.4% 0.57% −0.42
RTX RTX Corp. Reduce -42.2% 0.64% −0.41
TTWO Take-Two Interactive Softwre Sold out 0.00% −0.40
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.39
MLTX Moonlake Immunotherapeutics Reduce -29.3% 0.68% −0.39
FCNCA First Citizens Bcshs Class A Sold out 0.00% −0.39
PANW Palo Alto Networks Inc. Sold out 0.00% −0.37
COIN Coinbase Global Inc. Class A Sold out 0.00% −0.36
MSFT Microsoft Corp. Reduce -25.3% 1.50% −0.34
ALPN Alpine Immune Sciences Inc. Sold out 0.00% −0.32
ROIV Roivant Sciences Ltd. Reduce -40.3% 0.49% −0.31
WCC Wesco International Inc. Reduce -31.0% 0.57% −0.30
RPTX Repare Therapeutics Inc. Sold out 0.00% −0.28
IMRX Immuneering Corp. Class A Sold out 0.00% −0.26
KRYS Krystal Biotech Inc. Sold out 0.00% −0.25
LAUR Laureate Education Inc. Reduce -31.4% 0.61% −0.24
BBIO Bridgebio Pharma Inc. Reduce -21.2% 0.41% −0.21
MERSANA THERAPEUTICS INC Sold out 0.00% −0.20
SNDX Syndax Pharmaceuticals Inc. Sold out 0.00% −0.18
PLRX Pliant Therapeutics Inc. Sold out 0.00% −0.18
PDD PDD Holdings Inc. Reduce -64.5% 0.13% −0.18
MRC MRC Global Inc. Reduce -25.4% 0.63% −0.17
SLNO Soleno Therapeutics Inc. Sold out 0.00% −0.16
LI Li Auto Inc. - ADR Sold out 0.00% −0.14
MU Micron Technology Inc. Reduce -33.6% 0.43% −0.14
BASE Couchbase Inc. Sold out 0.00% −0.13
HTHT H World Group Ltd.-ADR Reduce -26.6% 0.23% −0.13
RIG Transocean Ltd. Reduce -6.6% 0.45% −0.10
BEKE Ke Holdings Inc.-ADR Reduce -44.6% 0.12% −0.09
BILI Bilibili Inc.-Sponsored ADR Reduce -46.7% 0.26% −0.09

Portfolio Buys Q1 2024 → Q2 2024
HCP Hashicorp Inc. Class A New 1.60% +1.60
CTLT Catalent Inc. New 1.55% +1.55
ETRN Equitrans Midstream Corp. New 1.47% +1.47
TEVA Teva Pharmaceutical-SP ADR New 0.81% +0.81
PCVX Vaxcyte Inc. Add +246.7% 0.89% +0.66
CRBP Corbus Pharmaceuticals Holdi New 0.64% +0.64
ADBE Adobe Inc. New 0.63% +0.63
CRM Salesforce Inc. Add +67.1% 1.99% +0.63
PFE Pfizer Inc. New 0.62% +0.62
NVDA Nvidia Corp. New 0.54% +0.54
LQDA Liquidia Corp. New 0.53% +0.53
AER Aercap Holdings NV New 0.53% +0.53
LYV Live Nation Entertainment Inc. New 0.50% +0.50
LLY Eli Lilly & Co. New 0.50% +0.50
ROP Roper Technologies Inc. New 0.49% +0.49
FSV Firstservice Corp. New 0.48% +0.48
INTU Intuit Inc. Add +64.1% 1.17% +0.48
JBHT Hunt (jb) Transprt SVCS Inc. New 0.47% +0.47
GEHC GE Healthcare Technology New 0.46% +0.46
TOST Toast Inc. Class A New 0.45% +0.45
HUBS HubSpot Inc. New 0.45% +0.45
AXSM Axsome Therapeutics Inc. Add +28.2% 1.83% +0.45
NFLX Netflix Inc. New 0.44% +0.44
RBC RBC Bearings Inc. New 0.43% +0.43
CATX Perspective Therapeutics Inc. New 0.41% +0.41
RVMD Revolution Medicines Inc. Add +179.8% 0.57% +0.40
JANX Janux Therapeutics Inc. New 0.36% +0.36
IMTX Immatics NV New 0.33% +0.33
CRNX Crinetics Pharmaceuticals Inc. Add +121.6% 0.58% +0.31
CART Maplebear Inc. Add +49.0% 1.09% +0.26
STX Seagate Technology Holdings Add +39.1% 0.67% +0.25
ALNY Alnylam Pharmaceuticals Inc. New 0.23% +0.23
TMUS T-Mobile US Inc. Add +25.3% 0.77% +0.21
PTC PTC Inc. Add +43.4% 0.70% +0.20
HDB HDFC Bank Ltd.-ADR Add +23.7% 0.59% +0.18
WDC Western Digital Corp. Add +19.2% 0.65% +0.17
DUOL Duolingo Add +48.0% 0.56% +0.17
WMT Walmart Inc. Add +24.3% 0.56% +0.17
UTHR United Therapeutics Corp. New 0.16% +0.16
VMRK Vivmark Residential Add +18.3% 0.66% +0.16
OCUL Ocular Therapeutix Inc. New 0.15% +0.15
ACAD Acadia Pharmaceuticals Inc. New 0.15% +0.15
IBN Icici Bank Ltd.-Spon ADR Add +22.9% 0.55% +0.15
NU Nu Holdings Ltd./Cayman Isl-A Add +20.5% 0.57% +0.14
NTRA Natera Inc. New 0.14% +0.14
SRPT Sarepta Therapeutics Inc. New 0.14% +0.14
CLDX Celldex Therapeutics Inc. New 0.13% +0.13
KURA Kura Oncology Inc. New 0.13% +0.13
FISV Fiserv Inc. Add +22.9% 0.85% +0.13
VERA Vera Therapeutics Inc. New 0.12% +0.12

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