HighVista Strategies LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), HighVista Strategies LLC reported 142 stock positions worth $290.0 million. Its top holding was Invesco DB Commodity Index T (DBC) at 11.0% of the portfolio, followed by Amazon.com (AMZN, 2.1%) and Vaxcyte (PCVX, 1.8%). Compared with Q2 2024, it opened 37 new positions, sold out of 32, added to 46 and reduced 48. The biggest buy was a new position in GE Vernova (GEV) and the biggest sale Insmed (INSM, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001335325
- Portfolio Value
- $290.0M (Q3 2024)
- SEC Filing
- 0001172661-24-004811 ↗ filed Nov 14, 2024
Holdings Value
Holdings 142 stocks · $290.0M
| DBC Invesco DB Commodity Index T | 11.03% | 1,436,136 | $32.0M | No change |
| AMZN Amazon.com Inc. | 2.07% | 32,193 | $6.0M | Add +78.9% |
| PCVX Vaxcyte Inc. | 1.76% | 44,661 | $5.1M | Add +38.2% |
| ACLX Arcellx Inc. | 1.59% | 55,139 | $4.6M | Add +8.0% |
| CTLT Catalent Inc. | 1.58% | 75,600 | $4.6M | No change |
| CRM Salesforce Inc. | 1.57% | 16,585 | $4.5M | Reduce -21.7% |
| JNPR Juniper Networks Inc. | 1.54% | 114,700 | $4.5M | No change |
| HCP Hashicorp Inc. Class A | 1.52% | 130,200 | $4.4M | No change |
| VRDN Viridian Therapeutics Inc. | 1.45% | 185,240 | $4.2M | Reduce -6.7% |
| ANSS Ansys Inc. | 1.41% | 12,800 | $4.1M | No change |
| XPO Xpo Inc. | 1.40% | 37,680 | $4.1M | Add +47.9% |
| PTGX Protagonist Therapeutics Inc. | 1.39% | 89,508 | $4.0M | Add +321.6% |
| HES Hess Corp. | 1.35% | 28,900 | $3.9M | No change |
| ARGX Argenx SE - ADR | 1.34% | 7,154 | $3.9M | Add +8.3% |
| AMED Amedisys Inc. | 1.31% | 39,250 | $3.8M | No change |
| GEV GE Vernova Inc. | 1.29% | 14,700 | $3.7M | New |
| AXSM Axsome Therapeutics Inc. | 1.29% | 41,542 | $3.7M | Reduce -33.2% |
| MRUS Merus NV | 1.27% | 73,980 | $3.7M | Reduce -36.6% |
| APGE Apogee Therapeutics Inc. | 1.25% | 61,788 | $3.6M | Reduce -21.7% |
| ACI Albertsons Cos Inc. Class A | 1.20% | 188,753 | $3.5M | No change |
| INSM Insmed Inc. | 1.14% | 45,447 | $3.3M | Reduce -64.2% |
| CPRI Capri Holdings Ltd. | 1.14% | 77,700 | $3.3M | No change |
| AMGN Amgen Inc. | 1.12% | 10,101 | $3.3M | New |
| CART Maplebear Inc. | 1.10% | 78,500 | $3.2M | Reduce -15.6% |
| BCYC Bicycle Therapeutics PLC-ADR | 1.09% | 139,544 | $3.2M | Add +9.7% |
| MSFT Microsoft Corp. | 1.08% | 7,258 | $3.1M | Reduce -20.8% |
| SYRE Spyre Therapeutics Inc. | 1.07% | 105,351 | $3.1M | Reduce -7.2% |
| XOMA Xoma Royalty Corporation | 1.05% | 114,548 | $3.0M | Reduce -3.7% |
| KROS Keros Therapeutics Inc. | 1.04% | 52,107 | $3.0M | Add +32.9% |
| NUVL Nuvalent Inc. Class A | 1.02% | 29,018 | $3.0M | Add +1.1% |
| XENE Xenon Pharmaceuticals Inc. | 1.00% | 73,762 | $2.9M | Add +1.4% |
| ELVN Enliven Therapeutics Inc. | 0.99% | 112,459 | $2.9M | Reduce -6.1% |
| OLMA Olema Pharmaceuticals Inc. | 0.87% | 212,185 | $2.5M | Reduce -14.4% |
| RVMD Revolution Medicines Inc. | 0.87% | 55,562 | $2.5M | Add +38.6% |
| COGT Cogent Biosciences Inc. | 0.84% | 225,633 | $2.4M | Reduce -19.7% |
| EWTX Edgewise Therapeutics Inc. | 0.82% | 88,838 | $2.4M | New |
| DYN Dyne Therapeutics Inc. | 0.81% | 65,482 | $2.4M | New |
| PFSI Pennymac Financial Services | 0.76% | 19,337 | $2.2M | Add +46.1% |
| MLTX Moonlake Immunotherapeutics | 0.76% | 43,541 | $2.2M | Add +3.1% |
| BABA Alibaba Group Holding-SP ADR | 0.74% | 20,357 | $2.2M | Add +26.8% |
| GOOG Alphabet Inc. Class C | 0.72% | 12,536 | $2.1M | Add +9.6% |
| ADSK Autodesk Inc. | 0.71% | 7,500 | $2.1M | New |
| TVTX Travere Therapeutics Inc. | 0.71% | 147,233 | $2.1M | Reduce -32.9% |
| PTC PTC Inc. | 0.70% | 11,181 | $2.0M | Add +5.7% |
| LAUR Laureate Education Inc. | 0.70% | 121,607 | $2.0M | Add +8.5% |
| RYTM Rhythm Pharmaceuticals Inc. | 0.68% | 37,426 | $2.0M | Add +160.6% |
| AUTL Autolus Therapeutics PLC | 0.67% | 533,024 | $1.9M | Add +2.7% |
| MRC MRC Global Inc. | 0.66% | 149,800 | $1.9M | Add +11.3% |
| LAD Lithia Motors Inc. | 0.66% | 6,000 | $1.9M | New |
| DAL Delta Air Lines Inc. | 0.65% | 37,200 | $1.9M | New |
| SE Sea Ltd.-ADR | 0.65% | 19,941 | $1.9M | Add +3.1% |
| RTX RTX Corp. | 0.64% | 15,400 | $1.9M | Reduce -12.0% |
| KNSA Kiniksa Pharmaceuticals Inte | 0.64% | 74,639 | $1.9M | Reduce -15.8% |
| V Visa Inc. Class A | 0.64% | 6,727 | $1.8M | Reduce -24.6% |
| CATX Perspective Therapeutics Inc. | 0.64% | 138,350 | $1.8M | Add +21.8% |
| HPE Hewlett Packard Enterprise | 0.63% | 88,900 | $1.8M | New |
| DVAX Dynavax Technologies Corp. | 0.63% | 162,708 | $1.8M | Add +4.2% |
| LQDA Liquidia Corp. | 0.62% | 180,947 | $1.8M | Add +48.6% |
| FISV Fiserv Inc. | 0.62% | 10,053 | $1.8M | Reduce -35.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.62% | 10,300 | $1.8M | New |
| INTU Intuit Inc. | 0.61% | 2,863 | $1.8M | Reduce -41.1% |
| BBIO Bridgebio Pharma Inc. | 0.61% | 69,054 | $1.8M | Add +54.9% |
| HDB HDFC Bank Ltd.-ADR | 0.59% | 27,441 | $1.7M | Add +9.6% |
| IBN Icici Bank Ltd.-Spon ADR | 0.59% | 57,447 | $1.7M | Add +10.2% |
| STX Seagate Technology Holdings | 0.59% | 15,600 | $1.7M | Reduce -12.4% |
| WDC Western Digital Corp. | 0.59% | 25,000 | $1.7M | Add +5.9% |
| CSCO Cisco Systems Inc. | 0.59% | 31,900 | $1.7M | New |
| OFIX Orthofix Medical Inc. | 0.58% | 108,100 | $1.7M | New |
| GDX Vaneck Gold Miners ETF | 0.58% | 42,000 | $1.7M | Reduce -9.1% |
| AER Aercap Holdings NV | 0.56% | 17,000 | $1.6M | Add +9.0% |
| STNE Stoneco Ltd. Class A | 0.55% | 141,930 | $1.6M | Add +49.2% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.55% | 116,761 | $1.6M | Reduce -3.5% |
| LYV Live Nation Entertainment Inc. | 0.54% | 14,400 | $1.6M | Reduce -1.4% |
| CORZ Core Scientific Inc. | 0.54% | 132,800 | $1.6M | New |
| BBD Banco Bradesco-ADR | 0.54% | 585,400 | $1.6M | Add +9.0% |
| CRBP Corbus Pharmaceuticals Holdi | 0.54% | 75,292 | $1.6M | Add +94.1% |
| AVGO Broadcom Inc. | 0.53% | 8,900 | $1.5M | New |
| TEVA Teva Pharmaceutical-SP ADR | 0.53% | 85,100 | $1.5M | Reduce -37.7% |
| RCL Royal Caribbean Cruises Ltd. | 0.53% | 8,600 | $1.5M | New |
| NOW ServiceNow Inc. | 0.52% | 1,700 | $1.5M | New |
| BKNG Booking Holdings Inc. | 0.52% | 357 | $1.5M | Reduce -52.8% |
| CRNX Crinetics Pharmaceuticals Inc. | 0.51% | 28,911 | $1.5M | Reduce -17.9% |
| TKO Tko Group Holdings Inc. | 0.50% | 11,700 | $1.4M | New |
| LEN Lennar Corp. Class A | 0.50% | 7,700 | $1.4M | New |
| ARVN Arvinas Inc. | 0.49% | 58,001 | $1.4M | Add +13.5% |
| NFLX Netflix Inc. | 0.49% | 2,000 | $1.4M | Add +11.1% |
| INDV Indivior Ltd. | 0.48% | 142,634 | $1.4M | Reduce -20.2% |
| GPCR Structure Therapeutics Inc. | 0.48% | 31,718 | $1.4M | Reduce -9.7% |
| ROIV Roivant Sciences Ltd. | 0.46% | 115,326 | $1.3M | Reduce -9.0% |
| LLY Eli Lilly & Co. | 0.46% | 1,500 | $1.3M | No change |
| PM Philip Morris International | 0.46% | 10,900 | $1.3M | Reduce -5.2% |
| UBER Uber Technologies Inc. | 0.46% | 17,600 | $1.3M | New |
| TMUS T-Mobile US Inc. | 0.46% | 6,400 | $1.3M | Reduce -46.2% |
| ELV Elevance Health Inc. | 0.45% | 2,500 | $1.3M | New |
| RXO Rxo Inc. | 0.44% | 46,000 | $1.3M | New |
| GEHC GE Healthcare Technology | 0.43% | 13,200 | $1.2M | Reduce -18.0% |
| SWTX Springworks Therapeutics Inc. | 0.40% | 35,852 | $1.1M | Reduce -29.7% |
| TERN Terns Pharmaceuticals Inc. | 0.38% | 130,966 | $1.1M | Reduce -11.6% |
| PDD PDD Holdings Inc. | 0.38% | 8,078 | $1.1M | Add +213.3% |
| JANX Janux Therapeutics Inc. | 0.37% | 23,472 | $1.1M | Add +0.6% |
Portfolio Sells Q2 2024 → Q3 2024
| INSM Insmed Inc. | Reduce -64.2% | 1.14% | −1.96 |
| ETRN Equitrans Midstream Corp. | Sold out | 0.00% | −1.47 |
| CERE Cerevel Therapeutics Holding | Sold out | 0.00% | −1.45 |
| MRUS Merus NV | Reduce -36.6% | 1.27% | −1.25 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.75 |
| VMRK Vivmark Residential | Sold out | 0.00% | −0.66 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.62 |
| BKNG Booking Holdings Inc. | Reduce -52.8% | 0.52% | −0.58 |
| WCC Wesco International Inc. | Sold out | 0.00% | −0.57 |
| DUOL Duolingo | Sold out | 0.00% | −0.56 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.56 |
| INTU Intuit Inc. | Reduce -41.1% | 0.61% | −0.55 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.54 |
| AXSM Axsome Therapeutics Inc. | Reduce -33.2% | 1.29% | −0.54 |
| INDV Indivior Ltd. | Reduce -20.2% | 0.48% | −0.54 |
| IDYA Ideaya Biosciences Inc. | Sold out | 0.00% | −0.52 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.49 |
| FSV Firstservice Corp. | Sold out | 0.00% | −0.48 |
| BFAM Bright Horizons Family Solut | Sold out | 0.00% | −0.47 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Sold out | 0.00% | −0.47 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.45 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.45 |
| RIG Transocean Ltd. | Sold out | 0.00% | −0.45 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.45 |
| RBC RBC Bearings Inc. | Sold out | 0.00% | −0.43 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.43 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.43 |
| CRM Salesforce Inc. | Reduce -21.7% | 1.57% | −0.42 |
| ITCI Intra-Cellular Therapies Inc. | Reduce -69.2% | 0.19% | −0.42 |
| MSFT Microsoft Corp. | Reduce -20.8% | 1.08% | −0.42 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.41 |
| TRML Tourmaline Bio Inc. | Sold out | 0.00% | −0.39 |
| TMUS T-Mobile US Inc. | Reduce -46.2% | 0.46% | −0.31 |
| ADBE Adobe Inc. | Reduce -41.9% | 0.32% | −0.31 |
| SWTX Springworks Therapeutics Inc. | Reduce -29.7% | 0.40% | −0.31 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -37.7% | 0.53% | −0.28 |
| BILI Bilibili Inc.-Sponsored ADR | Sold out | 0.00% | −0.26 |
| HTHT H World Group Ltd.-ADR | Sold out | 0.00% | −0.23 |
| ASND Ascendis Pharma A/S | Sold out | 0.00% | −0.23 |
| FISV Fiserv Inc. | Reduce -35.4% | 0.62% | −0.22 |
| V Visa Inc. Class A | Reduce -24.6% | 0.64% | −0.22 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −0.16 |
| IMTX Immatics NV | Reduce -41.5% | 0.18% | −0.15 |
| SRPT Sarepta Therapeutics Inc. | Sold out | 0.00% | −0.14 |
| EDU New Oriental Educatio-SP ADR | Sold out | 0.00% | −0.13 |
| FDMT 4D Molecular Therapeutics Inc. | Sold out | 0.00% | −0.12 |
| TAL Tal Education Group- ADR | Sold out | 0.00% | −0.12 |
| OLMA Olema Pharmaceuticals Inc. | Reduce -14.4% | 0.87% | −0.11 |
| MDGL Madrigal Pharmaceuticals Inc. | Reduce -12.8% | 0.16% | −0.10 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -40.4% | 0.15% | −0.08 |
Portfolio Buys Q2 2024 → Q3 2024
| GEV GE Vernova Inc. | New | 1.29% | +1.29 |
| AMGN Amgen Inc. | New | 1.12% | +1.12 |
| PTGX Protagonist Therapeutics Inc. | Add +321.6% | 1.39% | +1.12 |
| PCVX Vaxcyte Inc. | Add +38.2% | 1.76% | +0.87 |
| EWTX Edgewise Therapeutics Inc. | New | 0.82% | +0.82 |
| DYN Dyne Therapeutics Inc. | New | 0.81% | +0.81 |
| AMZN Amazon.com Inc. | Add +78.9% | 2.07% | +0.80 |
| ADSK Autodesk Inc. | New | 0.71% | +0.71 |
| LAD Lithia Motors Inc. | New | 0.66% | +0.66 |
| DAL Delta Air Lines Inc. | New | 0.65% | +0.65 |
| HPE Hewlett Packard Enterprise | New | 0.63% | +0.63 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.62% | +0.62 |
| CSCO Cisco Systems Inc. | New | 0.59% | +0.59 |
| OFIX Orthofix Medical Inc. | New | 0.58% | +0.58 |
| ACLX Arcellx Inc. | Add +8.0% | 1.59% | +0.56 |
| CORZ Core Scientific Inc. | New | 0.54% | +0.54 |
| AVGO Broadcom Inc. | New | 0.53% | +0.53 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.53% | +0.53 |
| NOW ServiceNow Inc. | New | 0.52% | +0.52 |
| TKO Tko Group Holdings Inc. | New | 0.50% | +0.50 |
| LEN Lennar Corp. Class A | New | 0.50% | +0.50 |
| RYTM Rhythm Pharmaceuticals Inc. | Add +160.6% | 0.68% | +0.46 |
| UBER Uber Technologies Inc. | New | 0.46% | +0.46 |
| ELV Elevance Health Inc. | New | 0.45% | +0.45 |
| RXO Rxo Inc. | New | 0.44% | +0.44 |
| XPO Xpo Inc. | Add +47.9% | 1.40% | +0.41 |
| KROS Keros Therapeutics Inc. | Add +32.9% | 1.04% | +0.39 |
| PGR Progressive Corp. | New | 0.35% | +0.35 |
| BABA Alibaba Group Holding-SP ADR | Add +26.8% | 0.74% | +0.32 |
| FCNCA First Citizens Bcshs Class A | New | 0.32% | +0.32 |
| PFSI Pennymac Financial Services | Add +46.1% | 0.76% | +0.30 |
| RVMD Revolution Medicines Inc. | Add +38.6% | 0.87% | +0.30 |
| ARGX Argenx SE - ADR | Add +8.3% | 1.34% | +0.30 |
| CNTA Centessa Pharmaceuticals Ltd. | New | 0.25% | +0.25 |
| APLS Apellis Pharmaceuticals Inc. | Add +375.5% | 0.36% | +0.25 |
| PDD PDD Holdings Inc. | Add +213.3% | 0.38% | +0.25 |
| ALV Autoliv Inc. | New | 0.23% | +0.23 |
| NUVL Nuvalent Inc. Class A | Add +1.1% | 1.02% | +0.23 |
| CATX Perspective Therapeutics Inc. | Add +21.8% | 0.64% | +0.22 |
| PRAX Praxis Precision Medicines I | New | 0.22% | +0.22 |
| VERA Vera Therapeutics Inc. | Add +140.2% | 0.34% | +0.21 |
| KYMR Kymera Therapeutics Inc. | New | 0.21% | +0.21 |
| CGON CG Oncology Inc. | New | 0.20% | +0.20 |
| RNAM Avidity Biosciences Inc. | New | 0.20% | +0.20 |
| BBIO Bridgebio Pharma Inc. | Add +54.9% | 0.61% | +0.19 |
| LI Li Auto Inc. - ADR | New | 0.19% | +0.19 |
| SLNO Soleno Therapeutics Inc. | New | 0.19% | +0.19 |
| DNTH Dianthus Therapeutics Inc. | New | 0.19% | +0.19 |
| CGEM Cullinan Therapeutics Inc. | New | 0.18% | +0.18 |
| CYTK Cytokinetics Inc. | New | 0.18% | +0.18 |
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 |