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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $280.4M Q1 2024 Q2 2024: $273.8M Q2 2024 Q3 2024: $290.0M $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 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%
APLS Apellis Pharmaceuticals Inc. 0.36% 35,975 $1.0M Add +375.5%
CRH CRH PLC 0.35% 11,100 $1.0M Add +9.9%
PGR Progressive Corp. 0.35% 4,000 $1.0M New
VERA Vera Therapeutics Inc. 0.34% 22,010 $973K Add +140.2%
ADBE Adobe Inc. 0.32% 1,800 $932K Reduce -41.9%
FCNCA First Citizens Bcshs Class A 0.32% 500 $920K New
CNTA Centessa Pharmaceuticals Ltd. 0.25% 46,116 $737K New
VRNA Verona Pharma Ltd. 0.24% 23,739 $683K Reduce -26.8%
ALV Autoliv Inc. 0.23% 7,200 $672K New
PRAX Praxis Precision Medicines I 0.22% 10,951 $630K New
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 0.21% 30,507 $607K Add +28.7%
KYMR Kymera Therapeutics Inc. 0.21% 12,743 $603K New
CGON CG Oncology Inc. 0.20% 15,734 $594K New
GERN Geron Corp. 0.20% 127,284 $578K Reduce -29.2%
RNAM Avidity Biosciences Inc. 0.20% 12,504 $574K New
JD Jd.com Inc.-ADR 0.20% 14,283 $571K Reduce -25.5%
TCOM Trip.com Group Ltd.-ADR 0.20% 9,556 $568K Reduce -18.7%
BIDU Baidu Inc. - Spon ADR 0.20% 5,386 $567K Add +28.7%
OCUL Ocular Therapeutix Inc. 0.20% 65,027 $566K Add +5.1%
ABVX Abivax SA-ADR 0.19% 49,064 $565K Reduce -0.9%
LI Li Auto Inc. - ADR 0.19% 21,900 $562K New
SLNO Soleno Therapeutics Inc. 0.19% 11,085 $560K New
ITCI Intra-Cellular Therapies Inc. 0.19% 7,496 $548K Reduce -69.2%
DNTH Dianthus Therapeutics Inc. 0.19% 19,808 $542K New
CGEM Cullinan Therapeutics Inc. 0.18% 31,893 $534K New
CYTK Cytokinetics Inc. 0.18% 10,055 $531K New
MIRM Mirum Pharmaceuticals Inc. 0.18% 13,571 $529K Reduce -32.8%
ANAB Anaptysbio Inc. 0.18% 15,574 $522K New
IMTX Immatics NV 0.18% 45,544 $520K Reduce -41.5%
ETNB 89BIO Inc. 0.17% 66,787 $494K New
URGN Urogen Pharma Ltd. 0.17% 38,566 $490K New
IRON Disc Medicine Inc. 0.16% 9,565 $470K New
MDGL Madrigal Pharmaceuticals Inc. 0.16% 2,211 $469K Reduce -12.8%
TSVT 2SEVENTY Bio Inc. 0.16% 95,454 $451K Add +2.1%
NTRA Natera Inc. 0.15% 3,440 $437K Reduce -3.6%
ALNY Alnylam Pharmaceuticals Inc. 0.15% 1,551 $427K Reduce -40.4%
PHVS Pharvaris NV 0.15% 22,768 $422K Add +35.9%
KURA Kura Oncology Inc. 0.14% 21,161 $413K Add +26.2%
ACAD Acadia Pharmaceuticals Inc. 0.13% 25,287 $389K Reduce -2.3%
KALV Kalvista Pharmaceuticals Inc. 0.13% 33,305 $386K Add +4.5%
TYRA Tyra Biosciences Inc. 0.13% 16,078 $378K No change
CLDX Celldex Therapeutics Inc. 0.11% 8,981 $305K Reduce -6.7%

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

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