HighVista Strategies LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), HighVista Strategies LLC reported 137 stock positions worth $268.8 million. Its top holding was Invesco DB Commodity Index T (DBC) at 11.4% of the portfolio, followed by Amazon.com (AMZN, 2.8%) and Hashicorp Class A (HCP, 1.7%). Compared with Q3 2024, it opened 26 new positions, sold out of 31, added to 41 and reduced 37. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale an exit from Catalent (CTLT).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001335325
- Portfolio Value
- $268.8M (Q4 2024)
- SEC Filing
- 0001172661-25-000973 ↗ filed Feb 14, 2025
Holdings Value
Holdings 137 stocks · $268.8M
| DBC Invesco DB Commodity Index T | 11.42% | 1,436,136 | $30.7M | No change |
| AMZN Amazon.com Inc. | 2.79% | 34,193 | $7.5M | Add +6.2% |
| HCP Hashicorp Inc. Class A | 1.66% | 130,200 | $4.5M | No change |
| MSFT Microsoft Corp. | 1.66% | 10,558 | $4.5M | Add +45.5% |
| ANSS Ansys Inc. | 1.61% | 12,800 | $4.3M | No change |
| JNPR Juniper Networks Inc. | 1.60% | 114,700 | $4.3M | No change |
| HES Hess Corp. | 1.43% | 28,900 | $3.8M | No change |
| DVAX Dynavax Technologies Corp. | 1.42% | 298,536 | $3.8M | Add +83.5% |
| JANX Janux Therapeutics Inc. | 1.39% | 69,715 | $3.7M | Add +197.0% |
| ACI Albertsons Cos Inc. Class A | 1.38% | 188,753 | $3.7M | No change |
| PCVX Vaxcyte Inc. | 1.36% | 44,661 | $3.7M | No change |
| AMED Amedisys Inc. | 1.33% | 39,250 | $3.6M | No change |
| ARGX Argenx SE - ADR | 1.31% | 5,747 | $3.5M | Reduce -19.7% |
| APLS Apellis Pharmaceuticals Inc. | 1.29% | 108,714 | $3.5M | Add +202.2% |
| XPO Xpo Inc. | 1.26% | 25,780 | $3.4M | Reduce -31.6% |
| ACLX Arcellx Inc. | 1.25% | 43,804 | $3.4M | Reduce -20.6% |
| BKNG Booking Holdings Inc. | 1.21% | 657 | $3.3M | Add +84.0% |
| CRM Salesforce Inc. | 1.19% | 9,585 | $3.2M | Reduce -42.2% |
| NUVL Nuvalent Inc. Class A | 1.16% | 39,876 | $3.1M | Add +37.4% |
| META Meta Platforms Inc. Class A | 1.15% | 5,300 | $3.1M | New |
| XOMA Xoma Royalty Corporation | 1.12% | 114,548 | $3.0M | No change |
| VRDN Viridian Therapeutics Inc. | 1.10% | 154,563 | $3.0M | Reduce -16.6% |
| GH Guardant Health Inc. | 1.07% | 94,118 | $2.9M | New |
| GEHC GE Healthcare Technology | 1.02% | 35,000 | $2.7M | Add +165.2% |
| XENE Xenon Pharmaceuticals Inc. | 0.97% | 66,788 | $2.6M | Reduce -9.4% |
| ELVN Enliven Therapeutics Inc. | 0.94% | 112,459 | $2.5M | No change |
| GOOG Alphabet Inc. Class C | 0.94% | 13,236 | $2.5M | Add +5.6% |
| RVMD Revolution Medicines Inc. | 0.93% | 57,246 | $2.5M | Add +3.0% |
| SWTX Springworks Therapeutics Inc. | 0.92% | 68,758 | $2.5M | Add +91.8% |
| PTGX Protagonist Therapeutics Inc. | 0.90% | 62,518 | $2.4M | Reduce -30.1% |
| LQDA Liquidia Corp. | 0.89% | 203,510 | $2.4M | Add +12.5% |
| MLTX Moonlake Immunotherapeutics | 0.88% | 43,541 | $2.4M | No change |
| MRUS Merus NV | 0.86% | 55,039 | $2.3M | Reduce -25.6% |
| GEV GE Vernova Inc. | 0.83% | 6,800 | $2.2M | Reduce -53.7% |
| TEVA Teva Pharmaceutical-SP ADR | 0.83% | 101,300 | $2.2M | Add +19.0% |
| SYRE Spyre Therapeutics Inc. | 0.82% | 95,159 | $2.2M | Reduce -9.7% |
| EWTX Edgewise Therapeutics Inc. | 0.82% | 82,732 | $2.2M | Reduce -6.9% |
| VERA Vera Therapeutics Inc. | 0.82% | 52,197 | $2.2M | Add +137.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.82% | 11,100 | $2.2M | Add +7.8% |
| COGT Cogent Biosciences Inc. | 0.81% | 279,673 | $2.2M | Add +23.9% |
| AVGO Broadcom Inc. | 0.78% | 9,100 | $2.1M | Add +2.3% |
| RYTM Rhythm Pharmaceuticals Inc. | 0.78% | 37,426 | $2.1M | No change |
| V Visa Inc. Class A | 0.76% | 6,427 | $2.0M | Reduce -4.5% |
| LYV Live Nation Entertainment Inc. | 0.75% | 15,600 | $2.0M | Add +8.3% |
| APGE Apogee Therapeutics Inc. | 0.73% | 43,190 | $2.0M | Reduce -30.1% |
| INSM Insmed Inc. | 0.71% | 27,612 | $1.9M | Reduce -39.2% |
| DYN Dyne Therapeutics Inc. | 0.69% | 78,420 | $1.8M | Add +19.8% |
| INDV Indivior Ltd. | 0.68% | 142,634 | $1.8M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.66% | 20,857 | $1.8M | Add +2.5% |
| CSCO Cisco Systems Inc. | 0.65% | 29,600 | $1.8M | Reduce -7.2% |
| BCYC Bicycle Therapeutics PLC-ADR | 0.65% | 124,430 | $1.7M | Reduce -10.8% |
| UAL United Airlines Holdings Inc. | 0.64% | 17,800 | $1.7M | New |
| HDB HDFC Bank Ltd.-ADR | 0.64% | 27,041 | $1.7M | Reduce -1.5% |
| IBN Icici Bank Ltd.-Spon ADR | 0.63% | 56,547 | $1.7M | Reduce -1.6% |
| DAL Delta Air Lines Inc. | 0.62% | 27,500 | $1.7M | Reduce -26.1% |
| PGR Progressive Corp. | 0.61% | 6,800 | $1.6M | Add +70.0% |
| PTC PTC Inc. | 0.60% | 8,781 | $1.6M | Reduce -21.5% |
| INTU Intuit Inc. | 0.60% | 2,563 | $1.6M | Reduce -10.5% |
| TKO Tko Group Holdings Inc. | 0.59% | 11,100 | $1.6M | Reduce -5.1% |
| RNAM Avidity Biosciences Inc. | 0.59% | 54,190 | $1.6M | Add +333.4% |
| ALKS Alkermes PLC | 0.58% | 54,446 | $1.6M | New |
| CIEN Ciena Corp. | 0.58% | 18,400 | $1.6M | New |
| WDC Western Digital Corp. | 0.58% | 26,000 | $1.6M | Add +4.0% |
| SE Sea Ltd.-ADR | 0.57% | 14,541 | $1.5M | Reduce -27.1% |
| CPNG Coupang Inc. | 0.57% | 69,700 | $1.5M | New |
| WRBY Warby Parker Inc. Class A | 0.56% | 62,000 | $1.5M | New |
| AAL American Airlines Group Inc. | 0.56% | 86,100 | $1.5M | New |
| STX Seagate Technology Holdings | 0.56% | 17,300 | $1.5M | Add +10.9% |
| CRNX Crinetics Pharmaceuticals Inc. | 0.55% | 28,911 | $1.5M | No change |
| KNSA Kiniksa Pharmaceuticals Inte | 0.55% | 74,639 | $1.5M | No change |
| QXO Qxo Inc. | 0.55% | 92,400 | $1.5M | New |
| NVDA Nvidia Corp. | 0.54% | 10,900 | $1.5M | New |
| WMG Warner Music Group Corp. Class A | 0.54% | 47,000 | $1.5M | New |
| AXSM Axsome Therapeutics Inc. | 0.54% | 17,124 | $1.4M | Reduce -58.8% |
| RCL Royal Caribbean Cruises Ltd. | 0.53% | 6,200 | $1.4M | Reduce -27.9% |
| BBD Banco Bradesco-ADR | 0.52% | 732,200 | $1.4M | Add +25.1% |
| PM Philip Morris International | 0.51% | 11,500 | $1.4M | Add +5.5% |
| STZ Constellation Brands Inc. Class A | 0.51% | 6,200 | $1.4M | New |
| UPWK Upwork Inc. | 0.51% | 83,600 | $1.4M | New |
| CEG Constellation Energy | 0.51% | 6,100 | $1.4M | New |
| ROIV Roivant Sciences Ltd. | 0.51% | 115,326 | $1.4M | No change |
| PFSI Pennymac Financial Services | 0.50% | 13,237 | $1.4M | Reduce -31.6% |
| TLN Talen Energy Corp. | 0.50% | 6,700 | $1.3M | New |
| STNE Stoneco Ltd. Class A | 0.50% | 168,330 | $1.3M | Add +18.6% |
| RXO Rxo Inc. | 0.50% | 56,200 | $1.3M | Add +22.2% |
| FIS Fidelity National Info Serv | 0.49% | 16,400 | $1.3M | New |
| VST Vistra Corp. | 0.49% | 9,600 | $1.3M | New |
| LAUR Laureate Education Inc. | 0.49% | 72,107 | $1.3M | Reduce -40.7% |
| WDAY Workday Inc. Class A | 0.49% | 5,100 | $1.3M | New |
| UBER Uber Technologies Inc. | 0.49% | 21,700 | $1.3M | Add +23.3% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.48% | 125,061 | $1.3M | Add +7.1% |
| OFIX Orthofix Medical Inc. | 0.48% | 74,000 | $1.3M | Reduce -31.5% |
| TMUS T-Mobile US Inc. | 0.48% | 5,800 | $1.3M | Reduce -9.4% |
| BBIO Bridgebio Pharma Inc. | 0.47% | 46,500 | $1.3M | Reduce -32.7% |
| FCNCA First Citizens Bcshs Class A | 0.47% | 600 | $1.3M | Add +20.0% |
| HPE Hewlett Packard Enterprise | 0.47% | 58,900 | $1.3M | Reduce -33.8% |
| AUTL Autolus Therapeutics PLC | 0.47% | 533,024 | $1.3M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.46% | 11,200 | $1.2M | New |
| OLMA Olema Pharmaceuticals Inc. | 0.46% | 212,185 | $1.2M | No change |
| IDYA Ideaya Biosciences Inc. | 0.46% | 47,728 | $1.2M | New |
Portfolio Sells Q3 2024 → Q4 2024
| CTLT Catalent Inc. | Sold out | 0.00% | −1.58 |
| CPRI Capri Holdings Ltd. | Sold out | 0.00% | −1.14 |
| AMGN Amgen Inc. | Sold out | 0.00% | −1.12 |
| CART Maplebear Inc. | Sold out | 0.00% | −1.10 |
| AXSM Axsome Therapeutics Inc. | Reduce -58.8% | 0.54% | −0.75 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.71 |
| TVTX Travere Therapeutics Inc. | Sold out | 0.00% | −0.71 |
| MRC MRC Global Inc. | Sold out | 0.00% | −0.66 |
| LAD Lithia Motors Inc. | Sold out | 0.00% | −0.66 |
| RTX RTX Corp. | Sold out | 0.00% | −0.64 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.62 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.58 |
| AER Aercap Holdings NV | Sold out | 0.00% | −0.56 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.52 |
| APGE Apogee Therapeutics Inc. | Reduce -30.1% | 0.73% | −0.52 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.50 |
| PTGX Protagonist Therapeutics Inc. | Reduce -30.1% | 0.90% | −0.49 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.49 |
| GEV GE Vernova Inc. | Reduce -53.7% | 0.83% | −0.46 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.46 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.45 |
| BCYC Bicycle Therapeutics PLC-ADR | Reduce -10.8% | 0.65% | −0.44 |
| INSM Insmed Inc. | Reduce -39.2% | 0.71% | −0.43 |
| MRUS Merus NV | Reduce -25.6% | 0.86% | −0.41 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.38 |
| CRM Salesforce Inc. | Reduce -42.2% | 1.19% | −0.37 |
| CRH CRH PLC | Sold out | 0.00% | −0.35 |
| VRDN Viridian Therapeutics Inc. | Reduce -16.6% | 1.10% | −0.35 |
| ACLX Arcellx Inc. | Reduce -20.6% | 1.25% | −0.34 |
| GPCR Structure Therapeutics Inc. | Reduce -44.6% | 0.18% | −0.30 |
| PFSI Pennymac Financial Services | Reduce -31.6% | 0.50% | −0.26 |
| SYRE Spyre Therapeutics Inc. | Reduce -9.7% | 0.82% | −0.24 |
| ALV Autoliv Inc. | Sold out | 0.00% | −0.23 |
| BEKE Ke Holdings Inc.-ADR | Sold out | 0.00% | −0.21 |
| LAUR Laureate Education Inc. | Reduce -40.7% | 0.49% | −0.21 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.20 |
| LI Li Auto Inc. - ADR | Sold out | 0.00% | −0.19 |
| ANAB Anaptysbio Inc. | Sold out | 0.00% | −0.18 |
| IMTX Immatics NV | Sold out | 0.00% | −0.18 |
| ETNB 89BIO Inc. | Sold out | 0.00% | −0.17 |
| URGN Urogen Pharma Ltd. | Sold out | 0.00% | −0.17 |
| HPE Hewlett Packard Enterprise | Reduce -33.8% | 0.47% | −0.16 |
| TSVT 2SEVENTY Bio Inc. | Sold out | 0.00% | −0.16 |
| ALNY Alnylam Pharmaceuticals Inc. | Sold out | 0.00% | −0.15 |
| XPO Xpo Inc. | Reduce -31.6% | 1.26% | −0.14 |
| ACAD Acadia Pharmaceuticals Inc. | Sold out | 0.00% | −0.13 |
| BBIO Bridgebio Pharma Inc. | Reduce -32.7% | 0.47% | −0.13 |
| CORZ Core Scientific Inc. | Reduce -38.8% | 0.42% | −0.12 |
| CLDX Celldex Therapeutics Inc. | Sold out | 0.00% | −0.11 |
| OFIX Orthofix Medical Inc. | Reduce -31.5% | 0.48% | −0.10 |
Portfolio Buys Q3 2024 → Q4 2024
| META Meta Platforms Inc. Class A | New | 1.15% | +1.15 |
| GH Guardant Health Inc. | New | 1.07% | +1.07 |
| JANX Janux Therapeutics Inc. | Add +197.0% | 1.39% | +1.02 |
| APLS Apellis Pharmaceuticals Inc. | Add +202.2% | 1.29% | +0.93 |
| DVAX Dynavax Technologies Corp. | Add +83.5% | 1.42% | +0.79 |
| AMZN Amazon.com Inc. | Add +6.2% | 2.79% | +0.72 |
| BKNG Booking Holdings Inc. | Add +84.0% | 1.21% | +0.70 |
| UAL United Airlines Holdings Inc. | New | 0.64% | +0.64 |
| GEHC GE Healthcare Technology | Add +165.2% | 1.02% | +0.59 |
| ALKS Alkermes PLC | New | 0.58% | +0.58 |
| CIEN Ciena Corp. | New | 0.58% | +0.58 |
| MSFT Microsoft Corp. | Add +45.5% | 1.66% | +0.58 |
| CPNG Coupang Inc. | New | 0.57% | +0.57 |
| WRBY Warby Parker Inc. Class A | New | 0.56% | +0.56 |
| AAL American Airlines Group Inc. | New | 0.56% | +0.56 |
| QXO Qxo Inc. | New | 0.55% | +0.55 |
| NVDA Nvidia Corp. | New | 0.54% | +0.54 |
| WMG Warner Music Group Corp. Class A | New | 0.54% | +0.54 |
| SWTX Springworks Therapeutics Inc. | Add +91.8% | 0.92% | +0.53 |
| STZ Constellation Brands Inc. Class A | New | 0.51% | +0.51 |
| UPWK Upwork Inc. | New | 0.51% | +0.51 |
| CEG Constellation Energy | New | 0.51% | +0.51 |
| TLN Talen Energy Corp. | New | 0.50% | +0.50 |
| FIS Fidelity National Info Serv | New | 0.49% | +0.49 |
| VST Vistra Corp. | New | 0.49% | +0.49 |
| WDAY Workday Inc. Class A | New | 0.49% | +0.49 |
| VERA Vera Therapeutics Inc. | Add +137.2% | 0.82% | +0.49 |
| DIS The Walt Disney Co. | New | 0.46% | +0.46 |
| IDYA Ideaya Biosciences Inc. | New | 0.46% | +0.46 |
| CZR Caesars Entertainment Inc. | New | 0.44% | +0.44 |
| RNAM Avidity Biosciences Inc. | Add +333.4% | 0.59% | +0.39 |
| ASND Ascendis Pharma A/S | New | 0.31% | +0.31 |
| TEVA Teva Pharmaceutical-SP ADR | Add +19.0% | 0.83% | +0.30 |
| XNCR Xencor Inc. | New | 0.27% | +0.27 |
| LQDA Liquidia Corp. | Add +12.5% | 0.89% | +0.27 |
| PGR Progressive Corp. | Add +70.0% | 0.61% | +0.26 |
| AVGO Broadcom Inc. | Add +2.3% | 0.78% | +0.26 |
| KRYS Krystal Biotech Inc. | New | 0.25% | +0.25 |
| GOOG Alphabet Inc. Class C | Add +5.6% | 0.94% | +0.21 |
| LYV Live Nation Entertainment Inc. | Add +8.3% | 0.75% | +0.21 |
| TSM Taiwan Semiconductor-SP ADR | Add +7.8% | 0.82% | +0.20 |
| FCNCA First Citizens Bcshs Class A | Add +20.0% | 0.47% | +0.15 |
| NUVL Nuvalent Inc. Class A | Add +37.4% | 1.16% | +0.14 |
| NTRA Natera Inc. | Add +40.4% | 0.28% | +0.13 |
| AKRO Akero Therapeutics Inc. | New | 0.13% | +0.13 |
| ERAS Erasca Inc. | New | 0.13% | +0.13 |
| ADBE Adobe Inc. | Add +50.0% | 0.45% | +0.13 |
| OCUL Ocular Therapeutix Inc. | Add +31.1% | 0.27% | +0.08 |
| TCOM Trip.com Group Ltd.-ADR | Add +8.4% | 0.26% | +0.07 |
| DNTH Dianthus Therapeutics Inc. | Add +58.5% | 0.25% | +0.07 |
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 |