HighVista Strategies LLC

Name: HighVista Strategies LLC 13F holdings, Q4 2024
Creator: HighVista Strategies LLC
Published: 2025-02-14

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

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
ADBE Adobe Inc.	0.45%	2,700	$1.2M	Add +50.0%
CZR Caesars Entertainment Inc.	0.44%	35,200	$1.2M	New
CORZ Core Scientific Inc.	0.42%	81,300	$1.1M	Reduce -38.8%
ARVN Arvinas Inc.	0.41%	58,001	$1.1M	No change
VRNA Verona Pharma Ltd.	0.41%	23,739	$1.1M	No change
CRBP Corbus Pharmaceuticals Holdi	0.33%	75,292	$888K	No change
PRAX Praxis Precision Medicines I	0.31%	10,951	$843K	No change
ASND Ascendis Pharma A/S	0.31%	6,072	$836K	New
KROS Keros Therapeutics Inc.	0.31%	52,107	$825K	No change
CNTA Centessa Pharmaceuticals Ltd.	0.29%	46,116	$772K	No change
NTRA Natera Inc.	0.28%	4,828	$764K	Add +40.4%
XNCR Xencor Inc.	0.27%	31,942	$734K	New
OCUL Ocular Therapeutix Inc.	0.27%	85,241	$728K	Add +31.1%
TERN Terns Pharmaceuticals Inc.	0.27%	130,966	$726K	No change
TCOM Trip.com Group Ltd.-ADR	0.26%	10,356	$711K	Add +8.4%
DNTH Dianthus Therapeutics Inc.	0.25%	31,387	$684K	Add +58.5%
MDGL Madrigal Pharmaceuticals Inc.	0.25%	2,211	$682K	No change
CYTK Cytokinetics Inc.	0.25%	14,261	$671K	Add +41.8%
KRYS Krystal Biotech Inc.	0.25%	4,217	$661K	New
SLNO Soleno Therapeutics Inc.	0.24%	14,344	$645K	Add +29.4%
CGON CG Oncology Inc.	0.24%	22,305	$640K	Add +41.8%
ITCI Intra-Cellular Therapies Inc.	0.23%	7,496	$626K	No change
GPCR Structure Therapeutics Inc.	0.18%	17,561	$476K	Reduce -44.6%
GERN Geron Corp.	0.17%	127,284	$451K	No change
CATX Perspective Therapeutics Inc.	0.16%	138,350	$441K	No change
PHVS Pharvaris NV	0.16%	22,768	$436K	No change
IRON Disc Medicine Inc.	0.15%	6,458	$409K	Reduce -32.5%
KURA Kura Oncology Inc.	0.15%	46,181	$402K	Add +118.2%
CGEM Cullinan Therapeutics Inc.	0.14%	31,893	$388K	No change
JD Jd.com Inc.-ADR	0.14%	10,783	$374K	Reduce -24.5%
MIRM Mirum Pharmaceuticals Inc.	0.14%	8,942	$370K	Reduce -34.1%
ABVX Abivax SA-ADR	0.13%	49,064	$359K	No change
KYMR Kymera Therapeutics Inc.	0.13%	8,733	$351K	Reduce -31.5%
AKRO Akero Therapeutics Inc.	0.13%	12,529	$349K	New
ERAS Erasca Inc.	0.13%	135,667	$341K	New
TYRA Tyra Biosciences Inc.	0.12%	23,941	$333K	Add +48.9%
KALV Kalvista Pharmaceuticals Inc.	0.10%	33,305	$282K	No change

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