HighVista Strategies LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), HighVista Strategies LLC reported 148 stock positions worth $259.5 million. Its top holding was Invesco DB Commodity Index T (DBC) at 12.5% of the portfolio, followed by Hess (HES, 1.8%) and Juniper Networks (JNPR, 1.6%). Compared with Q4 2024, it opened 35 new positions, sold out of 24, added to 39 and reduced 27. The biggest buy was a new position in Quanta Services (PWR) and the biggest sale an exit from Hashicorp Class A (HCP).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001335325
- Portfolio Value
- $259.5M (Q1 2025)
- SEC Filing
- 0001172661-25-001991 ↗ filed May 15, 2025
Holdings Value
Holdings 148 stocks · $259.5M
| DBC Invesco DB Commodity Index T | 12.45% | 1,436,136 | $32.3M | No change |
| HES Hess Corp. | 1.78% | 28,900 | $4.6M | No change |
| JNPR Juniper Networks Inc. | 1.60% | 114,700 | $4.2M | No change |
| ACI Albertsons Cos Inc. Class A | 1.60% | 188,753 | $4.2M | No change |
| ANSS Ansys Inc. | 1.56% | 12,800 | $4.1M | No change |
| PTGX Protagonist Therapeutics Inc. | 1.46% | 78,452 | $3.8M | Add +25.5% |
| MSFT Microsoft Corp. | 1.41% | 9,758 | $3.7M | Reduce -7.6% |
| AMED Amedisys Inc. | 1.40% | 39,250 | $3.6M | No change |
| AMZN Amazon.com Inc. | 1.37% | 18,693 | $3.6M | Reduce -45.3% |
| ACLX Arcellx Inc. | 1.20% | 47,496 | $3.1M | Add +8.4% |
| DVAX Dynavax Technologies Corp. | 1.18% | 235,172 | $3.1M | Reduce -21.2% |
| SWTX Springworks Therapeutics Inc. | 1.17% | 68,758 | $3.0M | No change |
| LQDA Liquidia Corp. | 1.16% | 203,510 | $3.0M | No change |
| GEV GE Vernova Inc. | 1.15% | 9,800 | $3.0M | Add +44.1% |
| XPO Xpo Inc. | 1.11% | 26,880 | $2.9M | Add +4.3% |
| NUVL Nuvalent Inc. Class A | 1.09% | 39,876 | $2.8M | No change |
| AVGO Broadcom Inc. | 1.03% | 15,900 | $2.7M | Add +74.7% |
| RVMD Revolution Medicines Inc. | 1.00% | 73,752 | $2.6M | Add +28.8% |
| AXSM Axsome Therapeutics Inc. | 0.97% | 21,503 | $2.5M | Add +25.6% |
| CRM Salesforce Inc. | 0.96% | 9,285 | $2.5M | Reduce -3.1% |
| VRDN Viridian Therapeutics Inc. | 0.94% | 180,551 | $2.4M | Add +16.8% |
| APLS Apellis Pharmaceuticals Inc. | 0.92% | 108,714 | $2.4M | No change |
| INTU Intuit Inc. | 0.91% | 3,863 | $2.4M | Add +50.7% |
| ALKS Alkermes PLC | 0.90% | 70,762 | $2.3M | Add +30.0% |
| MRUS Merus NV | 0.89% | 55,039 | $2.3M | No change |
| XOMA Xoma Royalty Corporation | 0.88% | 114,548 | $2.3M | No change |
| XENE Xenon Pharmaceuticals Inc. | 0.86% | 66,788 | $2.2M | No change |
| ELVN Enliven Therapeutics Inc. | 0.85% | 112,459 | $2.2M | No change |
| GH Guardant Health Inc. | 0.85% | 51,718 | $2.2M | Reduce -45.0% |
| V Visa Inc. Class A | 0.83% | 6,127 | $2.1M | Reduce -4.7% |
| GOOG Alphabet Inc. Class C | 0.81% | 13,436 | $2.1M | Add +1.5% |
| HPE Hewlett Packard Enterprise | 0.79% | 133,500 | $2.1M | Add +126.7% |
| PWR Quanta Services Inc. | 0.79% | 8,100 | $2.1M | New |
| CEG Constellation Energy | 0.78% | 10,100 | $2.0M | Add +65.6% |
| BHC Bausch Health Cos Inc. | 0.78% | 217,600 | $2.0M | New |
| MA Mastercard Inc. Class A | 0.78% | 3,700 | $2.0M | New |
| JANX Janux Therapeutics Inc. | 0.78% | 74,556 | $2.0M | Add +6.9% |
| EWTX Edgewise Therapeutics Inc. | 0.77% | 91,207 | $2.0M | Add +10.2% |
| CSCO Cisco Systems Inc. | 0.77% | 32,200 | $2.0M | Add +8.8% |
| MMM 3M Co. | 0.76% | 13,500 | $2.0M | New |
| STX Seagate Technology Holdings | 0.75% | 23,000 | $2.0M | Add +33.0% |
| WDC Western Digital Corp. | 0.75% | 48,300 | $2.0M | Add +85.8% |
| PM Philip Morris International | 0.74% | 12,100 | $1.9M | Add +5.2% |
| MTZ Mastec Inc. | 0.73% | 16,300 | $1.9M | New |
| ARGX Argenx SE - ADR | 0.73% | 3,205 | $1.9M | Reduce -44.2% |
| GEHC GE Healthcare Technology | 0.72% | 23,200 | $1.9M | Reduce -33.7% |
| RYTM Rhythm Pharmaceuticals Inc. | 0.72% | 35,039 | $1.9M | Reduce -6.4% |
| META Meta Platforms Inc. Class A | 0.71% | 3,200 | $1.8M | Reduce -39.6% |
| STZ Constellation Brands Inc. Class A | 0.70% | 9,900 | $1.8M | Add +59.7% |
| RCL Royal Caribbean Cruises Ltd. | 0.70% | 8,800 | $1.8M | Add +41.9% |
| CYTK Cytokinetics Inc. | 0.69% | 44,749 | $1.8M | Add +213.8% |
| MLTX Moonlake Immunotherapeutics | 0.66% | 43,541 | $1.7M | No change |
| COGT Cogent Biosciences Inc. | 0.65% | 279,673 | $1.7M | No change |
| KNSA Kiniksa Pharmaceuticals Inte | 0.64% | 74,639 | $1.7M | No change |
| BKNG Booking Holdings Inc. | 0.63% | 357 | $1.6M | Reduce -45.7% |
| INSM Insmed Inc. | 0.63% | 21,440 | $1.6M | Reduce -22.4% |
| IMVT Immunovant Inc. | 0.63% | 95,648 | $1.6M | New |
| NATL NCR Atleos Corp. | 0.63% | 61,900 | $1.6M | New |
| APGE Apogee Therapeutics Inc. | 0.62% | 43,190 | $1.6M | No change |
| BBIO Bridgebio Pharma Inc. | 0.62% | 46,500 | $1.6M | No change |
| RNAM Avidity Biosciences Inc. | 0.62% | 54,190 | $1.6M | No change |
| NVDA Nvidia Corp. | 0.61% | 14,600 | $1.6M | Add +33.9% |
| PTC PTC Inc. | 0.60% | 10,081 | $1.6M | Add +14.8% |
| LKQ LKQ Corp. | 0.60% | 36,700 | $1.6M | New |
| TLN Talen Energy Corp. | 0.59% | 7,700 | $1.5M | Add +14.9% |
| SYRE Spyre Therapeutics Inc. | 0.59% | 95,159 | $1.5M | No change |
| AGX Argan Inc. | 0.59% | 11,700 | $1.5M | New |
| OFIX Orthofix Medical Inc. | 0.58% | 92,900 | $1.5M | Add +25.5% |
| APH Amphenol Corp. Class A | 0.58% | 22,900 | $1.5M | New |
| PRAX Praxis Precision Medicines I | 0.57% | 39,286 | $1.5M | Add +258.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.57% | 8,900 | $1.5M | Reduce -19.8% |
| CNX CNX Resources Corp. | 0.57% | 46,700 | $1.5M | New |
| CRH CRH PLC | 0.57% | 16,700 | $1.5M | New |
| CIEN Ciena Corp. | 0.57% | 24,300 | $1.5M | Add +32.1% |
| CORZ Core Scientific Inc. | 0.56% | 199,100 | $1.4M | Add +144.9% |
| ELV Elevance Health Inc. | 0.55% | 3,300 | $1.4M | New |
| BN Brookfield Corp. | 0.55% | 27,200 | $1.4M | New |
| EYE National Vision Holdings Inc. | 0.55% | 111,300 | $1.4M | New |
| PGR Progressive Corp. | 0.55% | 5,000 | $1.4M | Reduce -26.5% |
| TKO Tko Group Holdings Inc. | 0.54% | 9,200 | $1.4M | Reduce -17.1% |
| QXO Qxo Inc. | 0.54% | 103,500 | $1.4M | Add +12.0% |
| UAL United Airlines Holdings Inc. | 0.54% | 20,200 | $1.4M | Add +13.5% |
| SE Sea Ltd.-ADR | 0.54% | 10,641 | $1.4M | Reduce -26.8% |
| QSR Restaurant Brands Intern | 0.52% | 20,300 | $1.4M | New |
| PFSI Pennymac Financial Services | 0.52% | 13,437 | $1.3M | Add +1.5% |
| DAL Delta Air Lines Inc. | 0.52% | 30,800 | $1.3M | Add +12.0% |
| AAL American Airlines Group Inc. | 0.51% | 126,100 | $1.3M | Add +46.5% |
| SNPS Synopsys Inc. | 0.51% | 3,100 | $1.3M | New |
| WDAY Workday Inc. Class A | 0.50% | 5,600 | $1.3M | Add +9.8% |
| RXO Rxo Inc. | 0.50% | 68,400 | $1.3M | Add +21.7% |
| DUOL Duolingo | 0.50% | 4,200 | $1.3M | New |
| AGIO Agios Pharmaceuticals Inc. | 0.50% | 44,105 | $1.3M | New |
| ON On Semiconductor | 0.49% | 31,400 | $1.3M | New |
| BVN Cia DE Minas Buenaventur-ADR filed as COMPANIA DE MINAS BUENAVENTU | 0.49% | 80,631 | $1.3M | New |
| VERA Vera Therapeutics Inc. | 0.48% | 52,197 | $1.3M | No change |
| PCVX Vaxcyte Inc. | 0.48% | 33,102 | $1.2M | Reduce -25.9% |
| MRVL Marvell Technology Inc. | 0.48% | 20,200 | $1.2M | New |
| IBN Icici Bank Ltd.-Spon ADR | 0.47% | 38,747 | $1.2M | Reduce -31.5% |
| HDB HDFC Bank Ltd.-ADR | 0.47% | 18,241 | $1.2M | Reduce -32.5% |
| MAGN Magnera Corp. | 0.47% | 66,600 | $1.2M | New |
Portfolio Sells Q4 2024 → Q1 2025
| HCP Hashicorp Inc. Class A | Sold out | 0.00% | −1.66 |
| AMZN Amazon.com Inc. | Reduce -45.3% | 1.37% | −1.42 |
| PCVX Vaxcyte Inc. | Reduce -25.9% | 0.48% | −0.88 |
| TEVA Teva Pharmaceutical-SP ADR | Sold out | 0.00% | −0.83 |
| LYV Live Nation Entertainment Inc. | Sold out | 0.00% | −0.75 |
| INDV Indivior Ltd. | Sold out | 0.00% | −0.68 |
| BCYC Bicycle Therapeutics PLC-ADR | Sold out | 0.00% | −0.65 |
| ARGX Argenx SE - ADR | Reduce -44.2% | 0.73% | −0.58 |
| BKNG Booking Holdings Inc. | Reduce -45.7% | 0.63% | −0.58 |
| WRBY Warby Parker Inc. Class A | Sold out | 0.00% | −0.56 |
| WMG Warner Music Group Corp. Class A | Sold out | 0.00% | −0.54 |
| UPWK Upwork Inc. | Sold out | 0.00% | −0.51 |
| STNE Stoneco Ltd. Class A | Sold out | 0.00% | −0.50 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.49 |
| VST Vistra Corp. | Sold out | 0.00% | −0.49 |
| LAUR Laureate Education Inc. | Sold out | 0.00% | −0.49 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.49 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.48 |
| FCNCA First Citizens Bcshs Class A | Sold out | 0.00% | −0.47 |
| AUTL Autolus Therapeutics PLC | Sold out | 0.00% | −0.47 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.46 |
| IDYA Ideaya Biosciences Inc. | Sold out | 0.00% | −0.46 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.45 |
| META Meta Platforms Inc. Class A | Reduce -39.6% | 0.71% | −0.44 |
| CZR Caesars Entertainment Inc. | Sold out | 0.00% | −0.44 |
| ARVN Arvinas Inc. | Reduce -28.8% | 0.11% | −0.30 |
| GEHC GE Healthcare Technology | Reduce -33.7% | 0.72% | −0.30 |
| BABA Alibaba Group Holding-SP ADR | Reduce -64.3% | 0.38% | −0.28 |
| TERN Terns Pharmaceuticals Inc. | Sold out | 0.00% | −0.27 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -19.8% | 0.57% | −0.25 |
| KRYS Krystal Biotech Inc. | Sold out | 0.00% | −0.25 |
| MSFT Microsoft Corp. | Reduce -7.6% | 1.41% | −0.24 |
| DVAX Dynavax Technologies Corp. | Reduce -21.2% | 1.18% | −0.24 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −0.23 |
| CRM Salesforce Inc. | Reduce -3.1% | 0.96% | −0.23 |
| GH Guardant Health Inc. | Reduce -45.0% | 0.85% | −0.22 |
| HDB HDFC Bank Ltd.-ADR | Reduce -32.5% | 0.47% | −0.18 |
| CPNG Coupang Inc. | Reduce -31.9% | 0.40% | −0.17 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -31.5% | 0.47% | −0.16 |
| KURA Kura Oncology Inc. | Sold out | 0.00% | −0.15 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -20.3% | 0.39% | −0.09 |
| INSM Insmed Inc. | Reduce -22.4% | 0.63% | −0.08 |
| BBD Banco Bradesco-ADR | Reduce -29.4% | 0.44% | −0.08 |
| NTRA Natera Inc. | Reduce -20.3% | 0.21% | −0.07 |
| CNTA Centessa Pharmaceuticals Ltd. | Reduce -15.4% | 0.22% | −0.07 |
| RYTM Rhythm Pharmaceuticals Inc. | Reduce -6.4% | 0.72% | −0.06 |
| PGR Progressive Corp. | Reduce -26.5% | 0.55% | −0.06 |
| TKO Tko Group Holdings Inc. | Reduce -17.1% | 0.54% | −0.05 |
| SE Sea Ltd.-ADR | Reduce -26.8% | 0.54% | −0.04 |
| VRNA Verona Pharma Ltd. | Reduce -29.6% | 0.41% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| PWR Quanta Services Inc. | New | 0.79% | +0.79 |
| BHC Bausch Health Cos Inc. | New | 0.78% | +0.78 |
| MA Mastercard Inc. Class A | New | 0.78% | +0.78 |
| MMM 3M Co. | New | 0.76% | +0.76 |
| MTZ Mastec Inc. | New | 0.73% | +0.73 |
| IMVT Immunovant Inc. | New | 0.63% | +0.63 |
| NATL NCR Atleos Corp. | New | 0.63% | +0.63 |
| LKQ LKQ Corp. | New | 0.60% | +0.60 |
| AGX Argan Inc. | New | 0.59% | +0.59 |
| APH Amphenol Corp. Class A | New | 0.58% | +0.58 |
| CNX CNX Resources Corp. | New | 0.57% | +0.57 |
| CRH CRH PLC | New | 0.57% | +0.57 |
| PTGX Protagonist Therapeutics Inc. | Add +25.5% | 1.46% | +0.56 |
| ELV Elevance Health Inc. | New | 0.55% | +0.55 |
| BN Brookfield Corp. | New | 0.55% | +0.55 |
| EYE National Vision Holdings Inc. | New | 0.55% | +0.55 |
| QSR Restaurant Brands Intern | New | 0.52% | +0.52 |
| SNPS Synopsys Inc. | New | 0.51% | +0.51 |
| DUOL Duolingo | New | 0.50% | +0.50 |
| AGIO Agios Pharmaceuticals Inc. | New | 0.50% | +0.50 |
| ON On Semiconductor | New | 0.49% | +0.49 |
| BVN Cia DE Minas Buenaventur-ADR | New | 0.49% | +0.49 |
| MRVL Marvell Technology Inc. | New | 0.48% | +0.48 |
| MAGN Magnera Corp. | New | 0.47% | +0.47 |
| PBR.A Petroleo Brasil-SP Pref ADR | New | 0.45% | +0.45 |
| CYTK Cytokinetics Inc. | Add +213.8% | 0.69% | +0.44 |
| AXSM Axsome Therapeutics Inc. | Add +25.6% | 0.97% | +0.43 |
| CAAP Corp. America Airports SA | New | 0.42% | +0.42 |
| RBC RBC Bearings Inc. | New | 0.42% | +0.42 |
| HUBS HubSpot Inc. | New | 0.40% | +0.40 |
| SRRK Scholar Rock Holding Corp. | New | 0.39% | +0.39 |
| HPE Hewlett Packard Enterprise | Add +126.7% | 0.79% | +0.33 |
| GEV GE Vernova Inc. | Add +44.1% | 1.15% | +0.32 |
| ALKS Alkermes PLC | Add +30.0% | 0.90% | +0.32 |
| INTU Intuit Inc. | Add +50.7% | 0.91% | +0.31 |
| CEG Constellation Energy | Add +65.6% | 0.78% | +0.28 |
| PRAX Praxis Precision Medicines I | Add +258.7% | 0.57% | +0.26 |
| AKRO Akero Therapeutics Inc. | Add +92.1% | 0.38% | +0.25 |
| AVGO Broadcom Inc. | Add +74.7% | 1.03% | +0.24 |
| PM Philip Morris International | Add +5.2% | 0.74% | +0.23 |
| ACN Accenture PLC Class A | New | 0.22% | +0.22 |
| STX Seagate Technology Holdings | Add +33.0% | 0.75% | +0.20 |
| ZYME Zymeworks Inc. | New | 0.19% | +0.19 |
| STZ Constellation Brands Inc. Class A | Add +59.7% | 0.70% | +0.19 |
| RARE Ultragenyx Pharmaceutical Inc. | New | 0.19% | +0.19 |
| WDC Western Digital Corp. | Add +85.8% | 0.75% | +0.18 |
| WVE Wave Life Sciences Ltd. | New | 0.17% | +0.17 |
| RCL Royal Caribbean Cruises Ltd. | Add +41.9% | 0.70% | +0.16 |
| CORZ Core Scientific Inc. | Add +144.9% | 0.56% | +0.13 |
| SRPT Sarepta Therapeutics Inc. | New | 0.13% | +0.13 |
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 |