HighVista Strategies LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), HighVista Strategies LLC reported 156 stock positions worth $362.2 million. Its top holding was Invesco DB Commodity Index T (DBC) at 8.5% of the portfolio, followed by Abivax SA-ADR (ABVX, 3.5%) and Praxis Precision Medicines I (PRAX, 2.3%). Compared with Q4 2025, it opened 35 new positions, sold out of 24, added to 46 and reduced 71. The biggest buy was Tyra Biosciences (TYRA, shares +274%) and the biggest sale Viridian Therapeutics (VRDN, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001335325
- Portfolio Value
- $362.2M (Q1 2026)
- SEC Filing
- 0001172661-26-002079 ↗ filed May 15, 2026
Holdings Value
Holdings 156 stocks · $362.2M
| DBC Invesco DB Commodity Index T | 8.45% | 1,057,238 | $30.6M | No change |
| ABVX Abivax SA-ADR | 3.48% | 113,254 | $12.6M | Add +56.9% |
| PRAX Praxis Precision Medicines I | 2.34% | 26,323 | $8.5M | Add +1.9% |
| COGT Cogent Biosciences Inc. | 2.09% | 197,051 | $7.6M | Reduce -41.5% |
| SYRE Spyre Therapeutics Inc. | 2.04% | 146,264 | $7.4M | Reduce -22.3% |
| PCVX Vaxcyte Inc. | 2.00% | 124,647 | $7.2M | Add +9.3% |
| RVMD Revolution Medicines Inc. | 1.86% | 69,309 | $6.7M | Reduce -42.4% |
| TERN Terns Pharmaceuticals Inc. | 1.66% | 114,307 | $6.0M | Reduce -34.9% |
| GPCR Structure Therapeutics Inc. | 1.65% | 123,909 | $6.0M | Reduce -35.8% |
| NUVL Nuvalent Inc. Class A | 1.60% | 56,602 | $5.8M | Reduce -22.8% |
| IMVT Immunovant Inc. | 1.54% | 225,139 | $5.6M | Add +1.5% |
| SLNO Soleno Therapeutics Inc. | 1.53% | 165,227 | $5.5M | Add +22.3% |
| TYRA Tyra Biosciences Inc. | 1.39% | 131,304 | $5.0M | Add +274.2% |
| AMLX Amylyx Pharmaceuticals Inc. | 1.35% | 352,085 | $4.9M | Add +47.4% |
| AMZN Amazon.com Inc. | 1.29% | 22,397 | $4.7M | Add +28.7% |
| LBRX LB Pharmaceuticals Inc. | 1.18% | 173,595 | $4.3M | Add +23.9% |
| RLAY Relay Therapeutics Inc. | 1.16% | 421,881 | $4.2M | Reduce -22.6% |
| INSM Insmed Inc. | 1.10% | 24,316 | $4.0M | Reduce -38.3% |
| NVDA Nvidia Corp. | 1.08% | 22,420 | $3.9M | Add +57.7% |
| ORKA Oruka Therapeutics Inc. | 1.07% | 78,911 | $3.9M | New |
| CYTK Cytokinetics Inc. | 1.07% | 58,643 | $3.9M | Reduce -48.8% |
| LQDA Liquidia Corp. | 1.04% | 99,744 | $3.8M | Reduce -36.1% |
| OCUL Ocular Therapeutix Inc. | 1.03% | 441,573 | $3.7M | Add +28.3% |
| TARS Tarsus Pharmaceuticals Inc. | 1.02% | 52,464 | $3.7M | Reduce -2.0% |
| BBIO Bridgebio Pharma Inc. | 1.02% | 49,560 | $3.7M | Reduce -38.2% |
| MLTX Moonlake Immunotherapeutics | 1.00% | 193,955 | $3.6M | New |
| ARGX Argenx SE - ADR | 0.99% | 4,918 | $3.6M | Add +37.1% |
| PTGX Protagonist Therapeutics Inc. | 0.99% | 33,852 | $3.6M | Reduce -54.0% |
| PALI Palisade Bio Inc. | 0.98% | 2,019,326 | $3.5M | Add +55.3% |
| DFTX Definium Therapeutics Inc. | 0.97% | 185,856 | $3.5M | New |
| NRIX Nurix Therapeutics Inc. | 0.97% | 226,546 | $3.5M | New |
| AXSM Axsome Therapeutics Inc. | 0.95% | 20,437 | $3.5M | Add +83.6% |
| IVA Inventiva SA - ADR | 0.94% | 615,666 | $3.4M | New |
| DYN Dyne Therapeutics Inc. | 0.92% | 182,929 | $3.3M | Add +206.7% |
| APGE Apogee Therapeutics Inc. | 0.83% | 35,761 | $3.0M | Reduce -59.9% |
| GHRS GH Research PLC | 0.83% | 213,212 | $3.0M | Reduce -11.4% |
| DNTH Dianthus Therapeutics Inc. | 0.82% | 35,587 | $3.0M | Reduce -26.6% |
| MAZE Maze Therapeutics Inc. | 0.82% | 99,850 | $3.0M | Reduce -41.4% |
| ERAS Erasca Inc. | 0.81% | 181,069 | $2.9M | New |
| EWTX Edgewise Therapeutics Inc. | 0.80% | 91,931 | $2.9M | Reduce -46.3% |
| ELVN Enliven Therapeutics Inc. | 0.79% | 73,102 | $2.9M | Reduce -11.4% |
| XENE Xenon Pharmaceuticals Inc. | 0.79% | 49,050 | $2.9M | New |
| CLDX Celldex Therapeutics Inc. | 0.78% | 89,397 | $2.8M | Add +72.6% |
| VERA Vera Therapeutics Inc. | 0.77% | 69,241 | $2.8M | New |
| PHVS Pharvaris NV | 0.76% | 97,866 | $2.8M | Reduce -39.7% |
| VRDN Viridian Therapeutics Inc. | 0.72% | 134,229 | $2.6M | Reduce -64.0% |
| ALKS Alkermes PLC | 0.71% | 73,189 | $2.6M | Add +177.2% |
| ALMS Alumis Inc. | 0.69% | 112,929 | $2.5M | New |
| MSFT Microsoft Corp. | 0.66% | 6,457 | $2.4M | Reduce -1.2% |
| EYPT Eyepoint Inc. | 0.65% | 183,037 | $2.4M | New |
| LITE Lumentum Holdings Inc. | 0.60% | 3,117 | $2.2M | Reduce -27.8% |
| TNGX Tango Therapeutics Inc. | 0.60% | 104,193 | $2.2M | New |
| V Visa Inc. Class A | 0.60% | 7,141 | $2.2M | Add +13.5% |
| GH Guardant Health Inc. | 0.60% | 23,357 | $2.2M | Reduce -36.5% |
| HPE Hewlett Packard Enterprise | 0.59% | 89,981 | $2.1M | Add +18.1% |
| ASMB Assembly Biosciences Inc. | 0.57% | 74,735 | $2.1M | New |
| CIEN Ciena Corp. | 0.57% | 5,285 | $2.1M | Add +1.9% |
| JAZZ Jazz Pharmaceuticals PLC | 0.57% | 10,838 | $2.0M | New |
| STOK Stoke Therapeutics Inc. | 0.56% | 62,617 | $2.0M | Reduce -45.8% |
| CMPS Compass Pathways PLC | 0.56% | 364,360 | $2.0M | Reduce -27.0% |
| FLS Flowserve Corp. | 0.51% | 24,958 | $1.8M | No change |
| IMCR Immunocore Holdings PLC-ADR | 0.49% | 58,697 | $1.8M | Add +77.9% |
| OLMA Olema Pharmaceuticals Inc. | 0.48% | 117,601 | $1.8M | Reduce -51.3% |
| NATL NCR Atleos Corp. | 0.48% | 40,100 | $1.7M | New |
| XPO Xpo Inc. | 0.48% | 8,923 | $1.7M | Reduce -29.9% |
| ON On Semiconductor | 0.48% | 28,000 | $1.7M | New |
| AVGO Broadcom Inc. | 0.48% | 5,599 | $1.7M | Reduce -0.7% |
| KOD Kodiak Sciences Inc. | 0.46% | 43,569 | $1.7M | New |
| CEG Constellation Energy | 0.44% | 5,752 | $1.6M | Add +19.5% |
| CLH Clean Harbors Inc. | 0.44% | 5,543 | $1.6M | Reduce -11.2% |
| GOOG Alphabet Inc. Class C | 0.43% | 5,477 | $1.6M | Reduce -12.7% |
| CRM Salesforce Inc. | 0.43% | 8,313 | $1.6M | Reduce -3.5% |
| CORZ Core Scientific Inc. | 0.43% | 103,412 | $1.5M | Add +62.8% |
| ETR Entergy Corp. | 0.42% | 13,528 | $1.5M | Add +31.0% |
| CELC Celcuity Inc. | 0.41% | 13,105 | $1.5M | Reduce -20.8% |
| XOMA Xoma Royalty Corporation | 0.41% | 46,814 | $1.5M | Reduce -58.5% |
| AVTR Avantor Inc. | 0.40% | 186,500 | $1.5M | New |
| MA Mastercard Inc. Class A | 0.40% | 2,924 | $1.5M | Add +5.0% |
| RYTM Rhythm Pharmaceuticals Inc. | 0.40% | 16,796 | $1.5M | Reduce -60.8% |
| KBR KBR Inc. | 0.40% | 39,406 | $1.5M | Add +31.3% |
| RBC RBC Bearings Inc. | 0.40% | 2,663 | $1.4M | Reduce -1.5% |
| MIRM Mirum Pharmaceuticals Inc. | 0.40% | 15,563 | $1.4M | New |
| U Unity Software Inc. | 0.38% | 62,763 | $1.4M | Add +119.0% |
| SVRA Savara Inc. | 0.38% | 250,999 | $1.4M | New |
| MDGL Madrigal Pharmaceuticals Inc. | 0.38% | 2,598 | $1.4M | Reduce -8.5% |
| CTMX Cytomx Therapeutics Inc. | 0.37% | 288,057 | $1.4M | Add +48.5% |
| CGON CG Oncology Inc. | 0.37% | 19,914 | $1.3M | Reduce -32.1% |
| TDG Transdigm Group Inc. | 0.37% | 1,145 | $1.3M | Reduce -47.4% |
| ASND Ascendis Pharma A/S | 0.37% | 5,781 | $1.3M | Add +58.0% |
| KNX Knight-Swift Transportation | 0.36% | 22,900 | $1.3M | New |
| RKT Rocket Cos Inc. Class A | 0.36% | 92,430 | $1.3M | Reduce -5.1% |
| INTU Intuit Inc. | 0.36% | 3,003 | $1.3M | Add +65.6% |
| MU Micron Technology Inc. | 0.35% | 3,800 | $1.3M | New |
| BLTE Belite Bio Inc. - ADR | 0.35% | 8,033 | $1.3M | New |
| MLYS Mineralys Therapeutics Inc. | 0.35% | 46,778 | $1.3M | Reduce -62.4% |
| JHX James Hardie Ind PLC | 0.34% | 65,598 | $1.2M | New |
| APH Amphenol Corp. Class A | 0.34% | 9,781 | $1.2M | Add +38.1% |
| BKNG Booking Holdings Inc. | 0.33% | 283 | $1.2M | Add +16.5% |
| KRC Kilroy Realty Corp. | 0.33% | 41,997 | $1.2M | New |
| MTZ Mastec Inc. | 0.32% | 3,627 | $1.2M | Reduce -27.9% |
Portfolio Sells Q4 2025 → Q1 2026
| VRDN Viridian Therapeutics Inc. | Reduce -64.0% | 0.72% | −2.26 |
| GPCR Structure Therapeutics Inc. | Reduce -35.8% | 1.65% | −1.81 |
| CDTX Cidara Therapeutics Inc. | Sold out | 0.00% | −1.30 |
| ACLX Arcellx Inc. | Sold out | 0.00% | −1.26 |
| OLMA Olema Pharmaceuticals Inc. | Reduce -51.3% | 0.48% | −1.07 |
| AGIO Agios Pharmaceuticals Inc. | Sold out | 0.00% | −1.04 |
| MAZE Maze Therapeutics Inc. | Reduce -41.4% | 0.82% | −0.99 |
| COGT Cogent Biosciences Inc. | Reduce -41.5% | 2.09% | −0.99 |
| APLS Apellis Pharmaceuticals Inc. | Sold out | 0.00% | −0.98 |
| APGE Apogee Therapeutics Inc. | Reduce -59.9% | 0.83% | −0.90 |
| MLYS Mineralys Therapeutics Inc. | Reduce -62.4% | 0.35% | −0.81 |
| CYTK Cytokinetics Inc. | Reduce -48.8% | 1.07% | −0.81 |
| RYTM Rhythm Pharmaceuticals Inc. | Reduce -60.8% | 0.40% | −0.78 |
| RNAM Avidity Biosciences Inc. | Sold out | 0.00% | −0.74 |
| PTGX Protagonist Therapeutics Inc. | Reduce -54.0% | 0.99% | −0.67 |
| INSM Insmed Inc. | Reduce -38.3% | 1.10% | −0.67 |
| RVMD Revolution Medicines Inc. | Reduce -42.4% | 1.86% | −0.61 |
| SEPN Septerna Inc. | Sold out | 0.00% | −0.56 |
| BBIO Bridgebio Pharma Inc. | Reduce -38.2% | 1.02% | −0.56 |
| BBOT Bridgebio Oncology Therapeut | Reduce -65.9% | 0.19% | −0.55 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.43 |
| PHVS Pharvaris NV | Reduce -39.7% | 0.76% | −0.40 |
| UNF Unifirst Corp. | Sold out | 0.00% | −0.38 |
| STOK Stoke Therapeutics Inc. | Reduce -45.8% | 0.56% | −0.38 |
| TDG Transdigm Group Inc. | Reduce -47.4% | 0.37% | −0.38 |
| GH Guardant Health Inc. | Reduce -36.5% | 0.60% | −0.37 |
| XOMA Xoma Royalty Corporation | Reduce -58.5% | 0.41% | −0.37 |
| LQDA Liquidia Corp. | Reduce -36.1% | 1.04% | −0.35 |
| CMPX Compass Therapeutics Inc. | Sold out | 0.00% | −0.34 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.34 |
| OFIX Orthofix Medical Inc. | Sold out | 0.00% | −0.33 |
| CMPS Compass Pathways PLC | Reduce -27.0% | 0.56% | −0.33 |
| ACHC Acadia Healthcare Co. Inc. | Sold out | 0.00% | −0.30 |
| NUVL Nuvalent Inc. Class A | Reduce -22.8% | 1.60% | −0.30 |
| EWTX Edgewise Therapeutics Inc. | Reduce -46.3% | 0.80% | −0.29 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.27 |
| SNDK Sandisk Corp. | Sold out | 0.00% | −0.27 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.25 |
| VST Vistra Corp. | Sold out | 0.00% | −0.24 |
| UNP Union Pacific Corp. | Reduce -54.6% | 0.25% | −0.23 |
| CNTA Centessa Pharmaceuticals Ltd. | Reduce -86.6% | 0.07% | −0.22 |
| BVN Cia DE Minas Buenaventur-ADR | Sold out | 0.00% | −0.21 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −0.21 |
| AVTX Avalo Therapeutics Inc. | Reduce -38.7% | 0.24% | −0.21 |
| AMRZ Amrize Ltd. | Reduce -49.0% | 0.26% | −0.20 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.19 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.18 |
| ALC Alcon Inc. | Sold out | 0.00% | −0.17 |
| CNX CNX Resources Corp. | Sold out | 0.00% | −0.17 |
| CLF Cleveland-Cliffs Inc. | Reduce -13.6% | 0.24% | −0.17 |
Portfolio Buys Q4 2025 → Q1 2026
| TYRA Tyra Biosciences Inc. | Add +274.2% | 1.39% | +1.15 |
| ORKA Oruka Therapeutics Inc. | New | 1.07% | +1.07 |
| MLTX Moonlake Immunotherapeutics | New | 1.00% | +1.00 |
| ABVX Abivax SA-ADR | Add +56.9% | 3.48% | +0.98 |
| DFTX Definium Therapeutics Inc. | New | 0.97% | +0.97 |
| NRIX Nurix Therapeutics Inc. | New | 0.97% | +0.97 |
| IVA Inventiva SA - ADR | New | 0.94% | +0.94 |
| ERAS Erasca Inc. | New | 0.81% | +0.81 |
| XENE Xenon Pharmaceuticals Inc. | New | 0.79% | +0.79 |
| VERA Vera Therapeutics Inc. | New | 0.77% | +0.77 |
| ALMS Alumis Inc. | New | 0.69% | +0.69 |
| EYPT Eyepoint Inc. | New | 0.65% | +0.65 |
| PCVX Vaxcyte Inc. | Add +9.3% | 2.00% | +0.64 |
| DYN Dyne Therapeutics Inc. | Add +206.7% | 0.92% | +0.62 |
| AMLX Amylyx Pharmaceuticals Inc. | Add +47.4% | 1.35% | +0.61 |
| TNGX Tango Therapeutics Inc. | New | 0.60% | +0.60 |
| ASMB Assembly Biosciences Inc. | New | 0.57% | +0.57 |
| JAZZ Jazz Pharmaceuticals PLC | New | 0.57% | +0.57 |
| ALKS Alkermes PLC | Add +177.2% | 0.71% | +0.52 |
| NATL NCR Atleos Corp. | New | 0.48% | +0.48 |
| ON On Semiconductor | New | 0.48% | +0.48 |
| KOD Kodiak Sciences Inc. | New | 0.46% | +0.46 |
| AXSM Axsome Therapeutics Inc. | Add +83.6% | 0.95% | +0.43 |
| CLDX Celldex Therapeutics Inc. | Add +72.6% | 0.78% | +0.42 |
| AVTR Avantor Inc. | New | 0.40% | +0.40 |
| MIRM Mirum Pharmaceuticals Inc. | New | 0.40% | +0.40 |
| NVDA Nvidia Corp. | Add +57.7% | 1.08% | +0.40 |
| PRAX Praxis Precision Medicines I | Add +1.9% | 2.34% | +0.38 |
| LBRX LB Pharmaceuticals Inc. | Add +23.9% | 1.18% | +0.38 |
| SVRA Savara Inc. | New | 0.38% | +0.38 |
| KNX Knight-Swift Transportation | New | 0.36% | +0.36 |
| MU Micron Technology Inc. | New | 0.35% | +0.35 |
| BLTE Belite Bio Inc. - ADR | New | 0.35% | +0.35 |
| JHX James Hardie Ind PLC | New | 0.34% | +0.34 |
| KRC Kilroy Realty Corp. | New | 0.33% | +0.33 |
| STX Seagate Technology Holdings | New | 0.31% | +0.31 |
| WDC Western Digital Corp. | New | 0.31% | +0.31 |
| TVTX Travere Therapeutics Inc. | New | 0.30% | +0.30 |
| DASH DoorDash Inc. Class A | New | 0.28% | +0.28 |
| CIEN Ciena Corp. | Add +1.9% | 0.57% | +0.25 |
| AMZN Amazon.com Inc. | Add +28.7% | 1.29% | +0.25 |
| ZYME Zymeworks Inc. | New | 0.24% | +0.24 |
| ARGX Argenx SE - ADR | Add +37.1% | 0.99% | +0.21 |
| PVLA Palvella Therapeutics Inc. | New | 0.20% | +0.20 |
| PDD PDD Holdings Inc. | New | 0.19% | +0.19 |
| IMCR Immunocore Holdings PLC-ADR | Add +77.9% | 0.49% | +0.19 |
| RLX RLX Technology Inc.-ADR | New | 0.19% | +0.19 |
| CORZ Core Scientific Inc. | Add +62.8% | 0.43% | +0.19 |
| PALI Palisade Bio Inc. | Add +55.3% | 0.98% | +0.19 |
| XNCR Xencor 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 |