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

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 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 $362.2M Q1 2026 Q2 2026: $438.6M Q2 2026

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%
EQT Eqt Corp. 0.32% 18,290 $1.2M Reduce -32.5%
STX Seagate Technology Holdings 0.31% 2,900 $1.1M New
PBR.A Petroleo Brasil-SP Pref ADR 0.31% 59,400 $1.1M Add +7.6%
WDC Western Digital Corp. 0.31% 4,100 $1.1M New
FERG Ferguson Enterprises Inc. 0.30% 4,673 $1.1M Reduce -33.0%
APG Api Group Corp. 0.30% 26,658 $1.1M Reduce -13.9%
TVTX Travere Therapeutics Inc. 0.30% 36,325 $1.1M New
WDAY Workday Inc. Class A 0.30% 8,286 $1.1M Add +27.8%
PTC PTC Inc. 0.29% 7,474 $1.1M Add +17.3%
GEV GE Vernova Inc. 0.29% 1,218 $1.1M Reduce -31.1%
NKTR Nektar Therapeutics 0.29% 14,555 $1.0M Add +23.9%
AGX Argan Inc. 0.29% 1,896 $1.0M No change
NEE Nextera Energy Inc. 0.28% 11,085 $1.0M Reduce -42.5%
DASH DoorDash Inc. Class A 0.28% 6,710 $1.0M New
XEL Xcel Energy Inc. 0.28% 12,558 $998K Add +55.9%
META Meta Platforms Inc. Class A 0.28% 1,742 $997K Reduce -32.0%
TLN Talen Energy Corp. 0.27% 3,118 $995K Reduce -10.6%
AMRZ Amrize Ltd. 0.26% 17,068 $956K Reduce -49.0%
RDDT Reddit Inc. Class A 0.26% 6,900 $929K Add +30.2%
UTHR United Therapeutics Corp. 0.25% 1,514 $898K Reduce -35.0%
MMM 3M Co. 0.25% 6,150 $893K Add +55.7%
UNP Union Pacific Corp. 0.25% 3,658 $888K Reduce -54.6%
AVTX Avalo Therapeutics Inc. 0.24% 58,622 $875K Reduce -38.7%
CPNG Coupang Inc. 0.24% 46,036 $869K Add +85.7%
CLF Cleveland-Cliffs Inc. 0.24% 102,474 $866K Reduce -13.6%
ZYME Zymeworks Inc. 0.24% 34,085 $853K New
P Everpure Inc. Class A 0.23% 14,009 $827K Reduce -19.5%
BBD Banco Bradesco-ADR 0.21% 208,264 $760K Add +9.5%
CAAP Corp. America Airports SA filed as CORPORACION AMER ARPTS S A 0.21% 29,745 $752K Reduce -19.9%
MELI MercadoLibre Inc. 0.21% 435 $752K Reduce -6.5%
PVLA Palvella Therapeutics Inc. 0.20% 5,903 $736K New
IBN Icici Bank Ltd.-Spon ADR 0.20% 27,884 $722K Add +6.1%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.20% 49,570 $712K Reduce -20.8%
PDD PDD Holdings Inc. 0.19% 6,900 $705K New
BBOT Bridgebio Oncology Therapeut 0.19% 78,187 $700K Reduce -65.9%
EDU New Oriental Educatio-SP ADR 0.19% 12,317 $698K Reduce -3.9%
JANX Janux Therapeutics Inc. 0.19% 49,383 $686K Add +19.2%
RLX RLX Technology Inc.-ADR 0.19% 311,700 $686K New
HDB HDFC Bank Ltd.-ADR 0.18% 26,127 $650K Add +18.1%
NAMS Newamsterdam Pharma Co. NV 0.18% 20,067 $642K Reduce -43.6%
YMM Full Truck Alliance -SPN ADR 0.18% 77,191 $641K Reduce -11.9%
XNCR Xencor Inc. 0.18% 53,045 $640K New
TRVI Trevi Therapeutics Inc. 0.18% 53,525 $639K Reduce -49.6%
PFSI Pennymac Financial Services 0.18% 7,306 $639K Reduce -6.4%
RXO Rxo Inc. 0.17% 43,038 $629K Reduce -52.7%
SE Sea Ltd.-ADR 0.17% 7,450 $617K No change
NOK Nokia Corp.-Spon ADR 0.16% 70,824 $569K Add +19.0%
QXO Qxo Inc. 0.14% 26,320 $511K Reduce -55.2%
URGN Urogen Pharma Ltd. 0.13% 26,510 $477K Reduce -5.3%
KRYS Krystal Biotech Inc. 0.13% 1,824 $471K New
JD Jd.com Inc.-ADR 0.11% 13,463 $398K Reduce -22.9%
MBX MBX Biosciences Inc. 0.09% 11,472 $342K New
KYMR Kymera Therapeutics Inc. 0.09% 3,785 $315K Reduce -44.6%
BZ Kanzhun Ltd. - ADR 0.08% 21,298 $285K Add +3.4%
TCOM Trip.com Group Ltd.-ADR 0.08% 5,484 $273K Reduce -48.5%
CNTA Centessa Pharmaceuticals Ltd. 0.07% 5,964 $237K Reduce -86.6%

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

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