HighVista Strategies LLC — 13F Holdings & Portfolio
CIK 1335325 · latest 13F-HR filed 2026-08-14
HighVista Strategies LLC manages $438.6M in 13F-reported U.S. long-equity assets across 147 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DBC (6.43%), ABVX (3.43%), RVMD (2.86%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 29 new positions, exited 38, added to 73, and trimmed 32.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
BOSTON, MA 02116
$438.6M
Long-equity book
147
Distinct positions
2026-06-30
Filed 2026-08-14
+29 / −38 / ↑73 / ↓32
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DEFINIUM THERAPEUTICS INC$7.9M +225.3%
- ALKERMES PLC$6.8M +262.9%
- TANGO THERAPEUTICS INC$6.0M +273.0%
- REVOLUTION MEDICINES INC$5.8M +86.1%
- RELAY THERAPEUTICS INC$5.3M +125.6%
Top Trims
- BRIDGEBIO PHARMA INC-$2.7M -73.4%
- INVESCO DB COMMDY INDX TRCK-$2.4M -7.9%
- MICROSOFT CORP-$1.5M -62.3%
- AMAZON COM INC-$1.5M -31.5%
- CONSTELLATION ENERGY CORP-$987.8K -61.5%
New Positions
- C4 THERAPEUTICS INC$6.3M
- RELMADA THERAPEUTICS INC$3.1M
- TEXAS INSTRS INC$1.9M
- DNOW INC$1.7M
- NUCOR CORP$1.7M
Exited Positions
- TERNS PHARMACEUTICALS INC$6.0M
- NUVALENT INC$5.8M
- SOLENO THERAPEUTICS INC$5.5M
- APOGEE THERAPEUTICS INC$3.0M
- JAZZ PHARMACEUTICALS PLC$2.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | INVESCO DB COMMDY INDX TRCK | DBC | 46138B103 | $28.2M | 6.43% | 1,057,238 | SH |
| 2 | ABIVAX SA | ABVX | 00370M103 | $15.1M | 3.43% | 113,031 | SH |
| 3 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $12.5M | 2.86% | 66,983 | SH |
| 4 | DEFINIUM THERAPEUTICS INC | DFTX | 24477V105 | $11.4M | 2.60% | 242,884 | SH |
| 5 | IMMUNOVANT INC | IMVT | 45258J102 | $10.7M | 2.44% | 277,873 | SH |
| 6 | PRAXIS PRECISION MEDICINES I | PRAX | 74006W207 | $10.1M | 2.31% | 30,210 | SH |
| 7 | RELAY THERAPEUTICS INC | RLAY | 75943R102 | $9.5M | 2.16% | 506,235 | SH |
| 8 | ALKERMES PLC | ALKS | G01767105 | $9.4M | 2.14% | 179,256 | SH |
| 9 | VAXCYTE INC | PCVX | 92243G108 | $8.7M | 1.98% | 149,739 | SH |
| 10 | TANGO THERAPEUTICS INC | TNGX | 87583X109 | $8.1M | 1.85% | 260,070 | SH |
| 11 | LIQUIDIA CORPORATION | LQDA | 53635D202 | $7.8M | 1.78% | 97,896 | SH |
| 12 | COGENT BIOSCIENCES INC | COGT | 19240Q201 | $7.3M | 1.67% | 188,780 | SH |
| 13 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $7.0M | 1.60% | 130,784 | SH |
| 14 | ENLIVEN THERAPEUTICS INC | ELVN | 29337E102 | $7.0M | 1.60% | 137,866 | SH |
| 15 | AMYLYX PHARMACEUTICALS INC | AMLX | 03237H101 | $6.9M | 1.58% | 386,080 | SH |
| 16 | SPYRE THERAPEUTICS INC | SYRE | 00773J202 | $6.9M | 1.57% | 77,807 | SH |
| 17 | LB PHARMACEUTICALS INC | LBRX | 50180M108 | $6.9M | 1.57% | 211,511 | SH |
| 18 | CYTOKINETICS INC | CYTK | 23282W605 | $6.6M | 1.52% | 78,003 | SH |
| 19 | C4 THERAPEUTICS INC | CCCC | 12529R107 | $6.3M | 1.44% | 1,348,136 | SH |
| 20 | TYRA BIOSCIENCES INC | TYRA | 90240B106 | $5.9M | 1.35% | 184,774 | SH |
| 21 | ALUMIS INC | ALMS | 022307102 | $5.6M | 1.28% | 199,968 | SH |
| 22 | PHARVARIS N V | PHVS | N69605108 | $5.5M | 1.27% | 160,494 | SH |
| 23 | TARSUS PHARMACEUTICALS INC | TARS | 87650L103 | $5.5M | 1.25% | 87,060 | SH |
| 24 | COMPASS PATHWAYS PLC | CMPS | 20451W101 | $5.3M | 1.20% | 371,120 | SH |
| 25 | DIANTHUS THERAPEUTICS INC | DNTH | 252828108 | $5.0M | 1.14% | 51,125 | SH |
| 26 | NURIX THERAPEUTICS INC | NRIX | 67080M103 | $4.9M | 1.13% | 203,739 | SH |
| 27 | AXSOME THERAPEUTICS INC. | AXSM | 05464T104 | $4.9M | 1.13% | 20,183 | SH |
| 28 | TRAVERE THERAPEUTICS INC | TVTX | 89422G107 | $4.9M | 1.12% | 86,233 | SH |
| 29 | VERA THERAPEUTICS INC | VERA | 92337R101 | $4.5M | 1.04% | 105,907 | SH |
| 30 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.4M | 0.99% | 21,792 | SH |
| 31 | GH RESEARCH PLC | GHRS | G3855L106 | $4.3M | 0.97% | 158,770 | SH |
| 32 | PALISADE BIO INC | PALI | 696389402 | $4.2M | 0.97% | 2,030,927 | SH |
| 33 | ARGENX SE | ARGX | 04016X101 | $4.2M | 0.96% | 4,561 | SH |
| 34 | MAZE THERAPEUTICS INC | MAZE | 578784100 | $4.1M | 0.93% | 136,572 | SH |
| 35 | OCULAR THERAPEUTIX INC | OCUL | 67576A100 | $4.0M | 0.91% | 408,534 | SH |
| 36 | ORUKA THERAPEUTICS INC | ORKA | 687604108 | $4.0M | 0.91% | 41,902 | SH |
| 37 | DYNE THERAPEUTICS INC | DYN | 26818M108 | $3.8M | 0.87% | 171,961 | SH |
| 38 | EDGEWISE THERAPEUTICS INC | EWTX | 28036F105 | $3.7M | 0.84% | 90,996 | SH |
| 39 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 61559X104 | $3.7M | 0.83% | 187,946 | SH |
| 40 | INSMED INC | INSM | 457669307 | $3.3M | 0.76% | 31,256 | SH |
| 41 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $3.2M | 0.74% | 86,964 | SH |
| 42 | AMAZON COM INC | AMZN | 023135106 | $3.2M | 0.73% | 13,397 | SH |
| 43 | INVENTIVA SA | IVA | 46124U107 | $3.1M | 0.72% | 831,442 | SH |
| 44 | TALEN ENERGY CORP | TLN | 87422Q109 | $3.1M | 0.71% | 8,148 | SH |
| 45 | RELMADA THERAPEUTICS INC | RLMD | 75955J402 | $3.1M | 0.70% | 445,799 | SH |
| 46 | PROTAGONIST THERAPEUTICS INC | PTGX | 74366E102 | $3.0M | 0.68% | 24,460 | SH |
| 47 | ERASCA INC | ERAS | 29479A108 | $2.9M | 0.67% | 160,328 | SH |
| 48 | VIRIDIAN THERAPEUTICS INC | VRDN | 92790C104 | $2.9M | 0.67% | 159,885 | SH |
| 49 | HEWLETT PACKARD ENTERPRISE C | HPE | 42824C109 | $2.7M | 0.61% | 59,081 | SH |
| 50 | MINERALYS THERAPEUTICS INC | MLYS | 603170101 | $2.3M | 0.53% | 86,085 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $438.6M | 147 | 0001172661-26-003470 |
| 2026-03-31 | 2026-05-15 | $362.2M | 156 | 0001172661-26-002079 |
| 2025-12-31 | 2026-02-17 | $388.3M | 145 | 0001172661-26-000882 |
| 2025-09-30 | 2025-11-14 | $408.0M | 148 | 0001172661-25-004799 |