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 and exited 38; 73 existing positions rose in reported value and 32 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 28.2%Cumulative share of the portfolio held in the largest N positions.
50TH FLOOR
BOSTON, MA 02116
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BOSTON, NICHOLAS, PATRICK Control | CHIEF COMPLIANCE OFFICER | Less than 5% | Individual |
| CHAN, LUKE, HENRY Control | PARTNER | Less than 5% | Individual |
| HIGHVISTA GP LLC Control | GENERAL PARTNER | General partner | Domestic Entity |
| HIGHVISTA MANAGEMENT PARTNERS LP Control | MEMBER | 75% or more | Domestic Entity |
| LANDEN, RONALD, ANTHONY Control | PARTNER & GENERAL COUNSEL | Less than 5% | Individual |
| PAGE, CAROLINE, CHURCHILL Control | PARTNER | Less than 5% | Individual |
| PEROLD, ANDRE, FRANCOIS Control | PARTNER | Less than 5% | Individual |
| PEROLD, ANDRE, FRANCOIS Control | PARTNER | 25–50% | Individual |
| PEROLD, ANDRE, FRANCOIS Control | MEMBER | 75% or more | Individual |
| SCHORR, RAPHAEL, AVRAM Control | PARTNER | Less than 5% | Individual |
| SCHORR, RAPHAEL, AVRAM Control | PARTNER | 25–50% | Individual |
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
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
HighVista Strategies LLC Holdings (2026-06-30)
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 |
BOSTON, MA 02116