# HighVista Strategies LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1335325. Source: https://holderbook.com/funds/1335325-highvista-strategies-llc/

- Reported value: $438.6M
- Positions: 147
- Weight of the ten largest: 28.2%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| INVESCO DB COMMDY INDX TRCK | [DBC](https://holderbook.com/stocks/DBC/) | $28.2M | 1,057,238 | 6.4% | 31 |
| ABIVAX SA | [ABVX](https://holderbook.com/stocks/ABVX/) | $15.1M | 113,031 | 3.4% | 10 |
| REVOLUTION MEDICINES INC | [RVMD](https://holderbook.com/stocks/RVMD/) | $12.5M | 66,983 | 2.9% | 12 |
| DEFINIUM THERAPEUTICS INC | [DFTX](https://holderbook.com/stocks/DFTX/) | $11.4M | 242,884 | 2.6% | 2 |
| IMMUNOVANT INC | [IMVT](https://holderbook.com/stocks/IMVT/) | $10.7M | 277,873 | 2.4% | 6 |
| PRAXIS PRECISION MEDICINES I | [PRAX](https://holderbook.com/stocks/PRAX/) | $10.1M | 30,210 | 2.3% | 8 |
| RELAY THERAPEUTICS INC | [RLAY](https://holderbook.com/stocks/RLAY/) | $9.5M | 506,235 | 2.2% | 5 |
| ALKERMES PLC | [ALKS](https://holderbook.com/stocks/ALKS/) | $9.4M | 179,256 | 2.1% | 7 |
| VAXCYTE INC | [PCVX](https://holderbook.com/stocks/PCVX/) | $8.7M | 149,739 | 2.0% | 17 |
| TANGO THERAPEUTICS INC | [TNGX](https://holderbook.com/stocks/TNGX/) | $8.1M | 260,070 | 1.9% | 2 |
| LIQUIDIA CORPORATION | [LQDA](https://holderbook.com/stocks/LQDA/) | $7.8M | 97,896 | 1.8% | 9 |
| COGENT BIOSCIENCES INC | [COGT](https://holderbook.com/stocks/COGT/) | $7.3M | 188,780 | 1.7% | 16 |
| STRUCTURE THERAPEUTICS INC | [GPCR](https://holderbook.com/stocks/GPCR/) | $7.0M | 130,784 | 1.6% | 12 |
| ENLIVEN THERAPEUTICS INC | [ELVN](https://holderbook.com/stocks/ELVN/) | $7.0M | 137,866 | 1.6% | 13 |
| AMYLYX PHARMACEUTICALS INC | [AMLX](https://holderbook.com/stocks/AMLX/) | $6.9M | 386,080 | 1.6% | 3 |
| SPYRE THERAPEUTICS INC | [SYRE](https://holderbook.com/stocks/SYRE/) | $6.9M | 77,807 | 1.6% | 11 |
| LB PHARMACEUTICALS INC | [LBRX](https://holderbook.com/stocks/LBRX/) | $6.9M | 211,511 | 1.6% | 3 |
| CYTOKINETICS INC | [CYTK](https://holderbook.com/stocks/CYTK/) | $6.6M | 78,003 | 1.5% | 8 |
| C4 THERAPEUTICS INC | [CCCC](https://holderbook.com/stocks/CCCC/) | $6.3M | 1,348,136 | 1.4% | 1 |
| TYRA BIOSCIENCES INC | [TYRA](https://holderbook.com/stocks/TYRA/) | $5.9M | 184,774 | 1.3% | 9 |
| ALUMIS INC | [ALMS](https://holderbook.com/stocks/ALMS/) | $5.6M | 199,968 | 1.3% | 2 |
| PHARVARIS N V | [PHVS](https://holderbook.com/stocks/PHVS/) | $5.5M | 160,494 | 1.3% | 3 |
| TARSUS PHARMACEUTICALS INC | [TARS](https://holderbook.com/stocks/TARS/) | $5.5M | 87,060 | 1.2% | 5 |
| COMPASS PATHWAYS PLC | [CMPS](https://holderbook.com/stocks/CMPS/) | $5.3M | 371,120 | 1.2% | 3 |
| DIANTHUS THERAPEUTICS INC | [DNTH](https://holderbook.com/stocks/DNTH/) | $5.0M | 51,125 | 1.1% | 8 |
| NURIX THERAPEUTICS INC | [NRIX](https://holderbook.com/stocks/NRIX/) | $4.9M | 203,739 | 1.1% | 2 |
| AXSOME THERAPEUTICS INC | [AXSM](https://holderbook.com/stocks/AXSM/) | $4.9M | 20,183 | 1.1% | 16 |
| TRAVERE THERAPEUTICS INC | [TVTX](https://holderbook.com/stocks/TVTX/) | $4.9M | 86,233 | 1.1% | 2 |
| VERA THERAPEUTICS INC | [VERA](https://holderbook.com/stocks/VERA/) | $4.5M | 105,907 | 1.0% | 2 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $4.4M | 21,792 | 1.0% | 7 |
| GH RESEARCH PLC | [GHRS](https://holderbook.com/stocks/GHRS/) | $4.3M | 158,770 | 1.0% | 5 |
| PALISADE BIO INC | [PALI](https://holderbook.com/stocks/PALI/) | $4.2M | 2,030,927 | 1.0% | 3 |
| ARGENX SE | [ARGX](https://holderbook.com/stocks/ARGX/) | $4.2M | 4,561 | 1.0% | 25 |
| MAZE THERAPEUTICS INC | [MAZE](https://holderbook.com/stocks/MAZE/) | $4.1M | 136,572 | 0.9% | 3 |
| OCULAR THERAPEUTIX INC | [OCUL](https://holderbook.com/stocks/OCUL/) | $4.0M | 408,534 | 0.9% | 9 |
| ORUKA THERAPEUTICS INC | [ORKA](https://holderbook.com/stocks/ORKA/) | $4.0M | 41,902 | 0.9% | 2 |
| DYNE THERAPEUTICS INC | [DYN](https://holderbook.com/stocks/DYN/) | $3.8M | 171,961 | 0.9% | 3 |
| EDGEWISE THERAPEUTICS INC | [EWTX](https://holderbook.com/stocks/EWTX/) | $3.7M | 90,996 | 0.8% | 8 |
| MOONLAKE IMMUNOTHERAPEUTICS | [MLTX](https://holderbook.com/stocks/MLTX/) | $3.7M | 187,946 | 0.8% | 2 |
| INSMED INC | [INSM](https://holderbook.com/stocks/INSM/) | $3.3M | 31,256 | 0.8% | 12 |
| CELLDEX THERAPEUTICS INC NEW | [CLDX](https://holderbook.com/stocks/CLDX/) | $3.2M | 86,964 | 0.7% | 5 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $3.2M | 13,397 | 0.7% | 17 |
| INVENTIVA SA | [IVA](https://holderbook.com/stocks/IVA/) | $3.1M | 831,442 | 0.7% | 2 |
| TALEN ENERGY CORP | [TLN](https://holderbook.com/stocks/TLN/) | $3.1M | 8,148 | 0.7% | 7 |
| RELMADA THERAPEUTICS INC | [RLMD](https://holderbook.com/stocks/RLMD/) | $3.1M | 445,799 | 0.7% | 1 |
| PROTAGONIST THERAPEUTICS INC | [PTGX](https://holderbook.com/stocks/PTGX/) | $3.0M | 24,460 | 0.7% | 11 |
| ERASCA INC | [ERAS](https://holderbook.com/stocks/ERAS/) | $2.9M | 160,328 | 0.7% | 2 |
| VIRIDIAN THERAPEUTICS INC | [VRDN](https://holderbook.com/stocks/VRDN/) | $2.9M | 159,885 | 0.7% | 18 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $2.7M | 59,081 | 0.6% | 8 |
| MINERALYS THERAPEUTICS INC | [MLYS](https://holderbook.com/stocks/MLYS/) | $2.3M | 86,085 | 0.5% | 5 |
| GUARDANT HEALTH INC | [GH](https://holderbook.com/stocks/GH/) | $2.3M | 15,419 | 0.5% | 7 |
| AVALO THERAPEUTICS INC | [AVTX](https://holderbook.com/stocks/AVTX/) | $2.3M | 122,610 | 0.5% | 4 |
| JAMES HARDIE INDS PLC | [JHX](https://holderbook.com/stocks/JHX/) | $2.2M | 85,198 | 0.5% | 2 |
| EYEPOINT INC | [EYPT](https://holderbook.com/stocks/EYPT/) | $2.2M | 155,704 | 0.5% | 2 |
| MASTEC INC | [MTZ](https://holderbook.com/stocks/MTZ/) | $2.1M | 5,137 | 0.5% | 6 |
| XENON PHARMACEUTICALS INC | [XENE](https://holderbook.com/stocks/XENE/) | $2.1M | 35,318 | 0.5% | 2 |
| RBC BEARINGS INC | [RBC](https://holderbook.com/stocks/RBC/) | $2.1M | 3,223 | 0.5% | 6 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.0M | 5,961 | 0.5% | 18 |
| ASSEMBLY BIOSCIENCES INC | [ASMB](https://holderbook.com/stocks/ASMB/) | $2.0M | 73,405 | 0.5% | 2 |
| STOKE THERAPEUTICS INC | [STOK](https://holderbook.com/stocks/STOK/) | $2.0M | 61,316 | 0.5% | 3 |
| OLEMA PHARMACEUTICALS INC | [OLMA](https://holderbook.com/stocks/OLMA/) | $2.0M | 160,167 | 0.5% | 13 |
| ROCKET COS INC | [RKT](https://holderbook.com/stocks/RKT/) | $2.0M | 125,530 | 0.5% | 3 |
| XPO INC | [XPO](https://holderbook.com/stocks/XPO/) | $2.0M | 9,623 | 0.5% | 13 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $1.9M | 3,050 | 0.4% | 2 |
| CORE SCIENTIFIC INC NEW | [CORZ](https://holderbook.com/stocks/CORZ/) | $1.9M | 75,712 | 0.4% | 8 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $1.9M | 6,500 | 0.4% | 1 |
| KBR INC | [KBR](https://holderbook.com/stocks/KBR/) | $1.9M | 54,206 | 0.4% | 4 |
| FLOWSERVE CORP | [FLS](https://holderbook.com/stocks/FLS/) | $1.9M | 24,958 | 0.4% | 4 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.8M | 5,127 | 0.4% | 4 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $1.8M | 1,870 | 0.4% | 2 |
| MIRUM PHARMACEUTICALS INC | [MIRM](https://holderbook.com/stocks/MIRM/) | $1.7M | 14,892 | 0.4% | 2 |
| DNOW INC | [DNOW](https://holderbook.com/stocks/DNOW/) | $1.7M | 132,900 | 0.4% | 1 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $1.7M | 18,200 | 0.4% | 2 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $1.7M | 7,600 | 0.4% | 1 |
| USA TODAY CO INC | [TDAY](https://holderbook.com/stocks/TDAY/) | $1.6M | 188,500 | 0.4% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.6M | 4,199 | 0.4% | 8 |
| CALUMET INC | [CLMT](https://holderbook.com/stocks/CLMT/) | $1.6M | 44,000 | 0.4% | 1 |
| QNITY ELECTRONICS INC | [Q](https://holderbook.com/stocks/Q/) | $1.6M | 9,700 | 0.4% | 1 |
| KODIAK SCIENCES INC | [KOD](https://holderbook.com/stocks/KOD/) | $1.6M | 40,590 | 0.4% | 2 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $1.6M | 5,800 | 0.4% | 1 |
| KNIGHT-SWIFT TRANSN HLDGS IN | [KNX](https://holderbook.com/stocks/KNX/) | $1.6M | 20,100 | 0.4% | 2 |
| BRINKS CO | [BCO](https://holderbook.com/stocks/BCO/) | $1.6M | 16,414 | 0.4% | 1 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $1.5M | 3,198 | 0.4% | 1 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $1.5M | 3,782 | 0.4% | 1 |
| MADRIGAL PHARMACEUTICALS INC | [MDGL](https://holderbook.com/stocks/MDGL/) | $1.5M | 2,852 | 0.3% | 14 |
| EQUIFAX INC | [EFX](https://holderbook.com/stocks/EFX/) | $1.5M | 9,572 | 0.3% | 1 |
| RHYTHM PHARMACEUTICALS INC | [RYTM](https://holderbook.com/stocks/RYTM/) | $1.5M | 13,657 | 0.3% | 11 |
| SAVARA INC | [SVRA](https://holderbook.com/stocks/SVRA/) | $1.5M | 242,379 | 0.3% | 2 |
| DOMINOS PIZZA INC | [DPZ](https://holderbook.com/stocks/DPZ/) | $1.5M | 4,991 | 0.3% | 1 |
| BELITE BIO INC | [BLTE](https://holderbook.com/stocks/BLTE/) | $1.5M | 9,554 | 0.3% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.5M | 1,260 | 0.3% | 2 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $1.4M | 2,925 | 0.3% | 3 |
| CELCUITY INC | [CELC](https://holderbook.com/stocks/CELC/) | $1.4M | 13,472 | 0.3% | 4 |
| QXO INC | [QXO](https://holderbook.com/stocks/QXO/) | $1.4M | 81,420 | 0.3% | 7 |
| IMMUNOCORE HLDGS PLC | [IMCR](https://holderbook.com/stocks/IMCR/) | $1.4M | 43,185 | 0.3% | 3 |
| CG ONCOLOGY INC | [CGON](https://holderbook.com/stocks/CGON/) | $1.3M | 18,867 | 0.3% | 8 |
| US FOODS HLDG CORP | [USFD](https://holderbook.com/stocks/USFD/) | $1.3M | 13,000 | 0.3% | 1 |
| TRANSDIGM GROUP INC | [TDG](https://holderbook.com/stocks/TDG/) | $1.3M | 985 | 0.3% | 3 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $1.3M | 1,517 | 0.3% | 4 |
| FIRSTENERGY CORP | [FE](https://holderbook.com/stocks/FE/) | $1.2M | 26,100 | 0.3% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +22.9% | +14.8% | +8.1% | 97% |
| Q1 2026 | +2.8% | -4.6% | +7.5% | 98% |
| Q4 2025 | +29.9% | +2.4% | +27.6% | 99% |
| Q3 2025 | +20.3% | +7.8% | +12.5% | 99% |
| Q2 2025 | +11.4% | +10.5% | +1.0% | 100% |
| Q1 2025 | -7.7% | -4.6% | -3.2% | 98% |
| Q4 2024 | -4.8% | +2.1% | -6.9% | 100% |
| Q3 2024 | +7.7% | +5.4% | +2.3% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $438.6M | 147 |
| Q1 2026 | $362.2M | 156 |
| Q4 2025 | $388.3M | 145 |
| Q3 2025 | $408.0M | 148 |
| Q2 2025 | $272.1M | 146 |
| Q1 2025 | $259.5M | 148 |
| Q4 2024 | $268.8M | 137 |
| Q3 2024 | $290.0M | 142 |
| Q2 2024 | $273.8M | 137 |
| Q1 2024 | $280.4M | 131 |
| Q4 2023 | $275.6M | 126 |
| Q3 2023 | $216.1M | 132 |