HighVista Strategies LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
HighVista Strategies LLC disclosed 148 US equity positions worth $408.0m in its Q3 2025 13F filing. The largest position was DBC at 7.9% of the reported book, followed by ABVX and MERUS N V. Against the Q2 2025 filing, it opened 1 new position, added to 41 and reduced 6 among the top 50 holdings.
What did HighVista Strategies LLC own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | DBC INVESCO DB COMMDY INDX TRCK | 7.9% | $32.4m | 1,436,136 | 0% | held | |
| 2 | ABVX ABIVAX SA | 3.8% | $15.7m | 184,468 | 261% | added | |
| 3 | MERUS N V | 3.1% | $12.6m | 133,321 | 49% | added | |
| 4 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 2.5% | $10.1m | 469,335 | -3% | reduced |
| 5 | RVMD REVOLUTION MEDICINES INC | Healthcare | 2.0% | $8.2m | 175,448 | 158% | added |
| 6 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 2.0% | $8.1m | 121,682 | 110% | added |
| 7 | NUVALENT INC | 2.0% | $8.1m | 93,294 | 85% | added | |
| 8 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 2.0% | $8.0m | 209,829 | 40% | added |
| 9 | ACLXGBX ARCELLX INC | 1.9% | $7.9m | 96,177 | 169% | added | |
| 10 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 1.9% | $7.8m | 195,298 | 178% | added |
| 11 | CYTK CYTOKINETICS INC | Healthcare | 1.8% | $7.3m | 132,930 | 94% | added |
| 12 | INSM INSMED INC | Healthcare | 1.8% | $7.2m | 49,949 | 331% | added |
| 13 | CDTX CIDARA THERAPEUTICS INC | 1.7% | $6.8m | 70,904 | – | new | |
| 14 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.6% | $6.6m | 462,405 | 63% | added |
| 15 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 1.6% | $6.6m | 236,236 | 173% | added |
| 16 | AMZN AMAZON COM INC | Consumer Cyclical | 1.4% | $5.8m | 26,393 | 40% | added |
| 17 | SNDK SANDISK CORP | Technology | 1.3% | $5.3m | 47,451 | 20% | added |
| 18 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 1.3% | $5.3m | 259,135 | 83% | added |
| 19 | AKERO THERAPEUTICS INC | 1.3% | $5.2m | 110,079 | 83% | added | |
| 20 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 1.2% | $5.0m | 95,002 | 41% | added |
| 21 | MSFT MICROSOFT CORP | Technology | 1.2% | $4.9m | 9,458 | -8% | reduced |
| 22 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 1.0% | $4.3m | 437,179 | 57% | added |
| 23 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 1.0% | $4.3m | 81,959 | 21% | added |
| 24 | APGE APOGEE THERAPEUTICS INC | Healthcare | 1.0% | $4.3m | 107,107 | 138% | added |
| 25 | IMVT IMMUNOVANT INC | Healthcare | 1.0% | $4.1m | 253,127 | 38% | added |
| 26 | XOMA ROYALTY CORPORATION | 1.0% | $4.1m | 105,714 | -8% | reduced | |
| 27 | GH GUARDANT HEALTH INC | Healthcare | 1.0% | $4.0m | 64,583 | 128% | added |
| 28 | LQDA LIQUIDIA CORPORATION | Healthcare | 1.0% | $4.0m | 176,485 | 46% | added |
| 29 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 0.9% | $3.8m | 37,482 | 34% | added |
| 30 | SYRE SPYRE THERAPEUTICS INC | 0.9% | $3.6m | 215,746 | 91% | added | |
| 31 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 0.9% | $3.5m | 135,258 | 27% | added |
| 32 | GHRS GH RESEARCH PLC | 0.8% | $3.5m | 241,894 | 363% | added | |
| 33 | EWTX EDGEWISE THERAPEUTICS INC | 0.8% | $3.4m | 208,101 | 198% | added | |
| 34 | AVGO BROADCOM INC | Technology | 0.8% | $3.4m | 10,200 | -20% | reduced |
| 35 | META META PLATFORMS INC | Communication Services | 0.8% | $3.3m | 4,500 | 45% | added |
| 36 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.8% | $3.3m | 82,190 | 80% | added |
| 37 | APLSUSD APELLIS PHARMACEUTICALS INC | 0.8% | $3.3m | 145,729 | 68% | added | |
| 38 | PCVX VAXCYTE INC | Healthcare | 0.8% | $3.1m | 86,802 | 159% | added |
| 39 | CRM SALESFORCE INC | Technology | 0.7% | $3.1m | 12,885 | 15% | added |
| 40 | ARGX ARGENX SE | Healthcare | 0.7% | $3.0m | 4,068 | 68% | added |
| 41 | RNAGBP AVIDITY BIOSCIENCES INC | 0.7% | $2.9m | 65,580 | 60% | added | |
| 42 | AMD ADVANCED MICRO DEVICES INC | Technology | 0.7% | $2.8m | 17,200 | 12% | added |
| 43 | XPO XPO INC | Industrials | 0.7% | $2.7m | 21,080 | 0% | held |
| 44 | U UNITY SOFTWARE INC | Technology | 0.7% | $2.7m | 67,229 | 18% | added |
| 45 | V VISA INC | Financial Services | 0.7% | $2.7m | 7,861 | 22% | added |
| 46 | VERA VERA THERAPEUTICS INC | Healthcare | 0.6% | $2.6m | 91,189 | 125% | added |
| 47 | CEG CONSTELLATION ENERGY CORP | Utilities | 0.6% | $2.5m | 7,600 | -8% | reduced |
| 48 | NVDA NVIDIA CORPORATION | Technology | 0.6% | $2.5m | 13,400 | -15% | reduced |
| 49 | HPE HEWLETT PACKARD ENTERPRISE C | Technology | 0.6% | $2.4m | 98,700 | 15% | added |
| 50 | MA MASTERCARD INCORPORATED | Financial Services | 0.6% | $2.4m | 4,205 | 5% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.