HighVista Strategies LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
HighVista Strategies LLC disclosed 145 US equity positions worth $388.3m in its Q4 2025 13F filing. The largest position was DBC at 6.1% of the reported book, followed by GPCR and COGT. Against the Q3 2025 filing, it opened 11 new positions, added to 9 and reduced 30 among the top 50 holdings.
What did HighVista Strategies LLC own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | DBC INVESCO DB COMMDY INDX TRCK | 6.1% | $23.6m | 1,057,238 | -26% | reduced | |
| 2 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 3.5% | $13.4m | 193,001 | -18% | reduced |
| 3 | COGT COGENT BIOSCIENCES INC | Healthcare | 3.1% | $12.0m | 336,667 | -27% | reduced |
| 4 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 3.0% | $11.6m | 372,472 | -21% | reduced |
| 5 | ABVX ABIVAX SA | 2.5% | $9.7m | 72,185 | -61% | reduced | |
| 6 | RVMD REVOLUTION MEDICINES INC | Healthcare | 2.5% | $9.6m | 120,240 | -31% | reduced |
| 7 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 2.0% | $7.6m | 25,841 | -73% | reduced |
| 8 | NUVALENT INC | 1.9% | $7.4m | 73,287 | -21% | reduced | |
| 9 | CYTK CYTOKINETICS INC | Healthcare | 1.9% | $7.3m | 114,564 | -14% | reduced |
| 10 | 430 TERNS PHARMACEUTICALS INC | 1.8% | $7.1m | 175,462 | – | new | |
| 11 | MAZE MAZE THERAPEUTICS INC | 1.8% | $7.1m | 170,353 | – | new | |
| 12 | INSM INSMED INC | Healthcare | 1.8% | $6.9m | 39,400 | -21% | reduced |
| 13 | APGE APOGEE THERAPEUTICS INC | Healthcare | 1.7% | $6.7m | 89,229 | -17% | reduced |
| 14 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 1.7% | $6.4m | 73,545 | -40% | reduced |
| 15 | SLNOEUR SOLENO THERAPEUTICS INC | 1.6% | $6.3m | 135,069 | 622% | added | |
| 16 | SYRE SPYRE THERAPEUTICS INC | 1.6% | $6.2m | 188,206 | -13% | reduced | |
| 17 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 1.6% | $6.1m | 80,205 | -2% | reduced |
| 18 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 1.6% | $6.0m | 241,489 | -45% | reduced |
| 19 | IMVT IMMUNOVANT INC | Healthcare | 1.5% | $5.6m | 221,883 | -12% | reduced |
| 20 | LQDA LIQUIDIA CORPORATION | Healthcare | 1.4% | $5.4m | 156,003 | -12% | reduced |
| 21 | PCVX VAXCYTE INC | Healthcare | 1.4% | $5.3m | 114,049 | 31% | added |
| 22 | CDTX CIDARA THERAPEUTICS INC | 1.3% | $5.1m | 22,928 | -68% | reduced | |
| 23 | ACLXGBX ARCELLX INC | 1.3% | $4.9m | 75,002 | -22% | reduced | |
| 24 | RLAY RELAY THERAPEUTICS INC | Healthcare | 1.2% | $4.6m | 545,079 | 127% | added |
| 25 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 1.2% | $4.6m | 42,867 | 14% | added |
| 26 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 1.2% | $4.5m | 124,544 | -41% | reduced |
| 27 | PHVS PHARVARIS N V | 1.2% | $4.5m | 162,370 | – | new | |
| 28 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 1.1% | $4.4m | 53,564 | 116% | added |
| 29 | EWTX EDGEWISE THERAPEUTICS INC | 1.1% | $4.2m | 171,137 | -18% | reduced | |
| 30 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 1.1% | $4.2m | 344,067 | 223% | added |
| 31 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 1.0% | $4.0m | 147,662 | -24% | reduced |
| 32 | AMZN AMAZON COM INC | Consumer Cyclical | 1.0% | $4.0m | 17,397 | -34% | reduced |
| 33 | APLSUSD APELLIS PHARMACEUTICALS INC | 1.0% | $3.8m | 150,776 | 3% | added | |
| 34 | GH GUARDANT HEALTH INC | Healthcare | 1.0% | $3.8m | 36,758 | -43% | reduced |
| 35 | STOK STOKE THERAPEUTICS INC | Healthcare | 0.9% | $3.7m | 115,539 | – | new |
| 36 | CMPS COMPASS PATHWAYS PLC | Healthcare | 0.9% | $3.4m | 498,933 | – | new |
| 37 | MSFT MICROSOFT CORP | Technology | 0.8% | $3.2m | 6,537 | -31% | reduced |
| 38 | LB PHARMACEUTICALS INC | 0.8% | $3.1m | 140,107 | – | new | |
| 39 | PALI PALISADE BIO INC | Healthcare | 0.8% | $3.1m | 1,300,031 | – | new |
| 40 | GHRS GH RESEARCH PLC | 0.8% | $3.1m | 240,524 | -1% | reduced | |
| 41 | ARGX ARGENX SE | Healthcare | 0.8% | $3.0m | 3,588 | -12% | reduced |
| 42 | XOMA ROYALTY CORPORATION | 0.8% | $3.0m | 112,917 | 7% | added | |
| 43 | TDG TRANSDIGM GROUP INC | Industrials | 0.7% | $2.9m | 2,175 | – | new |
| 44 | RNAGBP AVIDITY BIOSCIENCES INC | 0.7% | $2.9m | 40,020 | -39% | reduced | |
| 45 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 0.7% | $2.9m | 238,812 | – | new |
| 46 | BBOT BRIDGEBIO ONCOLOGY THERAPEUT | 0.7% | $2.9m | 229,263 | – | new | |
| 47 | NVDA NVIDIA CORPORATION | Technology | 0.7% | $2.7m | 14,220 | 6% | added |
| 48 | CRM SALESFORCE INC | Technology | 0.6% | $2.3m | 8,613 | -33% | reduced |
| 49 | V VISA INC | Financial Services | 0.6% | $2.2m | 6,291 | -20% | reduced |
| 50 | SEPN SEPTERNA INC | 0.6% | $2.2m | 78,682 | – | new |
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.