HighVista Strategies LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
HighVista Strategies LLC disclosed 147 US equity positions worth $438.6m in its Q2 2026 13F filing. The largest position was DBC at 6.4% of the reported book, followed by ABVX and RVMD. Against the Q1 2026 filing, it opened 2 new positions, added to 27 and reduced 19 among the top 50 holdings.
What did HighVista Strategies LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | DBC INVESCO DB COMMDY INDX TRCK | 6.4% | $28.2m | 1,057,238 | 0% | held | |
| 2 | ABVX ABIVAX SA | Healthcare | 3.4% | $15.1m | 113,031 | -0% | held |
| 3 | RVMD REVOLUTION MEDICINES INC | Healthcare | 2.9% | $12.5m | 66,983 | -3% | reduced |
| 4 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 2.6% | $11.4m | 242,884 | 31% | added |
| 5 | IMVT IMMUNOVANT INC | Healthcare | 2.4% | $10.7m | 277,873 | 23% | added |
| 6 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 2.3% | $10.1m | 30,210 | 15% | added |
| 7 | RLAY RELAY THERAPEUTICS INC | Healthcare | 2.2% | $9.5m | 506,235 | 20% | added |
| 8 | ALKS ALKERMES PLC | Healthcare | 2.1% | $9.4m | 179,256 | 145% | added |
| 9 | PCVX VAXCYTE INC | Healthcare | 2.0% | $8.7m | 149,739 | 20% | added |
| 10 | TNGX TANGO THERAPEUTICS INC | Healthcare | 1.9% | $8.1m | 260,070 | 150% | added |
| 11 | LQDA LIQUIDIA CORPORATION | Healthcare | 1.8% | $7.8m | 97,896 | -2% | reduced |
| 12 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.7% | $7.3m | 188,780 | -4% | reduced |
| 13 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 1.6% | $7.0m | 130,784 | 6% | added |
| 14 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 1.6% | $7.0m | 137,866 | 89% | added |
| 15 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 1.6% | $6.9m | 386,080 | 10% | added |
| 16 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 1.6% | $6.9m | 77,807 | -47% | reduced |
| 17 | LB PHARMACEUTICALS INC | 1.6% | $6.9m | 211,511 | 22% | added | |
| 18 | CYTK CYTOKINETICS INC | Healthcare | 1.5% | $6.6m | 78,003 | 33% | added |
| 19 | CCCC C4 THERAPEUTICS INC | Healthcare | 1.4% | $6.3m | 1,348,136 | – | new |
| 20 | TYRA TYRA BIOSCIENCES INC | Healthcare | 1.3% | $5.9m | 184,774 | 41% | added |
| 21 | ALMS ALUMIS INC | Healthcare | 1.3% | $5.6m | 199,968 | 77% | added |
| 22 | PHVS PHARVARIS N V | Healthcare | 1.3% | $5.5m | 160,494 | 64% | added |
| 23 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 1.2% | $5.5m | 87,060 | 66% | added |
| 24 | CMPS COMPASS PATHWAYS PLC | Healthcare | 1.2% | $5.3m | 371,120 | 2% | added |
| 25 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 1.1% | $5.0m | 51,125 | 44% | added |
| 26 | NRIX NURIX THERAPEUTICS INC | Healthcare | 1.1% | $4.9m | 203,739 | -10% | reduced |
| 27 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 1.1% | $4.9m | 20,183 | -1% | reduced |
| 28 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 1.1% | $4.9m | 86,233 | 137% | added |
| 29 | VERA VERA THERAPEUTICS INC | Healthcare | 1.0% | $4.5m | 105,907 | 53% | added |
| 30 | NVDA NVIDIA CORPORATION | Technology | 1.0% | $4.4m | 21,792 | -3% | reduced |
| 31 | GHRS GH RESEARCH PLC | Healthcare | 1.0% | $4.3m | 158,770 | -26% | reduced |
| 32 | PALI PALISADE BIO INC | Healthcare | 1.0% | $4.2m | 2,030,927 | 1% | added |
| 33 | ARGX ARGENX SE | Healthcare | 1.0% | $4.2m | 4,561 | -7% | reduced |
| 34 | MAZE MAZE THERAPEUTICS INC | Healthcare | 0.9% | $4.1m | 136,572 | 37% | added |
| 35 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 0.9% | $4.0m | 408,534 | -7% | reduced |
| 36 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 0.9% | $4.0m | 41,902 | -47% | reduced |
| 37 | DYN DYNE THERAPEUTICS INC | Healthcare | 0.9% | $3.8m | 171,961 | -6% | reduced |
| 38 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 0.8% | $3.7m | 90,996 | -1% | reduced |
| 39 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 0.8% | $3.7m | 187,946 | -3% | reduced |
| 40 | INSM INSMED INC | Healthcare | 0.8% | $3.3m | 31,256 | 29% | added |
| 41 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 0.7% | $3.2m | 86,964 | -3% | reduced |
| 42 | AMZN AMAZON COM INC | Consumer Cyclical | 0.7% | $3.2m | 13,397 | -40% | reduced |
| 43 | IVA INVENTIVA SA | 0.7% | $3.1m | 831,442 | 35% | added | |
| 44 | TLN TALEN ENERGY CORP | Utilities | 0.7% | $3.1m | 8,148 | 161% | added |
| 45 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 0.7% | $3.1m | 445,799 | – | new |
| 46 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 0.7% | $3.0m | 24,460 | -28% | reduced |
| 47 | ERAS ERASCA INC | Healthcare | 0.7% | $2.9m | 160,328 | -11% | reduced |
| 48 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 0.7% | $2.9m | 159,885 | 19% | added |
| 49 | HPE HEWLETT PACKARD ENTERPRISE C | Technology | 0.6% | $2.7m | 59,081 | -34% | reduced |
| 50 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 0.5% | $2.3m | 86,085 | 84% | 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.