Q2 2026 13F · SEC CIK 1335325

HighVista Strategies LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $438.6M
Reported positions: 147
Top holdings a year, 3 yrs: +15.6%
Assets under management: $9.1B

HighVista Strategies LLC is a hedge fund that reported 147 positions worth $438.6M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Invesco Db Commdy Indx Trck (DBC, 6.4%), Abivax SA (ABVX, 3.4%), Revolution Medicines Inc (RVMD, 2.9%). A portfolio copying its top holdings returned 15.6% a year over the last 3 years, against 22.3% for the S&P 500.

HighVista Strategies LLC holdings largest 50 of 147 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

HighVista Strategies LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DBCInvesco Db Commdy Indx Trck	6.4%	8.5%	1,057,238	+0.0%	$28.2M
ABVXAbivax SA	3.4%	3.5%	113,031	-0.2%	$15.1M
RVMDRevolution Medicines Inc	2.9%	1.9%	66,983	-3.4%	$12.5M
24477V105Definium Therapeutics Inc	2.6%	1.0%	242,884	+30.7%	$11.4M
IMVTImmunovant Inc	2.4%	1.5%	277,873	+23.4%	$10.7M
PRAXPraxis Precision Medicines I	2.3%	2.3%	30,210	+14.8%	$10.1M
RLAYRelay Therapeutics Inc	2.2%	1.2%	506,235	+20.0%	$9.5M
ALKSAlkermes PLC	2.1%	0.7%	179,256	+144.9%	$9.4M
PCVXVaxcyte Inc	2.0%	2.0%	149,739	+20.1%	$8.7M
TNGXTango Therapeutics Inc	1.9%	—	260,070	—	$8.1M
LQDALiquidia Corporation	1.8%	1.0%	97,896	-1.9%	$7.8M
COGTCogent Biosciences Inc	1.7%	2.1%	188,780	-4.2%	$7.3M
GPCRStructure Therapeutics F Unspo	1.6%	1.6%	130,784	+5.5%	$7.0M
ELVNEnliven Therapeutics Inc	1.6%	0.8%	137,866	+88.6%	$7.0M
AMLXAmylyx Pharmaceuticals Inc	1.6%	1.4%	386,080	+9.7%	$6.9M
SYRESpyre Therapeutics	1.6%	2.0%	77,807	-46.8%	$6.9M
LBRXLB Pharmaceuticals, Inc.	1.6%	1.2%	211,511	+21.8%	$6.9M
CYTKCytokinetics	1.5%	1.1%	78,003	+33.0%	$6.6M
CCCCC4 Therapeutics Inc	1.4%	—	1,348,136	—	$6.3M
TYRATyra Biosciences Inc	1.3%	1.4%	184,774	+40.7%	$5.9M
ALMSAlumis Ord	1.3%	0.7%	199,968	+77.1%	$5.6M
PHVSPharvaris N V	1.3%	0.8%	160,494	+64.0%	$5.5M
TARSTarsus Pharmaceuticals Inc	1.2%	1.0%	87,060	+65.9%	$5.5M
CMPSCompass Pathways PLC	1.2%	—	371,120	—	$5.3M
DNTHDianthus Therapeutics Inc	1.1%	0.8%	51,125	+43.7%	$5.0M
NRIXNurix Therapeutics Inc	1.1%	1.0%	203,739	-10.1%	$4.9M
AXSMAxsome Therapeutics, Inc.	1.1%	1.0%	20,183	-1.2%	$4.9M
TVTXTravere Therapeutics Inc	1.1%	—	86,233	—	$4.9M
VERAVera Therapeutics Inc Class A	1.0%	0.8%	105,907	+53.0%	$4.5M
NVDANvidia Corporation	1.0%	1.1%	21,792	-2.8%	$4.4M
GHRSGh Research PLC	1.0%	0.8%	158,770	-25.5%	$4.3M
PALIPalisade Bio Inc	1.0%	1.0%	2,030,927	+0.6%	$4.2M
ARGNFArgenx SE	1.0%	1.0%	4,561	-7.3%	$4.2M
MAZEMaze Therapeutics Inc	0.9%	0.8%	136,572	+36.8%	$4.1M
OCULOcular Therapeutix Inc	0.9%	1.0%	408,534	-7.5%	$4.0M
ORKAOruka Therapeutics Inc	0.9%	1.1%	41,902	-46.9%	$4.0M
DYNDyne Therapeutics Inc	0.9%	0.9%	171,961	-6.0%	$3.8M
EWTXEdgewise Therapeutics Inc	0.8%	0.8%	90,996	-1.0%	$3.7M
MLTXMoonlake Immunotherapeutics	0.8%	1.0%	187,946	-3.1%	$3.7M
INSMInsmed Inc	0.8%	1.1%	31,256	+28.5%	$3.3M
CLDXCelldex Therapeutics Inc New	0.7%	0.8%	86,964	-2.7%	$3.2M
AMZNAmazon Com Inc	0.7%	1.3%	13,397	-40.2%	$3.2M
IVAInventiva SA	0.7%	0.9%	831,442	+35.0%	$3.1M
TLNTalen Energy Corp	0.7%	—	8,148	—	$3.1M
RLMDRelmada Therapeutics Inc	0.7%	—	445,799	—	$3.1M
PTGXProtagonist Therapeutics Inc	0.7%	1.0%	24,460	-27.7%	$3.0M
ERASErasca, Inc.	0.7%	0.8%	160,328	-11.5%	$2.9M
VRDNViridian Therapeutics Inc	0.7%	0.7%	159,885	+19.1%	$2.9M
HPEHewlett Packard Enterprise C	0.6%	—	59,081	—	$2.7M
MLYSMineralys Therapeutics Inc	0.5%	—	86,085	—	$2.3M

What HighVista Strategies LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.3% /yr; S&P 500 +11.7%
3 years: +15.6% /yr; S&P 500 +22.3%
5 years: +8.6% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F 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

Questions about HighVista Strategies LLC's portfolio

What stocks does HighVista Strategies LLC own?

HighVista Strategies LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 147 positions worth $438.6M. The largest are Invesco Db Commdy Indx Trck (DBC) at 6.4%, Abivax SA (ABVX) at 3.4%, Revolution Medicines Inc (RVMD) at 2.9%, Definium Therapeutics Inc at 2.6% and Immunovant Inc (IMVT) at 2.4%.

What did HighVista Strategies LLC buy last quarter?

In Q2 2026, HighVista Strategies LLC added Alkermes PLC (ALKS) (+144.9% shares), Enliven Therapeutics Inc (ELVN) (+88.6% shares) and Alumis Ord (ALMS) (+77.1% shares), compared with its Q1 2026 filing.

What did HighVista Strategies LLC sell last quarter?

In Q2 2026, HighVista Strategies LLC cut from its top 50 Terns Pharmaceuticals Inc (TERN), cut from its top 50 Nuvalent Inc (NUVL), cut from its top 50 Soleno Therapeutics Inc (SLNO), cut from its top 50 Bridgebio Pharma Inc (BBIO), cut from its top 50 Apogee Therapeutics Inc (APGE), Oruka Therapeutics Inc (ORKA) (-46.9% shares), Spyre Therapeutics (SYRE) (-46.8% shares) and Amazon Com Inc (AMZN) (-40.2% shares), compared with its Q1 2026 filing.

How has HighVista Strategies LLC's portfolio performed?

A portfolio copying HighVista Strategies LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.6% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +19.3% against +11.7%. Over 5 years: +8.6% a year against +10.6%.

When is HighVista Strategies LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. HighVista Strategies LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does HighVista Strategies LLC manage?

HighVista Strategies LLC reported $9.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $438.6M.