HighVista Strategies as of Sept. 30, 2025
Portfolio Holdings for HighVista Strategies
HighVista Strategies holds 148 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Db Commdy Indx Trck Unit (DBC) | 7.9 | $32M | 1.4M | 22.53 | |
| Abivax Sa Sponsored Ads (ABVX) | 3.8 | $16M | 185k | 84.90 | |
| Merus N V (MRUS) | 3.1 | $13M | 133k | 94.15 | |
| Miragen Therapeutics (VRDN) | 2.5 | $10M | 469k | 21.58 | |
| Revolution Medicines (RVMD) | 2.0 | $8.2M | 175k | 46.70 | |
| Protagonist Therapeutics (PTGX) | 2.0 | $8.1M | 122k | 66.43 | |
| Nuvalent Inc-a (NUVL) | 2.0 | $8.1M | 93k | 86.48 | |
| Mineralys Therapeutics (MLYS) | 2.0 | $8.0M | 210k | 37.92 | |
| Arcellx Common Stock (ACLX) | 1.9 | $7.9M | 96k | 82.10 | |
| Agios Pharmaceuticals (AGIO) | 1.9 | $7.8M | 195k | 40.14 | |
| Cytokinetics Com New (CYTK) | 1.8 | $7.3M | 133k | 54.96 | |
| Insmed Com Par $.01 (INSM) | 1.8 | $7.2M | 50k | 144.01 | |
| Cidara Therapeutics Com New (CDTX) | 1.7 | $6.8M | 71k | 95.76 | |
| Cogent Biosciences (COGT) | 1.6 | $6.6M | 462k | 14.36 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 1.6 | $6.6M | 236k | 28.00 | |
| Amazon (AMZN) | 1.4 | $5.8M | 26k | 219.57 | |
| Sandisk Corp (SNDK) | 1.3 | $5.3M | 48k | 112.20 | |
| Enliven Therapeutics (ELVN) | 1.3 | $5.3M | 259k | 20.47 | |
| Akero Therapeutics (AKRO) | 1.3 | $5.2M | 110k | 47.48 | |
| Praxis Precision Medicines I Com New (PRAX) | 1.2 | $5.0M | 95k | 53.00 | |
| Microsoft Corporation (MSFT) | 1.2 | $4.9M | 9.5k | 517.95 | |
| Olema Pharmaceuticals (OLMA) | 1.0 | $4.3M | 437k | 9.79 | |
| Bridgebio Pharma (BBIO) | 1.0 | $4.3M | 82k | 51.94 | |
| Apogee Therapeutics (APGE) | 1.0 | $4.3M | 107k | 39.73 | |
| Immunovant (IMVT) | 1.0 | $4.1M | 253k | 16.12 | |
| Xoma Royalty Corporation Com New (XOMA) | 1.0 | $4.1M | 106k | 38.54 | |
| Guardant Health (GH) | 1.0 | $4.0M | 65k | 62.48 | |
| Liquidia Corporation Com New (LQDA) | 1.0 | $4.0M | 177k | 22.74 | |
| Rhythm Pharmaceuticals (RYTM) | 0.9 | $3.8M | 38k | 100.99 | |
| Spyre Therapeutics Com New (SYRE) | 0.9 | $3.6M | 216k | 16.76 | |
| Celldex Therapeutics Com New (CLDX) | 0.9 | $3.5M | 135k | 25.87 | |
| Gh Research Ordinary Shares (GHRS) | 0.8 | $3.5M | 242k | 14.30 | |
| Edgewise Therapeutics (EWTX) | 0.8 | $3.4M | 208k | 16.22 | |
| Broadcom (AVGO) | 0.8 | $3.4M | 10k | 329.91 | |
| Meta Platforms Cl A (META) | 0.8 | $3.3M | 4.5k | 734.38 | |
| Xenon Pharmaceuticals (XENE) | 0.8 | $3.3M | 82k | 40.15 | |
| Apellis Pharmaceuticals (APLS) | 0.8 | $3.3M | 146k | 22.63 | |
| Vaxcyte (PCVX) | 0.8 | $3.1M | 87k | 36.02 | |
| salesforce (CRM) | 0.7 | $3.1M | 13k | 237.00 | |
| Argenx Se Sponsored Adr (ARGX) | 0.7 | $3.0M | 4.1k | 737.56 | |
| Avidity Biosciences Ord (RNA) | 0.7 | $2.9M | 66k | 43.57 | |
| Advanced Micro Devices (AMD) | 0.7 | $2.8M | 17k | 161.79 | |
| Xpo Logistics Inc equity (XPO) | 0.7 | $2.7M | 21k | 129.27 | |
| Unity Software (U) | 0.7 | $2.7M | 67k | 40.04 | |
| Visa Com Cl A (V) | 0.7 | $2.7M | 7.9k | 341.38 | |
| Vera Therapeutics Cl A (VERA) | 0.6 | $2.6M | 91k | 29.06 | |
| Constellation Energy (CEG) | 0.6 | $2.5M | 7.6k | 329.07 | |
| NVIDIA Corporation (NVDA) | 0.6 | $2.5M | 13k | 186.58 | |
| Hewlett Packard Enterprise (HPE) | 0.6 | $2.4M | 99k | 24.56 | |
| Mastercard Incorporated Cl A (MA) | 0.6 | $2.4M | 4.2k | 568.81 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.4M | 9.8k | 243.55 | |
| CRH Ord (CRH) | 0.6 | $2.3M | 19k | 119.90 | |
| Scholar Rock Hldg Corp (SRRK) | 0.5 | $2.2M | 60k | 37.24 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.5 | $2.2M | 9.7k | 224.58 | |
| Talen Energy Corp (TLN) | 0.5 | $2.2M | 5.1k | 425.38 | |
| Quanta Services (PWR) | 0.5 | $2.2M | 5.2k | 414.42 | |
| Avantor (AVTR) | 0.5 | $2.2M | 172k | 12.48 | |
| Dianthus Therapeutics (DNTH) | 0.5 | $2.1M | 54k | 39.35 | |
| Clean Harbors (CLH) | 0.5 | $2.1M | 9.1k | 232.22 | |
| Lumentum Hldgs (LITE) | 0.5 | $2.1M | 13k | 162.71 | |
| Flowserve Corporation (FLS) | 0.5 | $2.1M | 39k | 53.14 | |
| Capital One Financial (COF) | 0.5 | $2.1M | 9.7k | 212.58 | |
| Compania De Minas Buenaventu Sponsored Adr (BVN) | 0.5 | $2.0M | 83k | 24.33 | |
| Workday Cl A (WDAY) | 0.5 | $2.0M | 8.2k | 240.73 | |
| Ptc (PTC) | 0.5 | $1.9M | 9.5k | 203.02 | |
| Argan (AGX) | 0.5 | $1.9M | 7.1k | 270.05 | |
| Dynavax Technologies Corp Com New (DVAX) | 0.5 | $1.9M | 193k | 9.93 | |
| Amphenol Corp Cl A (APH) | 0.5 | $1.9M | 15k | 123.75 | |
| Fabrinet SHS (FN) | 0.5 | $1.9M | 5.1k | 364.62 | |
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.4 | $1.8M | 520k | 3.38 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.4 | $1.8M | 109k | 16.01 | |
| Qxo Com New (QXO) | 0.4 | $1.7M | 90k | 19.06 | |
| Western Digital (WDC) | 0.4 | $1.7M | 14k | 120.06 | |
| Pure Storage Cl A (PSTG) | 0.4 | $1.7M | 20k | 83.81 | |
| KBR (KBR) | 0.4 | $1.7M | 36k | 47.29 | |
| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 0.4 | $1.6M | 138k | 11.82 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $1.6M | 6.9k | 236.06 | |
| Api Group Corp Com Stk (APG) | 0.4 | $1.6M | 47k | 34.37 | |
| Madrigal Pharmaceuticals (MDGL) | 0.4 | $1.6M | 3.5k | 458.66 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 0.4 | $1.5M | 63k | 24.25 | |
| Core & Main Cl A (CNM) | 0.4 | $1.5M | 28k | 53.83 | |
| Roivant Sciences SHS (ROIV) | 0.4 | $1.5M | 99k | 15.13 | |
| Corbus Pharmaceuticals Hldgs Com New (CRBP) | 0.4 | $1.5M | 118k | 12.65 | |
| Cisco Systems (CSCO) | 0.4 | $1.5M | 22k | 68.42 | |
| Intuit (INTU) | 0.4 | $1.5M | 2.2k | 682.91 | |
| Tarsus Pharmaceuticals (TARS) | 0.4 | $1.5M | 25k | 59.43 | |
| Entegris (ENTG) | 0.4 | $1.5M | 16k | 92.46 | |
| Reddit Cl A (RDDT) | 0.4 | $1.4M | 6.3k | 229.99 | |
| MasTec (MTZ) | 0.3 | $1.4M | 6.7k | 212.81 | |
| Bank of America Corporation (BAC) | 0.3 | $1.4M | 28k | 51.59 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.3 | $1.4M | 7.1k | 198.81 | |
| Adma Biologics (ADMA) | 0.3 | $1.4M | 95k | 14.66 | |
| Evolus (EOLS) | 0.3 | $1.4M | 226k | 6.14 | |
| RBC Bearings Incorporated (RBC) | 0.3 | $1.4M | 3.5k | 390.29 | |
| Orthofix Medical (OFIX) | 0.3 | $1.4M | 93k | 14.64 | |
| Progressive Corporation (PGR) | 0.3 | $1.4M | 5.5k | 246.95 | |
| Janux Therapeutics (JANX) | 0.3 | $1.4M | 55k | 24.44 | |
| Core Scientific (CORZ) | 0.3 | $1.3M | 75k | 17.94 | |
| Charles Schwab Corporation (SCHW) | 0.3 | $1.3M | 14k | 95.47 | |
| Alkermes SHS (ALKS) | 0.3 | $1.3M | 44k | 30.00 | |
| Keros Therapeutics (KROS) | 0.3 | $1.3M | 83k | 15.82 | |
| Corporacion Amer Arpts S A (CAAP) | 0.3 | $1.3M | 71k | 18.12 | |
| Soleno Therapeutics (SLNO) | 0.3 | $1.3M | 19k | 67.60 | |
| Relay Therapeutics (RLAY) | 0.3 | $1.3M | 241k | 5.22 | |
| Ocular Therapeutix (OCUL) | 0.3 | $1.2M | 107k | 11.69 | |
| Rxo Common Stock (RXO) | 0.3 | $1.2M | 81k | 15.38 | |
| Johnson Ctls Intl SHS (JCI) | 0.3 | $1.2M | 11k | 109.95 | |
| Roblox Corp Cl A (RBLX) | 0.3 | $1.2M | 8.7k | 138.52 | |
| Nextera Energy (NEE) | 0.3 | $1.2M | 16k | 75.49 | |
| 3M Company (MMM) | 0.3 | $1.2M | 7.6k | 155.18 | |
| MercadoLibre (MELI) | 0.3 | $1.2M | 500.00 | 2336.94 | |
| Caesars Entertainment (CZR) | 0.3 | $1.2M | 43k | 27.02 | |
| Axsome Therapeutics (AXSM) | 0.3 | $1.1M | 9.3k | 121.45 | |
| Icici Bank Adr (IBN) | 0.3 | $1.1M | 37k | 30.23 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.3 | $1.1M | 33k | 34.16 | |
| Autoliv (ALV) | 0.3 | $1.1M | 8.7k | 123.50 | |
| Natera (NTRA) | 0.3 | $1.1M | 6.6k | 160.97 | |
| Cg Oncology (CGON) | 0.3 | $1.0M | 26k | 40.28 | |
| Pennymac Financial Services (PFSI) | 0.3 | $1.0M | 8.3k | 123.88 | |
| Magnera Corp Com Shs (MAGN) | 0.3 | $1.0M | 87k | 11.72 | |
| Ge Vernova (GEV) | 0.2 | $1.0M | 1.7k | 614.90 | |
| Cnx Resources Corporation (CNX) | 0.2 | $1.0M | 31k | 32.12 | |
| Shift4 Pmts Cl A (FOUR) | 0.2 | $968k | 13k | 77.40 | |
| Tyra Biosciences (TYRA) | 0.2 | $921k | 66k | 13.99 | |
| Sea Sponsord Ads (SE) | 0.2 | $919k | 5.1k | 178.73 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.2 | $914k | 13k | 73.08 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.2 | $905k | 32k | 28.44 | |
| Entergy Corporation (ETR) | 0.2 | $895k | 9.6k | 93.19 | |
| Kymera Therapeutics (KYMR) | 0.2 | $890k | 16k | 56.60 | |
| Booking Holdings (BKNG) | 0.2 | $848k | 157.00 | 5399.27 | |
| Cytomx Therapeutics (CTMX) | 0.2 | $820k | 257k | 3.19 | |
| Jd.com Spon Ads Cl A (JD) | 0.2 | $818k | 23k | 34.98 | |
| Coupang Cl A (CPNG) | 0.2 | $774k | 24k | 32.20 | |
| Trip Com Group Ads (TCOM) | 0.2 | $734k | 9.8k | 75.20 | |
| Celcuity (CELC) | 0.2 | $676k | 14k | 49.40 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $672k | 3.8k | 178.73 | |
| Urogen Pharma (URGN) | 0.2 | $636k | 32k | 19.95 | |
| Nebius Group Shs Class A (NBIS) | 0.1 | $584k | 5.2k | 112.27 | |
| Alcon Ord Shs (ALC) | 0.1 | $466k | 7.9k | 59.26 | |
| Kanzhun Sponsored Ads (BZ) | 0.1 | $442k | 19k | 23.36 | |
| Wave Life Sciences SHS (WVE) | 0.1 | $434k | 59k | 7.32 | |
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $399k | 83k | 4.81 | |
| Avalo Therapeutics Com New (AVTX) | 0.1 | $353k | 28k | 12.71 | |
| Inhibrx Biosciences (INBX) | 0.1 | $257k | 7.6k | 33.68 | |
| Tal Education Group Sponsored Ads (TAL) | 0.1 | $220k | 20k | 11.20 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.1 | $217k | 11k | 19.00 | |
| Aura Biosciences (AURA) | 0.0 | $168k | 27k | 6.18 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.0 | $137k | 19k | 7.17 |
