2026 Q2 Portfolio Activity
In 2026 Q2, HighVista Strategies LLC maintained a portfolio of 185 distinct positions. The most significant new addition was C4 THERAPEUTICS INC, now representing 1.44% of the total fund value. They heavily accumulated shares in DEFINIUM THERAPEUTICS INC, increasing the position by 30.7%. Conversely, HighVista Strategies LLC completely exited their position in TERNS PHARMACEUTICALS INC.
Position History
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Total Positions
185
Quarter
2026 Q2
Top Holding
DBC (6.4%)
Top 10 Concentration
28.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 185
HighVista Strategies LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DBC
INVESCO DB COMM...
|
Unknown | 6.43% | 8.45% |
#1
Prev: #1
|
5.6 |
—
|
no change | no change |
P
S
|
1,057,238 | $28,185,965 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABVX
ABIVAX SA
|
Healthcare | 3.43% | 3.48% |
#2
Prev: #2
|
3.4 |
—
|
-223 | -0.2% |
P
S
|
113,031 | $15,062,511 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 2.86% | 1.86% |
#3
4
Prev: #7
|
2.6 |
—
|
-2,326 | -3.4% |
P
S
|
66,983 | $12,544,576 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DFTX
DEFINIUM THERAP...
|
Healthcare | 2.60% | 0.97% |
#4
26
Prev: #30
|
4.0 |
—
|
57,028 | 30.7% |
P
S
|
242,884 | $11,425,263 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IMVT
IMMUNOVANT INC
|
Healthcare | 2.44% | 1.54% |
#5
6
Prev: #11
|
4.0 |
—
|
52,734 | 23.4% |
P
S
|
277,873 | $10,706,447 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRAX
PRAXIS PRECISIO...
|
Healthcare | 2.31% | 2.34% |
#6
3
Prev: #3
|
2.9 |
—
|
3,887 | 14.8% |
P
S
|
30,210 | $10,114,006 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RLAY
RELAY THERAPEUT...
|
Healthcare | 2.16% | 1.16% |
#7
10
Prev: #17
|
2.9 |
—
|
84,354 | 20.0% |
P
S
|
506,235 | $9,471,675 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALKS
ALKERMES PLC
|
Healthcare | 2.14% | 0.71% |
#8
39
Prev: #47
|
3.9 |
—
|
106,067 | 144.9% |
P
S
|
179,256 | $9,392,118 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PCVX
VAXCYTE INC
|
Healthcare | 1.98% | 2.00% |
#9
3
Prev: #6
|
3.3 |
—
|
25,092 | 20.1% |
P
S
|
149,739 | $8,704,329 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TNGX
TANGO THERAPEUT...
|
Healthcare | 1.85% | 0.60% |
#10
42
Prev: #52
|
3.7 |
—
|
155,877 | 149.6% |
P
S
|
260,070 | $8,129,788 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LQDA
LIQUIDIA CORPOR...
|
Healthcare | 1.78% | 1.04% |
#11
11
Prev: #22
|
1.2 |
—
|
-1,848 | -1.9% |
P
S
|
97,896 | $7,805,248 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COGT
COGENT BIOSCIEN...
|
Healthcare | 1.67% | 2.09% |
#12
8
Prev: #4
|
1.2 |
—
|
-8,271 | -4.2% |
P
S
|
188,780 | $7,305,786 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GPCR
STRUCTURE THERA...
|
Healthcare | 1.60% | 1.65% |
#13
4
Prev: #9
|
2.6 |
—
|
6,875 | 5.5% |
P
S
|
130,784 | $7,019,177 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ELVN
ENLIVEN THERAPE...
|
Healthcare | 1.60% | 0.79% |
#14
27
Prev: #41
|
3.6 |
—
|
64,764 | 88.6% |
P
S
|
137,866 | $6,996,700 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMLX
AMYLYX PHARMACE...
|
Healthcare | 1.58% | 1.35% |
#15
1
Prev: #14
|
2.6 |
—
|
33,995 | 9.7% |
P
S
|
386,080 | $6,933,997 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SYRE
SPYRE THERAPEUT...
|
Healthcare | 1.57% | 2.04% |
#16
11
Prev: #5
|
0.6 |
—
|
-68,457 | -46.8% |
P
S
|
77,807 | $6,907,706 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LBRX
LB PHARMACEUTIC...
|
Healthcare | 1.57% | 1.18% |
#17
1
Prev: #16
|
3.1 |
—
|
37,916 | 21.8% |
P
S
|
211,511 | $6,864,590 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CYTK
CYTOKINETICS IN...
|
Healthcare | 1.52% | 1.07% |
#18
3
Prev: #21
|
3.1 |
—
|
19,360 | 33.0% |
P
S
|
78,003 | $6,645,076 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CCCC
C4 THERAPEUTICS...
|
Healthcare | 1.44% | — |
#19
Prev: #—
|
4.1 |
—
|
1,348,136 | — |
NEW
|
1,348,136 | $6,295,800 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TYRA
TYRA BIOSCIENCE...
|
Healthcare | 1.35% | 1.39% |
#20
7
Prev: #13
|
3.0 |
—
|
53,470 | 40.7% |
P
S
|
184,774 | $5,901,681 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALMS
ALUMIS INC
|
Healthcare | 1.28% | 0.69% |
#21
27
Prev: #48
|
3.5 |
—
|
87,039 | 77.1% |
P
S
|
199,968 | $5,627,100 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PHVS
PHARVARIS N V
|
Healthcare | 1.27% | 0.76% |
#22
23
Prev: #45
|
3.5 |
—
|
62,628 | 64.0% |
P
S
|
160,494 | $5,549,882 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TARS
TARSUS PHARMACE...
|
Healthcare | 1.25% | 1.02% |
#23
1
Prev: #24
|
3.5 |
—
|
34,596 | 65.9% |
P
S
|
87,060 | $5,479,557 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CMPS
COMPASS PATHWAY...
|
Healthcare | 1.20% | 0.56% |
#24
36
Prev: #60
|
1.0 |
—
|
6,760 | 1.9% |
P
S
|
371,120 | $5,251,349 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DNTH
DIANTHUS THERAP...
|
Healthcare | 1.14% | 0.82% |
#25
12
Prev: #37
|
3.0 |
—
|
15,538 | 43.7% |
P
S
|
51,125 | $4,983,665 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NRIX
NURIX THERAPEUT...
|
Healthcare | 1.13% | 0.97% |
#26
5
Prev: #31
|
1.0 |
—
|
-22,807 | -10.1% |
P
S
|
203,739 | $4,942,709 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AXSM
AXSOME THERAPEU...
|
Healthcare | 1.13% | 0.95% |
#27
5
Prev: #32
|
1.0 |
—
|
-254 | -1.2% |
P
S
|
20,183 | $4,940,193 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TVTX
TRAVERE THERAPE...
|
Healthcare | 1.12% | 0.30% |
#28
79
Prev: #107
|
3.4 |
—
|
49,908 | 137.4% |
P
S
|
86,233 | $4,898,896 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VERA
VERA THERAPEUTI...
|
Healthcare | 1.04% | 0.77% |
#29
15
Prev: #44
|
3.4 |
—
|
36,666 | 53.0% |
P
S
|
105,907 | $4,544,470 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.99% | 1.08% |
#30
11
Prev: #19
|
0.9 |
—
|
-628 | -2.8% |
P
S
|
21,792 | $4,360,361 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GHRS
GH RESEARCH PLC
|
Healthcare | 0.97% | 0.83% |
#31
5
Prev: #36
|
0.4 |
—
|
-54,442 | -25.5% |
P
S
|
158,770 | $4,267,737 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PALI
PALISADE BIO IN...
|
Healthcare | 0.97% | 0.98% |
#32
3
Prev: #29
|
0.9 |
—
|
11,601 | 0.6% |
P
S
|
2,030,927 | $4,244,638 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARGX
ARGENX SE
|
Healthcare | 0.96% | 0.99% |
#33
6
Prev: #27
|
0.9 |
—
|
-357 | -7.3% |
P
S
|
4,561 | $4,231,559 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MAZE
MAZE THERAPEUTI...
|
Healthcare | 0.93% | 0.82% |
#34
4
Prev: #38
|
2.9 |
—
|
36,722 | 36.8% |
P
S
|
136,572 | $4,075,308 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OCUL
OCULAR THERAPEU...
|
Healthcare | 0.91% | 1.03% |
#35
12
Prev: #23
|
0.9 |
—
|
-33,039 | -7.5% |
P
S
|
408,534 | $4,011,804 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORKA
ORUKA THERAPEUT...
|
Healthcare | 0.91% | 1.07% |
#36
16
Prev: #20
|
0.4 |
—
|
-37,009 | -46.9% |
P
S
|
41,902 | $3,987,813 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DYN
DYNE THERAPEUTI...
|
Healthcare | 0.87% | 0.92% |
#37
3
Prev: #34
|
0.8 |
—
|
-10,968 | -6.0% |
P
S
|
171,961 | $3,819,254 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EWTX
EDGEWISE THERAP...
|
Healthcare | 0.84% | 0.80% |
#38
2
Prev: #40
|
0.8 |
—
|
-935 | -1.0% |
P
S
|
90,996 | $3,697,168 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MLTX
MOONLAKE IMMUNO...
|
Healthcare | 0.83% | 1.00% |
#39
13
Prev: #26
|
0.8 |
—
|
-6,009 | -3.1% |
P
S
|
187,946 | $3,659,308 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INSM
INSMED INC
|
Healthcare | 0.76% | 1.10% |
#40
22
Prev: #18
|
2.8 |
—
|
6,940 | 28.5% |
P
S
|
31,256 | $3,332,515 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLDX
CELLDEX THERAPE...
|
Healthcare | 0.74% | 0.78% |
#41
2
Prev: #43
|
0.8 |
—
|
-2,433 | -2.7% |
P
S
|
86,964 | $3,235,930 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.73% | 1.29% |
#42
27
Prev: #15
|
0.3 |
—
|
-9,000 | -40.2% |
P
S
|
13,397 | $3,193,041 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IVA
INVENTIVA SA
|
Healthcare | 0.72% | 0.94% |
#43
10
Prev: #33
|
2.8 |
—
|
215,776 | 35.0% |
P
S
|
831,442 | $3,142,851 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TLN
TALEN ENERGY CO...
|
Utilities | 0.71% | 0.27% |
#44
73
Prev: #117
|
3.3 |
—
|
5,030 | 161.3% |
P
S
|
8,148 | $3,130,951 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RLMD
RELMADA THERAPE...
|
Healthcare | 0.70% | — |
#45
Prev: #—
|
3.8 |
—
|
445,799 | — |
NEW
|
445,799 | $3,084,929 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PTGX
PROTAGONIST THE...
|
Healthcare | 0.68% | 0.99% |
#46
18
Prev: #28
|
0.3 |
—
|
-9,392 | -27.7% |
P
S
|
24,460 | $2,998,307 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ERAS
ERASCA INC
|
Healthcare | 0.67% | 0.81% |
#47
8
Prev: #39
|
0.8 |
—
|
-20,741 | -11.5% |
P
S
|
160,328 | $2,937,208 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRDN
VIRIDIAN THERAP...
|
Healthcare | 0.67% | 0.72% |
#48
2
Prev: #46
|
2.3 |
—
|
25,656 | 19.1% |
P
S
|
159,885 | $2,937,087 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HPE
HEWLETT PACKARD...
|
Technology | 0.61% | 0.59% |
#49
6
Prev: #55
|
0.2 |
—
|
-30,900 | -34.3% |
P
S
|
59,081 | $2,665,143 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MLYS
MINERALYS THERA...
|
Healthcare | 0.53% | 0.35% |
#50
45
Prev: #95
|
3.2 |
—
|
39,307 | 84.0% |
P
S
|
86,085 | $2,322,573 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 185 holdings