Highvista Strategies LLC Top Holdings and 13F Report (2026)

About Highvista Strategies LLC

Investment Activity

Highvista Strategies LLC has $362.16 million in total holdings as of March 31, 2026.
Highvista Strategies LLC owns shares of 156 different stocks, but just 79 companies or ETFs make up 80% of its holdings.
Approximately 26.22% of the portfolio was purchased this quarter.
About 34.39% of the portfolio was sold this quarter.
This quarter, Highvista Strategies LLC has purchased 145 new stocks and bought additional shares in 46 stocks.
Highvista Strategies LLC sold shares of 71 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

Invesco DB Commodity Index Tracking Fund: $30,607,040
ABIVAX SA: $12,610,833
PRAXIS PRECISION MEDICINES I: $8,481,008
Cogent Biosciences: $7,584,493
SPYRE THERAPEUTICS INC: $7,377,556

Largest New Holdings this Quarter

687604108 - ORUKA THERAPEUTICS INC: $3,870,585 Holding
61559X104 - MoonLake Immunotherapeutics: $3,615,321 Holding
24477V105 - DEFINIUM THERAPEUTICS INC: $3,512,679 Holding
67080M103 - Nurix Therapeutics: $3,511,464 Holding
46124U107 - Inventiva: $3,416,946 Holding

Largest Purchases this Quarter

ABIVAX SA: 41,069 shares (about $4.57M)
ORUKA THERAPEUTICS INC: 78,911 shares (about $3.87M)
Tyra Biosciences: 96,218 shares (about $3.69M)
MoonLake Immunotherapeutics: 193,955 shares (about $3.62M)
DEFINIUM THERAPEUTICS INC: 185,856 shares (about $3.51M)

Largest Sales this Quarter

Cogent Biosciences: 139,616 shares (about $5.37M)
Revolution Medicines: 50,931 shares (about $4.95M)
Viridian Therapeutics: 238,243 shares (about $4.66M)
APOGEE THERAPEUTICS INC: 53,468 shares (about $4.50M)
Protagonist Therapeutics: 39,693 shares (about $4.18M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DBC Invesco DB Commodity Index Tracking Fund	$30,607,040		0.0%	1,057,238	8.5%	Finance
ABIVAX SA	$12,610,833	$4,573,033 â–²	56.9%	113,254	3.5%	SPONSORED ADS
PRAXIS PRECISION MEDICINES I	$8,481,008	$155,296 â–²	1.9%	26,323	2.3%	COM NEW
COGT Cogent Biosciences	$7,584,493	$5,373,820 â–¼	-41.5%	197,051	2.1%	Medical
SPYRE THERAPEUTICS INC	$7,377,556	$2,115,554 â–¼	-22.3%	146,264	2.0%	COM NEW
PCVX Vaxcyte	$7,243,237	$615,850 â–²	9.3%	124,647	2.0%	Medical
RVMD Revolution Medicines	$6,740,301	$4,953,040 â–¼	-42.4%	69,309	1.9%	Medical
TERN Terns Pharmaceuticals	$6,026,265	$3,224,092 â–¼	-34.9%	114,307	1.7%	Medical
GPCR Structure Therapeutics	$5,972,414	$3,330,235 â–¼	-35.8%	123,909	1.6%	Medical
NUVL Nuvalent	$5,798,874	$1,709,378 â–¼	-22.8%	56,602	1.6%	Medical
IMVT Immunovant	$5,592,453	$80,879 â–²	1.5%	225,139	1.5%	Medical
SLNO Soleno Therapeutics	$5,531,800	$1,009,690 â–²	22.3%	165,227	1.5%	Medical
TYRA Tyra Biosciences	$5,028,943	$3,685,149 â–²	274.2%	131,304	1.4%	Medical
AMLX Amylyx Pharmaceuticals	$4,893,981	$1,574,495 â–²	47.4%	352,085	1.4%	Medical
AMZN Amazon.com	$4,664,623	$1,041,350 â–²	28.7%	22,397	1.3%	Retail/Wholesale
LB PHARMACEUTICALS INC	$4,280,853	$825,814 â–²	23.9%	173,595	1.2%	COM SHS
RLAY Relay Therapeutics	$4,197,716	$1,225,820 â–¼	-22.6%	421,881	1.2%	Medical
INSM Insmed	$3,976,152	$2,466,535 â–¼	-38.3%	24,316	1.1%	Medical
NVDA NVIDIA	$3,910,048	$1,430,080 â–²	57.7%	22,420	1.1%	Computer and Technology
ORUKA THERAPEUTICS INC	$3,870,585	$3,870,585 â–²	New Holding	78,911	1.1%	COM
CYTK Cytokinetics	$3,865,160	$3,685,753 â–¼	-48.8%	58,643	1.1%	Medical
LQDA Liquidia	$3,764,338	$2,123,214 â–¼	-36.1%	99,744	1.0%	Medical
OCUL Ocular Therapeutix	$3,740,123	$825,876 â–²	28.3%	441,573	1.0%	Medical
TARS Tarsus Pharmaceuticals	$3,680,349	$77,165 â–¼	-2.1%	52,464	1.0%	Medical
BBIO BridgeBio Pharma	$3,680,325	$2,275,697 â–¼	-38.2%	49,560	1.0%	Medical
MLTX MoonLake Immunotherapeutics	$3,615,321	$3,615,321 â–²	New Holding	193,955	1.0%	Medical
ARGX argenex	$3,591,370	$971,233 â–²	37.1%	4,918	1.0%	Medical
PTGX Protagonist Therapeutics	$3,568,001	$4,183,642 â–¼	-54.0%	33,852	1.0%	Medical
PALISADE BIO INC	$3,533,820	$1,258,766 â–²	55.3%	2,019,326	1.0%	COM
DEFINIUM THERAPEUTICS INC	$3,512,679	$3,512,679 â–²	New Holding	185,856	1.0%	COM SHS
NRIX Nurix Therapeutics	$3,511,464	$3,511,464 â–²	New Holding	226,546	1.0%	Medical
AXSM Axsome Therapeutics	$3,454,262	$1,572,900 â–²	83.6%	20,437	1.0%	Medical
IVA Inventiva	$3,416,946	$3,416,946 â–²	New Holding	615,666	0.9%	Medical
DYNE THERAPEUTICS INC	$3,316,503	$2,235,175 â–²	206.7%	182,929	0.9%	COM
APOGEE THERAPEUTICS INC	$3,010,003	$4,500,401 â–¼	-59.9%	35,761	0.8%	COM
GHRS GH Research	$2,997,761	$384,007 â–¼	-11.4%	213,212	0.8%	Medical
DIANTHUS THERAPEUTICS INC	$2,986,461	$1,082,316 â–¼	-26.6%	35,587	0.8%	COM
MAZE THERAPEUTICS INC	$2,980,523	$2,104,515 â–¼	-41.4%	99,850	0.8%	COM
ERAS Erasca	$2,929,696	$2,929,696 â–²	New Holding	181,069	0.8%	Medical
EWTX Edgewise Therapeutics	$2,895,827	$2,494,989 â–¼	-46.3%	91,931	0.8%	Medical
ELVN Enliven Therapeutics	$2,865,598	$369,813 â–¼	-11.4%	73,102	0.8%	Medical
XENE Xenon Pharmaceuticals	$2,852,257	$2,852,257 â–²	New Holding	49,050	0.8%	Medical
CLDX Celldex Therapeutics	$2,835,673	$1,192,418 â–²	72.6%	89,397	0.8%	Medical
VERA Vera Therapeutics	$2,785,566	$2,785,566 â–²	New Holding	69,241	0.8%	Medical
PHVS Pharvaris	$2,764,715	$1,822,238 â–¼	-39.7%	97,866	0.8%	Medical
VRDN Viridian Therapeutics	$2,625,519	$4,660,033 â–¼	-64.0%	134,229	0.7%	Medical
ALKS Alkermes	$2,587,963	$1,654,424 â–²	177.2%	73,189	0.7%	Medical
ALUMIS INC	$2,487,826	$2,487,826 â–²	New Holding	112,929	0.7%	COM
MSFT Microsoft	$2,390,188	$29,614 â–¼	-1.2%	6,457	0.7%	Computer and Technology
EYPT Eyepoint Pharmaceuticals	$2,359,347	$2,359,347 â–²	New Holding	183,037	0.7%	Medical
LITE Lumentum	$2,190,503	$843,312 â–¼	-27.8%	3,117	0.6%	Computer and Technology
TNGX Tango Therapeutics	$2,179,717	$2,179,717 â–²	New Holding	104,193	0.6%	Medical
V Visa	$2,158,295	$256,904 â–²	13.5%	7,141	0.6%	Business Services
GH Guardant Health	$2,157,486	$1,237,850 â–¼	-36.5%	23,357	0.6%	Medical
HPE Hewlett Packard Enterprise	$2,142,448	$328,578 â–²	18.1%	89,981	0.6%	Computer and Technology
ASSEMBLY BIOSCIENCES INC	$2,073,896	$2,073,896 â–²	New Holding	74,735	0.6%	COM NEW
CIEN Ciena	$2,051,796	$38,823 â–²	1.9%	5,285	0.6%	Computer and Technology
JAZZ Jazz Pharmaceuticals	$2,048,924	$2,048,924 â–²	New Holding	10,838	0.6%	Medical
STOK Stoke Therapeutics	$2,038,809	$1,723,140 â–¼	-45.8%	62,617	0.6%	Medical
CMPS Compass Pathways	$2,014,911	$744,189 â–¼	-27.0%	364,360	0.6%	Medical
FLS Flowserve	$1,834,663		0.0%	24,958	0.5%	Industrials
IMCR Immunocore	$1,769,715	$774,825 â–²	77.9%	58,697	0.5%	Medical
OLMA Olema Pharmaceuticals	$1,753,431	$1,847,170 â–¼	-51.3%	117,601	0.5%	Medical
NCR ATLEOS CORPORATION	$1,747,558	$1,747,558 â–²	New Holding	40,100	0.5%	COM SHS
XPO XPO	$1,735,970	$739,290 â–¼	-29.9%	8,923	0.5%	Transportation
ON onsemi	$1,733,760	$1,733,760 â–²	New Holding	28,000	0.5%	Computer and Technology
AVGO Broadcom	$1,732,946	$12,380 â–¼	-0.7%	5,599	0.5%	Computer and Technology
KOD Kodiak Sciences	$1,660,851	$1,660,851 â–²	New Holding	43,569	0.5%	Medical
CEG Constellation Energy	$1,606,247	$262,495 â–²	19.5%	5,752	0.4%	Energy
CLH Clean Harbors	$1,589,344	$200,711 â–¼	-11.2%	5,543	0.4%	Business Services
GOOG Alphabet	$1,571,132	$229,488 â–¼	-12.7%	5,477	0.4%	Computer and Technology
CRM Salesforce	$1,551,787	$56,001 â–¼	-3.5%	8,313	0.4%	Computer and Technology
CORE SCIENTIFIC INC NEW	$1,547,044	$596,904 â–²	62.8%	103,412	0.4%	COM
ETR Entergy	$1,520,006	$359,552 â–²	31.0%	13,528	0.4%	Utilities
CELC Celcuity	$1,495,805	$392,413 â–¼	-20.8%	13,105	0.4%	Medical
XOMA XOMA Royalty	$1,468,555	$2,073,651 â–¼	-58.5%	46,814	0.4%	Medical
AVTR Avantor	$1,462,160	$1,462,160 â–²	New Holding	186,500	0.4%	Medical
MA Mastercard	$1,461,006	$69,952 â–²	5.0%	2,924	0.4%	Business Services
RYTM Rhythm Pharmaceuticals	$1,460,748	$2,267,395 â–¼	-60.8%	16,796	0.4%	Medical
KBR KBR	$1,452,505	$346,484 â–²	31.3%	39,406	0.4%	Construction
RBC RBC Bearings	$1,446,328	$21,725 â–¼	-1.5%	2,663	0.4%	Industrials
MIRM Mirum Pharmaceuticals	$1,437,710	$1,437,710 â–²	New Holding	15,563	0.4%	Medical
U Unity Software	$1,377,020	$748,154 â–²	119.0%	62,763	0.4%	Computer and Technology
SVRA Savara	$1,370,455	$1,370,455 â–²	New Holding	250,999	0.4%	Medical
MDGL Madrigal Pharmaceuticals	$1,359,975	$126,156 â–¼	-8.5%	2,598	0.4%	Medical
CTMX CytomX Therapeutics	$1,353,868	$442,345 â–²	48.5%	288,057	0.4%	Medical
CG ONCOLOGY INC	$1,347,779	$636,936 â–¼	-32.1%	19,914	0.4%	COM
TDG Transdigm Group	$1,327,009	$1,193,729 â–¼	-47.4%	1,145	0.4%	Aerospace
ASND Ascendis Pharma A/S	$1,322,288	$485,136 â–²	58.0%	5,781	0.4%	Medical
KNX Knight-Swift Transportation	$1,318,582	$1,318,582 â–²	New Holding	22,900	0.4%	Transportation
RKT Rocket Companies	$1,317,128	$71,250 â–¼	-5.1%	92,430	0.4%	Finance
INTU Intuit	$1,298,437	$514,532 â–²	65.6%	3,003	0.4%	Computer and Technology
MU Micron Technology	$1,283,792	$1,283,792 â–²	New Holding	3,800	0.4%	Computer and Technology
BLTE Belite Bio	$1,280,781	$1,280,781 â–²	New Holding	8,033	0.4%	Medical
MLYS Mineralys Therapeutics	$1,267,216	$2,106,681 â–¼	-62.4%	46,778	0.3%	Medical
JAMES HARDIE INDS PLC	$1,242,426	$1,242,426 â–²	New Holding	65,598	0.3%	ORD SHS
APH Amphenol	$1,235,829	$341,145 â–²	38.1%	9,781	0.3%	Computer and Technology
BKNG Booking	$1,191,521	$168,413 â–²	16.5%	283	0.3%	Retail/Wholesale
KRC Kilroy Realty	$1,184,736	$1,184,736 â–²	New Holding	41,997	0.3%	Finance
MTZ MasTec	$1,166,951	$450,436 â–¼	-27.8%	3,627	0.3%	Construction

Showing largest 100 holdings. View all holdings.

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Highvista Strategies LLC Top Holdings and 13F Report (2026)

About Highvista Strategies LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Highvista Strategies LLC Top Holdings and 13F Report (2026)

About Highvista Strategies LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHighvista Strategies LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools