Arkolith/Funds/HighVista Strategies LLC

HighVista Strategies LLC

CIK 1335325
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

HighVista Strategies LLC holds a diversified book of 147 stocks worth $438.6M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened C4 Therapeutics Inc and trimmed Abivax Sa-ADR. Their largest long position is Invesco DB Commodity Index T at 6% of the equity book.

Opened
51
bought for the first time
Added to
50
already held, bought more
Trimmed
66
sold some, still holds it
Sold out
38
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
28%
Top 20 holdings
44%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Health Care
71%
Financials
9%
Information Technology
8%
Industrials
6%
Utilities
2%
Materials
1%
Consumer Discretionary
1%
Communication Services
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as HighVista Strategies LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$166.4B
GOLDMAN SACHS GROUP INC80 / 80$80.9B
UBS Group AG80 / 80$46.2B
GEODE CAPITAL MANAGEMENT, LLC79 / 80$308.1B
BARCLAYS PLC79 / 80$34.9B
BNP PARIBAS FINANCIAL MARKETS79 / 80$17.2B
BlackRock, Inc.78 / 80$826.3B
STATE STREET CORP78 / 80$523.2B

Ranked by how many of HighVista Strategies LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

147 positions
#SecurityValueShares% PortLast moveHistory
1Invesco DB Commdy Indx TRCK
UNIT
$28.2M1.06M
6.4%
Held
2Abivax Sa
SPONSORED ADS
$15.1M113.0K
3.4%
−0.2%
Reduced · −223 sh
3Revolution Medicines Inc
COM
$12.5M67.0K
2.9%
−3.4%
Reduced · −2K sh
4Definium Therapeutics Inc
COM SHS
$11.4M242.9K
2.6%
+31%
Added · +57K sh
5Immunovant Inc
COM
$10.7M277.9K
2.4%
+23%
Added · +53K sh
6Praxis Precision Medicines I
COM NEW
$10.1M30.2K
2.3%
+15%
Added · +4K sh
7Relay Therapeutics Inc
COM
$9.5M506.2K
2.2%
+20%
Added · +84K sh
8Alkermes PLC
SHS
$9.4M179.3K
2.1%
+145%
Added · +106K sh
9Vaxcyte Inc
COM
$8.7M149.7K
2.0%
+20%
Added · +25K sh
10Tango Therapeutics Inc
COM
$8.1M260.1K
1.9%
+150%
Added · +156K sh
11Liquidia Corporation
COM NEW
$7.8M97.9K
1.8%
−1.9%
Reduced · −2K sh
12Cogent Biosciences Inc
COM
$7.3M188.8K
1.7%
−4.2%
Reduced · −8K sh
13Structure Therapeutics Inc
SPONSORED ADS
$7.0M130.8K
1.6%
+5.5%
Added · +7K sh
14Enliven Therapeutics Inc
COM
$7.0M137.9K
1.6%
+89%
Added · +65K sh
15Amylyx Pharmaceuticals Inc
COM
$6.9M386.1K
1.6%
+9.7%
Added · +34K sh
16Spyre Therapeutics Inc
COM NEW
$6.9M77.8K
1.6%
−47%
Reduced · −68K sh
17LB Pharmaceuticals Inc
COM SHS
$6.9M211.5K
1.6%
+22%
Added · +38K sh
18Cytokinetics Inc
COM NEW
$6.6M78.0K
1.5%
+33%
Added · +19K sh
19C4 Therapeutics Inc
COM STK
$6.3M1.35M
1.4%
New
New position
20Tyra Biosciences Inc
COM
$5.9M184.8K
1.3%
+41%
Added · +53K sh
21Alumis Inc
COM
$5.6M200.0K
1.3%
+77%
Added · +87K sh
22Pharvaris N V
COM
$5.5M160.5K
1.3%
+64%
Added · +63K sh
23Tarsus Pharmaceuticals Inc
COM
$5.5M87.1K
1.2%
+66%
Added · +35K sh
24Compass Pathways PLC
SPONSORED ADS
$5.3M371.1K
1.2%
+1.9%
Added · +7K sh
25Dianthus Therapeutics Inc
COM
$5.0M51.1K
1.1%
+44%
Added · +16K sh
26Nurix Therapeutics Inc
COM
$4.9M203.7K
1.1%
−10%
Reduced · −23K sh
27Axsome Therapeutics Inc.
COM
$4.9M20.2K
1.1%
−1.2%
Reduced · −254 sh
28Travere Therapeutics Inc
COM
$4.9M86.2K
1.1%
+137%
Added · +50K sh
29Vera Therapeutics Inc
CL A
$4.5M105.9K
1.0%
+53%
Added · +37K sh
30Nvidia Corporation
COM
$4.4M21.8K
1.0%
−2.8%
Reduced · −628 sh
31GH Research PLC
ORDINARY SHARES
$4.3M158.8K
1.0%
−26%
Reduced · −54K sh
32Palisade Bio Inc
COM
$4.2M2.03M
1.0%
+0.6%
Added · +12K sh
33Argenx SE
SPONSORED ADR
$4.2M4.6K
1.0%
−7.3%
Reduced · −357 sh
34Maze Therapeutics Inc
COM
$4.1M136.6K
0.9%
+37%
Added · +37K sh
35Ocular Therapeutix Inc
COM
$4.0M408.5K
0.9%
−7.5%
Reduced · −33K sh
36Oruka Therapeutics Inc
COM
$4.0M41.9K
0.9%
−47%
Reduced · −37K sh
37Dyne Therapeutics Inc
COM
$3.8M172.0K
0.9%
−6.0%
Reduced · −11K sh
38Edgewise Therapeutics Inc
COM
$3.7M91.0K
0.8%
−1.0%
Reduced · −935 sh
39Moonlake Immunotherapeutics
CLASS A ORD
$3.7M187.9K
0.8%
−3.1%
Reduced · −6K sh
40Insmed Inc
COM PAR $.01
$3.3M31.3K
0.8%
+29%
Added · +7K sh
41Celldex Therapeutics Inc New
COM NEW
$3.2M87.0K
0.7%
−2.7%
Reduced · −2K sh
42Amazon Com Inc
COM
$3.2M13.4K
0.7%
−40%
Reduced · −9K sh
43Inventiva Sa
ADS
$3.1M831.4K
0.7%
+35%
Added · +216K sh
44Talen Energy Corp
COM
$3.1M8.1K
0.7%
+161%
Added · +5K sh
45Relmada Therapeutics Inc
COM
$3.1M445.8K
0.7%
New
New position
46Protagonist Therapeutics Inc
COM
$3.0M24.5K
0.7%
−28%
Reduced · −9K sh
47Erasca Inc
COM
$2.9M160.3K
0.7%
−11%
Reduced · −21K sh
48Viridian Therapeutics Inc
COM
$2.9M159.9K
0.7%
+19%
Added · +26K sh
49Hewlett Packard Enterprise C
COM
$2.7M59.1K
0.6%
−34%
Reduced · −31K sh
50Mineralys Therapeutics Inc
COM
$2.3M86.1K
0.5%
+84%
Added · +39K sh
Showing 50 of 147 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026147$438.6M13F-HR
Q1 2026Mar 31, 2026May 15, 2026156$362.2M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026145$388.3M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025148$408.0M13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025146$272.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.