Arkolith/Funds/HighVista Strategies LLC

HighVista Strategies LLC

CIK 1335325
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

HighVista Strategies LLC holds a diversified book of 156 stocks worth $362.2M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Oruka Therapeutics Inc and trimmed Cogent Biosciences Inc. Their largest long position is Invesco DB Commodity Index T at 8% of the equity book.

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Use Arkolith to show HighVista Strategies LLC's latest
holdings, largest changes, and filing provenance.
Opened
35
new positions
Added to
46
existing
Trimmed
71
reduced
Sold out
24
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
27%
Top 20 holdings
40%

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

Direct sector allocation

96% mapped to company sectors

Health Care
63%
Financials
11%
Information Technology
9%
Industrials
5%
ETF / fund or unclassified
4%
Utilities
2%
Consumer Discretionary
2%
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

Holdings: largest first

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

156 positions
#SecurityValueShares% PortLast moveHistory
1Invesco DB Commdy Indx TRCK
UNIT
$30.6M1.06M
8.5%
Held
2Abivax Sa
SPONSORED ADS
$12.6M113.3K
3.5%
+57%
Added · +41K sh
3Praxis Precision Medicines I
COM NEW
$8.5M26.3K
2.3%
+1.9%
Added · +482 sh
4Cogent Biosciences Inc
COM
$7.6M197.1K
2.1%
−41%
Reduced · −140K sh
5Spyre Therapeutics Inc
COM NEW
$7.4M146.3K
2.0%
−22%
Reduced · −42K sh
6Vaxcyte Inc
COM
$7.2M124.6K
2.0%
+9.3%
Added · +11K sh
7Revolution Medicines Inc
COM
$6.7M69.3K
1.9%
−42%
Reduced · −51K sh
8Terns Pharmaceuticals Inc
COM
$6.0M114.3K
1.7%
−35%
Reduced · −61K sh
9Structure Therapeutics Inc
SPONSORED ADS
$6.0M123.9K
1.6%
−36%
Reduced · −69K sh
10Nuvalent Inc
COM
$5.8M56.6K
1.6%
−23%
Reduced · −17K sh
11Immunovant Inc
COM
$5.6M225.1K
1.5%
+1.5%
Added · +3K sh
12Soleno Therapeutics Inc
COM
$5.5M165.2K
1.5%
+22%
Added · +30K sh
13Tyra Biosciences Inc
COM
$5.0M131.3K
1.4%
+274%
Added · +96K sh
14Amylyx Pharmaceuticals Inc
COM
$4.9M352.1K
1.4%
+47%
Added · +113K sh
15Amazon Com Inc
COM
$4.7M22.4K
1.3%
+29%
Added · +5K sh
16LB Pharmaceuticals Inc
COM SHS
$4.3M173.6K
1.2%
+24%
Added · +33K sh
17Relay Therapeutics Inc
COM
$4.2M421.9K
1.2%
−23%
Reduced · −123K sh
18Insmed Inc
COM PAR $.01
$4.0M24.3K
1.1%
−38%
Reduced · −15K sh
19Nvidia Corporation
COM
$3.9M22.4K
1.1%
+58%
Added · +8K sh
20Oruka Therapeutics Inc
COM
$3.9M78.9K
1.1%
New
New position
21Cytokinetics Inc
COM NEW
$3.9M58.6K
1.1%
−49%
Reduced · −56K sh
22Liquidia Corporation
COM NEW
$3.8M99.7K
1.0%
−36%
Reduced · −56K sh
23Ocular Therapeutix Inc
COM
$3.7M441.6K
1.0%
+28%
Added · +98K sh
24Tarsus Pharmaceuticals Inc
COM
$3.7M52.5K
1.0%
−2.0%
Reduced · −1K sh
25Bridgebio Pharma Inc
COM
$3.7M49.6K
1.0%
−38%
Reduced · −31K sh
26Moonlake Immunotherapeutics
CLASS A ORD
$3.6M194.0K
1.0%
New
New position
27Argenx SE
SPONSORED ADR
$3.6M4.9K
1.0%
+37%
Added · +1K sh
28Protagonist Therapeutics Inc
COM
$3.6M33.9K
1.0%
−54%
Reduced · −40K sh
29Palisade Bio Inc
COM
$3.5M2.02M
1.0%
+55%
Added · +719K sh
30Definium Therapeutics Inc
COM SHS
$3.5M185.9K
1.0%
New
New position
31Nurix Therapeutics Inc
COM
$3.5M226.5K
1.0%
New
New position
32Axsome Therapeutics Inc.
COM
$3.5M20.4K
1.0%
+84%
Added · +9K sh
33Inventiva Sa
ADS
$3.4M615.7K
0.9%
New
New position
34Dyne Therapeutics Inc
COM
$3.3M182.9K
0.9%
+207%
Added · +123K sh
35Apogee Therapeutics Inc
COM
$3.0M35.8K
0.8%
−60%
Reduced · −53K sh
36GH Research PLC
ORDINARY SHARES
$3.0M213.2K
0.8%
−11%
Reduced · −27K sh
37Dianthus Therapeutics Inc
COM
$3.0M35.6K
0.8%
−27%
Reduced · −13K sh
38Maze Therapeutics Inc
COM
$3.0M99.8K
0.8%
−41%
Reduced · −71K sh
39Erasca Inc
COM
$2.9M181.1K
0.8%
New
New position
40Edgewise Therapeutics Inc
COM
$2.9M91.9K
0.8%
−46%
Reduced · −79K sh
41Enliven Therapeutics Inc
COM
$2.9M73.1K
0.8%
−11%
Reduced · −9K sh
42Xenon Pharmaceuticals Inc
COM
$2.9M49.0K
0.8%
New
New position
43Celldex Therapeutics Inc New
COM NEW
$2.8M89.4K
0.8%
+73%
Added · +38K sh
44Vera Therapeutics Inc
CL A
$2.8M69.2K
0.8%
New
New position
45Pharvaris N V
COM
$2.8M97.9K
0.8%
−40%
Reduced · −65K sh
46Viridian Therapeutics Inc
COM
$2.6M134.2K
0.7%
−64%
Reduced · −238K sh
47Alkermes PLC
SHS
$2.6M73.2K
0.7%
+177%
Added · +47K sh
48Alumis Inc
COM
$2.5M112.9K
0.7%
New
New position
49Microsoft Corp
COM
$2.4M6.5K
0.7%
−1.2%
Reduced · −80 sh
50Eyepoint Inc
COM NEW
$2.4M183.0K
0.7%
New
New position
Showing 50 of 156 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
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 ~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.