Highvista Strategies Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$362.2M
Q ending 2026-03-31
Prior quarter
$388.3M
Q ending 2025-12-31
Change
-6.7% QoQ · +39.5% YoY
Positions
156
reported holdings
Largest positions
Top 100 of 156 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Invesco Db Commdy Indx Trck | DBC | Shares | $30.6M | 1.1M |
| Abivax Sa | ABVX | Shares | $12.6M | 113K |
| Praxis Precision Medicines I | PRAX | Shares | $8.5M | 26K |
| Cogent Biosciences Inc | COGT | Shares | $7.6M | 197K |
| Spyre Therapeutics Inc | SYRE | Shares | $7.4M | 146K |
| Vaxcyte Inc | PCVX | Shares | $7.2M | 125K |
| Revolution Medicines Inc | RVMD | Shares | $6.7M | 69K |
| Terns Pharmaceuticals Inc | 430 | Shares | $6.0M | 114K |
| Structure Therapeutics Inc | GPCR | Shares | $6.0M | 124K |
| Nuvalent Inc | 5AX | Shares | $5.8M | 57K |
| Immunovant Inc | IMVT | Shares | $5.6M | 225K |
| Soleno Therapeutics Inc | SLNOEUR | Shares | $5.5M | 165K |
| Tyra Biosciences Inc | TYRA | Shares | $5.0M | 131K |
| Amylyx Pharmaceuticals Inc | AMLX | Shares | $4.9M | 352K |
| Amazon Com Inc | AMZN | Shares | $4.7M | 22K |
| Lb Pharmaceuticals Inc | LBRX | Shares | $4.3M | 174K |
| Relay Therapeutics Inc | RLAY | Shares | $4.2M | 422K |
| Insmed Inc | INSM | Shares | $4.0M | 24K |
| Nvidia Corporation | NVDA | Shares | $3.9M | 22K |
| Oruka Therapeutics Inc | ORKA | Shares | $3.9M | 79K |
| Cytokinetics Inc | CYTK | Shares | $3.9M | 59K |
| Liquidia Corporation | LQDA | Shares | $3.8M | 100K |
| Ocular Therapeutix Inc | OCUL | Shares | $3.7M | 442K |
| Tarsus Pharmaceuticals Inc | TARS | Shares | $3.7M | 52K |
| Bridgebio Pharma Inc | BBIO | Shares | $3.7M | 50K |
| Moonlake Immunotherapeutics | MLTX | Shares | $3.6M | 194K |
| Argenx Se | ARGX | Shares | $3.6M | 5K |
| Protagonist Therapeutics Inc | PTGX | Shares | $3.6M | 34K |
| Palisade Bio Inc | PALI | Shares | $3.5M | 2.0M |
| Definium Therapeutics Inc | DFTX | Shares | $3.5M | 186K |
| Nurix Therapeutics Inc | NRIX | Shares | $3.5M | 227K |
| Axsome Therapeutics Inc. | AXSM | Shares | $3.5M | 20K |
| Inventiva Sa | IVA | Shares | $3.4M | 616K |
| Dyne Therapeutics Inc | DYN | Shares | $3.3M | 183K |
| Apogee Therapeutics Inc | APGE | Shares | $3.0M | 36K |
| Gh Research Plc | Shares | $3.0M | 213K | |
| Dianthus Therapeutics Inc | DNTH | Shares | $3.0M | 36K |
| Maze Therapeutics Inc | MAZE | Shares | $3.0M | 100K |
| Erasca Inc | ERAS | Shares | $2.9M | 181K |
| Edgewise Therapeutics Inc | EWTX | Shares | $2.9M | 92K |
| Enliven Therapeutics Inc | ELVN | Shares | $2.9M | 73K |
| Xenon Pharmaceuticals Inc | XENE | Shares | $2.9M | 49K |
| Celldex Therapeutics Inc New | CLDX | Shares | $2.8M | 89K |
| Vera Therapeutics Inc | VERA | Shares | $2.8M | 69K |
| Pharvaris N V | Shares | $2.8M | 98K | |
| Viridian Therapeutics Inc | VRDN | Shares | $2.6M | 134K |
| Alkermes Plc | Shares | $2.6M | 73K | |
| Alumis Inc | ALMS | Shares | $2.5M | 113K |
| Microsoft Corp | MSFT | Shares | $2.4M | 6K |
| Eyepoint Inc | EYPT | Shares | $2.4M | 183K |
| Lumentum Hldgs Inc | LITE | Shares | $2.2M | 3K |
| Tango Therapeutics Inc | TNGX | Shares | $2.2M | 104K |
| Visa Inc | V | Shares | $2.2M | 7K |
| Guardant Health Inc | GH | Shares | $2.2M | 23K |
| Hewlett Packard Enterprise C | HPE | Shares | $2.1M | 90K |
| Assembly Biosciences Inc | ASMB | Shares | $2.1M | 75K |
| Ciena Corp | CIEN | Shares | $2.1M | 5K |
| Jazz Pharmaceuticals Plc | Shares | $2.0M | 11K | |
| Stoke Therapeutics Inc | STOK | Shares | $2.0M | 63K |
| Compass Pathways Plc | CMPS | Shares | $2.0M | 364K |
| Flowserve Corp | FLS | Shares | $1.8M | 25K |
| Immunocore Hldgs Plc | IMCR | Shares | $1.8M | 59K |
| Olema Pharmaceuticals Inc | OLMA | Shares | $1.8M | 118K |
| Ncr Atleos Corporation | NATL | Shares | $1.7M | 40K |
| Xpo Inc | XPO | Shares | $1.7M | 9K |
| On Semiconductor Corp | ON | Shares | $1.7M | 28K |
| Broadcom Inc | AVGO | Shares | $1.7M | 6K |
| Kodiak Sciences Inc | KOD | Shares | $1.7M | 44K |
| Constellation Energy Corp | CEG | Shares | $1.6M | 6K |
| Clean Harbors Inc | CLH | Shares | $1.6M | 6K |
| Alphabet Inc | GOOG | Shares | $1.6M | 5K |
| Salesforce Inc | CRM | Shares | $1.6M | 8K |
| Core Scientific Inc New | CORZ | Shares | $1.5M | 103K |
| Entergy Corp New | ETR | Shares | $1.5M | 14K |
| Celcuity Inc | CELC | Shares | $1.5M | 13K |
| Xoma Royalty Corporation | X0M1 | Shares | $1.5M | 47K |
| Avantor Inc | AVTR | Shares | $1.5M | 187K |
| Mastercard Incorporated | MA | Shares | $1.5M | 3K |
| Rhythm Pharmaceuticals Inc | RYTM | Shares | $1.5M | 17K |
| Kbr Inc | KBR | Shares | $1.5M | 39K |
| Rbc Bearings Inc | RBC | Shares | $1.4M | 3K |
| Mirum Pharmaceuticals Inc | MIRM | Shares | $1.4M | 16K |
| Unity Software Inc | U | Shares | $1.4M | 63K |
| Savara Inc | SVRA | Shares | $1.4M | 251K |
| Madrigal Pharmaceuticals Inc | MDGL | Shares | $1.4M | 3K |
| Cytomx Therapeutics Inc. | CTMX | Shares | $1.4M | 288K |
| Cg Oncology Inc | CGON | Shares | $1.3M | 20K |
| Transdigm Group Inc | TDG | Shares | $1.3M | 1K |
| Ascendis Pharma A/S | Shares | $1.3M | 6K | |
| Knight-Swift Transn Hldgs In | KNX | Shares | $1.3M | 23K |
| Rocket Cos Inc | RKT | Shares | $1.3M | 92K |
| Intuit | INTU | Shares | $1.3M | 3K |
| Micron Technology Inc | MU | Shares | $1.3M | 4K |
| Belite Bio Inc | BLTE | Shares | $1.3M | 8K |
| Mineralys Therapeutics Inc | MLYS | Shares | $1.3M | 47K |
| James Hardie Inds Plc | Shares | $1.2M | 66K | |
| Amphenol Corp | APH | Shares | $1.2M | 10K |
| Booking Holdings Inc | BKNG | Shares | $1.2M | 283 |
| Kilroy Realty Corp | KRC | Shares | $1.2M | 42K |
| Mastec Inc | MTZ | Shares | $1.2M | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.