HighVista Strategies LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INVESCO DB COMMDY INDX TRCK(DBC) | 1,057,238 | 1,057,238 | 0 | 23,639,842 | 30,607,040 | 8.45% | +6,967,198 |
| TYRA BIOSCIENCES INC(TYRA) | 35,086 | 131,304 | +96,218 | 922,411 | 5,028,943 | 1.39% | +4,106,532 |
| ORUKA THERAPEUTICS INC(ORKA) | 0 | 78,911 | +78,911 | 0 | 3,870,585 | 1.07% | +3,870,585 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 0 | 193,955 | +193,955 | 0 | 3,615,321 | 1.00% | +3,615,321 |
| DEFINIUM THERAPEUTICS INC(DFTX) | 0 | 185,856 | +185,856 | 0 | 3,512,679 | 0.97% | +3,512,679 |
| NURIX THERAPEUTICS INC(NRIX) | 0 | 226,546 | +226,546 | 0 | 3,511,464 | 0.97% | +3,511,464 |
| INVENTIVA SA(IVA) | 0 | 615,666 | +615,666 | 0 | 3,416,946 | 0.94% | +3,416,946 |
| ERASCA INC(ERAS) | 0 | 181,069 | +181,069 | 0 | 2,929,696 | 0.81% | +2,929,696 |
| ABIVAX SA(ABVX) | 72,185 | 113,254 | +41,069 | 9,734,508 | 12,610,833 | 3.48% | +2,876,325 |
| XENON PHARMACEUTICALS INC(XENE) | 0 | 49,050 | +49,050 | 0 | 2,852,257 | 0.79% | +2,852,257 |
| VERA THERAPEUTICS INC(VERA) | 0 | 69,241 | +69,241 | 0 | 2,785,566 | 0.77% | +2,785,566 |
| ALUMIS INC | 0 | 112,929 | +112,929 | 0 | 2,487,826 | 0.69% | +2,487,826 |
| EYEPOINT INC(EYPT) | 0 | 183,037 | +183,037 | 0 | 2,359,347 | 0.65% | +2,359,347 |
| TANGO THERAPEUTICS INC(TNGX) | 0 | 104,193 | +104,193 | 0 | 2,179,717 | 0.60% | +2,179,717 |
| DYNE THERAPEUTICS INC(DYN) | 59,643 | 182,929 | +123,286 | 1,166,617 | 3,316,503 | 0.92% | +2,149,886 |
| ASSEMBLY BIOSCIENCES INC | 0 | 74,735 | +74,735 | 0 | 2,073,896 | 0.57% | +2,073,896 |
| JAZZ PHARMACEUTICALS PLC(JAZZ) | 0 | 10,838 | +10,838 | 0 | 2,048,924 | 0.57% | +2,048,924 |
| AMYLYX PHARMACEUTICALS INC(AMLX) | 238,812 | 352,085 | +113,273 | 2,884,849 | 4,893,981 | 1.35% | +2,009,132 |
| VAXCYTE INC(PCVX) | 114,049 | 124,647 | +10,598 | 5,262,221 | 7,243,237 | 2.00% | +1,981,016 |
| ALKERMES PLC(ALKS) | 26,401 | 73,189 | +46,788 | 738,700 | 2,587,963 | 0.71% | +1,849,263 |
| NCR ATLEOS CORPORATION(NATL) | 0 | 40,100 | +40,100 | 0 | 1,747,558 | 0.48% | +1,747,558 |
| ON SEMICONDUCTOR CORP(ON) | 0 | 28,000 | +28,000 | 0 | 1,733,760 | 0.48% | +1,733,760 |
| KODIAK SCIENCES INC(KOD) | 0 | 43,569 | +43,569 | 0 | 1,660,851 | 0.46% | +1,660,851 |
| ENLIVEN THERAPEUTICS INC | 82,536 | 73,102 | -9,434 | 1,271,055 | 2,865,598 | 0.79% | +1,594,543 |
| AVANTOR INC(AVTR) | 0 | 186,500 | +186,500 | 0 | 1,462,160 | 0.40% | +1,462,160 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 0 | 15,563 | +15,563 | 0 | 1,437,710 | 0.40% | +1,437,710 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 51,805 | 89,397 | +37,592 | 1,407,024 | 2,835,673 | 0.78% | +1,428,649 |
| AXSOME THERAPEUTICS INC.(AXSM) | 11,131 | 20,437 | +9,306 | 2,032,965 | 3,454,262 | 0.95% | +1,421,297 |
| SAVARA INC(SVRA) | 0 | 250,999 | +250,999 | 0 | 1,370,455 | 0.38% | +1,370,455 |
| KNIGHT-SWIFT TRANSN HLDGS IN(KNX) | 0 | 22,900 | +22,900 | 0 | 1,318,582 | 0.36% | +1,318,582 |
| MICRON TECHNOLOGY INC(MU) | 0 | 3,800 | +3,800 | 0 | 1,283,792 | 0.35% | +1,283,792 |
| BELITE BIO INC(BLTE) | 0 | 8,033 | +8,033 | 0 | 1,280,781 | 0.35% | +1,280,781 |
| NVIDIA CORPORATION(NVDA) | 14,220 | 22,420 | +8,200 | 2,652,030 | 3,910,048 | 1.08% | +1,258,018 |
| JAMES HARDIE INDS PLC ORD SHS | 0 | 65,598 | +65,598 | 0 | 1,242,426 | 0.34% | +1,242,426 |
| SPYRE THERAPEUTICS INC(SYRE) | 188,206 | 146,264 | -41,942 | 6,165,629 | 7,377,556 | 2.04% | +1,211,927 |
| KILROY REALTY CORP(KRC) | 0 | 41,997 | +41,997 | 0 | 1,184,736 | 0.33% | +1,184,736 |
| LB PHARMACEUTICALS INC(LBRX) | 140,107 | 173,595 | +33,488 | 3,118,782 | 4,280,853 | 1.18% | +1,162,071 |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | 0 | 2,900 | +2,900 | 0 | 1,136,104 | 0.31% | +1,136,104 |
| WESTERN DIGITAL CORP(WDC) | 0 | 4,100 | +4,100 | 0 | 1,109,009 | 0.31% | +1,109,009 |
| TRAVERE THERAPEUTICS INC(TVTX) | 0 | 36,325 | +36,325 | 0 | 1,079,216 | 0.30% | +1,079,216 |
| DOORDASH INC(DASH) | 0 | 6,710 | +6,710 | 0 | 1,007,507 | 0.28% | +1,007,507 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 48,484 | 35,587 | -12,897 | 1,998,026 | 2,986,461 | 0.82% | +988,435 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 25,841 | 26,323 | +482 | 7,616,376 | 8,481,008 | 2.34% | +864,632 |
| ZYMEWORKS INC(ZYME) | 0 | 34,085 | +34,085 | 0 | 853,488 | 0.24% | +853,488 |
| CIENA CORP(CIEN) | 5,185 | 5,285 | +100 | 1,212,616 | 2,051,796 | 0.57% | +839,180 |
| PALVELLA THERAPEUTICS INC NE(PVLA) | 0 | 5,903 | +5,903 | 0 | 735,809 | 0.20% | +735,809 |
| PDD HOLDINGS INC(PDD) | 0 | 6,900 | +6,900 | 0 | 705,042 | 0.19% | +705,042 |
| RLX TECHNOLOGY INC(RLX) | 0 | 311,700 | +311,700 | 0 | 685,740 | 0.19% | +685,740 |
| AMAZON COM INC(AMZN) | 17,397 | 22,397 | +5,000 | 4,015,575 | 4,664,623 | 1.29% | +649,048 |
| XENCOR INC(XNCR) | 0 | 53,045 | +53,045 | 0 | 639,723 | 0.18% | +639,723 |
| IMMUNOCORE HLDGS PLC(IMCR) | 32,998 | 58,697 | +25,699 | 1,145,361 | 1,769,715 | 0.49% | +624,354 |
| CORE SCIENTIFIC INC NEW(CORZ) | 63,512 | 103,412 | +39,900 | 924,735 | 1,547,044 | 0.43% | +622,309 |
| LUMENTUM HLDGS INC(LITE) | 4,317 | 3,117 | -1,200 | 1,591,203 | 2,190,503 | 0.60% | +599,300 |
| ARGENX SE(ARGX) | 3,588 | 4,918 | +1,330 | 3,017,329 | 3,591,370 | 0.99% | +574,041 |
| ENTERGY CORP NEW(ETR) | 10,328 | 13,528 | +3,200 | 954,617 | 1,520,006 | 0.42% | +565,389 |
| NEKTAR THERAPEUTICS(NKTR) | 11,749 | 14,555 | +2,806 | 496,748 | 1,047,232 | 0.29% | +550,484 |
| ASCENDIS PHARMA A/S(ASND) | 3,660 | 5,781 | +2,121 | 780,458 | 1,322,288 | 0.37% | +541,830 |
| CYTOMX THERAPEUTICS INC. | 193,941 | 288,057 | +94,116 | 826,189 | 1,353,868 | 0.37% | +527,679 |
| PETROLEO BRASILEIRO S A SP ADR NON VTG | 55,200 | 59,400 | +4,200 | 622,104 | 1,113,750 | 0.31% | +491,646 |
| PALISADE BIO INC | 1,300,031 | 2,019,326 | +719,295 | 3,055,073 | 3,533,820 | 0.98% | +478,747 |
| KRYSTAL BIOTECH INC(KRYS) | 0 | 1,824 | +1,824 | 0 | 471,175 | 0.13% | +471,175 |
| ARGAN INC | 1,896 | 1,896 | 0 | 594,055 | 1,032,656 | 0.29% | +438,601 |
| XCEL ENERGY INC(XEL) | 8,058 | 12,558 | +4,500 | 595,164 | 997,608 | 0.28% | +402,444 |
| MBX BIOSCIENCES INC(MBX) | 0 | 11,472 | +11,472 | 0 | 342,439 | 0.09% | +342,439 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 76,181 | 89,981 | +13,800 | 1,829,867 | 2,142,448 | 0.59% | +312,581 |
| COUPANG INC(CPNG) | 24,792 | 46,036 | +21,244 | 584,843 | 869,160 | 0.24% | +284,317 |
| AMPHENOL CORP | 7,081 | 9,781 | +2,700 | 956,926 | 1,235,829 | 0.34% | +278,903 |
| 3M CO(MMM) | 3,950 | 6,150 | +2,200 | 632,395 | 893,165 | 0.25% | +260,770 |
| KBR INC(KBR) | 30,006 | 39,406 | +9,400 | 1,206,241 | 1,452,505 | 0.40% | +246,264 |
| RBC BEARINGS INC(RBC) | 2,703 | 2,663 | -40 | 1,212,106 | 1,446,328 | 0.40% | +234,222 |
| NOKIA CORP(NOK) | 59,524 | 70,824 | +11,300 | 385,120 | 569,425 | 0.16% | +184,305 |
| CG ONCOLOGY INC(CGON) | 29,325 | 19,914 | -9,411 | 1,217,574 | 1,347,779 | 0.37% | +130,205 |
| BANCO BRADESCO S A | 190,264 | 208,264 | +18,000 | 633,579 | 760,164 | 0.21% | +126,585 |
| CLEAN HARBORS INC(CLH) | 6,243 | 5,543 | -700 | 1,463,859 | 1,589,344 | 0.44% | +125,485 |
| JANUX THERAPEUTICS INC(JANX) | 41,443 | 49,383 | +7,940 | 571,913 | 686,424 | 0.19% | +114,511 |
| UNITY SOFTWARE INC(U) | 28,663 | 62,763 | +34,100 | 1,266,045 | 1,377,020 | 0.38% | +110,975 |
| FLOWSERVE CORP(FLS) | 24,958 | 24,958 | 0 | 1,731,586 | 1,834,663 | 0.51% | +103,077 |
| INTUIT(INTU) | 1,813 | 3,003 | +1,190 | 1,200,968 | 1,298,437 | 0.36% | +97,469 |
| MASTEC INC(MTZ) | 5,027 | 3,627 | -1,400 | 1,092,719 | 1,166,951 | 0.32% | +74,232 |
| XPO INC(XPO) | 12,723 | 8,923 | -3,800 | 1,729,183 | 1,735,970 | 0.48% | +6,787 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 12,817 | 12,317 | -500 | 705,320 | 697,512 | 0.19% | -7,808 |
| PTC INC(PTC) | 6,374 | 7,474 | +1,100 | 1,110,415 | 1,064,970 | 0.29% | -45,445 |
| IMMUNOVANT INC(IMVT) | 221,883 | 225,139 | +3,256 | 5,640,266 | 5,592,453 | 1.54% | -47,813 |
| VISA INC(V) | 6,291 | 7,141 | +850 | 2,206,316 | 2,158,295 | 0.60% | -48,021 |
| GH RESEARCH PLC(GHRS) | 240,524 | 213,212 | -27,312 | 3,054,655 | 2,997,761 | 0.83% | -56,894 |
| ICICI BANK LIMITED(IBN) | 26,284 | 27,884 | +1,600 | 783,263 | 722,195 | 0.20% | -61,068 |
| GE VERNOVA INC(GEV) | 1,768 | 1,218 | -550 | 1,155,512 | 1,063,192 | 0.29% | -92,320 |
| CONSTELLATION ENERGY CORP(CEG) | 4,812 | 5,752 | +940 | 1,699,935 | 1,606,247 | 0.44% | -93,688 |
| JD.COM INC(JD) | 17,463 | 13,463 | -4,000 | 501,189 | 398,101 | 0.11% | -103,088 |
| API GROUP CORP(APG) | 30,958 | 26,658 | -4,300 | 1,184,453 | 1,080,182 | 0.30% | -104,271 |
| BOOKING HOLDINGS INC(BKNG) | 243 | 283 | +40 | 1,301,346 | 1,191,521 | 0.33% | -109,825 |
| MASTERCARD INCORPORATED(MA) | 2,784 | 2,924 | +140 | 1,589,330 | 1,461,006 | 0.40% | -128,324 |
| KANZHUN LIMITED(BZ) | 20,598 | 21,298 | +700 | 419,787 | 285,180 | 0.08% | -134,607 |
| CELCUITY INC(CELC) | 16,543 | 13,105 | -3,438 | 1,649,999 | 1,495,805 | 0.41% | -154,194 |
| HDFC BANK LTD(HDB) | 22,127 | 26,127 | +4,000 | 808,521 | 650,039 | 0.18% | -158,482 |
| UROGEN PHARMA LTD(URGN) | 28,005 | 26,510 | -1,495 | 655,877 | 476,650 | 0.13% | -179,227 |
| MERCADOLIBRE INC(MELI) | 465 | 435 | -30 | 936,631 | 752,124 | 0.21% | -184,507 |
| CORPORACION AMER ARPTS S A COM | 37,145 | 29,745 | -7,400 | 965,770 | 752,251 | 0.21% | -213,519 |
| KYMERA THERAPEUTICS INC(KYMR) | 6,835 | 3,785 | -3,050 | 531,831 | 315,253 | 0.09% | -216,578 |
| BROADCOM INC(AVGO) | 5,639 | 5,599 | -40 | 1,951,658 | 1,732,946 | 0.48% | -218,712 |