HighVista Strategies LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ABIVAX SA(ABVX) | 51,156 | 184,468 | +133,312 | 391,343 | 15,661,333 | 3.84% | +15,269,990 |
| MERUS N V | 89,762 | 133,321 | +43,559 | 4,721,481 | 12,552,172 | 3.08% | +7,830,691 |
| CIDARA THERAPEUTICS INC | 0 | 70,904 | +70,904 | 0 | 6,789,767 | 1.66% | +6,789,767 |
| INSMED INC(INSM) | 11,595 | 49,949 | +38,354 | 1,166,921 | 7,193,155 | 1.76% | +6,026,234 |
| MINERALYS THERAPEUTICS INC(MLYS) | 150,138 | 209,829 | +59,691 | 2,031,367 | 7,956,715 | 1.95% | +5,925,348 |
| REVOLUTION MEDICINES INC(RVMD) | 68,048 | 175,448 | +107,400 | 2,503,486 | 8,193,421 | 2.01% | +5,689,935 |
| ARCELLX INC | 35,714 | 96,177 | +60,463 | 2,351,767 | 7,896,131 | 1.94% | +5,544,364 |
| AGIOS PHARMACEUTICALS INC(AGIO) | 70,127 | 195,298 | +125,171 | 2,332,424 | 7,839,262 | 1.92% | +5,506,838 |
| CYTOKINETICS INC(CYTK) | 68,652 | 132,930 | +64,278 | 2,268,262 | 7,305,833 | 1.79% | +5,037,571 |
| PROTAGONIST THERAPEUTICS INC | 57,851 | 121,682 | +63,831 | 3,197,425 | 8,083,335 | 1.98% | +4,885,910 |
| STRUCTURE THERAPEUTICS INC | 86,621 | 236,236 | +149,615 | 1,796,520 | 6,614,608 | 1.62% | +4,818,088 |
| COGENT BIOSCIENCES INC(COGT) | 283,186 | 462,405 | +179,219 | 2,033,275 | 6,640,136 | 1.63% | +4,606,861 |
| NUVALENT INC(NUVL) | 50,460 | 93,294 | +42,834 | 3,850,098 | 8,068,065 | 1.98% | +4,217,967 |
| SANDISK CORP(SNDK) | 39,600 | 47,451 | +7,851 | 1,795,860 | 5,324,002 | 1.31% | +3,528,142 |
| VIRIDIAN THERAPEUTICS INC(VRDN) | 484,559 | 469,335 | -15,224 | 6,774,135 | 10,128,249 | 2.48% | +3,354,114 |
| OLEMA PHARMACEUTICALS INC(OLMA) | 278,430 | 437,179 | +158,749 | 1,186,112 | 4,279,983 | 1.05% | +3,093,871 |
| GH RESEARCH PLC(GHRS) | 52,247 | 241,894 | +189,647 | 636,891 | 3,459,085 | 0.85% | +2,822,194 |
| GUARDANT HEALTH INC(GH) | 28,265 | 64,583 | +36,318 | 1,470,911 | 4,035,146 | 0.99% | +2,564,235 |
| LIQUIDIA CORPORATION(LQDA) | 120,641 | 176,485 | +55,844 | 1,503,187 | 4,013,269 | 0.98% | +2,510,082 |
| ENLIVEN THERAPEUTICS INC | 141,516 | 259,135 | +117,619 | 2,838,811 | 5,304,493 | 1.30% | +2,465,682 |
| EDGEWISE THERAPEUTICS INC(EWTX) | 69,723 | 208,101 | +138,378 | 914,069 | 3,375,398 | 0.83% | +2,461,329 |
| ALPHABET INC(GOOG) | 0 | 9,800 | +9,800 | 0 | 2,386,790 | 0.59% | +2,386,790 |
| CRH PLC | 0 | 19,439 | +19,439 | 0 | 2,330,736 | 0.57% | +2,330,736 |
| APOGEE THERAPEUTICS INC(APGE) | 45,052 | 107,107 | +62,055 | 1,956,608 | 4,255,361 | 1.04% | +2,298,753 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 67,288 | 95,002 | +27,714 | 2,829,460 | 5,035,106 | 1.23% | +2,205,646 |
| AVANTOR INC(AVTR) | 0 | 172,400 | +172,400 | 0 | 2,151,552 | 0.53% | +2,151,552 |
| CLEAN HARBORS INC(CLH) | 0 | 9,106 | +9,106 | 0 | 2,114,595 | 0.52% | +2,114,595 |
| LUMENTUM HLDGS INC(LITE) | 0 | 12,927 | +12,927 | 0 | 2,103,352 | 0.52% | +2,103,352 |
| FLOWSERVE CORP(FLS) | 0 | 38,975 | +38,975 | 0 | 2,071,131 | 0.51% | +2,071,131 |
| CAPITAL ONE FINL CORP(COF) | 0 | 9,674 | +9,674 | 0 | 2,056,499 | 0.50% | +2,056,499 |
| VAXCYTE INC(PCVX) | 33,457 | 86,802 | +53,345 | 1,087,687 | 3,126,608 | 0.77% | +2,038,921 |
| AKERO THERAPEUTICS INC | 59,993 | 110,079 | +50,086 | 3,201,226 | 5,226,551 | 1.28% | +2,025,325 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 28,068 | 37,482 | +9,414 | 1,773,617 | 3,785,307 | 0.93% | +2,011,690 |
| SPYRE THERAPEUTICS INC(SYRE) | 112,805 | 215,746 | +102,941 | 1,688,691 | 3,615,903 | 0.89% | +1,927,212 |
| XENON PHARMACEUTICALS INC(XENE) | 45,620 | 82,190 | +36,570 | 1,427,906 | 3,299,929 | 0.81% | +1,872,023 |
| FABRINET(FN) | 0 | 5,100 | +5,100 | 0 | 1,859,562 | 0.46% | +1,859,562 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 15,861 | 54,225 | +38,364 | 295,490 | 2,133,754 | 0.52% | +1,838,264 |
| APELLIS PHARMACEUTICALS INC | 86,663 | 145,729 | +59,066 | 1,500,137 | 3,297,847 | 0.81% | +1,797,710 |
| PURE STORAGE INC(P) | 0 | 20,400 | +20,400 | 0 | 1,709,724 | 0.42% | +1,709,724 |
| AVIDITY BIOSCIENCES INC | 40,864 | 65,580 | +24,716 | 1,160,538 | 2,857,321 | 0.70% | +1,696,783 |
| VERA THERAPEUTICS INC(VERA) | 40,473 | 91,189 | +50,716 | 953,544 | 2,649,952 | 0.65% | +1,696,408 |
| KBR INC(KBR) | 0 | 35,500 | +35,500 | 0 | 1,678,795 | 0.41% | +1,678,795 |
| ARGENX SE(ARGX) | 2,415 | 4,068 | +1,653 | 1,331,196 | 3,000,394 | 0.74% | +1,669,198 |
| AMAZON COM INC(AMZN) | 18,893 | 26,393 | +7,500 | 4,144,936 | 5,795,111 | 1.42% | +1,650,175 |
| CORE & MAIN INC(CNM) | 0 | 27,900 | +27,900 | 0 | 1,501,857 | 0.37% | +1,501,857 |
| REDDIT INC(RDDT) | 0 | 6,300 | +6,300 | 0 | 1,448,937 | 0.36% | +1,448,937 |
| ADMA BIOLOGICS INC | 0 | 95,112 | +95,112 | 0 | 1,394,342 | 0.34% | +1,394,342 |
| BRIDGEBIO PHARMA INC(BBIO) | 67,499 | 81,959 | +14,460 | 2,914,607 | 4,256,950 | 1.04% | +1,342,343 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 106,553 | 135,258 | +28,705 | 2,168,354 | 3,499,124 | 0.86% | +1,330,770 |
| UNITY SOFTWARE INC(U) | 57,100 | 67,229 | +10,129 | 1,381,820 | 2,691,849 | 0.66% | +1,310,029 |
| JOHNSON CTLS INTL PLC | 0 | 11,100 | +11,100 | 0 | 1,220,445 | 0.30% | +1,220,445 |
| ROBLOX CORP(RBLX) | 0 | 8,700 | +8,700 | 0 | 1,205,124 | 0.30% | +1,205,124 |
| NEXTERA ENERGY INC(NEE) | 0 | 15,752 | +15,752 | 0 | 1,189,119 | 0.29% | +1,189,119 |
| XOMA ROYALTY CORPORATION | 114,548 | 105,714 | -8,834 | 2,886,610 | 4,074,218 | 1.00% | +1,187,608 |
| MERCADOLIBRE INC(MELI) | 0 | 500 | +500 | 0 | 1,168,470 | 0.29% | +1,168,470 |
| CAESARS ENTERTAINMENT INC NE(CZR) | 0 | 43,000 | +43,000 | 0 | 1,162,075 | 0.28% | +1,162,075 |
| IMMUNOVANT INC(IMVT) | 182,808 | 253,127 | +70,319 | 2,924,928 | 4,080,408 | 1.00% | +1,155,480 |
| SCHOLAR ROCK HLDG CORP(SRRK) | 31,230 | 59,573 | +28,343 | 1,106,167 | 2,218,498 | 0.54% | +1,112,331 |
| INVESCO DB COMMDY INDX TRCK(DBC) | 1,436,136 | 1,436,136 | 0 | 31,322,126 | 32,356,144 | 7.93% | +1,034,018 |
| META PLATFORMS INC(META) | 3,100 | 4,500 | +1,400 | 2,288,079 | 3,304,710 | 0.81% | +1,016,631 |
| TARSUS PHARMACEUTICALS INC(TARS) | 11,680 | 24,854 | +13,174 | 473,157 | 1,477,073 | 0.36% | +1,003,916 |
| CENTESSA PHARMACEUTICALS PLC | 40,684 | 63,301 | +22,617 | 534,588 | 1,535,049 | 0.38% | +1,000,461 |
| CORBUS PHARMACEUTICALS HLDGS | 75,292 | 118,027 | +42,735 | 519,515 | 1,493,041 | 0.37% | +973,526 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 2,305 | 3,537 | +1,232 | 697,585 | 1,622,280 | 0.40% | +924,695 |
| AFFIRM HLDGS INC(AFRM) | 0 | 12,500 | +12,500 | 0 | 913,500 | 0.22% | +913,500 |
| ASCENDIS PHARMA A/S(ASND) | 2,974 | 7,082 | +4,108 | 513,312 | 1,407,972 | 0.35% | +894,660 |
| KYMERA THERAPEUTICS INC(KYMR) | 0 | 15,728 | +15,728 | 0 | 890,204 | 0.22% | +890,204 |
| EVOLUS INC | 58,042 | 226,025 | +167,983 | 534,567 | 1,387,793 | 0.34% | +853,226 |
| CYTOMX THERAPEUTICS INC | 0 | 257,148 | +257,148 | 0 | 820,302 | 0.20% | +820,302 |
| ROIVANT SCIENCES LTD(ROIV) | 61,268 | 98,858 | +37,590 | 690,490 | 1,495,722 | 0.37% | +805,232 |
| CG ONCOLOGY INC(CGON) | 10,328 | 26,040 | +15,712 | 268,528 | 1,048,891 | 0.26% | +780,363 |
| COMPANIA DE MINAS BUENAVENTU(BVN) | 75,831 | 82,931 | +7,100 | 1,245,145 | 2,017,712 | 0.49% | +772,567 |
| RELAY THERAPEUTICS INC(RLAY) | 149,701 | 240,459 | +90,758 | 517,965 | 1,255,196 | 0.31% | +737,231 |
| DYNAVAX TECHNOLOGIES CORP | 120,271 | 192,849 | +72,578 | 1,193,088 | 1,914,991 | 0.47% | +721,903 |
| TYRA BIOSCIENCES INC(TYRA) | 24,962 | 65,812 | +40,850 | 238,886 | 920,710 | 0.23% | +681,824 |
| CELCUITY INC(CELC) | 0 | 13,680 | +13,680 | 0 | 675,792 | 0.17% | +675,792 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 86,200 | 98,700 | +12,500 | 1,762,790 | 2,424,072 | 0.59% | +661,282 |
| ARGAN INC | 5,700 | 7,100 | +1,400 | 1,256,736 | 1,917,355 | 0.47% | +660,619 |
| UROGEN PHARMA LTD(URGN) | 0 | 31,886 | +31,886 | 0 | 636,125 | 0.16% | +636,125 |
| KEROS THERAPEUTICS INC | 52,618 | 83,050 | +30,432 | 702,450 | 1,313,851 | 0.32% | +611,401 |
| ADVANCED MICRO DEVICES INC(AMD) | 15,400 | 17,200 | +1,800 | 2,185,260 | 2,782,788 | 0.68% | +597,528 |
| NEBIUS GROUP N.V.(NBIS) | 0 | 5,200 | +5,200 | 0 | 583,804 | 0.14% | +583,804 |
| NEWAMSTERDAM PHARMA COMPANY | 19,274 | 31,831 | +12,557 | 349,052 | 905,274 | 0.22% | +556,222 |
| WORKDAY INC(WDAY) | 6,100 | 8,191 | +2,091 | 1,464,000 | 1,971,820 | 0.48% | +507,820 |
| TALEN ENERGY CORP(TLN) | 5,900 | 5,100 | -800 | 1,715,543 | 2,169,438 | 0.53% | +453,895 |
| PETROLEO BRASILEIRO SA PETRO | 105,000 | 138,200 | +33,200 | 1,211,700 | 1,633,524 | 0.40% | +421,824 |
| OCULAR THERAPEUTIX INC(OCUL) | 88,876 | 106,611 | +17,735 | 824,769 | 1,246,283 | 0.31% | +421,514 |
| VISA INC(V) | 6,427 | 7,861 | +1,434 | 2,281,906 | 2,683,588 | 0.66% | +401,682 |
| BANCO BRADESCO S A | 443,600 | 520,100 | +76,500 | 1,370,724 | 1,757,938 | 0.43% | +387,214 |
| NATERA INC(NTRA) | 4,014 | 6,580 | +2,566 | 678,125 | 1,059,182 | 0.26% | +381,057 |
| NU HLDGS LTD(NU) | 100,537 | 109,337 | +8,800 | 1,379,368 | 1,750,486 | 0.43% | +371,118 |
| AVALO THERAPEUTICS INC(AVTX) | 0 | 27,778 | +27,778 | 0 | 353,058 | 0.09% | +353,058 |
| API GROUP CORP(APG) | 25,150 | 47,350 | +22,200 | 1,283,908 | 1,627,419 | 0.40% | +343,511 |
| INHIBRX BIOSCIENCES INC(INBX) | 0 | 7,626 | +7,626 | 0 | 256,844 | 0.06% | +256,844 |
| ALIBABA GROUP HLDG LTD(BABA) | 3,757 | 3,757 | 0 | 426,081 | 671,488 | 0.16% | +245,407 |
| TRIP COM GROUP LTD(TCOM) | 8,456 | 9,756 | +1,300 | 495,860 | 733,651 | 0.18% | +237,791 |
| KE HLDGS INC(BEKE) | 0 | 11,400 | +11,400 | 0 | 216,600 | 0.05% | +216,600 |
| WAVE LIFE SCIENCES LTD(WVE) | 35,958 | 59,261 | +23,303 | 233,727 | 433,790 | 0.11% | +200,063 |
| JD.COM INC(JD) | 19,183 | 23,383 | +4,200 | 626,133 | 817,937 | 0.20% | +191,804 |
| PTC INC(PTC) | 10,122 | 9,522 | -600 | 1,744,426 | 1,933,156 | 0.47% | +188,730 |