2026 Q1 Portfolio Activity
In 2026 Q1, HighVista Strategies LLC maintained a portfolio of 180 distinct positions. The most significant new addition was ORUKA THERAPEUTICS INC, now representing 1.07% of the total fund value. They heavily accumulated shares in TYRA BIOSCIENCES INC, increasing the position by 274.2%. The fund also reduced its exposure to VIRIDIAN THERAPEUTICS INC by 64.0%.
Position History
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Total Positions
180
Quarter
2026 Q1
Top Holding
DBC (8.5%)
Top 10 Concentration
27.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 180
HighVista Strategies LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DBC
INVESCO DB COMM...
|
Unknown | 8.45% | 6.09% |
#1
Prev: #1
|
6.4 |
—
|
no change | no change |
P
S
|
1,057,238 | $30,607,040 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABVX
ABIVAX SA
|
Healthcare | 3.48% | 2.51% |
#2
3
Prev: #5
|
5.9 |
—
|
41,069 | 56.9% |
P
S
|
113,254 | $12,610,833 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PRAX
PRAXIS PRECISIO...
|
Healthcare | 2.34% | 1.96% |
#3
4
Prev: #7
|
2.4 |
—
|
482 | 1.9% |
P
S
|
26,323 | $8,481,008 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COGT
COGENT BIOSCIEN...
|
Healthcare | 2.09% | 3.08% |
#4
1
Prev: #3
|
1.3 |
—
|
-139,616 | -41.5% |
P
S
|
197,051 | $7,584,493 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SYRE
SPYRE THERAPEUT...
|
Healthcare | 2.04% | 1.59% |
#5
11
Prev: #16
|
1.3 |
—
|
-41,942 | -22.3% |
P
S
|
146,264 | $7,377,556 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PCVX
VAXCYTE INC
|
Healthcare | 2.00% | 1.36% |
#6
15
Prev: #21
|
2.8 |
—
|
10,598 | 9.3% |
P
S
|
124,647 | $7,243,237 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 1.86% | 2.47% |
#7
1
Prev: #6
|
0.7 |
—
|
-50,931 | -42.4% |
P
S
|
69,309 | $6,740,301 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TERN
TERNS PHARMACEU...
|
Healthcare | 1.66% | 1.83% |
#8
2
Prev: #10
|
0.7 |
—
|
-61,155 | -34.9% |
P
S
|
114,307 | $6,026,265 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GPCR
STRUCTURE THERA...
|
Healthcare | 1.65% | 3.46% |
#9
7
Prev: #2
|
0.7 |
—
|
-69,092 | -35.8% |
P
S
|
123,909 | $5,972,414 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NUVL
NUVALENT INC
|
Healthcare | 1.60% | 1.90% |
#10
2
Prev: #8
|
0.6 |
—
|
-16,685 | -22.8% |
P
S
|
56,602 | $5,798,874 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IMVT
IMMUNOVANT INC
|
Healthcare | 1.54% | 1.45% |
#11
8
Prev: #19
|
1.1 |
—
|
3,256 | 1.5% |
P
S
|
225,139 | $5,592,453 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SLNO
SOLENO THERAPEU...
|
Healthcare | 1.53% | 1.61% |
#12
3
Prev: #15
|
3.1 |
—
|
30,158 | 22.3% |
P
S
|
165,227 | $5,531,800 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TYRA
TYRA BIOSCIENCE...
|
Healthcare | 1.39% | 0.24% |
#13
103
Prev: #116
|
3.6 |
—
|
96,218 | 274.2% |
P
S
|
131,304 | $5,028,943 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMLX
AMYLYX PHARMACE...
|
Healthcare | 1.35% | 0.74% |
#14
31
Prev: #45
|
3.0 |
—
|
113,273 | 47.4% |
P
S
|
352,085 | $4,893,981 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.29% | 1.03% |
#15
17
Prev: #32
|
3.0 |
—
|
5,000 | 28.7% |
P
S
|
22,397 | $4,664,623 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LBRX
LB PHARMACEUTIC...
|
Healthcare | 1.18% | 0.80% |
#16
22
Prev: #38
|
3.0 |
—
|
33,488 | 23.9% |
P
S
|
173,595 | $4,280,853 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RLAY
RELAY THERAPEUT...
|
Healthcare | 1.16% | 1.19% |
#17
7
Prev: #24
|
0.5 |
—
|
-123,198 | -22.6% |
P
S
|
421,881 | $4,197,716 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INSM
INSMED INC
|
Healthcare | 1.10% | 1.77% |
#18
6
Prev: #12
|
0.4 |
—
|
-15,084 | -38.3% |
P
S
|
24,316 | $3,976,152 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.08% | 0.68% |
#19
28
Prev: #47
|
3.4 |
—
|
8,200 | 57.7% |
P
S
|
22,420 | $3,910,048 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ORKA
ORUKA THERAPEUT...
|
Healthcare | 1.07% | — |
#20
Prev: #—
|
3.9 |
—
|
78,911 | — |
NEW
|
78,911 | $3,870,585 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CYTK
CYTOKINETICS IN...
|
Healthcare | 1.07% | 1.87% |
#21
12
Prev: #9
|
0.4 |
—
|
-55,921 | -48.8% |
P
S
|
58,643 | $3,865,160 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LQDA
LIQUIDIA CORPOR...
|
Healthcare | 1.04% | 1.39% |
#22
2
Prev: #20
|
0.4 |
—
|
-56,259 | -36.1% |
P
S
|
99,744 | $3,764,338 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OCUL
OCULAR THERAPEU...
|
Healthcare | 1.03% | 1.08% |
#23
7
Prev: #30
|
2.9 |
—
|
97,506 | 28.3% |
P
S
|
441,573 | $3,740,123 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TARS
TARSUS PHARMACE...
|
Healthcare | 1.02% | 1.13% |
#24
4
Prev: #28
|
0.9 |
—
|
-1,100 | -2.1% |
P
S
|
52,464 | $3,680,349 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BBIO
BRIDGEBIO PHARM...
|
Healthcare | 1.02% | 1.58% |
#25
8
Prev: #17
|
0.4 |
—
|
-30,645 | -38.2% |
P
S
|
49,560 | $3,680,325 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MLTX
MOONLAKE IMMUNO...
|
Healthcare | 1.00% | — |
#26
Prev: #—
|
3.9 |
—
|
193,955 | — |
NEW
|
193,955 | $3,615,321 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ARGX
ARGENX SE
|
Healthcare | 0.99% | 0.78% |
#27
14
Prev: #41
|
2.9 |
—
|
1,330 | 37.1% |
P
S
|
4,918 | $3,591,370 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PTGX
PROTAGONIST THE...
|
Healthcare | 0.99% | 1.65% |
#28
14
Prev: #14
|
0.4 |
—
|
-39,693 | -54.0% |
P
S
|
33,852 | $3,568,001 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PALI
PALISADE BIO IN...
|
Healthcare | 0.98% | 0.79% |
#29
10
Prev: #39
|
3.4 |
—
|
719,295 | 55.3% |
P
S
|
2,019,326 | $3,533,820 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DFTX
DEFINIUM THERAP...
|
Healthcare | 0.97% | — |
#30
Prev: #—
|
3.9 |
—
|
185,856 | — |
NEW
|
185,856 | $3,512,679 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NRIX
NURIX THERAPEUT...
|
Healthcare | 0.97% | — |
#31
Prev: #—
|
3.9 |
—
|
226,546 | — |
NEW
|
226,546 | $3,511,464 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AXSM
AXSOME THERAPEU...
|
Healthcare | 0.95% | 0.52% |
#32
19
Prev: #51
|
3.4 |
—
|
9,306 | 83.6% |
P
S
|
20,437 | $3,454,262 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IVA
INVENTIVA SA
|
Healthcare | 0.94% | — |
#33
Prev: #—
|
3.9 |
—
|
615,666 | — |
NEW
|
615,666 | $3,416,946 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DYN
DYNE THERAPEUTI...
|
Healthcare | 0.92% | 0.30% |
#34
59
Prev: #93
|
3.4 |
—
|
123,286 | 206.7% |
P
S
|
182,929 | $3,316,503 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APGE
APOGEE THERAPEU...
|
Healthcare | 0.83% | 1.73% |
#35
22
Prev: #13
|
0.3 |
—
|
-53,468 | -59.9% |
P
S
|
35,761 | $3,010,003 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GHRS
GH RESEARCH PLC
|
Healthcare | 0.83% | 0.79% |
#36
4
Prev: #40
|
0.8 |
—
|
-27,312 | -11.4% |
P
S
|
213,212 | $2,997,761 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DNTH
DIANTHUS THERAP...
|
Healthcare | 0.82% | 0.51% |
#37
15
Prev: #52
|
0.3 |
—
|
-12,897 | -26.6% |
P
S
|
35,587 | $2,986,461 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MAZE
MAZE THERAPEUTI...
|
Healthcare | 0.82% | 1.82% |
#38
27
Prev: #11
|
0.3 |
—
|
-70,503 | -41.4% |
P
S
|
99,850 | $2,980,523 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ERAS
ERASCA INC
|
Healthcare | 0.81% | — |
#39
Prev: #—
|
3.8 |
—
|
181,069 | — |
NEW
|
181,069 | $2,929,696 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EWTX
EDGEWISE THERAP...
|
Healthcare | 0.80% | 1.09% |
#40
11
Prev: #29
|
0.3 |
—
|
-79,206 | -46.3% |
P
S
|
91,931 | $2,895,827 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ELVN
ENLIVEN THERAPE...
|
Healthcare | 0.79% | 0.33% |
#41
42
Prev: #83
|
0.8 |
—
|
-9,434 | -11.4% |
P
S
|
73,102 | $2,865,598 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XENE
XENON PHARMACEU...
|
Healthcare | 0.79% | — |
#42
Prev: #—
|
3.8 |
—
|
49,050 | — |
NEW
|
49,050 | $2,852,257 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CLDX
CELLDEX THERAPE...
|
Healthcare | 0.78% | 0.36% |
#43
32
Prev: #75
|
3.3 |
—
|
37,592 | 72.6% |
P
S
|
89,397 | $2,835,673 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VERA
VERA THERAPEUTI...
|
Healthcare | 0.77% | — |
#44
Prev: #—
|
3.8 |
—
|
69,241 | — |
NEW
|
69,241 | $2,785,566 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PHVS
PHARVARIS N V
|
Healthcare | 0.76% | 1.16% |
#45
18
Prev: #27
|
0.3 |
—
|
-64,504 | -39.7% |
P
S
|
97,866 | $2,764,715 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VRDN
VIRIDIAN THERAP...
|
Healthcare | 0.72% | 2.99% |
#46
42
Prev: #4
|
0.3 |
—
|
-238,243 | -64.0% |
P
S
|
134,229 | $2,625,519 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALKS
ALKERMES PLC
|
Healthcare | 0.71% | 0.19% |
#47
78
Prev: #125
|
3.3 |
—
|
46,788 | 177.2% |
P
S
|
73,189 | $2,587,963 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALMS
ALUMIS INC
|
Healthcare | 0.69% | — |
#48
Prev: #—
|
3.8 |
—
|
112,929 | — |
NEW
|
112,929 | $2,487,826 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.66% | 0.81% |
#49
12
Prev: #37
|
0.8 |
—
|
-80 | -1.2% |
P
S
|
6,457 | $2,390,188 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EYPT
EYEPOINT INC
|
Healthcare | 0.65% | — |
#50
Prev: #—
|
3.8 |
—
|
183,037 | — |
NEW
|
183,037 | $2,359,347 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 180 holdings