1y return+82.3%S&P 500 +20.9%
3y return+117.5%S&P 500 +68.5%
5y return+61.1%S&P 500 +74.5%
10y return+178.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $279 against $357 in the S&P 500.2
HighVista Strategies LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DBCInvesco Db Commdy Indx Trck | $28.2M | 6.4% | |
| ABVXAbivax Sa | $15.1M | 3.4% | |
| RVMDRevolution Medicines Inc | $12.5M | 2.9% | −3.4% |
| DFTXDefinium Therapeutics Inc | $11.4M | 2.6% | +30.7% |
| IMVTImmunovant Inc | $10.7M | 2.4% | +23.4% |
| PRAXPraxis Precision Medicines I | $10.1M | 2.3% | +14.8% |
| RLAYRelay Therapeutics Inc | $9.5M | 2.2% | +20.0% |
| Alkermes PLCCUSIP G01767105 | $9.4M | 2.1% | +144.9% |
| PCVXVaxcyte Inc | $8.7M | 2.0% | +20.1% |
| TNGXTango Therapeutics Inc | $8.1M | 1.9% | +149.6% |
| LQDALiquidia Corporation | $7.8M | 1.8% | −1.9% |
| COGTCogent Biosciences Inc | $7.3M | 1.7% | −4.2% |
| GPCRStructure Therapeutics Inc | $7.0M | 1.6% | +5.5% |
| ELVNEnliven Therapeutics Inc | $7.0M | 1.6% | +88.6% |
| AMLXAmylyx Pharmaceuticals Inc | $6.9M | 1.6% | +9.7% |
| SYRESpyre Therapeutics Inc | $6.9M | 1.6% | −46.8% |
| LBRXLb Pharmaceuticals Inc | $6.9M | 1.6% | +21.8% |
| CYTKCytokinetics Inc | $6.6M | 1.5% | +33.0% |
| CCCCC4 Therapeutics Inc | $6.3M | 1.4% | New |
| TYRATyra Biosciences Inc | $5.9M | 1.3% | +40.7% |
| ALMSAlumis Inc | $5.6M | 1.3% | +77.1% |
| Pharvaris N VCUSIP N69605108 | $5.5M | 1.3% | +64.0% |
| TARSTarsus Pharmaceuticals Inc | $5.5M | 1.2% | +65.9% |
| CMPSCompass Pathways PLC | $5.3M | 1.2% | +1.9% |
| DNTHDianthus Therapeutics Inc | $5.0M | 1.1% | +43.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RVMDRevolution Medicines Inc | September 30, 2023 | +576.6% | $12.5M |
| LQDALiquidia Corporation | June 30, 2024 | +564.4% | $7.8M |
| AXSMAxsome Therapeutics Inc. | September 30, 2022 | +448.6% | $4.9M |
| RLAYRelay Therapeutics Inc | June 30, 2025 | +440.8% | $9.5M |
| INSMInsmed Inc | September 30, 2023 | +322.3% | $3.3M |
| SYRESpyre Therapeutics Inc | December 31, 2023 | +312.5% | $6.9M |
| ARGXArgenx Se | June 30, 2020 | +311.9% | $4.2M |
| DNTHDianthus Therapeutics Inc | September 30, 2024 | +256.0% | $5.0M |
| PCVXVaxcyte Inc | June 30, 2022 | +167.1% | $8.7M |
| COGTCogent Biosciences Inc | September 30, 2022 | +159.4% | $7.3M |
Sold off last quarter
- Terns Pharmaceuticals IncCUSIP 880881107 was $6.0M
- Nuvalent IncCUSIP 670703107 was $5.8M
- Soleno Therapeutics IncCUSIP 834203309 was $5.5M
- Apogee Therapeutics IncCUSIP 03770N101 was $3.0M
- Jazz Pharmaceuticals PLCCUSIP G50871105 was $2.0M
- NATLNcr Atleos Corporation was $1.7M
- CLHClean Harbors Inc was $1.6M
- CRMSalesforce Inc was $1.6M
- Xoma Royalty CorporationCUSIP 98419J206 was $1.5M
- AVTRAvantor Inc was $1.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +21.8% | +14.8% |
| March 31, 2026 | +2.8% | −4.6% |
| December 31, 2025 | +23.7% | +2.4% |
| September 30, 2025 | +17.7% | +7.8% |
| June 30, 2025 | +11.5% | +10.5% |
| March 31, 2025 | −7.6% | −4.6% |
| December 31, 2024 | −3.6% | +2.1% |
| September 30, 2024 | +7.7% | +5.4% |
| June 30, 2024 | −4.1% | +4.0% |
| March 31, 2024 | +8.1% | +10.0% |
| December 31, 2023 | +6.1% | +11.2% |
| September 30, 2023 | +1.5% | −3.6% |
| June 30, 2023 | +9.3% | +8.3% |
| March 31, 2023 | −3.3% | +7.0% |
| December 31, 2022 | +3.7% | +7.1% |
| September 30, 2022 | +4.9% | −5.3% |
| June 30, 2022 | −12.8% | −16.5% |
| March 31, 2022 | −13.1% | −4.9% |
| December 31, 2021 | −14.2% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: HighVista Strategies LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1335325&type=13F-HR&dateb=&owner=include&count=40CIK 1335325
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1335325/000117266126003470/Filed August 14, 2026 · accession 0001172661-26-003470