Highvista Strategies Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Highvista Strategies Llc disclosed 145 stock positions valued at approximately $438.60M as of quarter-end June 30, 2026. The largest holdings include INVESCO DB COMMDY INDX TRCK, ABIVAX SA, and REVOLUTION MEDICINES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 145
- Portfolio Value
- $438.60M
Holdings by Sector
Highvista Strategies Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO DB COMMDY INDX TRCK | DBC | Other | 6.43% | 1,057,238 | - | - | $28,185,965 |
| ABIVAX SA | ABVX | Healthcare | 3.43% | 113,031 | -223 | -0.20% | $15,062,511 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 2.86% | 66,983 | -2,326 | -3.36% | $12,544,576 |
| DEFINIUM THERAPEUTICS INC | DFTX | Other | 2.60% | 242,884 | +57,028 | +30.68% | $11,425,263 |
| IMMUNOVANT INC | IMVT | Healthcare | 2.44% | 277,873 | +52,734 | +23.42% | $10,706,447 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 2.31% | 30,210 | +3,887 | +14.77% | $10,114,006 |
| RELAY THERAPEUTICS INC | RLAY | Healthcare | 2.16% | 506,235 | +84,354 | +19.99% | $9,471,675 |
| ALKERMES PLC | ALKS | Healthcare | 2.14% | 179,256 | +106,067 | +144.92% | $9,392,118 |
| VAXCYTE INC | PCVX | Healthcare | 1.98% | 149,739 | +25,092 | +20.13% | $8,704,329 |
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 1.85% | 260,070 | +155,877 | +149.60% | $8,129,788 |
| LIQUIDIA CORPORATION | LQDA | Healthcare | 1.78% | 97,896 | -1,848 | -1.85% | $7,805,248 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 1.67% | 188,780 | -8,271 | -4.20% | $7,305,786 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 1.60% | 130,784 | +6,875 | +5.55% | $7,019,177 |
| ENLIVEN THERAPEUTICS INC | ELVN | Healthcare | 1.60% | 137,866 | +64,764 | +88.59% | $6,996,700 |
| AMYLYX PHARMACEUTICALS INC | AMLX | Healthcare | 1.58% | 386,080 | +33,995 | +9.66% | $6,933,997 |
| SPYRE THERAPEUTICS INC | SYRE | Healthcare | 1.57% | 77,807 | -68,457 | -46.80% | $6,907,706 |
| LB PHARMACEUTICALS INC | LBRX | Other | 1.57% | 211,511 | +37,916 | +21.84% | $6,864,590 |
| CYTOKINETICS INC | CYTK | Healthcare | 1.52% | 78,003 | +19,360 | +33.01% | $6,645,076 |
| C4 THERAPEUTICS INC | CCCC | Healthcare | 1.44% | 1,348,136 | +1,348,136 | +100.00% | $6,295,800 |
| TYRA BIOSCIENCES INC | TYRA | Healthcare | 1.35% | 184,774 | +53,470 | +40.72% | $5,901,681 |
| ALUMIS INC | ALMS | Healthcare | 1.28% | 199,968 | +87,039 | +77.07% | $5,627,100 |
| PHARVARIS N V | PHVS | Other | 1.27% | 160,494 | +62,628 | +63.99% | $5,549,882 |
| TARSUS PHARMACEUTICALS INC | TARS | Healthcare | 1.25% | 87,060 | +34,596 | +65.94% | $5,479,557 |
| COMPASS PATHWAYS PLC | CMPS | Healthcare | 1.20% | 371,120 | +6,760 | +1.86% | $5,251,349 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 1.14% | 51,125 | +15,538 | +43.66% | $4,983,665 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 1.13% | 203,739 | -22,807 | -10.07% | $4,942,709 |
| AXSOME THERAPEUTICS INC. | AXSM | Healthcare | 1.13% | 20,183 | -254 | -1.24% | $4,940,193 |
| TRAVERE THERAPEUTICS INC | TVTX | Healthcare | 1.12% | 86,233 | +49,908 | +137.39% | $4,898,896 |
| VERA THERAPEUTICS INC | VERA | Healthcare | 1.04% | 105,907 | +36,666 | +52.95% | $4,544,470 |
| NVIDIA CORPORATION | NVDA | Technology | 0.99% | 21,792 | -628 | -2.80% | $4,360,361 |
Showing 30 of 145 holdings in the latest reporting period.