Filed: 11/14/2025ACC: 0001172661-25-004799
📋 What this filing means
HIGHVISTA STRATEGIES LLC filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $407.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$407.97M
Total AUM (reported)
11.91M
Total Shares
Allocation by class
COM$230.95M56.6%
COM NEW$39.81M9.8%
UNIT$32.36M7.9%
SPONSORED ADS$26.48M6.5%
CL A$19.83M4.9%
COMMON STOCK$9.14M2.2%
COM PAR $.01$7.19M1.8%
Portfolio Concentration
Top 3$60.57M14.8%
4–10$58.17M14.3%
11–25$83.00M20.3%
Rest$206.23M50.6%
Top 3 weight
14.8%
Top 10 weight
29.1%
Voting Authority Distribution
Total shares with voting rights: 11.91M
Sole
Full voting authority
11.91M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole148
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings148
Rows:
INVESCO DB COMMDY INDX TRCK
SOLEShares1.44M
TypeSH
Market value$32.36M
7.93%
Sole
1.44M
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares184.47K
TypeSH
Market value$15.66M
3.84%
Sole
184.47K
Shared
0.00
None
0.00
MERUS N V
SOLEShares133.32K
TypeSH
Market value$12.55M
3.08%
Sole
133.32K
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares469.33K
TypeSH
Market value$10.13M
2.48%
Sole
469.33K
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares175.45K
TypeSH
Market value$8.19M
2.01%
Sole
175.45K
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares121.68K
TypeSH
Market value$8.08M
1.98%
Sole
121.68K
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares93.29K
TypeSH
Market value$8.07M
1.98%
Sole
93.29K
Shared
0.00
None
0.00
MINERALYS THERAPEUTICS INC
SOLEShares209.83K
TypeSH
Market value$7.96M
1.95%
Sole
209.83K
Shared
0.00
None
0.00
ARCELLX INC
SOLEShares96.18K
TypeSH
Market value$7.90M
1.94%
Sole
96.18K
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares195.30K
TypeSH
Market value$7.84M
1.92%
Sole
195.30K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares132.93K
TypeSH
Market value$7.31M
1.79%
Sole
132.93K
Shared
0.00
None
0.00
INSMED INC
SOLEShares49.95K
TypeSH
Market value$7.19M
1.76%
Sole
49.95K
Shared
0.00
None
0.00
CIDARA THERAPEUTICS INC
SOLEShares70.90K
TypeSH
Market value$6.79M
1.66%
Sole
70.90K
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares462.40K
TypeSH
Market value$6.64M
1.63%
Sole
462.40K
Shared
0.00
None
0.00
STRUCTURE THERAPEUTICS INC
SOLEShares236.24K
TypeSH
Market value$6.61M
1.62%
Sole
236.24K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares26.39K
TypeSH
Market value$5.80M
1.42%
Sole
26.39K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares47.45K
TypeSH
Market value$5.32M
1.31%
Sole
47.45K
Shared
0.00
None
0.00
ENLIVEN THERAPEUTICS INC
SOLEShares259.13K
TypeSH
Market value$5.30M
1.30%
Sole
259.13K
Shared
0.00
None
0.00
AKERO THERAPEUTICS INC
SOLEShares110.08K
TypeSH
Market value$5.23M
1.28%
Sole
110.08K
Shared
0.00
None
0.00
PRAXIS PRECISION MEDICINES I
SOLEShares95K
TypeSH
Market value$5.04M
1.23%
Sole
95K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares9.46K
TypeSH
Market value$4.90M
1.20%
Sole
9.46K
Shared
0.00
None
0.00
OLEMA PHARMACEUTICALS INC
SOLEShares437.18K
TypeSH
Market value$4.28M
1.05%
Sole
437.18K
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares81.96K
TypeSH
Market value$4.26M
1.04%
Sole
81.96K
Shared
0.00
None
0.00
APOGEE THERAPEUTICS INC
SOLEShares107.11K
TypeSH
Market value$4.26M
1.04%
Sole
107.11K
Shared
0.00
None
0.00
IMMUNOVANT INC
SOLEShares253.13K
TypeSH
Market value$4.08M
1.00%
Sole
253.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO DB COMMDY INDX TRCKSOLE | UNIT | 1.44M | SH | $32.36M 7.93% | 1.44M | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 184.47K | SH | $15.66M 3.84% | 184.47K | 0.00 | 0.00 |
MERUS N VSOLE | COM | 133.32K | SH | $12.55M 3.08% | 133.32K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 469.33K | SH | $10.13M 2.48% | 469.33K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 175.45K | SH | $8.19M 2.01% | 175.45K | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 121.68K | SH | $8.08M 1.98% | 121.68K | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 93.29K | SH | $8.07M 1.98% | 93.29K | 0.00 | 0.00 |
MINERALYS THERAPEUTICS INCSOLE | COM | 209.83K | SH | $7.96M 1.95% | 209.83K | 0.00 | 0.00 |
ARCELLX INCSOLE | COMMON STOCK | 96.18K | SH | $7.90M 1.94% | 96.18K | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 195.30K | SH | $7.84M 1.92% | 195.30K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 132.93K | SH | $7.31M 1.79% | 132.93K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 49.95K | SH | $7.19M 1.76% | 49.95K | 0.00 | 0.00 |
CIDARA THERAPEUTICS INCSOLE | COM NEW | 70.90K | SH | $6.79M 1.66% | 70.90K | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 462.40K | SH | $6.64M 1.63% | 462.40K | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 236.24K | SH | $6.61M 1.62% | 236.24K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 26.39K | SH | $5.80M 1.42% | 26.39K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 47.45K | SH | $5.32M 1.31% | 47.45K | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCSOLE | COM | 259.13K | SH | $5.30M 1.30% | 259.13K | 0.00 | 0.00 |
AKERO THERAPEUTICS INCSOLE | COM | 110.08K | SH | $5.23M 1.28% | 110.08K | 0.00 | 0.00 |
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 95K | SH | $5.04M 1.23% | 95K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.46K | SH | $4.90M 1.20% | 9.46K | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCSOLE | COM | 437.18K | SH | $4.28M 1.05% | 437.18K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 81.96K | SH | $4.26M 1.04% | 81.96K | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 107.11K | SH | $4.26M 1.04% | 107.11K | 0.00 | 0.00 |
IMMUNOVANT INCSOLE | COM | 253.13K | SH | $4.08M 1.00% | 253.13K | 0.00 | 0.00 |
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