Filed: 2/17/2026ACC: 0001172661-26-000882
📋 What this filing means
HIGHVISTA STRATEGIES LLC filed this quarterly 13F‑HR report disclosing 145 equity positions with a total reported market value of $388.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
145
Positions
$388.31M
Total AUM (reported)
12.02M
Total Shares
Allocation by class
COM$233.16M60.0%
COM NEW$43.37M11.2%
SPONSORED ADS$30.19M7.8%
UNIT$23.64M6.1%
CL A$10.10M2.6%
COM PAR $.01$6.86M1.8%
COM CL A$6.74M1.7%
Portfolio Concentration
Top 3$49.02M12.6%
4–10$60.26M15.5%
11–25$87.10M22.4%
Rest$191.93M49.4%
Top 3 weight
12.6%
Top 10 weight
28.1%
Voting Authority Distribution
Total shares with voting rights: 12.02M
Sole
Full voting authority
12.02M
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)
Sole145
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings145
Rows:
INVESCO DB COMMDY INDX TRCK
SOLEShares1.06M
TypeSH
Market value$23.64M
6.09%
Sole
1.06M
Shared
0.00
None
0.00
STRUCTURE THERAPEUTICS INC
SOLEShares193K
TypeSH
Market value$13.42M
3.46%
Sole
193K
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares336.67K
TypeSH
Market value$11.96M
3.08%
Sole
336.67K
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares372.47K
TypeSH
Market value$11.59M
2.99%
Sole
372.47K
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares72.19K
TypeSH
Market value$9.73M
2.51%
Sole
72.19K
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares120.24K
TypeSH
Market value$9.58M
2.47%
Sole
120.24K
Shared
0.00
None
0.00
PRAXIS PRECISION MEDICINES I
SOLEShares25.84K
TypeSH
Market value$7.62M
1.96%
Sole
25.84K
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares73.29K
TypeSH
Market value$7.37M
1.90%
Sole
73.29K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares114.56K
TypeSH
Market value$7.28M
1.87%
Sole
114.56K
Shared
0.00
None
0.00
TERNS PHARMACEUTICALS INC
SOLEShares175.46K
TypeSH
Market value$7.09M
1.83%
Sole
175.46K
Shared
0.00
None
0.00
MAZE THERAPEUTICS INC
SOLEShares170.35K
TypeSH
Market value$7.06M
1.82%
Sole
170.35K
Shared
0.00
None
0.00
INSMED INC
SOLEShares39.40K
TypeSH
Market value$6.86M
1.77%
Sole
39.40K
Shared
0.00
None
0.00
APOGEE THERAPEUTICS INC
SOLEShares89.23K
TypeSH
Market value$6.74M
1.73%
Sole
89.23K
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares73.55K
TypeSH
Market value$6.42M
1.65%
Sole
73.55K
Shared
0.00
None
0.00
SOLENO THERAPEUTICS INC
SOLEShares135.07K
TypeSH
Market value$6.25M
1.61%
Sole
135.07K
Shared
0.00
None
0.00
SPYRE THERAPEUTICS INC
SOLEShares188.21K
TypeSH
Market value$6.17M
1.59%
Sole
188.21K
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares80.20K
TypeSH
Market value$6.13M
1.58%
Sole
80.20K
Shared
0.00
None
0.00
OLEMA PHARMACEUTICALS INC
SOLEShares241.49K
TypeSH
Market value$6.04M
1.55%
Sole
241.49K
Shared
0.00
None
0.00
IMMUNOVANT INC
SOLEShares221.88K
TypeSH
Market value$5.64M
1.45%
Sole
221.88K
Shared
0.00
None
0.00
LIQUIDIA CORPORATION
SOLEShares156K
TypeSH
Market value$5.38M
1.39%
Sole
156K
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares114.05K
TypeSH
Market value$5.26M
1.36%
Sole
114.05K
Shared
0.00
None
0.00
CIDARA THERAPEUTICS INC
SOLEShares22.93K
TypeSH
Market value$5.06M
1.30%
Sole
22.93K
Shared
0.00
None
0.00
ARCELLX INC
SOLEShares75K
TypeSH
Market value$4.89M
1.26%
Sole
75K
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares545.08K
TypeSH
Market value$4.61M
1.19%
Sole
545.08K
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares42.87K
TypeSH
Market value$4.59M
1.18%
Sole
42.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO DB COMMDY INDX TRCKSOLE | UNIT | 1.06M | SH | $23.64M 6.09% | 1.06M | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 193K | SH | $13.42M 3.46% | 193K | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 336.67K | SH | $11.96M 3.08% | 336.67K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 372.47K | SH | $11.59M 2.99% | 372.47K | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 72.19K | SH | $9.73M 2.51% | 72.19K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 120.24K | SH | $9.58M 2.47% | 120.24K | 0.00 | 0.00 |
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 25.84K | SH | $7.62M 1.96% | 25.84K | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 73.29K | SH | $7.37M 1.90% | 73.29K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 114.56K | SH | $7.28M 1.87% | 114.56K | 0.00 | 0.00 |
TERNS PHARMACEUTICALS INCSOLE | COM | 175.46K | SH | $7.09M 1.83% | 175.46K | 0.00 | 0.00 |
MAZE THERAPEUTICS INCSOLE | COM | 170.35K | SH | $7.06M 1.82% | 170.35K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 39.40K | SH | $6.86M 1.77% | 39.40K | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 89.23K | SH | $6.74M 1.73% | 89.23K | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 73.55K | SH | $6.42M 1.65% | 73.55K | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | COM | 135.07K | SH | $6.25M 1.61% | 135.07K | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 188.21K | SH | $6.17M 1.59% | 188.21K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 80.20K | SH | $6.13M 1.58% | 80.20K | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCSOLE | COM | 241.49K | SH | $6.04M 1.55% | 241.49K | 0.00 | 0.00 |
IMMUNOVANT INCSOLE | COM | 221.88K | SH | $5.64M 1.45% | 221.88K | 0.00 | 0.00 |
LIQUIDIA CORPORATIONSOLE | COM NEW | 156K | SH | $5.38M 1.39% | 156K | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 114.05K | SH | $5.26M 1.36% | 114.05K | 0.00 | 0.00 |
CIDARA THERAPEUTICS INCSOLE | COM NEW | 22.93K | SH | $5.06M 1.30% | 22.93K | 0.00 | 0.00 |
ARCELLX INCSOLE | COMMON STOCK | 75K | SH | $4.89M 1.26% | 75K | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 545.08K | SH | $4.61M 1.19% | 545.08K | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 42.87K | SH | $4.59M 1.18% | 42.87K | 0.00 | 0.00 |
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