Filed: 5/15/2026ACC: 0001172661-26-002079
📋 What this filing means
HIGHVISTA STRATEGIES LLC filed this quarterly 13F‑HR report disclosing 156 equity positions with a total reported market value of $362.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
156
Positions
$362.16M
Total AUM (reported)
13.61M
Total Shares
Allocation by class
COM$204.00M56.3%
COM NEW$37.41M10.3%
UNIT$30.61M8.5%
SPONSORED ADS$25.08M6.9%
CL A$12.51M3.5%
COM SHS$9.54M2.6%
SPONSORED ADR$5.48M1.5%
Portfolio Concentration
Top 3$51.70M14.3%
4–10$46.74M12.9%
11–25$64.68M17.9%
Rest$199.04M55.0%
Top 3 weight
14.3%
Top 10 weight
27.2%
Voting Authority Distribution
Total shares with voting rights: 13.61M
Sole
Full voting authority
13.61M
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)
Sole156
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings156
Rows:
INVESCO DB COMMDY INDX TRCK
SOLEShares1.06M
TypeSH
Market value$30.61M
8.45%
Sole
1.06M
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares113.25K
TypeSH
Market value$12.61M
3.48%
Sole
113.25K
Shared
0.00
None
0.00
PRAXIS PRECISION MEDICINES I
SOLEShares26.32K
TypeSH
Market value$8.48M
2.34%
Sole
26.32K
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares197.05K
TypeSH
Market value$7.58M
2.09%
Sole
197.05K
Shared
0.00
None
0.00
SPYRE THERAPEUTICS INC
SOLEShares146.26K
TypeSH
Market value$7.38M
2.04%
Sole
146.26K
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares124.65K
TypeSH
Market value$7.24M
2.00%
Sole
124.65K
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares69.31K
TypeSH
Market value$6.74M
1.86%
Sole
69.31K
Shared
0.00
None
0.00
TERNS PHARMACEUTICALS INC
SOLEShares114.31K
TypeSH
Market value$6.03M
1.66%
Sole
114.31K
Shared
0.00
None
0.00
STRUCTURE THERAPEUTICS INC
SOLEShares123.91K
TypeSH
Market value$5.97M
1.65%
Sole
123.91K
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares56.60K
TypeSH
Market value$5.80M
1.60%
Sole
56.60K
Shared
0.00
None
0.00
IMMUNOVANT INC
SOLEShares225.14K
TypeSH
Market value$5.59M
1.54%
Sole
225.14K
Shared
0.00
None
0.00
SOLENO THERAPEUTICS INC
SOLEShares165.23K
TypeSH
Market value$5.53M
1.53%
Sole
165.23K
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares131.30K
TypeSH
Market value$5.03M
1.39%
Sole
131.30K
Shared
0.00
None
0.00
AMYLYX PHARMACEUTICALS INC
SOLEShares352.08K
TypeSH
Market value$4.89M
1.35%
Sole
352.08K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares22.40K
TypeSH
Market value$4.66M
1.29%
Sole
22.40K
Shared
0.00
None
0.00
LB PHARMACEUTICALS INC
SOLEShares173.59K
TypeSH
Market value$4.28M
1.18%
Sole
173.59K
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares421.88K
TypeSH
Market value$4.20M
1.16%
Sole
421.88K
Shared
0.00
None
0.00
INSMED INC
SOLEShares24.32K
TypeSH
Market value$3.98M
1.10%
Sole
24.32K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares22.42K
TypeSH
Market value$3.91M
1.08%
Sole
22.42K
Shared
0.00
None
0.00
ORUKA THERAPEUTICS INC
SOLEShares78.91K
TypeSH
Market value$3.87M
1.07%
Sole
78.91K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares58.64K
TypeSH
Market value$3.87M
1.07%
Sole
58.64K
Shared
0.00
None
0.00
LIQUIDIA CORPORATION
SOLEShares99.74K
TypeSH
Market value$3.76M
1.04%
Sole
99.74K
Shared
0.00
None
0.00
OCULAR THERAPEUTIX INC
SOLEShares441.57K
TypeSH
Market value$3.74M
1.03%
Sole
441.57K
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares52.46K
TypeSH
Market value$3.68M
1.02%
Sole
52.46K
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares49.56K
TypeSH
Market value$3.68M
1.02%
Sole
49.56K
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 | $30.61M 8.45% | 1.06M | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 113.25K | SH | $12.61M 3.48% | 113.25K | 0.00 | 0.00 |
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 26.32K | SH | $8.48M 2.34% | 26.32K | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 197.05K | SH | $7.58M 2.09% | 197.05K | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 146.26K | SH | $7.38M 2.04% | 146.26K | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 124.65K | SH | $7.24M 2.00% | 124.65K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 69.31K | SH | $6.74M 1.86% | 69.31K | 0.00 | 0.00 |
TERNS PHARMACEUTICALS INCSOLE | COM | 114.31K | SH | $6.03M 1.66% | 114.31K | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 123.91K | SH | $5.97M 1.65% | 123.91K | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 56.60K | SH | $5.80M 1.60% | 56.60K | 0.00 | 0.00 |
IMMUNOVANT INCSOLE | COM | 225.14K | SH | $5.59M 1.54% | 225.14K | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | COM | 165.23K | SH | $5.53M 1.53% | 165.23K | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 131.30K | SH | $5.03M 1.39% | 131.30K | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCSOLE | COM | 352.08K | SH | $4.89M 1.35% | 352.08K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 22.40K | SH | $4.66M 1.29% | 22.40K | 0.00 | 0.00 |
LB PHARMACEUTICALS INCSOLE | COM SHS | 173.59K | SH | $4.28M 1.18% | 173.59K | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 421.88K | SH | $4.20M 1.16% | 421.88K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 24.32K | SH | $3.98M 1.10% | 24.32K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 22.42K | SH | $3.91M 1.08% | 22.42K | 0.00 | 0.00 |
ORUKA THERAPEUTICS INCSOLE | COM | 78.91K | SH | $3.87M 1.07% | 78.91K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 58.64K | SH | $3.87M 1.07% | 58.64K | 0.00 | 0.00 |
LIQUIDIA CORPORATIONSOLE | COM NEW | 99.74K | SH | $3.76M 1.04% | 99.74K | 0.00 | 0.00 |
OCULAR THERAPEUTIX INCSOLE | COM | 441.57K | SH | $3.74M 1.03% | 441.57K | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 52.46K | SH | $3.68M 1.02% | 52.46K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 49.56K | SH | $3.68M 1.02% | 49.56K | 0.00 | 0.00 |
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