HighVista Strategies LLC
BOSTON MA · SEC CIK 0001335325
$3.62亿2026Q1 申报市值
156持仓数
27.2%前十大占比 · 第一大 8.5%
29 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ABVX 加仓+$457.30万
ORKA 新建仓+$387.06万
TYRA 加仓+$368.51万
DFTX 新建仓+$351.27万
NRIX 新建仓+$351.15万
2026Q1 卖出最多 按季末市值估算
COGT 减仓-$537.38万
CIDARA THERAPEUT 清仓-$506.46万
RVMD 减仓-$495.30万
ARCELLX INC 清仓-$489.01万
VRDN 减仓-$466.00万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KBR | KBR INC | $145.25万 | 0.40% | 39,406 | 9,400 | 31.3% | $34.65万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $146.07万 | 0.40% | 16,796 | -26,071 | -60.8% | -$226.74万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $146.10万 | 0.40% | 2,924 | 140 | 5.0% | $7.00万 | 加仓 |
| AVTR | AVANTOR INC | $146.22万 | 0.40% | 186,500 | 14,100 | 8.2% | $11.05万 | 重新持有 |
| — | XOMA ROYALTY CORPORATION | $146.86万 | 0.41% | 46,814 | -66,103 | -58.5% | -$207.37万 | 减仓 |
| CELC | CELCUITY INC | $149.58万 | 0.41% | 13,105 | -3,438 | -20.8% | -$39.24万 | 减仓 |
| ETR | ENTERGY CORP NEW | $152.00万 | 0.42% | 13,528 | 3,200 | 31.0% | $35.96万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $154.70万 | 0.43% | 103,412 | 39,900 | 62.8% | $59.69万 | 加仓 |
| CRM | SALESFORCE INC | $155.18万 | 0.43% | 8,313 | -300 | -3.5% | -$5.60万 | 减仓 |
| GOOG | ALPHABET INC | $157.11万 | 0.43% | 5,477 | -800 | -12.7% | -$22.95万 | 减仓 |
| CLH | CLEAN HARBORS INC | $158.93万 | 0.44% | 5,543 | -700 | -11.2% | -$20.07万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $160.62万 | 0.44% | 5,752 | 940 | 19.5% | $26.25万 | 加仓 |
| KOD | KODIAK SCIENCES INC | $166.09万 | 0.46% | 43,569 | 43,569 | — | $166.09万 | 新建仓 |
| AVGO | BROADCOM INC | $173.29万 | 0.48% | 5,599 | -40 | -0.7% | -$1.24万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $173.38万 | 0.48% | 28,000 | 28,000 | — | $173.38万 | 新建仓 |
| XPO | XPO INC | $173.60万 | 0.48% | 8,923 | -3,800 | -29.9% | -$73.93万 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $174.76万 | 0.48% | 40,100 | 40,100 | — | $174.76万 | 新建仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $175.34万 | 0.48% | 117,601 | -123,888 | -51.3% | -$184.72万 | 减仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $176.97万 | 0.49% | 58,697 | 25,699 | 77.9% | $77.48万 | 加仓 |
| FLS | FLOWSERVE CORP | $183.47万 | 0.51% | 24,958 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $201.49万 | 0.56% | 364,360 | -134,573 | -27.0% | -$74.42万 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $203.88万 | 0.56% | 62,617 | -52,922 | -45.8% | -$172.31万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $204.89万 | 0.57% | 10,838 | 10,838 | — | $204.89万 | 新建仓 |
| CIEN | CIENA CORP | $205.18万 | 0.57% | 5,285 | 100 | 1.9% | $3.88万 | 加仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $207.39万 | 0.57% | 74,735 | 74,735 | — | $207.39万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $214.24万 | 0.59% | 89,981 | 13,800 | 18.1% | $32.86万 | 加仓 |
| GH | GUARDANT HEALTH INC | $215.75万 | 0.60% | 23,357 | -13,401 | -36.5% | -$123.79万 | 减仓 |
| V | VISA INC | $215.83万 | 0.60% | 7,141 | 850 | 13.5% | $25.69万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $217.97万 | 0.60% | 104,193 | 104,193 | — | $217.97万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $219.05万 | 0.60% | 3,117 | -1,200 | -27.8% | -$84.33万 | 减仓 |
| EYPT | EYEPOINT INC | $235.93万 | 0.65% | 183,037 | 183,037 | — | $235.93万 | 新建仓 |
| MSFT | MICROSOFT CORP | $239.02万 | 0.66% | 6,457 | -80 | -1.2% | -$2.96万 | 减仓 |
| ALMS | ALUMIS INC | $248.78万 | 0.69% | 112,929 | 112,929 | — | $248.78万 | 新建仓 |
| ALKS | ALKERMES PLC | $258.80万 | 0.71% | 73,189 | 46,788 | 177.2% | $165.44万 | 加仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $262.55万 | 0.72% | 134,229 | -238,243 | -64.0% | -$466.00万 | 减仓 |
| PHVS | PHARVARIS N V | $276.47万 | 0.76% | 97,866 | -64,504 | -39.7% | -$182.22万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $278.56万 | 0.77% | 69,241 | -21,948 | -24.1% | -$88.30万 | 重新持有 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $283.57万 | 0.78% | 89,397 | 37,592 | 72.6% | $119.24万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $285.23万 | 0.79% | 49,050 | -33,140 | -40.3% | -$192.71万 | 重新持有 |
| ELVN | ENLIVEN THERAPEUTICS INC | $286.56万 | 0.79% | 73,102 | -9,434 | -11.4% | -$36.98万 | 减仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $289.58万 | 0.80% | 91,931 | -79,206 | -46.3% | -$249.50万 | 减仓 |
| ERAS | ERASCA INC | $292.97万 | 0.81% | 181,069 | 181,069 | — | $292.97万 | 新建仓 |
| MAZE | MAZE THERAPEUTICS INC | $298.05万 | 0.82% | 99,850 | -70,503 | -41.4% | -$210.45万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $298.65万 | 0.82% | 35,587 | -12,897 | -26.6% | -$108.23万 | 减仓 |
| GHRS | GH RESEARCH PLC | $299.78万 | 0.83% | 213,212 | -27,312 | -11.4% | -$38.40万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $301.00万 | 0.83% | 35,761 | -53,468 | -59.9% | -$450.04万 | 减仓 |
| DYN | DYNE THERAPEUTICS INC | $331.65万 | 0.92% | 182,929 | 123,286 | 206.7% | $223.52万 | 加仓 |
| IVA | INVENTIVA SA | $341.69万 | 0.94% | 615,666 | 615,666 | — | $341.69万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $345.43万 | 0.95% | 20,437 | 9,306 | 83.6% | $157.29万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $351.15万 | 0.97% | 226,546 | 226,546 | — | $351.15万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $351.27万 | 0.97% | 185,856 | 185,856 | — | $351.27万 | 新建仓 |
| PALI | PALISADE BIO INC | $353.38万 | 0.98% | 2,019,326 | 719,295 | 55.3% | $125.88万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $356.80万 | 0.99% | 33,852 | -39,693 | -54.0% | -$418.36万 | 减仓 |
| ARGX | ARGENX SE | $359.14万 | 0.99% | 4,918 | 1,330 | 37.1% | $97.12万 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $361.53万 | 1.00% | 193,955 | 174,896 | 917.7% | $326.01万 | 重新持有 |
| BBIO | BRIDGEBIO PHARMA INC | $368.03万 | 1.02% | 49,560 | -30,645 | -38.2% | -$227.57万 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $368.03万 | 1.02% | 52,464 | -1,100 | -2.1% | -$7.72万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX INC | $374.01万 | 1.03% | 441,573 | 97,506 | 28.3% | $82.59万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $376.43万 | 1.04% | 99,744 | -56,259 | -36.1% | -$212.32万 | 减仓 |
| CYTK | CYTOKINETICS INC | $386.52万 | 1.07% | 58,643 | -55,921 | -48.8% | -$368.58万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $387.06万 | 1.07% | 78,911 | 78,911 | — | $387.06万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $391.00万 | 1.08% | 22,420 | 8,200 | 57.7% | $143.01万 | 加仓 |
| INSM | INSMED INC | $397.62万 | 1.10% | 24,316 | -15,084 | -38.3% | -$246.65万 | 减仓 |
| RLAY | RELAY THERAPEUTICS INC | $419.77万 | 1.16% | 421,881 | -123,198 | -22.6% | -$122.58万 | 减仓 |
| LBRX | LB PHARMACEUTICALS INC | $428.09万 | 1.18% | 173,595 | 33,488 | 23.9% | $82.58万 | 加仓 |
| AMZN | AMAZON COM INC | $466.46万 | 1.29% | 22,397 | 5,000 | 28.7% | $104.13万 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $489.40万 | 1.35% | 352,085 | 113,273 | 47.4% | $157.45万 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $502.89万 | 1.39% | 131,304 | 96,218 | 274.2% | $368.51万 | 加仓 |
| — | SOLENO THERAPEUTICS INC | $553.18万 | 1.53% | 165,227 | 30,158 | 22.3% | $100.97万 | 加仓 |
| IMVT | IMMUNOVANT INC | $559.25万 | 1.54% | 225,139 | 3,256 | 1.5% | $8.09万 | 加仓 |
| — | NUVALENT INC | $579.89万 | 1.60% | 56,602 | -16,685 | -22.8% | -$170.94万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $597.24万 | 1.65% | 123,909 | -69,092 | -35.8% | -$333.02万 | 减仓 |
| — | TERNS PHARMACEUTICALS INC | $602.63万 | 1.66% | 114,307 | -61,155 | -34.9% | -$322.41万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $674.03万 | 1.86% | 69,309 | -50,931 | -42.4% | -$495.30万 | 减仓 |
| PCVX | VAXCYTE INC | $724.32万 | 2.00% | 124,647 | 10,598 | 9.3% | $61.58万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $737.76万 | 2.04% | 146,264 | -41,942 | -22.3% | -$211.56万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $758.45万 | 2.09% | 197,051 | -139,616 | -41.5% | -$537.38万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $848.10万 | 2.34% | 26,323 | 482 | 1.9% | $15.53万 | 加仓 |
| ABVX | ABIVAX SA | $1,261.08万 | 3.48% | 113,254 | 41,069 | 56.9% | $457.30万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $3,060.70万 | 8.45% | 1,057,238 | 0 | 0.0% | — | 不变 |