HighVista Strategies LLC
BOSTON MA · SEC CIK 0001335325
$4.39亿2026Q2 申报市值
147持仓数
28.2%前十大占比 · 第一大 6.4%
27 / 38新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CCCC 新建仓+$629.58万
ALKS 加仓+$555.74万
TNGX 加仓+$487.27万
ELVN 加仓+$328.68万
RLMD 新建仓+$308.49万
2026Q2 卖出最多 按季末市值估算
SYRE 减仓-$607.76万
TERNS PHARMACEUT 清仓-$602.63万
NUVALENT INC 清仓-$579.89万
SOLENO THERAPEUT 清仓-$553.18万
ORKA 减仓-$352.21万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MDGL | MADRIGAL PHARMACEUTICALS INC | $153.14万 | 0.35% | 2,852 | 254 | 9.8% | $13.64万 | 加仓 |
| SPGI | S&P GLOBAL INC | $154.03万 | 0.35% | 3,782 | 3,782 | — | $154.03万 | 新建仓 |
| ALAB | ASTERA LABS INC | $154.47万 | 0.35% | 3,198 | 3,198 | — | $154.47万 | 新建仓 |
| BCO | BRINKS CO | $155.10万 | 0.35% | 16,414 | 16,414 | — | $155.10万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $156.52万 | 0.36% | 20,100 | -2,800 | -12.2% | -$21.80万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $157.73万 | 0.36% | 5,800 | 5,800 | — | $157.73万 | 新建仓 |
| KOD | KODIAK SCIENCES INC | $158.14万 | 0.36% | 40,590 | -2,979 | -6.8% | -$11.61万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $158.41万 | 0.36% | 9,700 | 9,700 | — | $158.41万 | 新建仓 |
| CLMT | CALUMET INC | $158.49万 | 0.36% | 44,000 | 44,000 | — | $158.49万 | 新建仓 |
| AVGO | BROADCOM INC | $158.62万 | 0.36% | 4,199 | -1,400 | -25.0% | -$52.88万 | 减仓 |
| TDAY | USA TODAY CO INC | $161.17万 | 0.37% | 188,500 | 188,500 | — | $161.17万 | 新建仓 |
| NUE | NUCOR CORP | $169.29万 | 0.39% | 7,600 | 7,600 | — | $169.29万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $172.06万 | 0.39% | 18,200 | -9,800 | -35.0% | -$92.65万 | 减仓 |
| DNOW | DNOW INC | $172.37万 | 0.39% | 132,900 | 132,900 | — | $172.37万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $174.34万 | 0.40% | 14,892 | -671 | -4.3% | -$7.86万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $180.46万 | 0.41% | 1,870 | -1,030 | -35.5% | -$99.39万 | 减仓 |
| GOOG | ALPHABET INC | $181.15万 | 0.41% | 5,127 | -350 | -6.4% | -$12.37万 | 减仓 |
| FLS | FLOWSERVE CORP | $185.09万 | 0.42% | 24,958 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $187.17万 | 0.43% | 54,206 | 14,800 | 37.6% | $51.10万 | 加仓 |
| TXN | TEXAS INSTRS INC | $193.75万 | 0.44% | 6,500 | 6,500 | — | $193.75万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $193.75万 | 0.44% | 75,712 | -27,700 | -26.8% | -$70.88万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $194.81万 | 0.44% | 3,050 | -1,050 | -25.6% | -$67.07万 | 减仓 |
| XPO | XPO INC | $197.55万 | 0.45% | 9,623 | 700 | 7.8% | $14.37万 | 加仓 |
| RKT | ROCKET COS INC | $197.71万 | 0.45% | 125,530 | 33,100 | 35.8% | $52.13万 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $200.37万 | 0.46% | 160,167 | 42,566 | 36.2% | $53.25万 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $200.63万 | 0.46% | 61,316 | -1,301 | -2.1% | -$4.26万 | 减仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $201.72万 | 0.46% | 73,405 | -1,330 | -1.8% | -$3.65万 | 减仓 |
| V | VISA INC | $204.52万 | 0.47% | 5,961 | -1,180 | -16.5% | -$40.48万 | 减仓 |
| RBC | RBC BEARINGS INC | $207.58万 | 0.47% | 3,223 | 560 | 21.0% | $36.07万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $213.18万 | 0.49% | 35,318 | -13,732 | -28.0% | -$82.89万 | 减仓 |
| MTZ | MASTEC INC | $213.73万 | 0.49% | 5,137 | 1,510 | 41.6% | $62.83万 | 加仓 |
| EYPT | EYEPOINT INC | $222.66万 | 0.51% | 155,704 | -27,333 | -14.9% | -$39.09万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $223.05万 | 0.51% | 85,198 | 19,600 | 29.9% | $51.31万 | 加仓 |
| AVTX | AVALO THERAPEUTICS INC | $226.58万 | 0.52% | 122,610 | 63,988 | 109.2% | $118.25万 | 加仓 |
| GH | GUARDANT HEALTH INC | $231.33万 | 0.53% | 15,419 | -7,938 | -34.0% | -$119.09万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $232.26万 | 0.53% | 86,085 | 39,307 | 84.0% | $106.05万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $266.51万 | 0.61% | 59,081 | -30,900 | -34.3% | -$139.39万 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $293.71万 | 0.67% | 159,885 | 25,656 | 19.1% | $47.13万 | 加仓 |
| ERAS | ERASCA INC | $293.72万 | 0.67% | 160,328 | -20,741 | -11.5% | -$38.00万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $299.83万 | 0.68% | 24,460 | -9,392 | -27.7% | -$115.13万 | 减仓 |
| RLMD | RELMADA THERAPEUTICS INC | $308.49万 | 0.70% | 445,799 | 445,799 | — | $308.49万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $313.10万 | 0.71% | 8,148 | 5,030 | 161.3% | $193.28万 | 加仓 |
| IVA | INVENTIVA SA | $314.29万 | 0.72% | 831,442 | 215,776 | 35.0% | $81.56万 | 加仓 |
| AMZN | AMAZON COM INC | $319.30万 | 0.73% | 13,397 | -9,000 | -40.2% | -$214.51万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $323.59万 | 0.74% | 86,964 | -2,433 | -2.7% | -$9.05万 | 减仓 |
| INSM | INSMED INC | $333.25万 | 0.76% | 31,256 | 6,940 | 28.5% | $73.99万 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $365.93万 | 0.83% | 187,946 | -6,009 | -3.1% | -$11.70万 | 减仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $369.72万 | 0.84% | 90,996 | -935 | -1.0% | -$3.80万 | 减仓 |
| DYN | DYNE THERAPEUTICS INC | $381.93万 | 0.87% | 171,961 | -10,968 | -6.0% | -$24.36万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $398.78万 | 0.91% | 41,902 | -37,009 | -46.9% | -$352.21万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX INC | $401.18万 | 0.91% | 408,534 | -33,039 | -7.5% | -$32.44万 | 减仓 |
| MAZE | MAZE THERAPEUTICS INC | $407.53万 | 0.93% | 136,572 | 36,722 | 36.8% | $109.58万 | 加仓 |
| ARGX | ARGENX SE | $423.16万 | 0.96% | 4,561 | -357 | -7.3% | -$33.12万 | 减仓 |
| PALI | PALISADE BIO INC | $424.46万 | 0.97% | 2,030,927 | 11,601 | 0.6% | $2.42万 | 加仓 |
| GHRS | GH RESEARCH PLC | $426.77万 | 0.97% | 158,770 | -54,442 | -25.5% | -$146.34万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $436.04万 | 0.99% | 21,792 | -628 | -2.8% | -$12.57万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $454.45万 | 1.04% | 105,907 | 36,666 | 53.0% | $157.33万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $489.89万 | 1.12% | 86,233 | 49,908 | 137.4% | $283.53万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $494.02万 | 1.13% | 20,183 | -254 | -1.2% | -$6.22万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $494.27万 | 1.13% | 203,739 | -22,807 | -10.1% | -$55.33万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $498.37万 | 1.14% | 51,125 | 15,538 | 43.7% | $151.46万 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC | $525.13万 | 1.20% | 371,120 | 6,760 | 1.9% | $9.57万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $547.96万 | 1.25% | 87,060 | 34,596 | 65.9% | $217.75万 | 加仓 |
| PHVS | PHARVARIS N V | $554.99万 | 1.27% | 160,494 | 62,628 | 64.0% | $216.57万 | 加仓 |
| ALMS | ALUMIS INC | $562.71万 | 1.28% | 199,968 | 87,039 | 77.1% | $244.93万 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $590.17万 | 1.35% | 184,774 | 53,470 | 40.7% | $170.78万 | 加仓 |
| CCCC | C4 THERAPEUTICS INC | $629.58万 | 1.44% | 1,348,136 | 1,348,136 | — | $629.58万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $664.51万 | 1.52% | 78,003 | 19,360 | 33.0% | $164.93万 | 加仓 |
| LBRX | LB PHARMACEUTICALS INC | $686.46万 | 1.57% | 211,511 | 37,916 | 21.8% | $123.06万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $690.77万 | 1.57% | 77,807 | -68,457 | -46.8% | -$607.76万 | 减仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $693.40万 | 1.58% | 386,080 | 33,995 | 9.7% | $61.06万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $699.67万 | 1.60% | 137,866 | 64,764 | 88.6% | $328.68万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $701.92万 | 1.60% | 130,784 | 6,875 | 5.5% | $36.90万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $730.58万 | 1.67% | 188,780 | -8,271 | -4.2% | -$32.01万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $780.52万 | 1.78% | 97,896 | -1,848 | -1.9% | -$14.73万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $812.98万 | 1.85% | 260,070 | 155,877 | 149.6% | $487.27万 | 加仓 |
| PCVX | VAXCYTE INC | $870.43万 | 1.98% | 149,739 | 25,092 | 20.1% | $145.86万 | 加仓 |
| ALKS | ALKERMES PLC | $939.21万 | 2.14% | 179,256 | 106,067 | 144.9% | $555.74万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $947.17万 | 2.16% | 506,235 | 84,354 | 20.0% | $157.83万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1,011.40万 | 2.31% | 30,210 | 3,887 | 14.8% | $130.13万 | 加仓 |
| IMVT | IMMUNOVANT INC | $1,070.64万 | 2.44% | 277,873 | 52,734 | 23.4% | $203.18万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1,142.53万 | 2.60% | 242,884 | 57,028 | 30.7% | $268.26万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $1,254.46万 | 2.86% | 66,983 | -2,326 | -3.4% | -$43.56万 | 减仓 |
| ABVX | ABIVAX SA | $1,506.25万 | 3.43% | 113,031 | -223 | -0.2% | -$2.97万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $2,818.60万 | 6.43% | 1,057,238 | 0 | 0.0% | — | 不变 |