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 |
|---|---|---|---|---|---|---|---|---|
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -114,307 | -100.0% | -$602.63万 | 清仓 |
| — | NUVALENT INC | $0 | 0.00% | 0 | -56,602 | -100.0% | -$579.89万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -165,227 | -100.0% | -$553.18万 | 清仓 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -35,761 | -100.0% | -$301.00万 | 清仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -10,838 | -100.0% | -$204.89万 | 清仓 |
| NATL | NCR ATLEOS CORPORATION | $0 | 0.00% | 0 | -40,100 | -100.0% | -$174.76万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -5,543 | -100.0% | -$158.93万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -8,313 | -100.0% | -$155.18万 | 清仓 |
| — | XOMA ROYALTY CORPORATION | $0 | 0.00% | 0 | -46,814 | -100.0% | -$146.86万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -186,500 | -100.0% | -$146.22万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -5,781 | -100.0% | -$132.23万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -3,003 | -100.0% | -$129.84万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -7,075 | -100.0% | -$119.15万 | 清仓 |
| KRC | KILROY REALTY CORP | $0 | 0.00% | 0 | -41,997 | -100.0% | -$118.47万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -18,290 | -100.0% | -$116.40万 | 清仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $0 | 0.00% | 0 | -59,400 | -100.0% | -$111.38万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -8,286 | -100.0% | -$107.65万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -7,474 | -100.0% | -$106.50万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -1,218 | -100.0% | -$106.32万 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -1,896 | -100.0% | -$103.27万 | 清仓 |
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | -17,068 | -100.0% | -$95.61万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -6,900 | -100.0% | -$92.91万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -6,150 | -100.0% | -$89.32万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -3,658 | -100.0% | -$88.75万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -46,036 | -100.0% | -$86.92万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -102,474 | -100.0% | -$86.59万 | 清仓 |
| P | EVERPURE INC | $0 | 0.00% | 0 | -14,009 | -100.0% | -$82.71万 | 清仓 |
| CAAP | CORPORACION AMER ARPTS S A | $0 | 0.00% | 0 | -29,745 | -100.0% | -$75.23万 | 清仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $0 | 0.00% | 0 | -5,903 | -100.0% | -$73.58万 | 清仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $0 | 0.00% | 0 | -78,187 | -100.0% | -$69.98万 | 清仓 |
| RLX | RLX TECHNOLOGY INC | $0 | 0.00% | 0 | -311,700 | -100.0% | -$68.57万 | 清仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $0 | 0.00% | 0 | -7,306 | -100.0% | -$63.85万 | 清仓 |
| RXO | RXO INC | $0 | 0.00% | 0 | -43,038 | -100.0% | -$62.92万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -7,450 | -100.0% | -$61.69万 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -70,824 | -100.0% | -$56.94万 | 清仓 |
| BZ | KANZHUN LIMITED | $0 | 0.00% | 0 | -21,298 | -100.0% | -$28.52万 | 清仓 |
| TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | -5,484 | -100.0% | -$27.30万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -5,964 | -100.0% | -$23.69万 | 清仓 |
| BBD | BANCO BRADESCO S A | $35.79万 | 0.08% | 103,132 | -105,132 | -50.5% | -$36.48万 | 减仓 |
| JD | JD.COM INC | $36.09万 | 0.08% | 14,163 | 700 | 5.2% | $1.78万 | 加仓 |
| PDD | PDD HOLDINGS INC | $41.95万 | 0.10% | 5,500 | -1,400 | -20.3% | -$10.68万 | 减仓 |
| KYMR | KYMERA THERAPEUTICS INC | $42.78万 | 0.10% | 3,731 | -54 | -1.4% | -$6,192 | 减仓 |
| XNCR | XENCOR INC | $43.18万 | 0.10% | 26,822 | -26,223 | -49.4% | -$42.22万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $57.92万 | 0.13% | 4,900 | 4,900 | — | $57.92万 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS | $60.79万 | 0.14% | 8,708 | -5,847 | -40.2% | -$40.82万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $61.84万 | 0.14% | 2,490 | -3,262 | -56.7% | -$81.02万 | 减仓 |
| MELI | MERCADOLIBRE INC | $63.65万 | 0.15% | 375 | -60 | -13.8% | -$10.18万 | 减仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $63.69万 | 0.15% | 169,831 | -118,226 | -41.0% | -$44.33万 | 减仓 |
| NU | NU HLDGS LTD | $64.09万 | 0.15% | 47,970 | -1,600 | -3.2% | -$2.14万 | 减仓 |
| MBX | MBX BIOSCIENCES INC | $64.22万 | 0.15% | 11,634 | 162 | 1.4% | $8,942 | 加仓 |
| META | META PLATFORMS INC | $65.45万 | 0.15% | 1,162 | -580 | -33.3% | -$32.67万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $70.85万 | 0.16% | 20,905 | 838 | 4.2% | $2.84万 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $74.31万 | 0.17% | 48,376 | -1,007 | -2.0% | -$1.55万 | 减仓 |
| VST | VISTRA CORP | $77.73万 | 0.18% | 4,900 | -773 | -13.6% | -$12.26万 | 重新持有 |
| HDB | HDFC BANK LTD | $79.88万 | 0.18% | 30,927 | 4,800 | 18.4% | $12.40万 | 加仓 |
| KSPI | KASPI KZ JSC | $81.44万 | 0.19% | 9,400 | 9,400 | — | $81.44万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $83.52万 | 0.19% | 2,240 | 2,240 | — | $83.52万 | 新建仓 |
| ZYME | ZYMEWORKS INC | $88.91万 | 0.20% | 34,013 | -72 | -0.2% | -$1,882 | 减仓 |
| MSFT | MICROSOFT CORP | $90.01万 | 0.21% | 2,413 | -4,044 | -62.6% | -$150.85万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $91.88万 | 0.21% | 24,968 | -1,542 | -5.8% | -$5.67万 | 减仓 |
| APG | API GROUP CORP | $92.99万 | 0.21% | 21,958 | -4,700 | -17.6% | -$19.90万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $93.33万 | 0.21% | 2,800 | 2,800 | — | $93.33万 | 新建仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $94.29万 | 0.21% | 20,537 | 8,220 | 66.7% | $37.74万 | 加仓 |
| TPR | TAPESTRY INC | $95.15万 | 0.22% | 6,500 | 6,500 | — | $95.15万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $95.73万 | 0.22% | 2,700 | 2,700 | — | $95.73万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $97.99万 | 0.22% | 13,156 | -36,404 | -73.5% | -$271.14万 | 减仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $98.13万 | 0.22% | 120,847 | 43,656 | 56.6% | $35.45万 | 加仓 |
| SEPN | SEPTERNA INC | $98.25万 | 0.22% | 29,337 | -49,345 | -62.7% | -$165.26万 | 重新持有 |
| STM | STMICROELECTRONICS N V | $98.85万 | 0.23% | 13,200 | 13,200 | — | $98.85万 | 新建仓 |
| TRVI | TREVI THERAPEUTICS INC | $98.91万 | 0.23% | 53,033 | -492 | -0.9% | -$9,176 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $99.04万 | 0.23% | 4,173 | -500 | -10.7% | -$11.87万 | 减仓 |
| U | UNITY SOFTWARE INC | $100.50万 | 0.23% | 35,163 | -27,600 | -44.0% | -$78.88万 | 减仓 |
| APH | AMPHENOL CORP | $101.93万 | 0.23% | 5,781 | -4,000 | -40.9% | -$70.53万 | 减仓 |
| IRON | DISC MEDICINE INC | $104.00万 | 0.24% | 14,219 | 14,219 | — | $104.00万 | 新建仓 |
| IBN | ICICI BANK LIMITED | $104.17万 | 0.24% | 35,884 | 8,000 | 28.7% | $23.22万 | 加仓 |
| DASH | DOORDASH INC | $107.21万 | 0.24% | 5,810 | -900 | -13.4% | -$16.61万 | 减仓 |
| GLNG | GOLAR LNG LTD | $110.15万 | 0.25% | 22,100 | 22,100 | — | $110.15万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $113.51万 | 0.26% | 2,095 | 581 | 38.4% | $31.48万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $117.07万 | 0.27% | 13,338 | 2,253 | 20.3% | $19.77万 | 加仓 |
| XEL | XCEL ENERGY INC | $118.51万 | 0.27% | 14,758 | 2,200 | 17.5% | $17.67万 | 加仓 |
| AMAT | APPLIED MATLS INC | $118.57万 | 0.27% | 1,640 | 1,640 | — | $118.57万 | 新建仓 |
| MCO | MOODYS CORP | $120.93万 | 0.28% | 2,670 | 2,670 | — | $120.93万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $121.16万 | 0.28% | 3,260 | 1,436 | 78.7% | $53.37万 | 加仓 |
| ETR | ENTERGY CORP NEW | $122.07万 | 0.28% | 10,628 | -2,900 | -21.4% | -$33.31万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $122.44万 | 0.28% | 2,384 | -540 | -18.5% | -$27.73万 | 减仓 |
| FE | FIRSTENERGY CORP | $124.08万 | 0.28% | 26,100 | 26,100 | — | $124.08万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $130.17万 | 0.30% | 1,517 | -1,600 | -51.3% | -$137.29万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $131.21万 | 0.30% | 985 | -160 | -14.0% | -$21.31万 | 减仓 |
| USFD | US FOODS HLDG CORP | $132.93万 | 0.30% | 13,000 | 13,000 | — | $132.93万 | 新建仓 |
| CGON | CG ONCOLOGY INC | $134.05万 | 0.31% | 18,867 | -1,047 | -5.3% | -$7.44万 | 减仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $137.11万 | 0.31% | 43,185 | -15,512 | -26.4% | -$49.25万 | 减仓 |
| QXO | QXO INC | $140.69万 | 0.32% | 81,420 | 55,100 | 209.3% | $95.21万 | 加仓 |
| CELC | CELCUITY INC | $140.94万 | 0.32% | 13,472 | 367 | 2.8% | $3.84万 | 加仓 |
| CIEN | CIENA CORP | $143.49万 | 0.33% | 2,925 | -2,360 | -44.7% | -$115.77万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $145.44万 | 0.33% | 1,260 | -2,540 | -66.8% | -$293.19万 | 减仓 |
| BLTE | BELITE BIO INC | $147.12万 | 0.34% | 9,554 | 1,521 | 18.9% | $23.42万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $147.75万 | 0.34% | 4,991 | 4,991 | — | $147.75万 | 新建仓 |
| SVRA | SAVARA INC | $149.31万 | 0.34% | 242,379 | -8,620 | -3.4% | -$5.31万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $151.63万 | 0.35% | 13,657 | -3,139 | -18.7% | -$34.85万 | 减仓 |
| EFX | EQUIFAX INC | $151.93万 | 0.35% | 9,572 | 9,572 | — | $151.93万 | 新建仓 |