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 |
|---|---|---|---|---|---|---|---|---|
| EQT | EQT CORP | $116.40万 | 0.32% | 18,290 | -8,800 | -32.5% | -$56.00万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $113.61万 | 0.31% | 2,900 | -3,998 | -58.0% | -$156.63万 | 重新持有 |
| PBR/A | PETROLEO BRASILEIRO S A | $111.38万 | 0.31% | 59,400 | 4,200 | 7.6% | $7.88万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $110.90万 | 0.31% | 4,100 | -10,142 | -71.2% | -$274.33万 | 重新持有 |
| FERG | FERGUSON ENTERPRISES INC | $109.00万 | 0.30% | 4,673 | -2,300 | -33.0% | -$53.65万 | 减仓 |
| APG | API GROUP CORP | $108.02万 | 0.30% | 26,658 | -4,300 | -13.9% | -$17.42万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $107.92万 | 0.30% | 36,325 | 36,325 | — | $107.92万 | 新建仓 |
| WDAY | WORKDAY INC | $107.65万 | 0.30% | 8,286 | 1,800 | 27.8% | $23.39万 | 加仓 |
| PTC | PTC INC | $106.50万 | 0.29% | 7,474 | 1,100 | 17.3% | $15.67万 | 加仓 |
| GEV | GE VERNOVA INC | $106.32万 | 0.29% | 1,218 | -550 | -31.1% | -$48.01万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $104.72万 | 0.29% | 14,555 | 2,806 | 23.9% | $20.19万 | 加仓 |
| AGX | ARGAN INC | $103.27万 | 0.29% | 1,896 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $102.96万 | 0.28% | 11,085 | -8,200 | -42.5% | -$76.16万 | 减仓 |
| DASH | DOORDASH INC | $100.75万 | 0.28% | 6,710 | 6,710 | — | $100.75万 | 新建仓 |
| XEL | XCEL ENERGY INC | $99.76万 | 0.28% | 12,558 | 4,500 | 55.8% | $35.75万 | 加仓 |
| META | META PLATFORMS INC | $99.67万 | 0.28% | 1,742 | -820 | -32.0% | -$46.91万 | 减仓 |
| TLN | TALEN ENERGY CORP | $99.54万 | 0.27% | 3,118 | -370 | -10.6% | -$11.81万 | 减仓 |
| AMRZ | AMRIZE LTD | $95.61万 | 0.26% | 17,068 | -16,400 | -49.0% | -$91.87万 | 减仓 |
| RDDT | REDDIT INC | $92.91万 | 0.26% | 6,900 | 1,600 | 30.2% | $21.54万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $89.78万 | 0.25% | 1,514 | -816 | -35.0% | -$48.39万 | 减仓 |
| MMM | 3M CO | $89.32万 | 0.25% | 6,150 | 2,200 | 55.7% | $31.95万 | 加仓 |
| UNP | UNION PAC CORP | $88.75万 | 0.25% | 3,658 | -4,400 | -54.6% | -$106.75万 | 减仓 |
| AVTX | AVALO THERAPEUTICS INC | $87.52万 | 0.24% | 58,622 | -37,009 | -38.7% | -$55.25万 | 减仓 |
| CPNG | COUPANG INC | $86.92万 | 0.24% | 46,036 | 21,244 | 85.7% | $40.11万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $86.59万 | 0.24% | 102,474 | -16,100 | -13.6% | -$13.60万 | 减仓 |
| ZYME | ZYMEWORKS INC | $85.35万 | 0.24% | 34,085 | 34,085 | — | $85.35万 | 新建仓 |
| P | EVERPURE INC | $82.71万 | 0.23% | 14,009 | -3,400 | -19.5% | -$20.07万 | 减仓 |
| BBD | BANCO BRADESCO S A | $76.02万 | 0.21% | 208,264 | 18,000 | 9.5% | $6.57万 | 加仓 |
| CAAP | CORPORACION AMER ARPTS S A | $75.23万 | 0.21% | 29,745 | -7,400 | -19.9% | -$18.71万 | 减仓 |
| MELI | MERCADOLIBRE INC | $75.21万 | 0.21% | 435 | -30 | -6.5% | -$5.19万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $73.58万 | 0.20% | 5,903 | 5,903 | — | $73.58万 | 新建仓 |
| IBN | ICICI BANK LIMITED | $72.22万 | 0.20% | 27,884 | 1,600 | 6.1% | $4.14万 | 加仓 |
| NU | NU HLDGS LTD | $71.23万 | 0.20% | 49,570 | -13,000 | -20.8% | -$18.68万 | 减仓 |
| PDD | PDD HOLDINGS INC | $70.50万 | 0.19% | 6,900 | 6,900 | — | $70.50万 | 新建仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $69.98万 | 0.19% | 78,187 | -151,076 | -65.9% | -$135.21万 | 减仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $69.75万 | 0.19% | 12,317 | -500 | -3.9% | -$2.83万 | 减仓 |
| JANX | JANUX THERAPEUTICS INC | $68.64万 | 0.19% | 49,383 | 7,940 | 19.2% | $11.04万 | 加仓 |
| RLX | RLX TECHNOLOGY INC | $68.57万 | 0.19% | 311,700 | 311,700 | — | $68.57万 | 新建仓 |
| HDB | HDFC BANK LTD | $65.00万 | 0.18% | 26,127 | 4,000 | 18.1% | $9.95万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $64.23万 | 0.18% | 20,067 | -15,519 | -43.6% | -$49.68万 | 减仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $64.07万 | 0.18% | 77,191 | -10,400 | -11.9% | -$8.63万 | 减仓 |
| XNCR | XENCOR INC | $63.97万 | 0.18% | 53,045 | 53,045 | — | $63.97万 | 新建仓 |
| TRVI | TREVI THERAPEUTICS INC | $63.86万 | 0.18% | 53,525 | -52,634 | -49.6% | -$62.79万 | 减仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $63.85万 | 0.18% | 7,306 | -500 | -6.4% | -$4.37万 | 减仓 |
| RXO | RXO INC | $62.92万 | 0.17% | 43,038 | -47,900 | -52.7% | -$70.03万 | 减仓 |
| SE | SEA LTD | $61.69万 | 0.17% | 7,450 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $56.94万 | 0.16% | 70,824 | 11,300 | 19.0% | $9.09万 | 加仓 |
| QXO | QXO INC | $51.11万 | 0.14% | 26,320 | -32,400 | -55.2% | -$62.92万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $47.66万 | 0.13% | 26,510 | -1,495 | -5.3% | -$2.69万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $47.12万 | 0.13% | 1,824 | 1,824 | — | $47.12万 | 新建仓 |
| JD | JD.COM INC | $39.81万 | 0.11% | 13,463 | -4,000 | -22.9% | -$11.83万 | 减仓 |
| MBX | MBX BIOSCIENCES INC | $34.24万 | 0.09% | 11,472 | 11,472 | — | $34.24万 | 新建仓 |
| KYMR | KYMERA THERAPEUTICS INC | $31.53万 | 0.09% | 3,785 | -3,050 | -44.6% | -$25.40万 | 减仓 |
| BZ | KANZHUN LIMITED | $28.52万 | 0.08% | 21,298 | 700 | 3.4% | $9,373 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $27.30万 | 0.08% | 5,484 | -5,162 | -48.5% | -$25.70万 | 减仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $23.69万 | 0.07% | 5,964 | -38,526 | -86.6% | -$153.03万 | 减仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -22,928 | -100.0% | -$506.46万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -75,002 | -100.0% | -$489.01万 | 清仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -147,662 | -100.0% | -$401.94万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -150,776 | -100.0% | -$378.75万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -40,020 | -100.0% | -$288.66万 | 清仓 |
| SEPN | SEPTERNA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -2,482 | -100.0% | -$167.24万 | 清仓 |
| UNF | UNIFIRST CORP MASS | $0 | 0.00% | 0 | -7,727 | -100.0% | -$149.05万 | 清仓 |
| CMPX | COMPASS THERAPEUTICS INC | $0 | 0.00% | 0 | -245,532 | -100.0% | -$131.85万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -2,269 | -100.0% | -$131.48万 | 清仓 |
| OFIX | ORTHOFIX MED INC | $0 | 0.00% | 0 | -85,049 | -100.0% | -$128.93万 | 清仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | -81,630 | -100.0% | -$115.83万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -10,601 | -100.0% | -$105.91万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -4,378 | -100.0% | -$103.92万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -13,086 | -100.0% | -$97.40万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $0 | 0.00% | 0 | -29,649 | -100.0% | -$82.51万 | 清仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -12,982 | -100.0% | -$81.75万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -19,305 | -100.0% | -$72.45万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -8,431 | -100.0% | -$68.32万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -10,440 | -100.0% | -$66.06万 | 清仓 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -17,624 | -100.0% | -$64.80万 | 清仓 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | -5,243 | -100.0% | -$62.23万 | 清仓 |
| DBVT | DBV TECHNOLOGIES S A | $0 | 0.00% | 0 | -15,877 | -100.0% | -$30.44万 | 清仓 |