HighVista Strategies LLC 13F 持仓 · 2026年Q2
HighVista Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 147 只证券，申报市值合计 4.39 亿美元。前几大持仓：DBC（6.43%）、ABVX（3.43%）、RVMD（2.86%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DBC | INVESCO DB COMMDY INDX TRCK | $28.2M | 6.43% | 1.1M | 持平 |
| 2 | ABVX | ABIVAX SA | $15.1M | 3.43% | 113,031 | 减持 |
| 3 | RVMD | REVOLUTION MEDICINES INC | $12.5M | 2.86% | 66,983 | 减持 |
| 4 | DFTX | DEFINIUM THERAPEUTICS INC | $11.4M | 2.60% | 242,884 | 增持 |
| 5 | IMVT | IMMUNOVANT INC | $10.7M | 2.44% | 277,873 | 增持 |
| 6 | PRAX | PRAXIS PRECISION MEDICINES I | $10.1M | 2.31% | 30,210 | 增持 |
| 7 | RLAY | RELAY THERAPEUTICS INC | $9.5M | 2.16% | 506,235 | 增持 |
| 8 | ALKS | ALKERMES PLC | $9.4M | 2.14% | 179,256 | 增持 |
| 9 | PCVX | VAXCYTE INC | $8.7M | 1.98% | 149,739 | 增持 |
| 10 | TNGX | TANGO THERAPEUTICS INC | $8.1M | 1.85% | 260,070 | 增持 |
| 11 | LQDA | LIQUIDIA CORPORATION | $7.8M | 1.78% | 97,896 | 减持 |
| 12 | COGT | COGENT BIOSCIENCES INC | $7.3M | 1.67% | 188,780 | 减持 |
| 13 | ELVN | ENLIVEN THERAPEUTICS INC | $7.0M | 1.60% | 137,866 | 增持 |
| 14 | GPCR | STRUCTURE THERAPEUTICS INC | $7.0M | 1.60% | 130,784 | 增持 |
| 15 | AMLX | AMYLYX PHARMACEUTICALS INC | $6.9M | 1.58% | 386,080 | 增持 |
| 16 | LBRX | LB PHARMACEUTICALS INC | $6.9M | 1.57% | 211,511 | 增持 |
| 17 | SYRE | SPYRE THERAPEUTICS INC | $6.9M | 1.57% | 77,807 | 减持 |
| 18 | CYTK | CYTOKINETICS INC | $6.6M | 1.52% | 78,003 | 增持 |
| 19 | CCCC | C4 THERAPEUTICS INC | $6.3M | 1.44% | 1.3M | 新建仓 |
| 20 | TYRA | TYRA BIOSCIENCES INC | $5.9M | 1.35% | 184,774 | 增持 |
| 21 | ALMS | ALUMIS INC | $5.6M | 1.28% | 199,968 | 增持 |
| 22 | PHVS | PHARVARIS N V | $5.5M | 1.27% | 160,494 | 增持 |
| 23 | TARS | TARSUS PHARMACEUTICALS INC | $5.5M | 1.25% | 87,060 | 增持 |
| 24 | CMPS | COMPASS PATHWAYS PLC | $5.3M | 1.20% | 371,120 | 增持 |
| 25 | DNTH | DIANTHUS THERAPEUTICS INC | $5.0M | 1.14% | 51,125 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR