HIGHVISTA STRATEGIES LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRM | 13K | $3.05M |
 | FOUR | 13K | $967.50K |
 | AFRM | 13K | $913.50K |
 | BEKE | 11K | $216.60K |
 | JCI | 11K | $1.22M |
 | AVGO | 10K | $3.37M |
 | GOOG | 10K | $2.39M |
 | TCOM | 10K | $733.65K |
 | FERG | 10K | $2.17M |
 | COF | 10K | $2.06M |
 | ETR | 10K | $894.62K |
 | PTC | 10K | $1.93M |
 | MSFT | 9K | $4.90M |
 | AXSM | 9K | $1.14M |
 | CLH | 9K | $2.11M |
 | ALV | 9K | $1.07M |
 | RBLX | 9K | $1.21M |
 | PFSI | 8K | $1.03M |
 | WDAY | 8K | $1.97M |
 | ALC | 8K | $465.90K |
Salesforce, Inc.
CRM
Shares Held
13K
Value
$3.05M
Shift4 Payments, Inc.
FOUR
Shares Held
13K
Value
$967.50K
Affirm Holdings, Inc.
AFRM
Shares Held
13K
Value
$913.50K
KE Holdings Inc.
BEKE
Shares Held
11K
Value
$216.60K
Johnson Controls International plc
JCI
Shares Held
11K
Value
$1.22M
Broadcom Inc.
AVGO
Shares Held
10K
Value
$3.37M
Alphabet Inc.
GOOG
Shares Held
10K
Value
$2.39M
Trip.com Group Limited
TCOM
Shares Held
10K
Value
$733.65K
Ferguson plc
FERG
Shares Held
10K
Value
$2.17M
Capital One Financial Corporation
COF
Shares Held
10K
Value
$2.06M
Entergy Corporation
ETR
Shares Held
10K
Value
$894.62K
PTC Inc.
PTC
Shares Held
10K
Value
$1.93M
Microsoft Corporation
MSFT
Shares Held
9K
Value
$4.90M
Axsome Therapeutics, Inc.
AXSM
Shares Held
9K
Value
$1.14M
Clean Harbors, Inc.
CLH
Shares Held
9K
Value
$2.11M
Autoliv, Inc.
ALV
Shares Held
9K
Value
$1.07M
Roblox Corporation
RBLX
Shares Held
9K
Value
$1.21M
PennyMac Financial Services, Inc.
PFSI
Shares Held
8K
Value
$1.03M
Workday, Inc.
WDAY
Shares Held
8K
Value
$1.97M
Alcon Inc.
ALC
Shares Held
8K
Value
$465.90K