Stock Taper 
HIGHVISTA STRATEGIES LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MercadoLibre, Inc. | MELI | 375 | $636.52K |
 TransDigm Group Incorporated | TDG | 985 | $1.31M |
 Meta Platforms, Inc. | META | 1.16K | $654.54K |
 Micron Technology, Inc. | MU | 1.26K | $1.45M |
 Lumentum Holdings Inc. | LITE | 1.52K | $1.3M |
 Applied Materials, Inc. | AMAT | 1.64K | $1.19M |
 Seagate Technology Holdings plc | STX | 1.87K | $1.8M |
 United Therapeutics Corporation | UTHR | 2.1K | $1.14M |
 Advanced Energy Industries, Inc. | AEIS | 2.24K | $835.23K |
 Mastercard Incorporated | MA | 2.38K | $1.22M |
 Microsoft Corporation | MSFT | 2.41K | $900.1K |
 Constellation Energy Corporation | CEG | 2.49K | $618.44K |
 Moody's Corporation | MCO | 2.67K | $1.21M |
 Arm Holdings plc American Depositary Shares | ARM | 2.7K | $957.34K |
 Silicon Motion Technology Corporation | SIMO | 2.8K | $933.32K |
 Madrigal Pharmaceuticals, Inc. | MDGL | 2.85K | $1.53M |
 Ciena Corporation | CIEN | 2.92K | $1.43M |
 Western Digital Corporation | WDC | 3.05K | $1.95M |
 Astera Labs, Inc. Common Stock | ALAB | 3.2K | $1.54M |
 RBC Bearings Incorporated | RBC | 3.22K | $2.08M |