AG

Artia Global Partners LP

Sector-focusedContrarianQuality / disciplined sizing

Total reported value

$499.4M

Reporting period: 2026-03-31 · Number of holdings: 50

Artia Global Partners LP disclosed 50 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $499.4M and a quarterly turnover rate of 60.3%.

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Personality snowflake

Concentration
49.02
Portfolio Stability
60.25
Momentum/Contrarian
0
Sector conviction
100
Diversification
98
Sizing Uniformity
77.4

Recent moves

  • Trim SLNOEUR

    -88.3%　-$24.7M

  • Trim ARGX

    -54.0%　-$32.7M

  • Add INSM

    -17.6%　-$43.3M

  • Trim VKTX

    -74.9%　-$19.4M

  • Add ABVX

    -1.6%　-$15.5M

  • Add DNTH

    -20.5%　$5.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 49 holdings (of 50 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1INSMInsmed INCStock-Healthcare29.74%+2.56%-17.58%
2ABVXAbivax Sa-adrStock-Other13.39%+1.72%-1.62%
3LLYEli Lilly & CoStock-Healthcare7.04%-0.65%-24.32%
4TRVITrevi Therapeutics INCStock-Other4.81%+1.24%—
5ARGXArgenx Se - AdrStock-Healthcare4.35%-3.36%-54.03%
6AZNAstraZeneca PLCStock-Healthcare3.77%+3.77%NEW
7NAMSNewAmsterdam Pharma Company N.V.Stock-Other3.23%+0.73%—
8DNTHDianthus Therapeutics INCStock-Other2.74%+1.54%-20.53%
9RVMDRevolution Medicines INCStock-Healthcare2.43%+1.25%+19.96%
10IONSIonis Pharmaceuticals INCStock-Healthcare2.17%+0.55%—
11MRNAModerna INCStock-Healthcare2.03%+2.03%NEW
12EYPTEyepoint INCStock-Other1.98%-0.01%—
13DGXQuest Diagnostics INCStock-Healthcare1.60%+0.60%—
14ALMSAlumis INCStock-Other1.43%+1.43%NEW
15VKTXViking Therapeutics INCStock-Healthcare1.18%-2.41%-74.88%
16MRKMerck & Co. INC.Stock-Healthcare1.12%+1.12%NEW
17430Terns Pharmaceuticals INCStock-Other1.11%+1.11%NEW
18JNJJohnson & JohnsonStock-Healthcare1.11%+1.11%NEW
19SIONSionna Therapeutics INCStock-Other0.96%——
20SRRKScholar Rock Holding CORPStock-Other0.95%+0.35%—
21RAPPRapport Therapeutics INCStock-Other0.87%——
22ASNDAscendis Pharma A/SStock-Other0.81%——
23BLTEBelite Bio INC - AdrStock-Other0.80%+0.39%+38.91%
24XENEXenon Pharmaceuticals INCStock-Other0.76%+0.51%+62.50%
25MLYSMineralys Therapeutics INCStock-Other0.75%+0.04%—
26ROIVRoivant Sciences Ltd.Stock-Healthcare0.72%+0.32%—
27PALIPalisade Bio INCStock-Other0.70%+0.04%—
28BIIBBiogen INCStock-Healthcare0.68%+0.68%NEW
29PROKProkidney CORPStock-Other0.65%+0.07%-1.71%
30ABBVAbbvie INCStock-Healthcare0.63%——
31UTHRUnited Therapeutics CORPStock-Healthcare0.59%+0.24%—
32DRUGBright Minds Biosciences INCStock-Other0.56%—+14.97%
33PTGXProtagonist Therapeutics INCStock-Other0.48%+0.20%-0.09%
34SLNOEURSoleno Therapeutics INCStock-Other0.46%-3.37%-88.27%
35BTSGBrightspring Health ServicesStock-Other0.46%+0.24%+29.33%
36TVTXTravere Therapeutics INCStock-Other0.42%+0.04%—
37EWTXEdgewise Therapeutics INCStock-Other0.41%+0.41%NEW
38CELCCelcuity INCStock-Other0.36%+0.18%+20.74%
39BBIOBridgebio Pharma INCStock-Healthcare0.30%——
40KNSAKiniksa Pharmaceuticals International, plcStock-Other0.28%——
41CYTKCytokinetics INCStock-Healthcare0.22%+0.22%NEW
42ELVNEnliven Therapeutics INCStock-Other0.16%+0.16%NEW
43PRAXPraxis Precision Medicines IStock-Other0.16%——
44TENXTenax Therapeutics INCStock-Other0.13%——
45KODKodiak Sciences INCStock-Other0.13%——
46NUVLNuvalent Inc-aStock-Other0.10%-0.02%-39.51%
47APGEApogee Therapeutics INCStock-Other0.10%+0.10%NEW
48AVTXAvalo Therapeutics INCStock-Other0.09%-0.02%-30.31%
49PEPGPepgen INCStock-Other0.07%-0.12%—

Holding changes this quarter

Artia Global Partners LP's most significant position changes for 2026-03-31: Sold out: Proshares Ultra Gold (UGL); Sold out: uniQure N.V. (QURE); New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); Sold out: Cidara Therapeutics INC (CDTX).

Position changes disclosed by Artia Global Partners LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1INSMInsmed INC+2.6%-17.58%Trim
2ABVXAbivax Sa-adr+1.7%-1.62%Trim
3DNTHDianthus Therapeutics INC+1.5%-20.53%Trim
4RVMDRevolution Medicines INC+1.3%+19.96%Add
5TRVITrevi Therapeutics INC+1.2%—Unchanged
6NAMSNewAmsterdam Pharma Company N.V.+0.7%—Unchanged
7DGXQuest Diagnostics INC+0.6%—Unchanged
8IONSIonis Pharmaceuticals INC+0.6%—Unchanged
9XENEXenon Pharmaceuticals INC+0.5%+62.50%Add
10BLTEBelite Bio INC - Adr+0.4%+38.91%Add
11SRRKScholar Rock Holding CORP+0.4%—Unchanged
12ROIVRoivant Sciences Ltd.+0.3%—Unchanged
13BTSGBrightspring Health Services+0.2%+29.33%Add
14UTHRUnited Therapeutics CORP+0.2%—Unchanged
15PTGXProtagonist Therapeutics INC+0.2%-0.09%Trim
16CELCCelcuity INC+0.2%+20.74%Add
17PROKProkidney CORP+0.1%-1.71%Trim
18MLYSMineralys Therapeutics INC0%—Unchanged
19PALIPalisade Bio INC0%—Unchanged
20TVTXTravere Therapeutics INC0%—Unchanged
21EYPTEyepoint INC0%—Unchanged
22AVTXAvalo Therapeutics INC0%-30.31%Trim
23NUVLNuvalent Inc-a0%-39.51%Trim
24PEPGPepgen INC-0.1%—Unchanged
25LLYEli Lilly & Co-0.7%-24.32%Trim
26VKTXViking Therapeutics INC-2.4%-74.88%Trim
27ARGXArgenx Se - Adr-3.4%-54.03%Trim
28SLNOEURSoleno Therapeutics INC-3.4%-88.27%Trim
29UGLProshares Ultra Gold—EXITSold out
30QUREuniQure N.V.—EXITSold out
31AZNAstraZeneca PLC—NEWNew buy
32AZNNAstrazeneca Plc-spons Adr—EXITSold out
33CDTXCidara Therapeutics INC—EXITSold out
34MRNAModerna INC—NEWNew buy
35ALMSAlumis INC—NEWNew buy
36ALNYAlnylam Pharmaceuticals INC—EXITSold out
37VTYXUSDVentyx Biosciences INC—EXITSold out
38PVLAPalvella Therapeutics INC—EXITSold out
39MRKMerck & Co. INC.—NEWNew buy
40430Terns Pharmaceuticals INC—NEWNew buy
41JNJJohnson & Johnson—NEWNew buy
42RNAGBPAvidity Biosciences INC—EXITSold out
43BIIBBiogen INC—NEWNew buy
44OCULOcular Therapeutix INC—EXITSold out
45EWTXEdgewise Therapeutics INC—NEWNew buy
46UPBUpstream Bio INC—EXITSold out
47CYTKCytokinetics INC—NEWNew buy
48ELVNEnliven Therapeutics INC—NEWNew buy
49ANROAlto Neuroscience INC—EXITSold out
50APGEApogee Therapeutics INC—NEWNew buy

FAQ

What is Artia Global Partners LP and what type of investor is it?
Artia Global Partners LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $499.4M, spread across 50 disclosed positions.
What are Artia Global Partners LP's largest equity positions?
Based on the latest 13F filing, Artia Global Partners LP's top holdings by market value are: 1. Insmed INC (INSM) — $148.5M (29.7%) 2. Abivax Sa-adr (ABVX) — $66.9M (13.4%) 3. Eli Lilly & Co (LLY) — $35.2M (7.0%) 4. Trevi Therapeutics INC (TRVI) — $24.0M (4.8%) 5. Argenx Se - Adr (ARGX) — $21.7M (4.3%)
What changes did Artia Global Partners LP make in its most recent portfolio filing?
In the latest reported quarter, Artia Global Partners LP made 38 notable position adjustments: 11 new positions were initiated, 5 existing holdings were added to, 11 positions were partially reduced, and 11 were completely exited. The largest of these moves: Sold out: Proshares Ultra Gold (UGL); Sold out: uniQure N.V. (QURE); New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); Sold out: Cidara Therapeutics INC (CDTX)
What sectors does Artia Global Partners LP focus on?
Artia Global Partners LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 100.0%

Peer Institutions

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Portfolio Stability39.6
Sector conviction73.2

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FN

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PW

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RI

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Sector conviction100.0

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RS

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R&

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