Artia Global Partners LP

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Artia Global Partners LP reported 47 stock positions worth $526.0 million. Its top holding was Abivax SA-ADR (ABVX) at 13.1% of the portfolio, followed by Insmed (INSM, 11.9%) and Trevi Therapeutics (TRVI, 7.8%). Compared with Q1 2026, it opened 6 new positions, sold out of 7, added to 11 and reduced 3. The biggest buy was Brightspring Health Services (BTSG, shares +862%) and the biggest sale Insmed (INSM, shares −6%).

Most Recent 13F
Q2 2026
Location
MIAMI, FL
CIK
0001937964
Portfolio Value
$526.0M (Q2 2026)
SEC Filing
0001937964-26-000008 ↗ filed Aug 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $407.7M Q1 2024 Q2 2024: $389.9M Q2 2024 Q3 2024: $353.6M Q3 2024 Q4 2024: $248.0M Q4 2024 Q1 2025: $341.0M Q1 2025 Q2 2025: $388.8M Q2 2025 Q3 2025: $568.3M Q3 2025 Q4 2025: $622.4M Q4 2025 Q1 2026: $443.5M Q1 2026 Q2 2026: $526.0M $526.0M Q2 2026

Holdings 47 stocks · $526.0M
ABVX Abivax SA-ADR 13.08% 516,447 $68.8M Reduce -14.0%
INSM Insmed Inc. 11.94% 589,052 $62.8M Reduce -6.3%
TRVI Trevi Therapeutics Inc. 7.84% 2,210,852 $41.2M Add +9.8%
BTSG Brightspring Health Services 6.86% 517,315 $36.1M Add +861.5%
RVMD Revolution Medicines Inc. 6.60% 185,390 $34.7M Add +48.3%
ARGX Argenx SE - ADR 5.25% 29,739 $27.6M No change
ALKS Alkermes PLC 4.47% 448,964 $23.5M New
TVTX Travere Therapeutics Inc. 3.66% 339,033 $19.3M Add +379.5%
AZN Astrazeneca PLC 3.55% 98,376 $18.7M Add +3.1%
NAMS Newamsterdam Pharma Co. NV 3.25% 503,936 $17.1M No change
DNTH Dianthus Therapeutics Inc. 3.02% 162,990 $15.9M No change
DGX Quest Diagnostics Inc. 2.62% 65,122 $13.8M Add +59.5%
IONS Ionis Pharmaceuticals Inc. 2.18% 144,376 $11.4M No change
EYPT Eyepoint Inc. 2.09% 767,098 $11.0M No change
ALMS Alumis Inc. 1.49% 278,546 $7.8M Reduce -14.3%
VKTX Viking Therapeutics Inc. 1.34% 180,731 $7.1M No change
CELC Celcuity Inc. 1.18% 59,316 $6.2M Add +280.8%
CYTK Cytokinetics Inc. 1.15% 70,700 $6.0M Add +333.7%
MRK Merck & Co. Inc. 1.14% 46,700 $6.0M No change
RAPP Rapport Therapeutics Inc. 1.10% 138,508 $5.8M No change
JNJ Johnson & Johnson 1.09% 22,600 $5.7M No change
GH Guardant Health Inc. 1.09% 38,100 $5.7M New
ABSI Absci Corp. 1.02% 464,444 $5.4M New
SRRK Scholar Rock Holding Corp. 1.01% 96,285 $5.3M No change
SION Sionna Therapeutics Inc. 1.00% 119,741 $5.3M No change
ASND Ascendis Pharma A/S 0.90% 17,740 $4.7M No change
ROIV Roivant Sciences Ltd. 0.87% 129,800 $4.6M No change
PALI Palisade Bio Inc. 0.79% 1,992,367 $4.2M No change
EWTX Edgewise Therapeutics Inc. 0.76% 98,800 $4.0M Add +50.8%
BIIB Biogen Inc. 0.76% 18,437 $4.0M No change
XENE Xenon Pharmaceuticals Inc. 0.75% 65,000 $3.9M No change
BLTE Belite Bio Inc. - ADR 0.73% 24,989 $3.8M No change
MLYS Mineralys Therapeutics Inc. 0.71% 137,800 $3.7M No change
PROK Prokidney Corp. 0.70% 1,806,939 $3.7M No change
ELVN Enliven Therapeutics Inc. 0.70% 72,100 $3.7M Add +245.0%
ORKA Oruka Therapeutics Inc. 0.60% 33,400 $3.2M New
PTGX Protagonist Therapeutics Inc. 0.53% 22,951 $2.8M Add +0.1%
UTHR United Therapeutics Corp. 0.52% 5,000 $2.7M No change
DRUG Bright Minds Biosciences Inc. 0.51% 38,407 $2.7M No change
KNSA Kiniksa Pharmaceuticals Inte 0.35% 29,200 $1.9M No change
CMPX Compass Therapeutics Inc. 0.16% 383,200 $839K New
PRAX Praxis Precision Medicines I 0.16% 2,500 $837K No change
KOD Kodiak Sciences Inc. 0.13% 17,019 $663K No change
TENX Tenax Therapeutics Inc. 0.12% 42,080 $612K No change
NUVL Nuvalent Inc. Class A 0.12% 4,900 $605K No change
PEPG Pepgen Inc. 0.07% 205,324 $370K No change
SYRE Spyre Therapeutics Inc. 0.07% 4,000 $355K New

Options reported separately and not counted above: XBI puts ($15.8M).

Portfolio Sells Q1 2026 → Q2 2026
INSM Insmed Inc. Reduce -6.3% 11.94% −11.24
LLY Eli Lilly & Co. Sold out 0.00% −7.93
ABVX Abivax SA-ADR Reduce -14.0% 13.08% −2.00
TERN Terns Pharmaceuticals Inc. Sold out 0.00% −1.25
ABBV Abbvie Inc. Sold out 0.00% −0.71
SLNO Soleno Therapeutics Inc. Sold out 0.00% −0.52
BBIO Bridgebio Pharma Inc. Sold out 0.00% −0.34
ALMS Alumis Inc. Reduce -14.3% 1.49% −0.12
APGE Apogee Therapeutics Inc. Sold out 0.00% −0.11
AVTX Avalo Therapeutics Inc. Sold out 0.00% −0.10

Portfolio Buys Q1 2026 → Q2 2026
BTSG Brightspring Health Services Add +861.5% 6.86% +6.34
ALKS Alkermes PLC New 4.47% +4.47
RVMD Revolution Medicines Inc. Add +48.3% 6.60% +3.86
TVTX Travere Therapeutics Inc. Add +379.5% 3.66% +3.19
TRVI Trevi Therapeutics Inc. Add +9.8% 7.84% +2.42
GH Guardant Health Inc. New 1.09% +1.09
ABSI Absci Corp. New 1.02% +1.02
CYTK Cytokinetics Inc. Add +333.7% 1.15% +0.90
DGX Quest Diagnostics Inc. Add +59.5% 2.62% +0.82
CELC Celcuity Inc. Add +280.8% 1.18% +0.78
ORKA Oruka Therapeutics Inc. New 0.60% +0.60
ELVN Enliven Therapeutics Inc. Add +245.0% 0.70% +0.51
EWTX Edgewise Therapeutics Inc. Add +50.8% 0.76% +0.30
CMPX Compass Therapeutics Inc. New 0.16% +0.16
SYRE Spyre Therapeutics Inc. New 0.07% +0.07
PTGX Protagonist Therapeutics Inc. Add +0.1% 0.53% −0.01
AZN Astrazeneca PLC Add +3.1% 3.55% −0.69

Options Activity Q1 2026 → Q2 2026
INSM Insmed Inc. put Sold out 279,700 $45.7Mbefore exit
XBI SS SPDR S&P Biotech ETF put New 100,000 $15.8M
MRNA Moderna Inc. call Sold out 200,000 $10.2Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 47$526.0MABVX, INSM, TRVI, BTSG, RVMD
Q1 2026 48$443.5MINSM, ABVX, LLY, TRVI, ARGX
Q4 2025 50$622.4MINSM, ABVX, ARGX, LLY, VKTX
Q3 2025Amended 48$568.3MINSM, ARGX, SLNO, VRNA, QURE
Q2 2025 33$388.8MVRNA, INSM, ARGX, SLNO, LLY
Q1 2025 32$341.0MLLY, SLNO, VRNA, ITCI, INSM
Q4 2024 33$248.0MSLNO, MRUS, ITCI, ACLX, NVO
Q3 2024 44$353.6MNVO, LLY, VKTX, ITCI, AZN
Q2 2024 42$389.9MNVO, LLY, MRK, VKTX, AZN
Q1 2024 47$407.7MNVO, LLY, MRK, VKTX, ABBV