Artia Global Partners LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Artia Global Partners LP reported 47 stock positions worth $407.7 million. Its top holding was Novo-Nordisk A/S-Spons ADR (NVO) at 21.8% of the portfolio, followed by Eli Lilly (LLY, 17.7%) and Merck (MRK, 12.3%). Compared with Q4 2023, it opened 23 new positions, sold out of 3, added to 12 and reduced 1. The biggest buy was Viking Therapeutics (VKTX, shares +13%) and the biggest sale Novo-Nordisk A/S-Spons ADR (NVO, shares −4%).

Most Recent 13F
Q2 2026
Location
MIAMI, FL
CIK
0001937964
Portfolio Value
$407.7M (Q1 2024)
SEC Filing
0001937964-24-000004 ↗ filed May 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $407.7M $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 Q2 2026

Holdings 47 stocks · $407.7M
NVO Novo-Nordisk A/S-Spons ADR 21.79% 691,743 $88.8M Reduce -4.1%
LLY Eli Lilly & Co. 17.67% 92,593 $72.0M No change
MRK Merck & Co. Inc. 12.27% 379,200 $50.0M Add +15.2%
VKTX Viking Therapeutics Inc. 8.72% 433,580 $35.6M Add +13.0%
ABBV Abbvie Inc. 4.06% 90,821 $16.5M No change
ITCI Intra-Cellular Therapies Inc. 3.57% 210,096 $14.5M Add +405.0%
ARGX Argenx SE - ADR 3.31% 34,238 $13.5M No change
AZN Astrazeneca PLC-Spons ADR 3.17% 190,752 $12.9M No change
VRTX Vertex Pharmaceuticals Inc. 2.96% 28,900 $12.1M New
AXSM Axsome Therapeutics Inc. 1.72% 87,848 $7.0M No change
OCUL Ocular Therapeutix Inc. 1.62% 724,685 $6.6M Add +64.7%
CYTK Cytokinetics Inc. 1.54% 89,525 $6.3M Add +178.8%
NBIX Neurocrine Biosciences Inc. 1.52% 45,000 $6.2M No change
IRON Disc Medicine Inc. 1.33% 87,040 $5.4M New
PCVX Vaxcyte Inc. 1.28% 76,255 $5.2M Add +97.8%
APGE Apogee Therapeutics Inc. 1.00% 61,590 $4.1M Add +493.3%
CRNX Crinetics Pharmaceuticals Inc. 0.98% 85,765 $4.0M New
PTGX Protagonist Therapeutics Inc. 0.88% 124,440 $3.6M Add +10.8%
DYN Dyne Therapeutics Inc. 0.83% 119,488 $3.4M New
INSM Insmed Inc. 0.79% 118,236 $3.2M Add +57.8%
SWTX Springworks Therapeutics Inc. 0.65% 53,930 $2.7M New
ASND Ascendis Pharma A/S 0.59% 15,894 $2.4M New
IDYA Ideaya Biosciences Inc. 0.56% 52,492 $2.3M New
MRUS Merus NV 0.55% 50,171 $2.3M New
VRNA Verona Pharma Ltd. 0.52% 130,790 $2.1M No change
ALPN Alpine Immune Sciences Inc. 0.50% 51,714 $2.0M New
CRL Charles River Laboratories 0.46% 6,905 $1.9M No change
JANX Janux Therapeutics Inc. 0.44% 47,949 $1.8M New
SLNO Soleno Therapeutics Inc. 0.43% 40,924 $1.8M New
XENE Xenon Pharmaceuticals Inc. 0.42% 40,000 $1.7M New
ARVN Arvinas Inc. 0.41% 40,000 $1.7M New
PLRX Pliant Therapeutics Inc. 0.37% 100,000 $1.5M No change
MREO Mereo Biopharma Group PL-ADR 0.34% 421,359 $1.4M New
NAMS Newamsterdam Pharma Co. NV 0.31% 54,285 $1.3M New
RAPT THERAPEUTICS INC 0.30% 137,308 $1.2M Add +599.2%
SLN Silence Therapeutics PLC-ADR 0.28% 52,476 $1.1M New
EYPT Eyepoint Inc. 0.26% 51,500 $1.1M Add +3.0%
ANNX Annexon Inc. 0.26% 147,485 $1.1M New
VERA Vera Therapeutics Inc. 0.26% 24,298 $1.0M New
MGNX Macrogenics Inc. 0.23% 64,007 $942K New
KURA Kura Oncology Inc. 0.21% 39,478 $842K New
IMVT Immunovant Inc. 0.17% 21,397 $691K No change
BMEA Biomea Fusion Inc. 0.13% 35,452 $530K Add +39.3%
LRMR Larimar Therapeutics Inc. 0.11% 58,190 $442K New
MDGL Madrigal Pharmaceuticals Inc. 0.10% 1,557 $416K New
PSTX Poseida Therapeutics Inc. 0.07% 86,002 $274K New
GRITSTONE BIO INC 0.06% 95,170 $245K No change

Options reported separately and not counted above: ELI LILLY & CO puts ($89.5M), EFFECTOR THERAPEUTICS INC calls ($360K).

Portfolio Sells Q4 2023 → Q1 2024
NVO Novo-Nordisk A/S-Spons ADR Reduce -4.1% 21.79% −7.74
BMRN Biomarin Pharmaceutical Inc. Sold out 0.00% −1.10
WAT Waters Corp. Sold out 0.00% −0.37
TYRA Tyra Biosciences Inc. Sold out 0.00% −0.06

Portfolio Buys Q4 2023 → Q1 2024
VKTX Viking Therapeutics Inc. Add +13.0% 8.72% +5.90
VRTX Vertex Pharmaceuticals Inc. New 2.96% +2.96
ITCI Intra-Cellular Therapies Inc. Add +405.0% 3.57% +2.39
IRON Disc Medicine Inc. New 1.33% +1.33
CRNX Crinetics Pharmaceuticals Inc. New 0.98% +0.98
APGE Apogee Therapeutics Inc. Add +493.3% 1.00% +0.89
OCUL Ocular Therapeutix Inc. Add +64.7% 1.62% +0.84
DYN Dyne Therapeutics Inc. New 0.83% +0.83
SWTX Springworks Therapeutics Inc. New 0.65% +0.65
ASND Ascendis Pharma A/S New 0.59% +0.59
IDYA Ideaya Biosciences Inc. New 0.56% +0.56
MRUS Merus NV New 0.55% +0.55
ALPN Alpine Immune Sciences Inc. New 0.50% +0.50
CYTK Cytokinetics Inc. Add +178.8% 1.54% +0.48
JANX Janux Therapeutics Inc. New 0.44% +0.44
SLNO Soleno Therapeutics Inc. New 0.43% +0.43
XENE Xenon Pharmaceuticals Inc. New 0.42% +0.42
ARVN Arvinas Inc. New 0.41% +0.41
MREO Mereo Biopharma Group PL-ADR New 0.34% +0.34
PCVX Vaxcyte Inc. Add +97.8% 1.28% +0.32
NAMS Newamsterdam Pharma Co. NV New 0.31% +0.31
SLN Silence Therapeutics PLC-ADR New 0.28% +0.28
ANNX Annexon Inc. New 0.26% +0.26
VERA Vera Therapeutics Inc. New 0.26% +0.26
MGNX Macrogenics Inc. New 0.23% +0.23
KURA Kura Oncology Inc. New 0.21% +0.21
RAPT THERAPEUTICS INC Add +599.2% 0.30% +0.11
LRMR Larimar Therapeutics Inc. New 0.11% +0.11
MDGL Madrigal Pharmaceuticals Inc. New 0.10% +0.10
PSTX Poseida Therapeutics Inc. New 0.07% +0.07
BMEA Biomea Fusion Inc. Add +39.3% 0.13% −0.02
INSM Insmed Inc. Add +57.8% 0.79% −0.13
PTGX Protagonist Therapeutics Inc. Add +10.8% 0.88% −0.14
EYPT Eyepoint Inc. Add +3.0% 0.26% −0.20
MRK Merck & Co. Inc. Add +15.2% 12.27% −1.93

Options Activity Q4 2023 → Q1 2024
ELI LILLY & CO put Add +187.5% 115,000 $89.5M
CYTOKINETICS INC call Sold out 404,900 $33.8Mbefore exit
CYTOKINETICS INC put Sold out 400,500 $33.4Mbefore exit
STRUCTURE THERAPEUTICS INC put Sold out 10,000 $408Kbefore exit
EFFECTOR THERAPEUTICS INC call New 25,000 $360K

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