Artia Global Partners LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Artia Global Partners LP reported 42 stock positions worth $389.9 million. Its top holding was Novo-Nordisk A/S-Spons ADR (NVO) at 25.3% of the portfolio, followed by Eli Lilly (LLY, 21.5%) and Merck (MRK, 14.1%). Compared with Q1 2024, it opened 7 new positions, sold out of 12, added to 8 and reduced 8. The biggest buy was a new position in Alnylam Pharmaceuticals (ALNY) and the biggest sale an exit from Abbvie (ABBV).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001937964
- Portfolio Value
- $389.9M (Q2 2024)
- SEC Filing
- 0001937964-24-000005 ↗ filed Aug 14, 2024
Holdings Value
Holdings 42 stocks · $389.9M
| NVO Novo-Nordisk A/S-Spons ADR | 25.33% | 691,743 | $98.7M | No change |
| LLY Eli Lilly & Co. | 21.50% | 92,593 | $83.8M | No change |
| MRK Merck & Co. Inc. | 14.05% | 442,504 | $54.8M | Add +16.7% |
| VKTX Viking Therapeutics Inc. | 6.16% | 452,979 | $24.0M | Add +4.5% |
| AZN Astrazeneca PLC-Spons ADR | 3.82% | 190,752 | $14.9M | No change |
| ITCI Intra-Cellular Therapies Inc. | 3.80% | 216,519 | $14.8M | Add +3.1% |
| VRTX Vertex Pharmaceuticals Inc. | 2.27% | 18,900 | $8.9M | Reduce -34.6% |
| ALNY Alnylam Pharmaceuticals Inc. | 2.18% | 35,000 | $8.5M | New |
| AXSM Axsome Therapeutics Inc. | 1.81% | 87,848 | $7.1M | No change |
| ARGX Argenx SE - ADR | 1.67% | 15,138 | $6.5M | Reduce -55.8% |
| NBIX Neurocrine Biosciences Inc. | 1.59% | 45,000 | $6.2M | No change |
| PCVX Vaxcyte Inc. | 1.48% | 76,255 | $5.8M | No change |
| PTGX Protagonist Therapeutics Inc. | 1.11% | 124,440 | $4.3M | No change |
| DYN Dyne Therapeutics Inc. | 1.08% | 119,488 | $4.2M | No change |
| SLNO Soleno Therapeutics Inc. | 0.99% | 94,424 | $3.9M | Add +130.7% |
| CRNX Crinetics Pharmaceuticals Inc. | 0.99% | 85,765 | $3.8M | No change |
| INSM Insmed Inc. | 0.92% | 53,436 | $3.6M | Reduce -54.8% |
| OCUL Ocular Therapeutix Inc. | 0.88% | 500,000 | $3.4M | Reduce -31.0% |
| IONS Ionis Pharmaceuticals Inc. | 0.76% | 62,479 | $3.0M | New |
| MRUS Merus NV | 0.76% | 50,171 | $3.0M | No change |
| CLDX Celldex Therapeutics Inc. | 0.71% | 75,300 | $2.8M | New |
| APGE Apogee Therapeutics Inc. | 0.59% | 58,400 | $2.3M | Reduce -5.2% |
| SWTX Springworks Therapeutics Inc. | 0.52% | 53,930 | $2.0M | No change |
| IDYA Ideaya Biosciences Inc. | 0.49% | 54,392 | $1.9M | Add +3.6% |
| VRNA Verona Pharma Ltd. | 0.49% | 130,790 | $1.9M | No change |
| XENE Xenon Pharmaceuticals Inc. | 0.40% | 40,000 | $1.6M | No change |
| MREO Mereo Biopharma Group PL-ADR | 0.39% | 421,359 | $1.5M | No change |
| CRL Charles River Laboratories | 0.37% | 6,905 | $1.4M | No change |
| KURA Kura Oncology Inc. | 0.30% | 57,178 | $1.2M | Add +44.8% |
| NAMS Newamsterdam Pharma Co. NV | 0.27% | 54,285 | $1.0M | No change |
| ASND Ascendis Pharma A/S | 0.26% | 7,440 | $1.0M | Reduce -53.2% |
| SLN Silence Therapeutics PLC-ADR | 0.26% | 52,476 | $997K | No change |
| SNDX Syndax Pharmaceuticals Inc. | 0.25% | 48,263 | $991K | New |
| KROS Keros Therapeutics Inc. | 0.23% | 20,000 | $914K | New |
| CRBP Corbus Pharmaceuticals Holdi | 0.23% | 20,000 | $905K | New |
| EYPT Eyepoint Inc. | 0.23% | 101,500 | $883K | Add +97.1% |
| ANNX Annexon Inc. | 0.19% | 147,485 | $723K | No change |
| LRMR Larimar Therapeutics Inc. | 0.17% | 90,490 | $656K | Add +55.5% |
| IRON Disc Medicine Inc. | 0.16% | 13,440 | $606K | Reduce -84.6% |
| PLRX Pliant Therapeutics Inc. | 0.14% | 50,000 | $538K | Reduce -50.0% |
| MDGL Madrigal Pharmaceuticals Inc. | 0.11% | 1,557 | $436K | No change |
| SRPT Sarepta Therapeutics Inc. | 0.11% | 2,600 | $411K | New |
Options reported separately and not counted above: ELI LILLY & CO puts ($67.9M), NOVO-NORDISK A S puts ($44.2M), VIKING THERAPEUTICS INC calls ($8.0M), INSMED INC puts ($7.4M).
Portfolio Sells Q1 2024 → Q2 2024
| ABBV Abbvie Inc. | Sold out | 0.00% | −4.06 |
| ARGX Argenx SE - ADR | Reduce -55.8% | 1.67% | −1.64 |
| CYTK Cytokinetics Inc. | Sold out | 0.00% | −1.54 |
| IRON Disc Medicine Inc. | Reduce -84.6% | 0.16% | −1.17 |
| OCUL Ocular Therapeutix Inc. | Reduce -31.0% | 0.88% | −0.74 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -34.6% | 2.27% | −0.69 |
| ALPN Alpine Immune Sciences Inc. | Sold out | 0.00% | −0.50 |
| JANX Janux Therapeutics Inc. | Sold out | 0.00% | −0.44 |
| APGE Apogee Therapeutics Inc. | Reduce -5.2% | 0.59% | −0.41 |
| ARVN Arvinas Inc. | Sold out | 0.00% | −0.41 |
| ASND Ascendis Pharma A/S | Reduce -53.2% | 0.26% | −0.33 |
| RAPT THERAPEUTICS INC | Sold out | 0.00% | −0.30 |
| VERA Vera Therapeutics Inc. | Sold out | 0.00% | −0.26 |
| MGNX Macrogenics Inc. | Sold out | 0.00% | −0.23 |
| PLRX Pliant Therapeutics Inc. | Reduce -50.0% | 0.14% | −0.23 |
| IMVT Immunovant Inc. | Sold out | 0.00% | −0.17 |
| BMEA Biomea Fusion Inc. | Sold out | 0.00% | −0.13 |
| PSTX Poseida Therapeutics Inc. | Sold out | 0.00% | −0.07 |
| GRITSTONE BIO INC | Sold out | 0.00% | −0.06 |
| INSM Insmed Inc. | Reduce -54.8% | 0.92% | +0.13 |
Portfolio Buys Q1 2024 → Q2 2024
| ALNY Alnylam Pharmaceuticals Inc. | New | 2.18% | +2.18 |
| MRK Merck & Co. Inc. | Add +16.7% | 14.05% | +1.78 |
| IONS Ionis Pharmaceuticals Inc. | New | 0.76% | +0.76 |
| CLDX Celldex Therapeutics Inc. | New | 0.71% | +0.71 |
| SLNO Soleno Therapeutics Inc. | Add +130.7% | 0.99% | +0.56 |
| SNDX Syndax Pharmaceuticals Inc. | New | 0.25% | +0.25 |
| ITCI Intra-Cellular Therapies Inc. | Add +3.1% | 3.80% | +0.24 |
| KROS Keros Therapeutics Inc. | New | 0.23% | +0.23 |
| CRBP Corbus Pharmaceuticals Holdi | New | 0.23% | +0.23 |
| SRPT Sarepta Therapeutics Inc. | New | 0.11% | +0.11 |
| KURA Kura Oncology Inc. | Add +44.8% | 0.30% | +0.10 |
| LRMR Larimar Therapeutics Inc. | Add +55.5% | 0.17% | +0.06 |
| EYPT Eyepoint Inc. | Add +97.1% | 0.23% | −0.03 |
| IDYA Ideaya Biosciences Inc. | Add +3.6% | 0.49% | −0.08 |
| VKTX Viking Therapeutics Inc. | Add +4.5% | 6.16% | −2.56 |
Options Activity Q1 2024 → Q2 2024
| ELI LILLY & CO | put | Reduce -34.8% | 75,000 | $67.9M |
| NOVO-NORDISK A S | put | New | 310,000 | $44.2M |
| VIKING THERAPEUTICS INC | call | New | 150,000 | $8.0M |
| INSMED INC | put | New | 110,000 | $7.4M |
| EFFECTOR THERAPEUTICS INC | call | Sold out | 25,000 | $360Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 47 | $526.0M | ABVX, INSM, TRVI, BTSG, RVMD |
| Q1 2026 | 48 | $443.5M | INSM, ABVX, LLY, TRVI, ARGX |
| Q4 2025 | 50 | $622.4M | INSM, ABVX, ARGX, LLY, VKTX |
| Q3 2025Amended | 48 | $568.3M | INSM, ARGX, SLNO, VRNA, QURE |
| Q2 2025 | 33 | $388.8M | VRNA, INSM, ARGX, SLNO, LLY |
| Q1 2025 | 32 | $341.0M | LLY, SLNO, VRNA, ITCI, INSM |
| Q4 2024 | 33 | $248.0M | SLNO, MRUS, ITCI, ACLX, NVO |
| Q3 2024 | 44 | $353.6M | NVO, LLY, VKTX, ITCI, AZN |
| Q2 2024 | 42 | $389.9M | NVO, LLY, MRK, VKTX, AZN |
| Q1 2024 | 47 | $407.7M | NVO, LLY, MRK, VKTX, ABBV |