Artia Global Partners LP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Artia Global Partners LP reported 44 stock positions worth $353.6 million. Its top holding was Novo-Nordisk A/S-Spons ADR (NVO) at 25.0% of the portfolio, followed by Eli Lilly (LLY, 23.2%) and Viking Therapeutics (VKTX, 9.5%). Compared with Q2 2024, it opened 7 new positions, sold out of 5, added to 9 and reduced 4. The biggest buy was Viking Therapeutics (VKTX, shares +18%) and the biggest sale an exit from Merck (MRK).

Most Recent 13F
Q2 2026
Location
MIAMI, FL
CIK
0001937964
Portfolio Value
$353.6M (Q3 2024)
SEC Filing
0001937964-24-000006 ↗ filed Nov 14, 2024

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 $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 44 stocks · $353.6M
NVO Novo-Nordisk A/S-Spons ADR 24.98% 741,743 $88.3M Add +7.2%
LLY Eli Lilly & Co. 23.20% 92,593 $82.0M No change
VKTX Viking Therapeutics Inc. 9.54% 532,879 $33.7M Add +17.6%
ITCI Intra-Cellular Therapies Inc. 4.48% 216,519 $15.8M No change
AZN Astrazeneca PLC-Spons ADR 4.20% 190,752 $14.9M No change
SLNO Soleno Therapeutics Inc. 3.92% 274,424 $13.9M Add +190.6%
ALNY Alnylam Pharmaceuticals Inc. 2.72% 35,000 $9.6M No change
VRTX Vertex Pharmaceuticals Inc. 2.49% 18,900 $8.8M No change
PCVX Vaxcyte Inc. 2.46% 76,255 $8.7M No change
ARGX Argenx SE - ADR 2.32% 15,138 $8.2M No change
AXSM Axsome Therapeutics Inc. 2.23% 87,848 $7.9M No change
PTGX Protagonist Therapeutics Inc. 1.58% 124,440 $5.6M No change
NBIX Neurocrine Biosciences Inc. 1.47% 45,000 $5.2M No change
RVMD Revolution Medicines Inc. 1.23% 95,885 $4.3M New
DYN Dyne Therapeutics Inc. 1.21% 119,488 $4.3M No change
VRNA Verona Pharma Ltd. 1.21% 148,590 $4.3M Add +13.6%
MRUS Merus NV 1.13% 80,171 $4.0M Add +59.8%
INSM Insmed Inc. 1.09% 52,939 $3.9M Reduce -0.9%
CLDX Celldex Therapeutics Inc. 0.72% 75,300 $2.6M No change
CRNX Crinetics Pharmaceuticals Inc. 0.66% 45,765 $2.3M Reduce -46.6%
IDYA Ideaya Biosciences Inc. 0.56% 62,992 $2.0M Add +15.8%
MREO Mereo Biopharma Group PL-ADR 0.49% 421,359 $1.7M No change
SWTX Springworks Therapeutics Inc. 0.49% 53,930 $1.7M No change
NUVL Nuvalent Inc. Class A 0.45% 15,437 $1.6M New
XENE Xenon Pharmaceuticals Inc. 0.45% 40,000 $1.6M No change
CNTA Centessa Pharmaceuticals Ltd. 0.36% 80,380 $1.3M New
EYPT Eyepoint Inc. 0.35% 156,300 $1.2M Add +54.0%
CRL Charles River Laboratories 0.35% 6,305 $1.2M Reduce -8.7%
IONS Ionis Pharmaceuticals Inc. 0.35% 30,479 $1.2M Reduce -51.2%
KROS Keros Therapeutics Inc. 0.33% 20,000 $1.2M No change
KURA Kura Oncology Inc. 0.32% 57,178 $1.1M No change
ASND Ascendis Pharma A/S 0.31% 7,440 $1.1M No change
ANNX Annexon Inc. 0.29% 172,226 $1.0M Add +16.8%
CRBP Corbus Pharmaceuticals Holdi 0.28% 47,400 $978K Add +137.0%
SLN Silence Therapeutics PLC-ADR 0.27% 52,476 $954K No change
SNDX Syndax Pharmaceuticals Inc. 0.26% 48,263 $929K No change
NAMS Newamsterdam Pharma Co. NV 0.25% 54,285 $901K No change
ALEC Alector Inc. 0.25% 193,317 $901K New
IRON Disc Medicine Inc. 0.19% 13,440 $660K No change
LRMR Larimar Therapeutics Inc. 0.17% 90,490 $593K No change
SLRN Acelyrin Inc. 0.13% 93,114 $459K New
MDGL Madrigal Pharmaceuticals Inc. 0.09% 1,557 $330K No change
SMMT Summit Therapeutics Inc. 0.09% 14,512 $318K New
QTTB Q32 Bio Inc. 0.06% 4,705 $210K New

Options reported separately and not counted above: LLY puts ($13.3M).

Portfolio Sells Q2 2024 → Q3 2024
MRK Merck & Co. Inc. Sold out 0.00% −14.05
OCUL Ocular Therapeutix Inc. Sold out 0.00% −0.88
APGE Apogee Therapeutics Inc. Sold out 0.00% −0.59
IONS Ionis Pharmaceuticals Inc. Reduce -51.2% 0.35% −0.42
CRNX Crinetics Pharmaceuticals Inc. Reduce -46.6% 0.66% −0.32
PLRX Pliant Therapeutics Inc. Sold out 0.00% −0.14
SRPT Sarepta Therapeutics Inc. Sold out 0.00% −0.11
CRL Charles River Laboratories Reduce -8.7% 0.35% −0.01
INSM Insmed Inc. Reduce -0.9% 1.09% +0.17

Portfolio Buys Q2 2024 → Q3 2024
VKTX Viking Therapeutics Inc. Add +17.6% 9.54% +3.38
SLNO Soleno Therapeutics Inc. Add +190.6% 3.92% +2.93
RVMD Revolution Medicines Inc. New 1.23% +1.23
VRNA Verona Pharma Ltd. Add +13.6% 1.21% +0.72
NUVL Nuvalent Inc. Class A New 0.45% +0.45
MRUS Merus NV Add +59.8% 1.13% +0.37
CNTA Centessa Pharmaceuticals Ltd. New 0.36% +0.36
ALEC Alector Inc. New 0.25% +0.25
SLRN Acelyrin Inc. New 0.13% +0.13
EYPT Eyepoint Inc. Add +54.0% 0.35% +0.13
ANNX Annexon Inc. Add +16.8% 0.29% +0.10
SMMT Summit Therapeutics Inc. New 0.09% +0.09
IDYA Ideaya Biosciences Inc. Add +15.8% 0.56% +0.07
QTTB Q32 Bio Inc. New 0.06% +0.06
CRBP Corbus Pharmaceuticals Holdi Add +137.0% 0.28% +0.04
NVO Novo-Nordisk A/S-Spons ADR Add +7.2% 24.98% −0.35

Options Activity Q2 2024 → Q3 2024
ELI LILLY & CO put Sold out 75,000 $67.9Mbefore exit
NOVO-NORDISK A S put Sold out 310,000 $44.2Mbefore exit
LLY Eli Lilly & Co. put New 15,000 $13.3M
VIKING THERAPEUTICS INC call Sold out 150,000 $8.0Mbefore exit
INSMED INC put Sold out 110,000 $7.4Mbefore 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