In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Artia Global Partners LP reported 33 stock positions worth $248.0 million . Its top holding was Soleno Therapeutics (SLNO) at 9.0% of the portfolio, followed by Merus (MRUS, 7.9% ) and Intra-Cellular Therapies (ITCI, 7.4% ). Compared with Q3 2024, it opened 8 new positions, sold out of 19, added to 11 and reduced 3. The biggest buy was a new position in Arcellx (ACLX) and the biggest sale an exit from Eli Lilly (LLY).
Location MIAMI, FL
CIK 0001937964
Portfolio Value $248.0M (Q4 2024) Holdings 33 stocks · $248.0M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q3 2024 SLNO Soleno Therapeutics Inc. 494,424 $22.2M Add +80.2% MRUS Merus NV 463,840 $19.5M Add +478.6% ITCI Intra-Cellular Therapies Inc. 219,719 $18.4M Add +1.5% ACLX Arcellx Inc. 229,785 $17.6M New NVO Novo-Nordisk A/S-Spons ADR 200,000 $17.2M Reduce -73.0% NUVL Nuvalent Inc. Class A 204,045 $16.0M Add +1221.8% PCVX Vaxcyte Inc. 162,255 $13.3M Add +112.8% ALNY Alnylam Pharmaceuticals Inc. 56,400 $13.3M Add +61.1% AZN Astrazeneca PLC-Spons ADR 190,752 $12.5M No change RVMD Revolution Medicines Inc. 284,190 $12.4M Add +196.4% VRNA Verona Pharma Ltd. 255,318 $11.9M Add +71.8% INSM Insmed Inc. 167,939 $11.6M Add +217.2% PTGX Protagonist Therapeutics Inc. 293,851 $11.3M Add +136.1% JANX Janux Therapeutics Inc. 162,976 $8.7M New ARGX Argenx SE - ADR 11,311 $7.0M Reduce -25.3% NBIX Neurocrine Biosciences Inc. 45,000 $6.1M No change VKTX Viking Therapeutics Inc. 90,279 $3.6M Reduce -83.1% RYTM Rhythm Pharmaceuticals Inc. 50,000 $2.8M New CRNX Crinetics Pharmaceuticals Inc. 45,765 $2.3M No change ELVN Enliven Therapeutics Inc. 102,900 $2.3M New SWTX Springworks Therapeutics Inc. 53,930 $1.9M No change VRDN Viridian Therapeutics Inc. 100,000 $1.9M New TGTX TG Therapeutics Inc. 54,515 $1.6M New EYPT Eyepoint Inc. 216,700 $1.6M Add +38.6% XENE Xenon Pharmaceuticals Inc. 40,000 $1.6M No change MREO Mereo Biopharma Group PL-ADR 421,359 $1.5M No change NAMS Newamsterdam Pharma Co. NV 54,285 $1.4M No change CNTA Centessa Pharmaceuticals Ltd. 80,380 $1.3M No change CRL Charles River Laboratories 6,305 $1.2M No change TARS Tarsus Pharmaceuticals Inc. 20,811 $1.2M New ASND Ascendis Pharma A/S 7,440 $1.0M No change ANNX Annexon Inc. 172,226 $884K No change TECX Tectonic Therapeutic Inc. 16,650 $769K New
Options reported separately and not counted above: NVO puts ($17.2M), XBI puts ($9.0M), NVO calls ($4.3M), EWTX puts ($1.3M).
Portfolio Sells Q3 2024 → Q4 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▲ LLY Eli Lilly & Co. Sold out 0.00% −23.20 NVO Novo-Nordisk A/S-Spons ADR Reduce -73.0% 6.94% −18.04 VKTX Viking Therapeutics Inc. Reduce -83.1% 1.47% −8.08 VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −2.49 AXSM Axsome Therapeutics Inc. Sold out 0.00% −2.23 DYN Dyne Therapeutics Inc. Sold out 0.00% −1.21 CLDX Celldex Therapeutics Inc. Sold out 0.00% −0.72 IDYA Ideaya Biosciences Inc. Sold out 0.00% −0.56 IONS Ionis Pharmaceuticals Inc. Sold out 0.00% −0.35 KROS Keros Therapeutics Inc. Sold out 0.00% −0.33 KURA Kura Oncology Inc. Sold out 0.00% −0.32 CRBP Corbus Pharmaceuticals Holdi Sold out 0.00% −0.28 SLN Silence Therapeutics PLC-ADR Sold out 0.00% −0.27 SNDX Syndax Pharmaceuticals Inc. Sold out 0.00% −0.26 ALEC Alector Inc. Sold out 0.00% −0.25 IRON Disc Medicine Inc. Sold out 0.00% −0.19 LRMR Larimar Therapeutics Inc. Sold out 0.00% −0.17 SLRN Acelyrin Inc. Sold out 0.00% −0.13 MDGL Madrigal Pharmaceuticals Inc. Sold out 0.00% −0.09 SMMT Summit Therapeutics Inc. Sold out 0.00% −0.09 QTTB Q32 Bio Inc. Sold out 0.00% −0.06 ARGX Argenx SE - ADR Reduce -25.3% 2.81% +0.48
Portfolio Buys Q3 2024 → Q4 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▼ ACLX Arcellx Inc. New 7.11% +7.11 MRUS Merus NV Add +478.6% 7.87% +6.73 NUVL Nuvalent Inc. Class A Add +1221.8% 6.44% +5.99 SLNO Soleno Therapeutics Inc. Add +80.2% 8.96% +5.04 RVMD Revolution Medicines Inc. Add +196.4% 5.01% +3.78 INSM Insmed Inc. Add +217.2% 4.68% +3.58 VRNA Verona Pharma Ltd. Add +71.8% 4.78% +3.57 JANX Janux Therapeutics Inc. New 3.52% +3.52 PTGX Protagonist Therapeutics Inc. Add +136.1% 4.57% +2.99 ITCI Intra-Cellular Therapies Inc. Add +1.5% 7.40% +2.92 PCVX Vaxcyte Inc. Add +112.8% 5.36% +2.89 ALNY Alnylam Pharmaceuticals Inc. Add +61.1% 5.35% +2.63 RYTM Rhythm Pharmaceuticals Inc. New 1.13% +1.13 ELVN Enliven Therapeutics Inc. New 0.93% +0.93 VRDN Viridian Therapeutics Inc. New 0.77% +0.77 TGTX TG Therapeutics Inc. New 0.66% +0.66 TARS Tarsus Pharmaceuticals Inc. New 0.46% +0.46 TECX Tectonic Therapeutic Inc. New 0.31% +0.31 EYPT Eyepoint Inc. Add +38.6% 0.65% +0.30
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ NVO Novo-Nordisk A/S-Spons ADR put New 200,000 $17.2M LLY Eli Lilly & Co. put Sold out 15,000 $13.3Mbefore exit XBI SS SPDR S&P Biotech ETF put New 100,000 $9.0M NVO Novo-Nordisk A/S-Spons ADR call New 50,000 $4.3M EWTX Edgewise Therapeutics Inc. put New 50,000 $1.3M
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 2025 Amended 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