In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Artia Global Partners LP reported 32 stock positions worth $341.0 million . Its top holding was Eli Lilly (LLY) at 23.0% of the portfolio, followed by Soleno Therapeutics (SLNO, 10.4% ) and Verona Pharma (VRNA, 10.0% ). Compared with Q4 2024, it opened 8 new positions, sold out of 9, added to 6 and reduced 8. The biggest buy was a new position in Eli Lilly (LLY) and the biggest sale an exit from Novo-Nordisk A/S-Spons ADR (NVO).
Location MIAMI, FL
CIK 0001937964
Portfolio Value $341.0M (Q1 2025) Holdings 32 stocks · $341.0M 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 Q4 2024 LLY Eli Lilly & Co. 94,887 $78.4M New SLNO Soleno Therapeutics Inc. 498,473 $35.6M Add +0.8% VRNA Verona Pharma Ltd. 538,488 $34.2M Add +110.9% ITCI Intra-Cellular Therapies Inc. 219,719 $29.0M No change INSM Insmed Inc. 318,239 $24.3M Add +89.5% MRUS Merus NV 424,640 $17.9M Reduce -8.4% PTGX Protagonist Therapeutics Inc. 333,851 $16.1M Add +13.6% ACLX Arcellx Inc. 229,085 $15.0M Reduce -0.3% AZN Astrazeneca PLC-Spons ADR 190,752 $14.0M No change BSX Boston Scientific Corp. 129,700 $13.1M New DGX Quest Diagnostics Inc. 56,717 $9.6M New ALNY Alnylam Pharmaceuticals Inc. 28,600 $7.7M Reduce -49.3% ARGX Argenx SE - ADR 11,311 $6.7M No change NUVL Nuvalent Inc. Class A 90,745 $6.4M Reduce -55.5% SRRK Scholar Rock Holding Corp. 172,185 $5.5M New RVMD Revolution Medicines Inc. 104,190 $3.7M Reduce -63.3% RYTM Rhythm Pharmaceuticals Inc. 50,000 $2.6M No change SWTX Springworks Therapeutics Inc. 53,930 $2.4M No change VKTX Viking Therapeutics Inc. 90,279 $2.2M No change VRDN Viridian Therapeutics Inc. 160,000 $2.2M Add +60.0% TGTX TG Therapeutics Inc. 54,515 $2.1M No change ISRG Intuitive Surgical Inc. 3,500 $1.7M New EYPT Eyepoint Inc. 316,700 $1.7M Add +46.1% NBIX Neurocrine Biosciences Inc. 14,700 $1.6M Reduce -67.3% UTHR United Therapeutics Corp. 5,000 $1.5M New XENE Xenon Pharmaceuticals Inc. 40,000 $1.3M No change ASND Ascendis Pharma A/S 7,440 $1.2M No change JANX Janux Therapeutics Inc. 38,100 $1.0M Reduce -76.6% MREO Mereo Biopharma Group PL-ADR 421,359 $948K No change TVTX Travere Therapeutics Inc. 30,900 $554K New CNTA Centessa Pharmaceuticals Ltd. 35,226 $507K Reduce -56.2% ORKA Oruka Therapeutics Inc. 7,380 $76K New
Options reported separately and not counted above: LLY puts ($37.2M), SLNO puts ($9.8M), SLNO calls ($7.1M).
Portfolio Sells Q4 2024 → Q1 2025 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 Q4 2024 % Of Portfolio Change To Portfolio ▲ NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −6.94 PCVX Vaxcyte Inc. Sold out 0.00% −5.36 NUVL Nuvalent Inc. Class A Reduce -55.5% 1.89% −4.55 RVMD Revolution Medicines Inc. Reduce -63.3% 1.08% −3.93 JANX Janux Therapeutics Inc. Reduce -76.6% 0.30% −3.22 ALNY Alnylam Pharmaceuticals Inc. Reduce -49.3% 2.26% −3.09 ACLX Arcellx Inc. Reduce -0.3% 4.41% −2.70 MRUS Merus NV Reduce -8.4% 5.24% −2.62 NBIX Neurocrine Biosciences Inc. Reduce -67.3% 0.48% −2.00 CRNX Crinetics Pharmaceuticals Inc. Sold out 0.00% −0.94 ELVN Enliven Therapeutics Inc. Sold out 0.00% −0.93 NAMS Newamsterdam Pharma Co. NV Sold out 0.00% −0.56 CRL Charles River Laboratories Sold out 0.00% −0.47 TARS Tarsus Pharmaceuticals Inc. Sold out 0.00% −0.46 CNTA Centessa Pharmaceuticals Ltd. Reduce -56.2% 0.15% −0.39 ANNX Annexon Inc. Sold out 0.00% −0.36 TECX Tectonic Therapeutic Inc. Sold out 0.00% −0.31
Portfolio Buys Q4 2024 → Q1 2025 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 Q4 2024 % Of Portfolio Change To Portfolio ▼ LLY Eli Lilly & Co. New 22.98% +22.98 VRNA Verona Pharma Ltd. Add +110.9% 10.03% +5.24 BSX Boston Scientific Corp. New 3.84% +3.84 DGX Quest Diagnostics Inc. New 2.81% +2.81 INSM Insmed Inc. Add +89.5% 7.12% +2.44 SRRK Scholar Rock Holding Corp. New 1.62% +1.62 SLNO Soleno Therapeutics Inc. Add +0.8% 10.44% +1.48 ISRG Intuitive Surgical Inc. New 0.51% +0.51 UTHR United Therapeutics Corp. New 0.45% +0.45 TVTX Travere Therapeutics Inc. New 0.16% +0.16 PTGX Protagonist Therapeutics Inc. Add +13.6% 4.73% +0.16 ORKA Oruka Therapeutics Inc. New 0.02% +0.02 VRDN Viridian Therapeutics Inc. Add +60.0% 0.63% −0.14 EYPT Eyepoint Inc. Add +46.1% 0.50% −0.15
Options Activity Q4 2024 → Q1 2025 Security Type Change vs Q4 2024 Underlying Shares Value ▼ LLY Eli Lilly & Co. put New 45,000 $37.2M NVO Novo-Nordisk A/S-Spons ADR put Sold out 200,000 $17.2Mbefore exit SLNO Soleno Therapeutics Inc. put New 136,900 $9.8M XBI SS SPDR S&P Biotech ETF put Sold out 100,000 $9.0Mbefore exit SLNO Soleno Therapeutics Inc. call New 100,000 $7.1M NVO Novo-Nordisk A/S-Spons ADR call Sold out 50,000 $4.3Mbefore exit EWTX Edgewise Therapeutics Inc. put Sold out 50,000 $1.3Mbefore 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 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