Artia Global Partners LP

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Artia Global Partners LP reported 33 stock positions worth $388.8 million. Its top holding was Verona Pharma (VRNA) at 22.5% of the portfolio, followed by Insmed (INSM, 19.5%) and Argenx SE - ADR (ARGX, 11.1%). Compared with Q1 2025, it opened 10 new positions, sold out of 9, added to 9 and reduced 7. The biggest buy was Verona Pharma (VRNA, shares +72%) and the biggest sale Eli Lilly (LLY, shares −68%).

Most Recent 13F
Q2 2026
Location
MIAMI, FL
CIK
0001937964
Portfolio Value
$388.8M (Q2 2025)
SEC Filing
0001937964-25-000006 ↗ filed Aug 14, 2025

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 Q3 2024 Q4 2024: $248.0M Q4 2024 Q1 2025: $341.0M Q1 2025 Q2 2025: $388.8M $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 33 stocks · $388.8M
VRNA Verona Pharma Ltd. 22.48% 924,204 $87.4M Add +71.6%
INSM Insmed Inc. 19.48% 752,712 $75.8M Add +136.5%
ARGX Argenx SE - ADR 11.10% 78,311 $43.2M Add +592.3%
SLNO Soleno Therapeutics Inc. 10.65% 494,424 $41.4M Reduce -0.8%
LLY Eli Lilly & Co. 6.16% 30,700 $23.9M Reduce -67.7%
BSX Boston Scientific Corp. 4.29% 155,200 $16.7M Add +19.7%
MRUS Merus NV 4.01% 296,750 $15.6M Reduce -30.1%
DGX Quest Diagnostics Inc. 3.78% 81,717 $14.7M Add +44.1%
AZN Astrazeneca PLC-Spons ADR 3.43% 190,752 $13.3M No change
TRVI Trevi Therapeutics Inc. 1.85% 1,311,840 $7.2M New
ALNY Alnylam Pharmaceuticals Inc. 1.76% 20,970 $6.8M Reduce -26.7%
REGN Regeneron Pharmaceuticals 1.44% 10,671 $5.6M New
SRRK Scholar Rock Holding Corp. 1.15% 126,285 $4.5M Reduce -26.7%
RVMD Revolution Medicines Inc. 0.99% 104,190 $3.8M No change
SWTX Springworks Therapeutics Inc. 0.77% 63,930 $3.0M Add +18.5%
EYPT Eyepoint Inc. 0.77% 316,700 $3.0M No change
ABBV Abbvie Inc. 0.69% 14,500 $2.7M New
VKTX Viking Therapeutics Inc. 0.66% 96,479 $2.6M Add +6.9%
ASND Ascendis Pharma A/S 0.54% 12,240 $2.1M Add +64.5%
TGTX TG Therapeutics Inc. 0.50% 54,515 $2.0M No change
VRTX Vertex Pharmaceuticals Inc. 0.50% 4,400 $2.0M New
RARE Ultragenyx Pharmaceutical Inc. 0.39% 41,830 $1.5M New
UTHR United Therapeutics Corp. 0.37% 5,000 $1.4M No change
MREO Mereo Biopharma Group PL-ADR 0.33% 475,361 $1.3M Add +12.8%
PTGX Protagonist Therapeutics Inc. 0.33% 22,951 $1.3M Reduce -93.1%
XENE Xenon Pharmaceuticals Inc. 0.32% 40,000 $1.3M No change
BHVN Biohaven Ltd. 0.29% 80,000 $1.1M New
RNAM Avidity Biosciences Inc. 0.25% 34,600 $983K New
KNSA Kiniksa Pharmaceuticals Inte 0.21% 29,200 $808K New
MLYS Mineralys Therapeutics Inc. 0.14% 41,100 $556K New
NAMS Newamsterdam Pharma Co. NV 0.13% 27,319 $495K New
JANX Janux Therapeutics Inc. 0.12% 20,000 $462K Reduce -47.5%
TVTX Travere Therapeutics Inc. 0.12% 30,900 $457K No change

Options reported separately and not counted above: VRNA puts ($8.7M), XBI puts ($8.3M), UGL calls ($5.8M), INSM calls ($4.0M).

Portfolio Sells Q1 2025 → Q2 2025
LLY Eli Lilly & Co. Reduce -67.7% 6.16% −16.83
ITCI Intra-Cellular Therapies Inc. Sold out 0.00% −8.50
PTGX Protagonist Therapeutics Inc. Reduce -93.1% 0.33% −4.41
ACLX Arcellx Inc. Sold out 0.00% −4.41
NUVL Nuvalent Inc. Class A Sold out 0.00% −1.89
MRUS Merus NV Reduce -30.1% 4.01% −1.23
RYTM Rhythm Pharmaceuticals Inc. Sold out 0.00% −0.78
VRDN Viridian Therapeutics Inc. Sold out 0.00% −0.63
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.51
ALNY Alnylam Pharmaceuticals Inc. Reduce -26.7% 1.76% −0.51
NBIX Neurocrine Biosciences Inc. Sold out 0.00% −0.48
SRRK Scholar Rock Holding Corp. Reduce -26.7% 1.15% −0.47
JANX Janux Therapeutics Inc. Reduce -47.5% 0.12% −0.18
CNTA Centessa Pharmaceuticals Ltd. Sold out 0.00% −0.15
ORKA Oruka Therapeutics Inc. Sold out 0.00% −0.02
SLNO Soleno Therapeutics Inc. Reduce -0.8% 10.65% +0.21

Portfolio Buys Q1 2025 → Q2 2025
VRNA Verona Pharma Ltd. Add +71.6% 22.48% +12.46
INSM Insmed Inc. Add +136.5% 19.48% +12.36
ARGX Argenx SE - ADR Add +592.3% 11.10% +9.14
TRVI Trevi Therapeutics Inc. New 1.85% +1.85
REGN Regeneron Pharmaceuticals New 1.44% +1.44
DGX Quest Diagnostics Inc. Add +44.1% 3.78% +0.96
ABBV Abbvie Inc. New 0.69% +0.69
VRTX Vertex Pharmaceuticals Inc. New 0.50% +0.50
BSX Boston Scientific Corp. Add +19.7% 4.29% +0.45
RARE Ultragenyx Pharmaceutical Inc. New 0.39% +0.39
BHVN Biohaven Ltd. New 0.29% +0.29
RNAM Avidity Biosciences Inc. New 0.25% +0.25
KNSA Kiniksa Pharmaceuticals Inte New 0.21% +0.21
ASND Ascendis Pharma A/S Add +64.5% 0.54% +0.20
MLYS Mineralys Therapeutics Inc. New 0.14% +0.14
NAMS Newamsterdam Pharma Co. NV New 0.13% +0.13
SWTX Springworks Therapeutics Inc. Add +18.5% 0.77% +0.07
MREO Mereo Biopharma Group PL-ADR Add +12.8% 0.33% +0.05
VKTX Viking Therapeutics Inc. Add +6.9% 0.66% +0.02

Options Activity Q1 2025 → Q2 2025
LLY Eli Lilly & Co. put Sold out 45,000 $37.2Mbefore exit
SLNO Soleno Therapeutics Inc. put Sold out 136,900 $9.8Mbefore exit
VRNA Verona Pharma Ltd. put New 91,800 $8.7M
XBI SS SPDR S&P Biotech ETF put New 100,000 $8.3M
SLNO Soleno Therapeutics Inc. call Sold out 100,000 $7.1Mbefore exit
UGL Proshares Ultra Gold call New 168,000 $5.8M
INSM Insmed Inc. call New 40,000 $4.0M

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