Artia Global Partners LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Artia Global Partners LP reported 48 stock positions worth $568.3 million. Its top holding was Insmed (INSM) at 18.6% of the portfolio, followed by Argenx SE - ADR (ARGX, 10.2%) and Soleno Therapeutics (SLNO, 8.0%). Compared with Q2 2025, it opened 17 new positions, sold out of 2, added to 11 and reduced 4. The biggest buy was a new position in Uniqure (QURE) and the biggest sale Verona Pharma (VRNA, shares −59%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001937964
- Portfolio Value
- $568.3M (Q3 2025)
- SEC Filing
- 0001937964-25-000009 ↗ filed Nov 14, 2025
Holdings Value
Holdings 48 stocks · $568.3M
| INSM Insmed Inc. | 18.55% | 732,212 | $105.4M | Reduce -2.7% |
| ARGX Argenx SE - ADR | 10.16% | 78,311 | $57.8M | No change |
| SLNO Soleno Therapeutics Inc. | 8.00% | 672,176 | $45.4M | Add +36.0% |
| VRNA Verona Pharma Ltd. | 7.12% | 379,004 | $40.4M | Reduce -59.0% |
| QURE Uniqure NV | 6.77% | 658,839 | $38.5M | New |
| MRUS Merus NV | 4.92% | 296,750 | $27.9M | No change |
| UGL Proshares Ultra Gold | 4.36% | 537,372 | $24.8M | New |
| LLY Eli Lilly & Co. | 3.85% | 28,700 | $21.9M | Reduce -6.5% |
| VRTX Vertex Pharmaceuticals Inc. | 3.80% | 55,100 | $21.6M | Add +1152.3% |
| ABVX Abivax SA-ADR | 3.37% | 225,453 | $19.1M | New |
| TRVI Trevi Therapeutics Inc. | 3.22% | 1,999,702 | $18.3M | Add +52.4% |
| BSX Boston Scientific Corp. | 3.15% | 183,200 | $17.9M | Add +18.0% |
| ALNY Alnylam Pharmaceuticals Inc. | 2.77% | 34,570 | $15.8M | Add +64.8% |
| DGX Quest Diagnostics Inc. | 2.74% | 81,717 | $15.6M | No change |
| AZN Astrazeneca PLC-Spons ADR | 2.58% | 190,752 | $14.6M | No change |
| EYPT Eyepoint Inc. | 1.57% | 628,367 | $8.9M | Add +98.4% |
| REGN Regeneron Pharmaceuticals | 1.06% | 10,671 | $6.0M | No change |
| NAMS Newamsterdam Pharma Co. NV | 0.97% | 194,838 | $5.5M | Add +613.2% |
| RVMD Revolution Medicines Inc. | 0.86% | 104,190 | $4.9M | No change |
| RNAM Avidity Biosciences Inc. | 0.84% | 110,100 | $4.8M | Add +218.2% |
| DNTH Dianthus Therapeutics Inc. | 0.75% | 108,723 | $4.3M | New |
| IONS Ionis Pharmaceuticals Inc. | 0.69% | 60,176 | $3.9M | New |
| VKTX Viking Therapeutics Inc. | 0.68% | 146,179 | $3.8M | Add +51.5% |
| SRRK Scholar Rock Holding Corp. | 0.63% | 96,285 | $3.6M | Reduce -23.8% |
| ABBV Abbvie Inc. | 0.59% | 14,500 | $3.4M | No change |
| NKTR Nektar Therapeutics | 0.58% | 57,999 | $3.3M | New |
| CNTA Centessa Pharmaceuticals Ltd. | 0.57% | 133,291 | $3.2M | New |
| ASND Ascendis Pharma A/S | 0.43% | 12,240 | $2.4M | No change |
| MLYS Mineralys Therapeutics Inc. | 0.38% | 56,600 | $2.1M | Add +37.7% |
| UTHR United Therapeutics Corp. | 0.37% | 5,000 | $2.1M | No change |
| TGTX TG Therapeutics Inc. | 0.35% | 54,515 | $2.0M | No change |
| RARE Ultragenyx Pharmaceutical Inc. | 0.34% | 64,502 | $1.9M | Add +54.2% |
| RAPP Rapport Therapeutics Inc. | 0.34% | 64,608 | $1.9M | New |
| OCUL Ocular Therapeutix Inc. | 0.29% | 141,061 | $1.6M | New |
| XENE Xenon Pharmaceuticals Inc. | 0.28% | 40,000 | $1.6M | No change |
| IREN Iren Ltd. filed as IREN LIMITED | 0.27% | 33,200 | $1.6M | New |
| PTGX Protagonist Therapeutics Inc. | 0.27% | 22,951 | $1.5M | No change |
| BTSG Brightspring Health Services | 0.22% | 41,600 | $1.2M | New |
| BHVN Biohaven Ltd. | 0.21% | 80,000 | $1.2M | No change |
| KNSA Kiniksa Pharmaceuticals Inte | 0.20% | 29,200 | $1.1M | No change |
| BBIO Bridgebio Pharma Inc. | 0.19% | 20,400 | $1.1M | New |
| MREO Mereo Biopharma Group PL-ADR | 0.17% | 475,361 | $979K | No change |
| SRPT Sarepta Therapeutics Inc. | 0.15% | 44,900 | $865K | New |
| TVTX Travere Therapeutics Inc. | 0.13% | 30,900 | $739K | No change |
| MRNA Moderna Inc. | 0.11% | 23,800 | $615K | New |
| KALV Kalvista Pharmaceuticals Inc. | 0.09% | 41,555 | $506K | New |
| ATYR Atyr Pharma Inc. | 0.05% | 372,276 | $269K | New |
| ALEC Alector Inc. | 0.04% | 71,029 | $210K | New |
Options reported separately and not counted above: INSM calls ($57.6M), RARE calls ($4.5M), ATYR calls ($433K).
Portfolio Sells Q2 2025 → Q3 2025
| VRNA Verona Pharma Ltd. | Reduce -59.0% | 7.12% | −15.37 |
| LLY Eli Lilly & Co. | Reduce -6.5% | 3.85% | −2.30 |
| INSM Insmed Inc. | Reduce -2.7% | 18.55% | −0.93 |
| SWTX Springworks Therapeutics Inc. | Sold out | 0.00% | −0.77 |
| SRRK Scholar Rock Holding Corp. | Reduce -23.8% | 0.63% | −0.52 |
| JANX Janux Therapeutics Inc. | Sold out | 0.00% | −0.12 |
Portfolio Buys Q2 2025 → Q3 2025
| QURE Uniqure NV | New | 6.77% | +6.77 |
| UGL Proshares Ultra Gold | New | 4.36% | +4.36 |
| ABVX Abivax SA-ADR | New | 3.37% | +3.37 |
| VRTX Vertex Pharmaceuticals Inc. | Add +1152.3% | 3.80% | +3.29 |
| TRVI Trevi Therapeutics Inc. | Add +52.4% | 3.22% | +1.37 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +64.8% | 2.77% | +1.01 |
| NAMS Newamsterdam Pharma Co. NV | Add +613.2% | 0.97% | +0.85 |
| EYPT Eyepoint Inc. | Add +98.4% | 1.57% | +0.81 |
| DNTH Dianthus Therapeutics Inc. | New | 0.75% | +0.75 |
| IONS Ionis Pharmaceuticals Inc. | New | 0.69% | +0.69 |
| RNAM Avidity Biosciences Inc. | Add +218.2% | 0.84% | +0.59 |
| NKTR Nektar Therapeutics | New | 0.58% | +0.58 |
| CNTA Centessa Pharmaceuticals Ltd. | New | 0.57% | +0.57 |
| RAPP Rapport Therapeutics Inc. | New | 0.34% | +0.34 |
| OCUL Ocular Therapeutix Inc. | New | 0.29% | +0.29 |
| IREN Iren Ltd. | New | 0.27% | +0.27 |
| MLYS Mineralys Therapeutics Inc. | Add +37.7% | 0.38% | +0.23 |
| BTSG Brightspring Health Services | New | 0.22% | +0.22 |
| BBIO Bridgebio Pharma Inc. | New | 0.19% | +0.19 |
| SRPT Sarepta Therapeutics Inc. | New | 0.15% | +0.15 |
| MRNA Moderna Inc. | New | 0.11% | +0.11 |
| KALV Kalvista Pharmaceuticals Inc. | New | 0.09% | +0.09 |
| ATYR Atyr Pharma Inc. | New | 0.05% | +0.05 |
| ALEC Alector Inc. | New | 0.04% | +0.04 |
| VKTX Viking Therapeutics Inc. | Add +51.5% | 0.68% | +0.02 |
| RARE Ultragenyx Pharmaceutical Inc. | Add +54.2% | 0.34% | −0.05 |
| BSX Boston Scientific Corp. | Add +18.0% | 3.15% | −1.14 |
| SLNO Soleno Therapeutics Inc. | Add +36.0% | 8.00% | −2.66 |
Options Activity Q2 2025 → Q3 2025
| INSM Insmed Inc. | call | Add +900.0% | 400,000 | $57.6M |
| VRNA Verona Pharma Ltd. | put | Sold out | 91,800 | $8.7Mbefore exit |
| XBI SS SPDR S&P Biotech ETF | put | Sold out | 100,000 | $8.3Mbefore exit |
| UGL Proshares Ultra Gold | call | Sold out | 168,000 | $5.8Mbefore exit |
| RARE Ultragenyx Pharmaceutical Inc. | call | New | 150,000 | $4.5M |
| ATYR Atyr Pharma Inc. | call | New | 600,000 | $433K |
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 |