Artia Global Partners LP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Artia Global Partners LP reported 50 stock positions worth $622.4 million. Its top holding was Insmed (INSM) at 19.1% of the portfolio, followed by Abivax SA-ADR (ABVX, 13.0%) and Argenx SE - ADR (ARGX, 8.7%). Compared with Q3 2025, it opened 19 new positions, sold out of 17, added to 13 and reduced 7. The biggest buy was Abivax SA-ADR (ABVX, shares +166%) and the biggest sale an exit from Verona Pharma (VRNA).

Most Recent 13F
Q2 2026
Location
MIAMI, FL
CIK
0001937964
Portfolio Value
$622.4M (Q4 2025)
SEC Filing
0001937964-26-000002 ↗ filed Feb 17, 2026

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 Q2 2025 Q3 2025: $568.3M Q3 2025 Q4 2025: $622.4M $622.4M Q4 2025 Q1 2026: $443.5M Q1 2026 Q2 2026: $526.0M Q2 2026

Holdings 50 stocks · $622.4M
INSM Insmed Inc. 19.08% 682,212 $118.7M Reduce -6.8%
ABVX Abivax SA-ADR 13.02% 600,747 $81.0M Add +166.5%
ARGX Argenx SE - ADR 8.74% 64,699 $54.4M Reduce -17.4%
LLY Eli Lilly & Co. 8.72% 50,500 $54.3M Add +76.0%
VKTX Viking Therapeutics Inc. 4.07% 719,365 $25.3M Add +392.1%
TRVI Trevi Therapeutics Inc. 4.05% 2,013,602 $25.2M Add +0.7%
SLNO Soleno Therapeutics Inc. 3.97% 533,698 $24.7M Reduce -20.6%
UGL Proshares Ultra Gold 3.94% 442,119 $24.5M Reduce -17.7%
QURE Uniqure NV 3.94% 1,023,539 $24.5M Add +55.4%
NAMS Newamsterdam Pharma Co. NV 2.84% 503,936 $17.7M Add +158.6%
AZN Astrazeneca PLC-Spons ADR 2.82% 190,752 $17.5M No change
CDTX Cidara Therapeutics Inc. 2.51% 70,824 $15.6M New
EYPT Eyepoint Inc. 2.25% 767,098 $14.0M Add +22.1%
IONS Ionis Pharmaceuticals Inc. 1.83% 144,376 $11.4M Add +139.9%
DNTH Dianthus Therapeutics Inc. 1.36% 205,090 $8.5M Add +88.6%
RVMD Revolution Medicines Inc. 1.33% 104,190 $8.3M No change
DGX Quest Diagnostics Inc. 1.14% 40,817 $7.1M Reduce -50.0%
ALNY Alnylam Pharmaceuticals Inc. 1.11% 17,400 $6.9M Reduce -49.7%
VTYX Ventyx Biosciences Inc. 1.01% 695,982 $6.3M New
PVLA Palvella Therapeutics Inc. 1.00% 59,200 $6.2M New
MLYS Mineralys Therapeutics Inc. 0.80% 137,800 $5.0M Add +143.5%
SION Sionna Therapeutics Inc. 0.79% 119,741 $4.9M New
PALI Palisade Bio Inc. 0.75% 1,992,367 $4.7M New
RNAM Avidity Biosciences Inc. 0.70% 60,100 $4.3M Reduce -45.4%
SRRK Scholar Rock Holding Corp. 0.68% 96,285 $4.2M No change
RAPP Rapport Therapeutics Inc. 0.68% 138,508 $4.2M Add +114.4%
PROK Prokidney Corp. 0.66% 1,838,411 $4.1M New
ASND Ascendis Pharma A/S 0.61% 17,740 $3.8M Add +44.9%
ABBV Abbvie Inc. 0.53% 14,500 $3.3M No change
BLTE Belite Bio Inc. - ADR 0.46% 17,989 $2.9M New
ROIV Roivant Sciences Ltd. 0.45% 129,800 $2.8M New
TVTX Travere Therapeutics Inc. 0.43% 70,700 $2.7M Add +128.8%
DRUG Bright Minds Biosciences Inc. 0.42% 33,407 $2.6M New
UTHR United Therapeutics Corp. 0.39% 5,000 $2.4M No change
PTGX Protagonist Therapeutics Inc. 0.32% 22,951 $2.0M No change
UPB Upstream Bio Inc. 0.30% 68,653 $1.9M New
XENE Xenon Pharmaceuticals Inc. 0.29% 40,000 $1.8M No change
OCUL Ocular Therapeutix Inc. 0.28% 141,061 $1.7M No change
BBIO Bridgebio Pharma Inc. 0.25% 20,400 $1.6M No change
BTSG Brightspring Health Services 0.25% 41,600 $1.6M No change
PEPG Pepgen Inc. 0.21% 205,324 $1.3M New
CELC Celcuity Inc. 0.21% 12,900 $1.3M New
KNSA Kiniksa Pharmaceuticals Inte 0.19% 29,200 $1.2M No change
NUVL Nuvalent Inc. Class A 0.13% 8,100 $815K New
AVTX Avalo Therapeutics Inc. 0.12% 41,570 $755K New
PRAX Praxis Precision Medicines I 0.12% 2,500 $737K New
ANRO Alto Neuroscience Inc. 0.08% 29,192 $520K New
TENX Tenax Therapeutics Inc. 0.08% 42,080 $513K New
KOD Kodiak Sciences Inc. 0.08% 17,019 $476K New
LYRA Lyra Therapeutics Inc. 0.00% 8,756 $27K New

Options reported separately and not counted above: INSM puts ($73.1M), UGL puts ($5.6M), SLNO calls ($2.3M), ABVX calls ($1.3M), OCUL calls ($1.0M).

Portfolio Sells Q3 2025 → Q4 2025
VRNA Verona Pharma Ltd. Sold out 0.00% −7.12
MRUS Merus NV Sold out 0.00% −4.92
SLNO Soleno Therapeutics Inc. Reduce -20.6% 3.97% −4.03
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −3.80
BSX Boston Scientific Corp. Sold out 0.00% −3.15
ALNY Alnylam Pharmaceuticals Inc. Reduce -49.7% 1.11% −1.66
DGX Quest Diagnostics Inc. Reduce -50.0% 1.14% −1.60
ARGX Argenx SE - ADR Reduce -17.4% 8.74% −1.42
REGN Regeneron Pharmaceuticals Sold out 0.00% −1.06
NKTR Nektar Therapeutics Sold out 0.00% −0.58
CNTA Centessa Pharmaceuticals Ltd. Sold out 0.00% −0.57
UGL Proshares Ultra Gold Reduce -17.7% 3.94% −0.41
TGTX TG Therapeutics Inc. Sold out 0.00% −0.35
RARE Ultragenyx Pharmaceutical Inc. Sold out 0.00% −0.34
IREN Iren Ltd. Sold out 0.00% −0.27
BHVN Biohaven Ltd. Sold out 0.00% −0.21
MREO Mereo Biopharma Group PL-ADR Sold out 0.00% −0.17
SRPT Sarepta Therapeutics Inc. Sold out 0.00% −0.15
RNAM Avidity Biosciences Inc. Reduce -45.4% 0.70% −0.15
MRNA Moderna Inc. Sold out 0.00% −0.11
KALV Kalvista Pharmaceuticals Inc. Sold out 0.00% −0.09
ATYR Atyr Pharma Inc. Sold out 0.00% −0.05
ALEC Alector Inc. Sold out 0.00% −0.04
INSM Insmed Inc. Reduce -6.8% 19.08% +0.52

Portfolio Buys Q3 2025 → Q4 2025
ABVX Abivax SA-ADR Add +166.5% 13.02% +9.65
LLY Eli Lilly & Co. Add +76.0% 8.72% +4.87
VKTX Viking Therapeutics Inc. Add +392.1% 4.07% +3.39
CDTX Cidara Therapeutics Inc. New 2.51% +2.51
NAMS Newamsterdam Pharma Co. NV Add +158.6% 2.84% +1.87
IONS Ionis Pharmaceuticals Inc. Add +139.9% 1.83% +1.14
VTYX Ventyx Biosciences Inc. New 1.01% +1.01
PVLA Palvella Therapeutics Inc. New 1.00% +1.00
TRVI Trevi Therapeutics Inc. Add +0.7% 4.05% +0.83
SION Sionna Therapeutics Inc. New 0.79% +0.79
PALI Palisade Bio Inc. New 0.75% +0.75
EYPT Eyepoint Inc. Add +22.1% 2.25% +0.68
PROK Prokidney Corp. New 0.66% +0.66
DNTH Dianthus Therapeutics Inc. Add +88.6% 1.36% +0.61
BLTE Belite Bio Inc. - ADR New 0.46% +0.46
ROIV Roivant Sciences Ltd. New 0.45% +0.45
MLYS Mineralys Therapeutics Inc. Add +143.5% 0.80% +0.43
DRUG Bright Minds Biosciences Inc. New 0.42% +0.42
RAPP Rapport Therapeutics Inc. Add +114.4% 0.68% +0.34
TVTX Travere Therapeutics Inc. Add +128.8% 0.43% +0.30
UPB Upstream Bio Inc. New 0.30% +0.30
PEPG Pepgen Inc. New 0.21% +0.21
CELC Celcuity Inc. New 0.21% +0.21
ASND Ascendis Pharma A/S Add +44.9% 0.61% +0.18
NUVL Nuvalent Inc. Class A New 0.13% +0.13
AVTX Avalo Therapeutics Inc. New 0.12% +0.12
PRAX Praxis Precision Medicines I New 0.12% +0.12
ANRO Alto Neuroscience Inc. New 0.08% +0.08
TENX Tenax Therapeutics Inc. New 0.08% +0.08
KOD Kodiak Sciences Inc. New 0.08% +0.08
LYRA Lyra Therapeutics Inc. New 0.00% +0.00
QURE Uniqure NV Add +55.4% 3.94% −2.83

Options Activity Q3 2025 → Q4 2025
INSM Insmed Inc. put New 420,000 $73.1M
INSM Insmed Inc. call Sold out 400,000 $57.6Mbefore exit
UGL Proshares Ultra Gold put New 100,000 $5.6M
RARE Ultragenyx Pharmaceutical Inc. call Sold out 150,000 $4.5Mbefore exit
SLNO Soleno Therapeutics Inc. call New 50,000 $2.3M
ABVX Abivax SA-ADR call New 9,900 $1.3M
OCUL Ocular Therapeutix Inc. call New 85,200 $1.0M
ATYR Atyr Pharma Inc. call Sold out 600,000 $433Kbefore 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