Artia Global Partners LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Artia Global Partners LP reported 48 stock positions worth $443.5 million. Its top holding was Insmed (INSM) at 23.2% of the portfolio, followed by Abivax SA-ADR (ABVX, 15.1%) and Eli Lilly (LLY, 7.9%). Compared with Q4 2025, it opened 9 new positions, sold out of 11, added to 6 and reduced 10. The biggest buy was a new position in Alumis (ALMS) and the biggest sale an exit from Proshares Ultra Gold (UGL).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001937964
- Portfolio Value
- $443.5M (Q1 2026)
- SEC Filing
- 0001937964-26-000007 ↗ filed May 15, 2026
Holdings Value
Holdings 48 stocks · $443.5M
| INSM Insmed Inc. | 23.18% | 628,712 | $102.8M | Reduce -7.8% |
| ABVX Abivax SA-ADR | 15.08% | 600,747 | $66.9M | No change |
| LLY Eli Lilly & Co. | 7.93% | 38,220 | $35.2M | Reduce -24.3% |
| TRVI Trevi Therapeutics Inc. | 5.42% | 2,013,602 | $24.0M | No change |
| ARGX Argenx SE - ADR | 4.90% | 29,739 | $21.7M | Reduce -54.0% |
| AZN Astrazeneca PLC | 4.24% | 95,376 | $18.8M | No change |
| NAMS Newamsterdam Pharma Co. NV | 3.64% | 503,936 | $16.1M | No change |
| DNTH Dianthus Therapeutics Inc. | 3.08% | 162,990 | $13.7M | Reduce -20.5% |
| RVMD Revolution Medicines Inc. | 2.74% | 124,990 | $12.2M | Add +20.0% |
| IONS Ionis Pharmaceuticals Inc. | 2.44% | 144,376 | $10.8M | No change |
| EYPT Eyepoint Inc. | 2.23% | 767,098 | $9.9M | No change |
| DGX Quest Diagnostics Inc. | 1.80% | 40,817 | $8.0M | No change |
| ALMS Alumis Inc. | 1.61% | 325,046 | $7.2M | New |
| VKTX Viking Therapeutics Inc. | 1.33% | 180,731 | $5.9M | Reduce -74.9% |
| MRK Merck & Co. Inc. | 1.27% | 46,700 | $5.6M | New |
| TERN Terns Pharmaceuticals Inc. | 1.25% | 104,800 | $5.5M | New |
| JNJ Johnson & Johnson | 1.25% | 22,600 | $5.5M | New |
| SION Sionna Therapeutics Inc. | 1.08% | 119,741 | $4.8M | No change |
| SRRK Scholar Rock Holding Corp. | 1.07% | 96,285 | $4.7M | No change |
| RAPP Rapport Therapeutics Inc. | 0.98% | 138,508 | $4.3M | No change |
| ASND Ascendis Pharma A/S | 0.91% | 17,740 | $4.1M | No change |
| BLTE Belite Bio Inc. - ADR | 0.90% | 24,989 | $4.0M | Add +38.9% |
| XENE Xenon Pharmaceuticals Inc. | 0.85% | 65,000 | $3.8M | Add +62.5% |
| MLYS Mineralys Therapeutics Inc. | 0.84% | 137,800 | $3.7M | No change |
| ROIV Roivant Sciences Ltd. | 0.81% | 129,800 | $3.6M | No change |
| PALI Palisade Bio Inc. | 0.79% | 1,992,367 | $3.5M | No change |
| BIIB Biogen Inc. | 0.76% | 18,437 | $3.4M | New |
| PROK Prokidney Corp. | 0.73% | 1,806,939 | $3.2M | Reduce -1.7% |
| ABBV Abbvie Inc. | 0.71% | 14,500 | $3.2M | No change |
| UTHR United Therapeutics Corp. | 0.67% | 5,000 | $3.0M | No change |
| DRUG Bright Minds Biosciences Inc. | 0.63% | 38,407 | $2.8M | Add +15.0% |
| PTGX Protagonist Therapeutics Inc. | 0.54% | 22,931 | $2.4M | Reduce -0.1% |
| SLNO Soleno Therapeutics Inc. | 0.52% | 68,490 | $2.3M | Reduce -87.2% |
| BTSG Brightspring Health Services | 0.52% | 53,800 | $2.3M | Add +29.3% |
| TVTX Travere Therapeutics Inc. | 0.47% | 70,700 | $2.1M | No change |
| EWTX Edgewise Therapeutics Inc. | 0.47% | 65,500 | $2.1M | New |
| CELC Celcuity Inc. | 0.40% | 15,576 | $1.8M | Add +20.7% |
| BBIO Bridgebio Pharma Inc. | 0.34% | 20,400 | $1.5M | No change |
| KNSA Kiniksa Pharmaceuticals Inte | 0.32% | 29,200 | $1.4M | No change |
| CYTK Cytokinetics Inc. | 0.24% | 16,300 | $1.1M | New |
| ELVN Enliven Therapeutics Inc. | 0.18% | 20,900 | $819K | New |
| PRAX Praxis Precision Medicines I | 0.18% | 2,500 | $805K | No change |
| TENX Tenax Therapeutics Inc. | 0.15% | 42,080 | $673K | No change |
| KOD Kodiak Sciences Inc. | 0.15% | 17,019 | $649K | No change |
| NUVL Nuvalent Inc. Class A | 0.11% | 4,900 | $502K | Reduce -39.5% |
| APGE Apogee Therapeutics Inc. | 0.11% | 5,886 | $495K | New |
| AVTX Avalo Therapeutics Inc. | 0.10% | 28,970 | $433K | Reduce -30.3% |
| PEPG Pepgen Inc. | 0.08% | 205,324 | $363K | No change |
Options reported separately and not counted above: INSM puts ($45.7M), MRNA calls ($10.2M).
Portfolio Sells Q4 2025 → Q1 2026
| UGL Proshares Ultra Gold | Sold out | 0.00% | −3.94 |
| QURE Uniqure NV | Sold out | 0.00% | −3.94 |
| ARGX Argenx SE - ADR | Reduce -54.0% | 4.90% | −3.85 |
| SLNO Soleno Therapeutics Inc. | Reduce -87.2% | 0.52% | −3.45 |
| VKTX Viking Therapeutics Inc. | Reduce -74.9% | 1.33% | −2.74 |
| CDTX Cidara Therapeutics Inc. | Sold out | 0.00% | −2.51 |
| ALNY Alnylam Pharmaceuticals Inc. | Sold out | 0.00% | −1.11 |
| VTYX Ventyx Biosciences Inc. | Sold out | 0.00% | −1.01 |
| PVLA Palvella Therapeutics Inc. | Sold out | 0.00% | −1.00 |
| LLY Eli Lilly & Co. | Reduce -24.3% | 7.93% | −0.79 |
| RNAM Avidity Biosciences Inc. | Sold out | 0.00% | −0.70 |
| UPB Upstream Bio Inc. | Sold out | 0.00% | −0.30 |
| OCUL Ocular Therapeutix Inc. | Sold out | 0.00% | −0.28 |
| ANRO Alto Neuroscience Inc. | Sold out | 0.00% | −0.08 |
| AVTX Avalo Therapeutics Inc. | Reduce -30.3% | 0.10% | −0.02 |
| NUVL Nuvalent Inc. Class A | Reduce -39.5% | 0.11% | −0.02 |
| LYRA Lyra Therapeutics Inc. | Sold out | 0.00% | −0.00 |
| PROK Prokidney Corp. | Reduce -1.7% | 0.73% | +0.07 |
| PTGX Protagonist Therapeutics Inc. | Reduce -0.1% | 0.54% | +0.22 |
| DNTH Dianthus Therapeutics Inc. | Reduce -20.5% | 3.08% | +1.73 |
| INSM Insmed Inc. | Reduce -7.8% | 23.18% | +4.10 |
Portfolio Buys Q4 2025 → Q1 2026
| ALMS Alumis Inc. | New | 1.61% | +1.61 |
| RVMD Revolution Medicines Inc. | Add +20.0% | 2.74% | +1.41 |
| MRK Merck & Co. Inc. | New | 1.27% | +1.27 |
| TERN Terns Pharmaceuticals Inc. | New | 1.25% | +1.25 |
| JNJ Johnson & Johnson | New | 1.25% | +1.25 |
| BIIB Biogen Inc. | New | 0.76% | +0.76 |
| XENE Xenon Pharmaceuticals Inc. | Add +62.5% | 0.85% | +0.56 |
| EWTX Edgewise Therapeutics Inc. | New | 0.47% | +0.47 |
| BLTE Belite Bio Inc. - ADR | Add +38.9% | 0.90% | +0.44 |
| BTSG Brightspring Health Services | Add +29.3% | 0.52% | +0.27 |
| CYTK Cytokinetics Inc. | New | 0.24% | +0.24 |
| DRUG Bright Minds Biosciences Inc. | Add +15.0% | 0.63% | +0.21 |
| CELC Celcuity Inc. | Add +20.7% | 0.40% | +0.19 |
| ELVN Enliven Therapeutics Inc. | New | 0.18% | +0.18 |
| APGE Apogee Therapeutics Inc. | New | 0.11% | +0.11 |
Options Activity Q4 2025 → Q1 2026
| INSM Insmed Inc. | put | Reduce -33.4% | 279,700 | $45.7M |
| MRNA Moderna Inc. | call | New | 200,000 | $10.2M |
| UGL Proshares Ultra Gold | put | Sold out | 100,000 | $5.6Mbefore exit |
| SLNO Soleno Therapeutics Inc. | call | Sold out | 50,000 | $2.3Mbefore exit |
| ABVX Abivax SA-ADR | call | Sold out | 9,900 | $1.3Mbefore exit |
| OCUL Ocular Therapeutix Inc. | call | Sold out | 85,200 | $1.0Mbefore 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 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 |