Artia Global Partners LP
MIAMI, FL
$526m in 47 US stocks at the end of 30 June 2026. The top 10 are 66.5% of the money. It changed about 28.0% of the portfolio this quarter.
Value
$526m
Stocks
47
Top 10 share
66.5%
Turnover
28.0%
What changed this quarter
New
Bought for the first time this quarter.
- Alkermes plc.ALKS4.5% of the fund
- Guardant HealthGH1.1% of the fund
- AbsciABSI1.0% of the fund
- Ascendis Pharma A/SASND0.9% of the fund
- Oruka TherapeuticsORKA0.6% of the fund
- Compass TherapeuticsCMPX0.2% of the fund
- Spyre TherapeuticsSYRE<0.1% of the fund
Added
Bought more of a stock they already held.
- Trevi TherapeuticsTRVI7.8% of the fund+10%
- BrightSpring Health ServicesBTSG6.9% of the fund+862%
- Revolution MedicinesRVMD6.6% of the fund+48%
- Travere TherapeuticsTVTX3.7% of the fund+380%
- AstrazenecaAZN3.5% of the fund+3%
- Quest DiagnosticsDGX2.6% of the fund+60%
- CelcuityCELC1.2% of the fund+281%
- CytokineticsCYTK1.1% of the fund+334%
- Edgewise TherapeuticsEWTX0.8% of the fund+51%
- Enliven TherapeuticsELVN0.7% of the fund+245%
Cut
Sold some of their stake.
- Abivax SAABVX13.1% of the fund-14%
- InsmedINSM11.9% of the fund-6%
- AlumisALMS1.5% of the fund-14%
Sold out
Sold their entire stake.
- Eli LillyLLY-100%
- Terns Pharmaceuticals-100%
- Ascendis Pharma A/SASND-100%
- AbbVieABBV-100%
- Soleno Therapeutics-100%
- BridgeBio PharmaBBIO-100%
- Apogee TherapeuticsAPGE-100%
- Avalo TherapeuticsAVTX-100%
Holdings
- Abivax SAABVX
- Share
- 13.1%
- Value
- $69m
- Shares
- 516,447
-14%
- Argenx SEARGX
- Share
- 5.2%
- Value
- $28m
- Shares
- 29,739
Held
- Belite BIOBLTE
- Share
- 0.7%
- Value
- $4m
- Shares
- 24,989
Held
- Bright Minds BiosciencesDRUG
- Share
- 0.5%
- Value
- $3m
- Shares
- 38,407
Held
- Nuvalent
- Share
- 0.1%
- Value
- $605,150
- Shares
- 4,900
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Abivax SAABVX | 13.1% | $69m | 516,447 | -14% |
| InsmedINSM | 11.9% | $63m | 589,052 | -6% |
| Trevi TherapeuticsTRVI | 7.8% | $41m | 2,210,852 | +10% |
| BrightSpring Health ServicesBTSG | 6.9% | $36m | 517,315 | +862% |
| Revolution MedicinesRVMD | 6.6% | $35m | 185,390 | +48% |
| Argenx SEARGX | 5.2% | $28m | 29,739 | Held |
| Alkermes plc.ALKS | 4.5% | $24m | 448,964 | New |
| Travere TherapeuticsTVTX | 3.7% | $19m | 339,033 | +380% |
| AstrazenecaAZN | 3.5% | $19m | 98,376 | +3% |
| NewAmsterdam PharmaNAMS | 3.2% | $17m | 503,936 | Held |
| Dianthus TherapeuticsDNTH | 3.0% | $16m | 162,990 | Held |
| Quest DiagnosticsDGX | 2.6% | $14m | 65,122 | +60% |
| Ionis PharmaceuticalsIONS | 2.2% | $11m | 144,376 | Held |
| EyePointEYPT | 2.1% | $11m | 767,098 | Held |
| AlumisALMS | 1.5% | $8m | 278,546 | -14% |
| Viking TherapeuticsVKTX | 1.3% | $7m | 180,731 | Held |
| CelcuityCELC | 1.2% | $6m | 59,316 | +281% |
| CytokineticsCYTK | 1.1% | $6m | 70,700 | +334% |
| MerckMRK | 1.1% | $6m | 46,700 | Held |
| Rapport TherapeuticsRAPP | 1.1% | $6m | 138,508 | Held |
| Johnson & JohnsonJNJ | 1.1% | $6m | 22,600 | Held |
| Guardant HealthGH | 1.1% | $6m | 38,100 | New |
| AbsciABSI | 1.0% | $5m | 464,444 | New |
| Scholar Rock HoldingSRRK | 1.0% | $5m | 96,285 | Held |
| Sionna TherapeuticsSION | 1.0% | $5m | 119,741 | Held |
| Ascendis Pharma A/SASND | 0.9% | $5m | 17,740 | New |
| Roivant SciencesROIV | 0.9% | $5m | 129,800 | Held |
| Palisade BIOPALI | 0.8% | $4m | 1,992,367 | Held |
| Edgewise TherapeuticsEWTX | 0.8% | $4m | 98,800 | +51% |
| BiogenBIIB | 0.8% | $4m | 18,437 | Held |
| Xenon PharmaceuticalsXENE | 0.7% | $4m | 65,000 | Held |
| Belite BIOBLTE | 0.7% | $4m | 24,989 | Held |
| Mineralys TherapeuticsMLYS | 0.7% | $4m | 137,800 | Held |
| ProkidneyPROK | 0.7% | $4m | 1,806,939 | Held |
| Enliven TherapeuticsELVN | 0.7% | $4m | 72,100 | +245% |
| Oruka TherapeuticsORKA | 0.6% | $3m | 33,400 | New |
| Protagonist TherapeuticsPTGX | 0.5% | $3m | 22,951 | Held |
| United TherapeuticsUTHR | 0.5% | $3m | 5,000 | Held |
| Bright Minds BiosciencesDRUG | 0.5% | $3m | 38,407 | Held |
| Kiniksa Pharmaceuticals InternationalKNSA | 0.4% | $2m | 29,200 | Held |
| Compass TherapeuticsCMPX | 0.2% | $839,208 | 383,200 | New |
| Praxis Precision MedicinesPRAX | 0.2% | $836,975 | 2,500 | Held |
| Kodiak SciencesKOD | 0.1% | $663,060 | 17,019 | Held |
| Tenax TherapeuticsTENX | 0.1% | $612,264 | 42,080 | Held |
| Nuvalent | 0.1% | $605,150 | 4,900 | Held |
| PepGenPEPG | <0.1% | $369,583 | 205,324 | Held |
| Spyre TherapeuticsSYRE | <0.1% | $355,120 | 4,000 | New |
Options (1)
- Spdr Series TrustXBI
- Type
- Put
- Value
- $16m
- Contracts
- 100,000
| Company | Type | Value | Contracts |
|---|---|---|---|
| Spdr Series TrustXBI | Put | $16m | 100,000 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 35.3% since 30 June 2025.
Where the money is
Health care80.8%
Other19.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.