Artia Global Partners LP
Reported holdings as of Q2 2026, from 15 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ABIVAX SA | ABVX | $68.8M | 516,447 | -0.69pp | 4q | -14.0%-$11.2M | |
| INSMED INC | INSM | $62.8M | 589,052 | -18.15pp | 11q | -6.3%-$4.2M | |
| TREVI THERAPEUTICS INC | TRVI | $41.2M | 2,210,852 | +2.80pp | 5q | +9.8%+$3.7M | |
| BRIGHTSPRING HEALTH SVCS INC | BTSG | $36.1M | 517,315 | +6.20pp | 4q | +861.6%+$32.3M | |
| REVOLUTION MEDICINES INC | RVMD | $34.7M | 185,390 | +3.97pp | 8q | +48.3%+$11.3M | |
| ARGENX SE | ARGX | $27.6M | 29,739 | +0.74pp | 15q | HELD | |
| ALKERMES PLC | ALKS | $23.5M | 448,964 | - | new | NEW | |
| TRAVERE THERAPEUTICS INC | TVTX | $19.3M | 339,033 | +3.13pp | 6q | +379.5%+$15.2M | |
| ASTRAZENECA PLC | AZN | $18.7M | 98,376 | -0.32pp | 2q | +3.1%+$568.9K | |
| NEWAMSTERDAM PHARMA COMPANY | NAMS | $17.1M | 503,936 | -0.08pp | 5q | HELD | |
| DIANTHUS THERAPEUTICS INC | DNTH | $15.9M | 162,990 | +0.19pp | 4q | HELD | |
| SPDR SERIES TRUST OPT | XBI | $15.8M | options only | - | new | OPTIONS | |
| QUEST DIAGNOSTICS INC | DGX | $13.8M | 65,122 | +0.95pp | 6q | +59.5%+$5.2M | |
| IONIS PHARMACEUTICALS INC | IONS | $11.4M | 144,376 | -0.06pp | 4q | HELD | |
| EYEPOINT INC | EYPT | $11.0M | 767,098 | +0.04pp | 11q | HELD | |
| ALUMIS INC | ALMS | $7.8M | 278,546 | +0.01pp | 2q | -14.3%-$1.3M | |
| VIKING THERAPEUTICS INC | VKTX | $7.1M | 180,731 | +0.12pp | 15q | HELD | |
| CELCUITY INC | CELC | $6.2M | 59,316 | +0.79pp | 3q | +280.8%+$4.6M | |
| CYTOKINETICS INC | CYTK | $6.0M | 70,700 | +0.90pp | 2q | +333.7%+$4.6M | |
| MERCK & CO INC | MRK | $6.0M | 46,700 | -0.02pp | 2q | HELD | |
| RAPPORT THERAPEUTICS INC | RAPP | $5.8M | 138,508 | +0.20pp | 4q | HELD | |
| JOHNSON & JOHNSON | JNJ | $5.7M | 22,600 | -0.05pp | 2q | HELD | |
| GUARDANT HEALTH INC | GH | $5.7M | 38,100 | - | new | NEW | |
| ABSCI CORPORATION | ABSI | $5.4M | 464,444 | - | new | NEW | |
| SCHOLAR ROCK HLDG CORP | SRRK | $5.3M | 96,285 | +0.03pp | 6q | HELD | |
| SIONNA THERAPEUTICS INC | SION | $5.3M | 119,741 | +0.01pp | 3q | HELD | |
| ASCENDIS PHARMA A/S | ASND | $4.7M | 17,740 | - | new | NEW | |
| ROIVANT SCIENCES LTD | ROIV | $4.6M | 129,800 | +0.13pp | 3q | HELD | |
| PALISADE BIO INC | PALI | $4.2M | 1,992,367 | +0.07pp | 3q | HELD | |
| EDGEWISE THERAPEUTICS INC | EWTX | $4.0M | 98,800 | +0.33pp | 2q | +50.8%+$1.4M | |
| BIOGEN INC | BIIB | $4.0M | 18,437 | +0.06pp | 2q | HELD | |
| XENON PHARMACEUTICALS INC | XENE | $3.9M | 65,000 | -0.03pp | 10q | HELD | |
| BELITE BIO INC | BLTE | $3.8M | 24,989 | -0.09pp | 3q | HELD | |
| MINERALYS THERAPEUTICS INC | MLYS | $3.7M | 137,800 | -0.06pp | 5q | HELD | |
| PROKIDNEY CORP | PROK | $3.7M | 1,806,939 | +0.03pp | 3q | HELD | |
| ENLIVEN THERAPEUTICS INC | ELVN | $3.7M | 72,100 | +0.51pp | 2q | +245.0%+$2.6M | |
| ORUKA THERAPEUTICS INC | ORKA | $3.2M | 33,400 | - | new | NEW | |
| PROTAGONIST THERAPEUTICS INC | PTGX | $2.8M | 22,951 | +0.04pp | 13q | HELD | |
| UNITED THERAPEUTICS CORP DEL | UTHR | $2.7M | 5,000 | -0.09pp | 6q | HELD | |
| BRIGHT MINDS BIOSCIENCES INC | DRUG | $2.7M | 38,407 | -0.06pp | 3q | HELD | |
| KINIKSA PHARMACEUTICALS INTL | KNSA | $1.9M | 29,200 | +0.06pp | 5q | HELD | |
| COMPASS THERAPEUTICS INC | CMPX | $839.2K | 383,200 | - | new | NEW | |
| PRAXIS PRECISION MEDICINES I | PRAX | $837.0K | 2,500 | -0.01pp | 3q | HELD | |
| KODIAK SCIENCES INC | KOD | $663.1K | 17,019 | -0.01pp | 3q | HELD | |
| TENAX THERAPEUTICS INC | TENX | $612.3K | 42,080 | -0.02pp | 3q | HELD | |
| NUVALENT INC | NUVL | $605.1K | 4,900 | +0.01pp | 3q | HELD | |
| PEPGEN INC | PEPG | $369.6K | 205,324 | flat | 3q | HELD | |
| SPYRE THERAPEUTICS INC | SYRE | $355.1K | 4,000 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Biotech & Pharma | $463.6M | 85.6% |
| Healthcare Services | $61.8M | 11.4% |
| Not classified | $16.4M | 3.0% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $541.9M | 48 | 8 | 10 | 3 | 9 | 64.5% | 45 |
| Q1 2026 | $499.4M | 49 | 11 | 6 | 9 | 12 | 73.7% | 45 |
| Q4 2025 | $705.8M | 50 | 19 | 13 | 7 | 17 | 75.5% | 48 |
| Q3 2025 | $630.9M | 48 | 16 | 11 | 4 | 3 | 73.0% | 45 |
| Q2 2025 | $415.6M | 35 | 12 | 9 | 7 | 9 | 84.9% | 45 |
| Q1 2025 | $395.1M | 32 | 8 | 6 | 7 | 11 | 83.9% | 45 |
| Q4 2024 | $279.8M | 35 | 10 | 11 | 3 | 19 | 65.7% | 45 |
| Q3 2024 | $366.9M | 44 | 7 | 9 | 4 | 9 | 81.0% | 45 |
| Q2 2024 | $517.3M | 46 | 10 | 8 | 8 | 13 | 81.3% | 45 |
| Q1 2024 | $497.5M | 49 | 24 | 12 | 1 | 6 | 81.5% | 45 |
| Q4 2023 | $343.7M | 31 | 12 | 2 | 3 | 8 | 87.9% | 45 |
| Q3 2023 | $240.6M | 27 | 0 | 4 | 3 | 7 | 81.6% | 45 |
| Q2 2023 | $290.1M | 34 | 10 | 7 | 4 | 12 | 66.2% | 45 |
| Q1 2023 | $270.6M | 36 | 14 | 6 | 7 | 3 | 72.9% | 45 |
| Q4 2022 | $262.4M | 25 | 0 | 0 | 0 | 0 | 85.1% | 45 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.