SEC 13F Intelligence

Managers / Q1 2026

Artia Global Partners LP

CIK 0001937964 · 1 SE 3RD AVENUE, STE 2120, MIAMI, FL, 33131 · 3057101384

Reported Value
$499M
Q1 2026
Positions
50
Filings on Record
15
2019–present window
Filed
May 15, 2026
original filing

Summary

Artia Global Partners LP reported $499M in U.S.-listed holdings across 50 positions for Q1 2026.

The portfolio is heavily concentrated: IM8N alone accounts for 20.6% of reported value.

Compared with Q4 2025, the fund opened 11 new positions and exited 12.

Portfolio Metrics

Turnover
+13.0%
vs prior filed quarter
Top-10 Concentration
+64.5%
share of reported value
Largest Position
+20.6%
Insmed
New / Exited
11 / 12
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $262MQ4 ’22Q1 ’23: $271MQ2 ’23: $290MQ2 ’23Q3 ’23: $241MQ4 ’23: $344MQ4 ’23Q1 ’24: $498MQ2 ’24: $517MQ2 ’24Q3 ’24: $367MQ4 ’24: $280MQ4 ’24Q1 ’25: $395MQ2 ’25: $416MQ2 ’25Q3 ’25: $631MQ4 ’25: $706MQ4 ’25Q1 ’26: $499Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 72.6%ADR: 18.5%Other: 8.8%
  • Common Stock · 72.6% · $363M
  • ADR · 18.5% · $93M
  • Other · 8.8% · $44M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ASTRAZENECA PLCNEW+95.4K95.4K+$19M$19M
MRNAMODERNA INCNEW+200.0K200.0K+$10M$10M
ALMSALUMIS INCNEW+325.0K325.0K+$7M$7M
MRKMERCK & CO INCNEW+46.7K46.7K+$6M$6M
430TERNS PHARMACEUTICALS INCNEW+104.8K104.8K+$6M$6M
JNJJOHNSON & JOHNSONNEW+22.6K22.6K+$6M$6M
BIIBBIOGEN INCNEW+18.4K18.4K+$3M$3M
EWTXEDGEWISE THERAPEUTICS INCNEW+65.5K65.5K+$2M$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

48 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1IM8NINSMED INChistory →COM PAR $.0120.59%$103M628.7K
2ABVXABIVAX SAhistory →SPONSORED ADS13.39%$67M600.7K
3LLYELI LILLY & COhistory →COM7.04%$35M38.2K
4TRVITREVI THERAPEUTICS INChistory →COM4.81%$24M2.01M
5ARGXARGENX SEhistory →SPONSORED ADR4.35%$22M29.7K
6ASTRAZENECA PLCORD3.77%$19M95.4K
7NEWAMSTERDAM PHARMA COMPANYORDINARY SHARES3.23%$16M503.9K
8DNTHDIANTHUS THERAPEUTICS INChistory →COM2.74%$14M163.0K
9RVMDREVOLUTION MEDICINES INChistory →COM2.43%$12M125.0K
10ISIIONIS PHARMACEUTICALS INChistory →COM2.17%$11M144.4K
11EYPTEYEPOINT INChistory →COM NEW1.98%$10M767.1K
12DGXQUEST DIAGNOSTICS INChistory →COM1.60%$8M40.8K
13ALMSALUMIS INChistory →COM1.43%$7M325.0K
14VKTXVIKING THERAPEUTICS INChistory →COM1.18%$6M180.7K
15MRKMERCK & CO INChistory →COM1.12%$6M46.7K
16430TERNS PHARMACEUTICALS INChistory →COM1.11%$6M104.8K
17JNJJOHNSON & JOHNSONhistory →COM1.11%$6M22.6K
18SIONSIONNA THERAPEUTICS INCCOM0.96%$5M119.7K
19SRRKSCHOLAR ROCK HLDG CORPCOM0.95%$5M96.3K
20RAPPRAPPORT THERAPEUTICS INCCOM0.87%$4M138.5K
21ASCENDIS PHARMA A/SSPONSORED ADR0.81%$4M17.7K
22BLTEBELITE BIO INCSPONSORED ADS0.80%$4M25.0K
23XENEXENON PHARMACEUTICALS INCCOM0.76%$4M65.0K
24MLYSMINERALYS THERAPEUTICS INCCOM0.75%$4M137.8K
25ROIVANT SCIENCES LTDSHS0.72%$4M129.8K
26PALIPALISADE BIO INCCOM0.70%$3M1.99M
27BIIBBIOGEN INCCOM0.68%$3M18.4K
28PROKPROKIDNEY CORPSHS CL A0.65%$3M1.81M
29ABBVABBVIE INCCOM0.63%$3M14.5K
30UTHUNITED THERAPEUTICS CORP DELCOM0.59%$3M5.0K
31DRUGBRIGHT MINDS BIOSCIENCES INCCOM NEW0.56%$3M38.4K
32PTGXPROTAGONIST THERAPEUTICS INCCOM0.48%$2M22.9K
33SLNOEURSOLENO THERAPEUTICS INCCOM0.46%$2M68.5K
34BTSGBRIGHTSPRING HEALTH SVCS INCCOM0.46%$2M53.8K
35TVTXTRAVERE THERAPEUTICS INCCOM0.42%$2M70.7K
36EWTXEDGEWISE THERAPEUTICS INCCOM0.41%$2M65.5K
37CELCCELCUITY INCCOM0.36%$2M15.6K
38BBIOBRIDGEBIO PHARMA INCCOM0.30%$2M20.4K
39KINIKSA PHARMACEUTICALS INTLORD SHS CL A0.28%$1M29.2K
40CYTKCYTOKINETICS INCCOM NEW0.22%$1M16.3K
41ELVNENLIVEN THERAPEUTICS INCCOM0.16%$819,28020.9K
42PRAXPRAXIS PRECISION MEDICINES ICOM NEW0.16%$805,4752.5K
43TENXTENAX THERAPEUTICS INCCOM NEW0.13%$672,85942.1K
44KODKODIAK SCIENCES INCCOM0.13%$648,76417.0K
45NUVLNUVALENT INCCOM0.10%$502,0054.9K
46APGEAPOGEE THERAPEUTICS INCCOM0.10%$495,4255.9K
47AVTXAVALO THERAPEUTICS INCCOM NEW0.09%$432,52229.0K
48PEPGPEPGEN INCCOM0.07%$363,423205.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$499M50May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$706M55Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$631M51Nov 14, 2025RESTATEMENTchanges · EDGAR ↗
Q2 2025$416M37Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$395M38May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$280M37Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$367M45Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$517M46Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$498M49May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$344M31Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$241M27Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$290M34Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$271M36May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$262M25Feb 14, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.