SEC 13F Intelligence

Managers / Q2 2023 · view latest →

Artia Global Partners LP

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

Reported Value
$290M
Q2 2023
Positions
34
Filings on Record
15
2019–present window
Filed
Aug 14, 2023
original filing

Summary

Artia Global Partners LP reported $290M in U.S.-listed holdings across 34 positions for Q2 2023.

Its largest position, NVO, represents 19.0% of the portfolio.

Compared with Q1 2023, the fund opened 10 new positions and exited 12.

Portfolio Metrics

Turnover
+23.8%
vs prior filed quarter
Top-10 Concentration
+66.2%
share of reported value
Largest Position
+19.0%
Novo Nordisk A S
New / Exited
10 / 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: 65.7%ADR: 31.5%Other: 2.9%
  • Common Stock · 65.7% · $191M
  • ADR · 31.5% · $91M
  • Other · 2.9% · $8M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
IMGNEURIMMUNOGEN INCNEW+543.4K543.4K+$10M$10M
APLSUSDAPELLIS PHARMACEUTICALS INCNEW+102.9K102.9K+$9M$9M
SRPTSAREPTA THERAPEUTICS INCNEW+77.2K77.2K+$9M$9M
ETNBGBP89BIO INCNEW+465.5K465.5K+$9M$9M
AXSMAXSOME THERAPEUTICS INCNEW+87.8K87.8K+$6M$6M
PTGXPROTAGONIST THERAPEUTICS INCNEW+112.3K112.3K+$3M$3M
PLRXPLIANT THERAPEUTICS INCNEW+100.0K100.0K+$2M$2M
BMEABIOMEA FUSION INCNEW+25.5K25.5K+$558,671$558,671

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

Holdings — Q2 2023

34 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1NVONOVO-NORDISK A Shistory →ADR19.02%$55M340.9K
2MRKMERCK & CO INChistory →COM13.09%$38M329.2K
3ARGXARGENX SEhistory →SPONSORED ADR6.24%$18M46.4K
4BIIBBIOGEN INChistory →COM5.13%$15M52.3K
5AZNNASTRAZENECA PLChistory →SPONSORED ADR4.71%$14M190.8K
6ABBVABBVIE INChistory →COM4.22%$12M90.8K
7MRNAMODERNA INChistory →COM3.55%$10M84.7K
8IMGNEURIMMUNOGEN INChistory →COM3.53%$10M543.4K
9SGENUSDSEAGEN INChistory →COM3.40%$10M51.2K
10OPHTEURIVERIC BIO INChistory →COM3.32%$10M244.9K
11APLSUSDAPELLIS PHARMACEUTICALS INChistory →COM3.23%$9M102.9K
12SRPTSAREPTA THERAPEUTICS INChistory →COM3.05%$9M77.2K
13ETNBGBP89BIO INChistory →COM3.04%$9M465.5K
14ROIVANT SCIENCES LTDSHS2.86%$8M824.4K
15LLYLILLY ELI & COhistory →COM2.62%$8M16.2K
16BMRNBIOMARIN PHARMACEUTICAL INChistory →COM2.34%$7M78.5K
17VRTXVERTEX PHARMACEUTICALS INChistory →COM2.22%$6M18.3K
18AXSMAXSOME THERAPEUTICS INChistory →COM2.18%$6M87.8K
19VKTXVIKING THERAPEUTICS INChistory →COM2.14%$6M383.6K
20NBIXNEUROCRINE BIOSCIENCES INChistory →COM1.46%$4M45.0K
21BNTXBIONTECH SEhistory →SPONSORED ADS1.38%$4M37.1K
22PTGXPROTAGONIST THERAPEUTICS INChistory →COM1.07%$3M112.3K
23ALNYALNYLAM PHARMACEUTICALS INChistory →COM1.05%$3M16.0K
24TMOTHERMO FISHER SCIENTIFIC INCCOM0.92%$3M5.1K
25ITCIEURINTRA-CELLULAR THERAPIES INCCOM0.91%$3M41.6K
26PCVXVAXCYTE INCCOM0.66%$2M38.6K
27CYMABAY THERAPEUTICS INCCOM0.64%$2M169.3K
28PLRXPLIANT THERAPEUTICS INCCOM0.62%$2M100.0K
29CHARLES RIV LABS INTL INCCOM0.50%$1M6.9K
30TYRATYRA BIOSCIENCES INCCOM0.27%$770,65945.3K
31WATWATERS CORPCOM0.26%$758,3062.8K
32BMEABIOMEA FUSION INCCOM0.19%$558,67125.5K
33MOR2MORPHOSYS AGSPONSORED ADS0.11%$324,93843.5K
342JQGRITSTONE BIO INCCOM0.06%$185,58295.2K

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 ↗.