SEC 13F Intelligence

Managers / Q3 2023 · view latest →

Artia Global Partners LP

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

Reported Value
$241M
Q3 2023
Positions
27
Filings on Record
15
2019–present window
Filed
Nov 14, 2023
original filing

Summary

Artia Global Partners LP reported $241M in U.S.-listed holdings across 27 positions for Q3 2023.

The portfolio is heavily concentrated: NVO alone accounts for 25.8% of reported value.

Compared with Q2 2023, the fund opened 0 new positions and exited 7.

Portfolio Metrics

Turnover
+9.5%
vs prior filed quarter
Top-10 Concentration
+81.6%
share of reported value
Largest Position
+25.8%
Novo Nordisk A S

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: 54.4%ADR: 41.2%Other: 4.4%
  • Common Stock · 54.4% · $131M
  • ADR · 41.2% · $99M
  • Other · 4.4% · $11M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BIIBBIOGEN INCSOLD OUT52.3K0$15M$0
MRNAMODERNA INCSOLD OUT84.7K0$10M$0
IMGNEURIMMUNOGEN INCSOLD OUT543.4K0$10M$0
OPHTEURIVERIC BIO INCSOLD OUT244.9K0$10M$0
APLSUSDAPELLIS PHARMACEUTICALS INCSOLD OUT102.9K0$9M$0
NVONOVO-NORDISK A SADDED+340.9K681.8K+$7M$62M
BNTXBIONTECH SESOLD OUT37.1K0$4M$0
MOR2MORPHOSYS AGSOLD OUT43.5K0$324,938$0

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

Holdings — Q3 2023

27 positions
#IssuerClass% PortfolioValueShares
1NVONOVO-NORDISK A Shistory →ADR25.78%$62M681.8K
2MRKMERCK & CO INChistory →COM14.09%$34M329.2K
3ARGXARGENX SEhistory →SPONSORED ADR10.06%$24M49.2K
4LLYLILLY ELI & COhistory →COM5.85%$14M26.2K
5ABBVABBVIE INChistory →COM5.63%$14M90.8K
6AZNNASTRAZENECA PLChistory →SPONSORED ADR5.37%$13M190.8K
7SGENUSDSEAGEN INChistory →COM4.51%$11M51.2K
8ROIVANT SCIENCES LTDSHS4.44%$11M914.0K
9ETNBGBP89BIO INChistory →COM2.99%$7M465.5K
10BMRNBIOMARIN PHARMACEUTICAL INChistory →COM2.89%$7M78.5K
11SRPTSAREPTA THERAPEUTICS INChistory →COM2.88%$7M57.2K
12VRTXVERTEX PHARMACEUTICALS INChistory →COM2.65%$6M18.3K
13AXSMAXSOME THERAPEUTICS INChistory →COM2.55%$6M87.8K
14NBIXNEUROCRINE BIOSCIENCES INChistory →COM2.10%$5M45.0K
15VKTXVIKING THERAPEUTICS INChistory →COM1.77%$4M383.6K
16ALNYALNYLAM PHARMACEUTICALS INChistory →COM1.18%$3M16.0K
17ITCIEURINTRA-CELLULAR THERAPIES INCCOM0.90%$2M41.6K
18PCVXVAXCYTE INCCOM0.82%$2M38.6K
19PTGXPROTAGONIST THERAPEUTICS INCCOM0.78%$2M112.3K
20PLRXPLIANT THERAPEUTICS INCCOM0.72%$2M100.0K
21CHARLES RIV LABS INTL INCCOM0.56%$1M6.9K
22TMOTHERMO FISHER SCIENTIFIC INCCOM0.44%$1M2.1K
23WATWATERS CORPCOM0.32%$780,1272.8K
24TYRATYRA BIOSCIENCES INCCOM0.26%$623,13445.3K
25CYMABAY THERAPEUTICS INCCOM0.26%$615,20241.3K
26BMEABIOMEA FUSION INCCOM0.15%$350,22025.5K
272JQGRITSTONE BIO INCCOM0.07%$163,69295.2K

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 ↗.