SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Artia Global Partners LP

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

Reported Value
$395M
Q1 2025
Positions
38
Filings on Record
15
2019–present window
Filed
May 15, 2025
original filing

Summary

Artia Global Partners LP reported $395M in U.S.-listed holdings across 38 positions for Q1 2025.

Its largest position, LLY, represents 19.8% of the portfolio.

Compared with Q4 2024, the fund opened 8 new positions and exited 11.

Portfolio Metrics

Turnover
+34.4%
vs prior filed quarter
Top-10 Concentration
+70.3%
share of reported value
Largest Position
+19.8%
Eli Lilly
New / Exited
8 / 11
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, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. 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: 81.2%ADR: 14.3%Other: 4.5%
  • Common Stock · 81.2% · $321M
  • ADR · 14.3% · $56M
  • Other · 4.5% · $18M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LLYELI LILLY & CONEW+139.9K139.9K+$116M$116M
BSXBOSTON SCIENTIFIC CORPNEW+129.7K129.7K+$13M$13M
DGXQUEST DIAGNOSTICS INCNEW+56.7K56.7K+$10M$10M
SRRKSCHOLAR ROCK HLDG CORPNEW+172.2K172.2K+$6M$6M
ISRGINTUITIVE SURGICAL INCNEW+3.5K3.5K+$2M$2M
UTHRUNITED THERAPEUTICS CORP DELNEW+5.0K5.0K+$2M$2M
TVTXTRAVERE THERAPEUTICS INCNEW+30.9K30.9K+$553,728$553,728
ORKAORUKA THERAPEUTICS INCNEW+7.4K7.4K+$75,719$75,719

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

Holdings — Q1 2025

32 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1LLYELI LILLY & COhistory →COM19.84%$78M94.9K
2SOLENO THERAPEUTICS INCCOM9.01%$36M498.5K
3VRNAVERONA PHARMA PLChistory →SPONSORED ADS8.65%$34M538.5K
4INTRA-CELLULAR THERAPIES INCCOM7.34%$29M219.7K
5INSMINSMED INChistory →COM PAR $.016.14%$24M318.2K
6MERUS N VCOM4.52%$18M424.6K
7PTGXPROTAGONIST THERAPEUTICS INChistory →COM4.09%$16M333.9K
8ARCELLX INCCOMMON STOCK3.80%$15M229.1K
9AZNNASTRAZENECA PLChistory →SPONSORED ADR3.55%$14M190.8K
10BSXBOSTON SCIENTIFIC CORPhistory →COM3.31%$13M129.7K
11DGXQUEST DIAGNOSTICS INChistory →COM2.43%$10M56.7K
12ALNYALNYLAM PHARMACEUTICALS INChistory →COM1.95%$8M28.6K
13ARGXARGENX SEhistory →SPONSORED ADR1.69%$7M11.3K
14NUVLNUVALENT INChistory →COM1.63%$6M90.7K
15SRRKSCHOLAR ROCK HLDG CORPhistory →COM1.40%$6M172.2K
16RVMDREVOLUTION MEDICINES INCCOM0.93%$4M104.2K
17RYTMRHYTHM PHARMACEUTICALS INCCOM0.67%$3M50.0K
18SPRINGWORKS THERAPEUTICS INCCOM0.60%$2M53.9K
19VKTXVIKING THERAPEUTICS INCCOM0.55%$2M90.3K
20VRDNVIRIDIAN THERAPEUTICS INCCOM0.55%$2M160.0K
21TGTXTG THERAPEUTICS INCCOM0.54%$2M54.5K
22ISRGINTUITIVE SURGICAL INCCOM NEW0.44%$2M3.5K
23EYPTEYEPOINT PHARMACEUTICALS INCCOM NEW0.43%$2M316.7K
24NBIXNEUROCRINE BIOSCIENCES INCCOM0.41%$2M14.7K
25UTHRUNITED THERAPEUTICS CORP DELCOM0.39%$2M5.0K
26XENEXENON PHARMACEUTICALS INCCOM0.34%$1M40.0K
27ASNDASCENDIS PHARMA A/SSPONSORED ADR0.29%$1M7.4K
28JANXJANUX THERAPEUTICS INCCOM0.26%$1M38.1K
29MREOMEREO BIOPHARMA GROUP PLCSPON ADS0.24%$948,058421.4K
30TVTXTRAVERE THERAPEUTICS INCCOM0.14%$553,72830.9K
31CENTESSA PHARMACEUTICALS PLCSPONSORED ADS0.13%$506,55035.2K
32ORKAORUKA THERAPEUTICS INCCOM0.02%$75,7197.4K

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 ↗.