SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Artia Global Partners LP

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

Reported Value
$416M
Q2 2025
Positions
37
Filings on Record
15
2019–present window
Filed
Aug 14, 2025
original filing

Summary

Artia Global Partners LP reported $416M in U.S.-listed holdings across 37 positions for Q2 2025.

The portfolio is heavily concentrated: VRNA alone accounts for 21.0% of reported value.

Compared with Q1 2025, the fund opened 12 new positions and exited 9.

Portfolio Metrics

Turnover
+45.1%
vs prior filed quarter
Top-10 Concentration
+81.6%
share of reported value
Largest Position
+21.0%
Verona Pharma
New / Exited
12 / 9
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: 54.7%ADR: 37.0%Other: 4.8%ETP: 3.4%
  • Common Stock · 54.7% · $227M
  • ADR · 37.0% · $154M
  • Other · 4.8% · $20M
  • ETP · 3.4% · $14M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPDR SER TRNEW+100.0K100.0K+$8M$8M
TRVITREVI THERAPEUTICS INCNEW+1.31M1.31M+$7M$7M
PROSHARES TR IINEW+168.0K168.0K+$6M$6M
REGNREGENERON PHARMACEUTICALSNEW+10.7K10.7K+$6M$6M
ABBVABBVIE INCNEW+14.5K14.5K+$3M$3M
VRTXVERTEX PHARMACEUTICALS INCNEW+4.4K4.4K+$2M$2M
RAREULTRAGENYX PHARMACEUTICAL INNEW+41.8K41.8K+$2M$2M
BIOHAVEN LTDNEW+80.0K80.0K+$1M$1M

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

Holdings — Q2 2025

33 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1VRNAVERONA PHARMA PLChistory →SPONSORED ADS21.03%$87M924.2K
2IM8NINSMED INChistory →COM PAR $.0118.23%$76M752.7K
3ARGXARGENX SEhistory →SPONSORED ADR10.39%$43M78.3K
4SLNOEURSOLENO THERAPEUTICS INChistory →COM9.97%$41M494.4K
5LLYELI LILLY & COhistory →COM5.76%$24M30.7K
6BSXBOSTON SCIENTIFIC CORPhistory →COM4.01%$17M155.2K
7MERUS N VCOM3.76%$16M296.8K
8DGXQUEST DIAGNOSTICS INChistory →COM3.53%$15M81.7K
9AZNNASTRAZENECA PLChistory →SPONSORED ADR3.21%$13M190.8K
10TRVITREVI THERAPEUTICS INChistory →COM1.73%$7M1.31M
11ALNYALNYLAM PHARMACEUTICALS INChistory →COM1.65%$7M21.0K
12REGNREGENERON PHARMACEUTICALShistory →COM1.35%$6M10.7K
13SRRKSCHOLAR ROCK HLDG CORPhistory →COM1.08%$4M126.3K
14RVMDREVOLUTION MEDICINES INCCOM0.92%$4M104.2K
15SWTXUSDSPRINGWORKS THERAPEUTICS INCCOM0.72%$3M63.9K
16EYPTEYEPOINT PHARMACEUTICALS INCCOM NEW0.72%$3M316.7K
17ABBVABBVIE INCCOM0.65%$3M14.5K
18VKTXVIKING THERAPEUTICS INCCOM0.62%$3M96.5K
19ASCENDIS PHARMA A/SSPONSORED ADR0.51%$2M12.2K
20TGTXTG THERAPEUTICS INCCOM0.47%$2M54.5K
21VRTXVERTEX PHARMACEUTICALS INCCOM0.47%$2M4.4K
22RAREULTRAGENYX PHARMACEUTICAL INCOM0.37%$2M41.8K
23UTHUNITED THERAPEUTICS CORP DELCOM0.35%$1M5.0K
24MREOMEREO BIOPHARMA GROUP PLCSPON ADS0.31%$1M475.4K
25PTGXPROTAGONIST THERAPEUTICS INCCOM0.31%$1M23.0K
26XENEXENON PHARMACEUTICALS INCCOM0.30%$1M40.0K
27BIOHAVEN LTDCOM0.27%$1M80.0K
28RNAGBPAVIDITY BIOSCIENCES INCCOM0.24%$982,64034.6K
29KINIKSA PHARMACEUTICALS INTLORD SHS CL A0.19%$807,96429.2K
30MLYSMINERALYS THERAPEUTICS INCCOM0.13%$556,08341.1K
31NEWAMSTERDAM PHARMA COMPANYORDINARY SHARES0.12%$494,74727.3K
32JANXJANUX THERAPEUTICS INCCOM0.11%$462,00020.0K
33TVTXTRAVERE THERAPEUTICS INCCOM0.11%$457,32030.9K

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 ↗.