2026 Q1 Portfolio Activity
In 2026 Q1, Artia Global Partners LP maintained a portfolio of 66 distinct positions. The most significant new addition was ASTRAZENECA PLC, now representing 3.77% of the total fund value. They heavily accumulated shares in ABIVAX SA, increasing the position by 5968.2%. The fund also reduced its exposure to INSMED INC by 59.0%.
Position History
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Total Positions
66
Quarter
2026 Q1
Top Holding
INSM (20.6%)
Top 10 Concentration
71.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 66
Artia Global Partners LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
INSM
INSMED INC
|
Healthcare | 20.59% | 16.82% |
#1
Prev: #1
|
6.5 |
—
|
-53,500 | -7.8% |
P
S
|
628,712 | $102,806,986 |
$120.20
-9.4%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
ABVX
ABIVAX SA
|
Healthcare | 13.39% | 11.48% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
600,747 | $66,893,178 |
$121.06
+0.8%
|
2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
INSM
PUT
INSMED INC
|
Healthcare | 9.16% | 10.36% |
#3
Prev: #3
|
4.7 |
—
|
-140,300 | -33.4% |
P
S
|
279,700 | $45,736,544 |
$120.20
-9.4%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
LLY
ELI LILLY & CO
|
Healthcare | 7.04% | 7.69% |
#4
1
Prev: #5
|
3.3 |
—
|
-12,280 | -24.3% |
P
S
|
38,220 | $35,153,609 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TRVI
TREVI THERAPEUT...
|
Healthcare | 4.81% | 3.57% |
#5
2
Prev: #7
|
3.4 |
—
|
no change | no change |
P
S
|
2,013,602 | $24,022,272 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ARGX
ARGENX SE
|
Healthcare | 4.35% | 7.71% |
#6
2
Prev: #4
|
1.7 |
—
|
-34,960 | -54.0% |
P
S
|
29,739 | $21,716,905 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AZNCF
ASTRAZENECA PLC
|
Unknown | 3.77% | — |
#7
Prev: #—
|
5.0 |
—
|
95,376 | — |
NEW
|
95,376 | $18,810,055 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NAMS
NEWAMSTERDAM PH...
|
Healthcare | 3.23% | 2.50% |
#8
3
Prev: #11
|
2.3 |
—
|
no change | no change |
P
S
|
503,936 | $16,130,991 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DNTH
DIANTHUS THERAP...
|
Healthcare | 2.74% | 1.20% |
#9
7
Prev: #16
|
1.1 |
—
|
-42,100 | -20.5% |
P
S
|
162,990 | $13,678,121 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 2.43% | 1.18% |
#10
7
Prev: #17
|
3.0 |
—
|
20,800 | 20.0% |
P
S
|
124,990 | $12,155,278 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IONS
IONIS PHARMACEU...
|
Healthcare | 2.17% | 1.62% |
#11
4
Prev: #15
|
1.9 |
—
|
no change | no change |
P
S
|
144,376 | $10,841,194 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MRNA
CALL
MODERNA INC
|
CALL Option | 2.03% | — |
#12
Prev: #—
|
4.3 |
—
|
200,000 | — |
NEW
|
200,000 | $10,160,000 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EYPT
EYEPOINT INC
|
Healthcare | 1.98% | 1.99% |
#13
1
Prev: #14
|
1.8 |
—
|
no change | no change |
P
S
|
767,098 | $9,887,893 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DGX
QUEST DIAGNOSTI...
|
Healthcare | 1.60% | 1.00% |
#14
4
Prev: #18
|
1.6 |
—
|
no change | no change |
P
S
|
40,817 | $7,999,316 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALMS
ALUMIS INC
|
Healthcare | 1.43% | — |
#15
Prev: #—
|
4.1 |
—
|
325,046 | — |
NEW
|
325,046 | $7,160,763 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VKTX
VIKING THERAPEU...
|
Healthcare | 1.18% | 3.59% |
#16
10
Prev: #6
|
0.5 |
—
|
-538,634 | -74.9% |
P
S
|
180,731 | $5,880,987 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 1.12% | — |
#17
Prev: #—
|
3.9 |
—
|
46,700 | — |
NEW
|
46,700 | $5,617,543 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TERN
TERNS PHARMACEU...
|
Healthcare | 1.11% | — |
#18
Prev: #—
|
3.9 |
—
|
104,800 | — |
NEW
|
104,800 | $5,525,056 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.11% | — |
#19
Prev: #—
|
3.9 |
—
|
22,600 | — |
NEW
|
22,600 | $5,524,344 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SION
SIONNA THERAPEU...
|
Healthcare | 0.96% | 0.70% |
#20
4
Prev: #24
|
1.4 |
—
|
no change | no change |
P
S
|
119,741 | $4,800,417 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SRRK
SCHOLAR ROCK HL...
|
Healthcare | 0.95% | 0.60% |
#21
6
Prev: #27
|
1.4 |
—
|
no change | no change |
P
S
|
96,285 | $4,733,371 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RAPP
RAPPORT THERAPE...
|
Healthcare | 0.87% | 0.60% |
#22
6
Prev: #28
|
1.3 |
—
|
no change | no change |
P
S
|
138,508 | $4,333,915 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ASND
ASCENDIS PHARMA...
|
Healthcare | 0.81% | 0.54% |
#23
7
Prev: #30
|
1.3 |
—
|
no change | no change |
P
S
|
17,740 | $4,057,670 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BLTE
BELITE BIO INC
|
Healthcare | 0.80% | 0.41% |
#24
8
Prev: #32
|
2.8 |
—
|
7,000 | 38.9% |
P
S
|
24,989 | $3,984,246 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XENE
XENON PHARMACEU...
|
Healthcare | 0.76% | 0.25% |
#25
15
Prev: #40
|
3.3 |
—
|
25,000 | 62.5% |
P
S
|
65,000 | $3,779,750 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MLYS
MINERALYS THERA...
|
Healthcare | 0.75% | 0.71% |
#26
3
Prev: #23
|
1.3 |
—
|
no change | no change |
P
S
|
137,800 | $3,733,002 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ROIV
ROIVANT SCIENCE...
|
Healthcare | 0.72% | 0.40% |
#27
6
Prev: #33
|
1.3 |
—
|
no change | no change |
P
S
|
129,800 | $3,595,460 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PALI
PALISADE BIO IN...
|
Healthcare | 0.70% | 0.66% |
#28
3
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
1,992,367 | $3,486,642 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BIIB
BIOGEN INC
|
Healthcare | 0.68% | — |
#29
Prev: #—
|
3.8 |
—
|
18,437 | — |
NEW
|
18,437 | $3,380,055 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PROK
PROKIDNEY CORP
|
Healthcare | 0.65% | 0.58% |
#30
1
Prev: #29
|
0.8 |
—
|
-31,472 | -1.7% |
P
S
|
1,806,939 | $3,234,421 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.63% | 0.47% |
#31
Prev: #31
|
1.3 |
—
|
no change | no change |
P
S
|
14,500 | $3,153,605 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UTHR
UNITED THERAPEU...
|
Healthcare | 0.59% | 0.35% |
#32
4
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
5,000 | $2,964,900 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DRUG
BRIGHT MINDS BI...
|
Healthcare | 0.56% | 0.37% |
#33
2
Prev: #35
|
2.2 |
—
|
5,000 | 15.0% |
P
S
|
38,407 | $2,802,559 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PTGX
PROTAGONIST THE...
|
Healthcare | 0.48% | 0.28% |
#34
4
Prev: #38
|
0.7 |
—
|
-20 | -0.1% |
P
S
|
22,931 | $2,416,927 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SLNO
SOLENO THERAPEU...
|
Healthcare | 0.46% | 3.50% |
#35
27
Prev: #8
|
0.2 |
—
|
-465,208 | -87.2% |
P
S
|
68,490 | $2,293,045 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BTSG
BRIGHTSPRING HE...
|
Healthcare | 0.46% | 0.22% |
#36
7
Prev: #43
|
2.7 |
—
|
12,200 | 29.3% |
P
S
|
53,800 | $2,292,418 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TVTX
TRAVERE THERAPE...
|
Healthcare | 0.42% | 0.38% |
#37
3
Prev: #34
|
1.2 |
—
|
no change | no change |
P
S
|
70,700 | $2,100,497 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EWTX
EDGEWISE THERAP...
|
Healthcare | 0.41% | — |
#38
Prev: #—
|
3.7 |
—
|
65,500 | — |
NEW
|
65,500 | $2,063,250 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CELC
CELCUITY INC
|
Healthcare | 0.36% | 0.18% |
#39
7
Prev: #46
|
2.6 |
—
|
2,676 | 20.7% |
P
S
|
15,576 | $1,777,845 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BBIO
BRIDGEBIO PHARM...
|
Healthcare | 0.30% | 0.22% |
#40
2
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
20,400 | $1,514,904 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KNSA
KINIKSA PHARMAC...
|
Healthcare | 0.28% | 0.17% |
#41
6
Prev: #47
|
1.1 |
—
|
no change | no change |
P
S
|
29,200 | $1,405,980 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CYTK
CYTOKINETICS IN...
|
Healthcare | 0.22% | — |
#42
Prev: #—
|
3.6 |
—
|
16,300 | — |
NEW
|
16,300 | $1,074,333 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ELVN
ENLIVEN THERAPE...
|
Healthcare | 0.16% | — |
#43
Prev: #—
|
3.6 |
—
|
20,900 | — |
NEW
|
20,900 | $819,280 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PRAX
PRAXIS PRECISIO...
|
Healthcare | 0.16% | 0.10% |
#44
7
Prev: #51
|
1.1 |
—
|
no change | no change |
P
S
|
2,500 | $805,475 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TENX
TENAX THERAPEUT...
|
Healthcare | 0.13% | 0.07% |
#45
8
Prev: #53
|
1.1 |
—
|
no change | no change |
P
S
|
42,080 | $672,859 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KOD
KODIAK SCIENCES...
|
Healthcare | 0.13% | 0.07% |
#46
8
Prev: #54
|
1.1 |
—
|
no change | no change |
P
S
|
17,019 | $648,764 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NUVL
NUVALENT INC
|
Healthcare | 0.10% | 0.12% |
#47
2
Prev: #49
|
0.0 |
—
|
-3,200 | -39.5% |
P
S
|
4,900 | $502,005 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APGE
APOGEE THERAPEU...
|
Healthcare | 0.10% | — |
#48
Prev: #—
|
3.5 |
—
|
5,886 | — |
NEW
|
5,886 | $495,425 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVTX
AVALO THERAPEUT...
|
Healthcare | 0.09% | 0.11% |
#49
1
Prev: #50
|
0.0 |
—
|
-12,600 | -30.3% |
P
S
|
28,970 | $432,522 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PEPG
PEPGEN INC
|
Healthcare | 0.07% | 0.19% |
#50
6
Prev: #44
|
1.0 |
—
|
no change | no change |
P
S
|
205,324 | $363,423 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 66 holdings