2026 Q2 Portfolio Activity
In 2026 Q2, Artia Global Partners LP maintained a portfolio of 58 distinct positions. The most significant new addition was ALKERMES PLC, now representing 4.34% of the total fund value. They heavily accumulated shares in BRIGHTSPRING HEALTH SVCS INC, increasing the position by 861.6%. Conversely, Artia Global Partners LP completely exited their position in ELI LILLY & CO.
Position History
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Total Positions
58
Quarter
2026 Q2
Top Holding
ABVX (12.7%)
Top 10 Concentration
64.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 58
Artia Global Partners LP Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ABVX
ABIVAX SA
|
Healthcare | 12.70% | 13.39% |
#1
1
Prev: #2
|
6.5 |
—
|
-84,300 | -14.0% |
P
S
|
516,447 | $68,821,727 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INSM
INSMED INC
|
Healthcare | 11.59% | 20.59% |
#2
1
Prev: #1
|
6.0 |
—
|
-39,660 | -6.3% |
P
S
|
589,052 | $62,804,724 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TRVI
TREVI THERAPEUT...
|
Healthcare | 7.61% | 4.81% |
#3
2
Prev: #5
|
6.0 |
—
|
197,250 | 9.8% |
P
S
|
2,210,852 | $41,232,390 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BTSG
BRIGHTSPRING HE...
|
Healthcare | 6.66% | 0.46% |
#4
32
Prev: #36
|
6.2 |
—
|
463,515 | 861.6% |
P
S
|
517,315 | $36,077,548 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 6.41% | 2.43% |
#5
5
Prev: #10
|
5.6 |
—
|
60,400 | 48.3% |
P
S
|
185,390 | $34,719,839 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARGX
ARGENX SE
|
Healthcare | 5.09% | 4.35% |
#6
Prev: #6
|
3.0 |
—
|
no change | no change |
P
S
|
29,739 | $27,590,952 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALKS
ALKERMES PLC
|
Healthcare | 4.34% | — |
#7
Prev: #—
|
5.2 |
—
|
448,964 | — |
NEW
|
448,964 | $23,523,469 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TVTX
TRAVERE THERAPE...
|
Healthcare | 3.55% | 0.42% |
#8
29
Prev: #37
|
4.4 |
—
|
268,333 | 379.5% |
P
S
|
339,033 | $19,260,465 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AZNCF
ASTRAZENECA PLC
|
Unknown | 3.44% | 3.77% |
#9
2
Prev: #7
|
1.9 |
—
|
3,000 | 3.1% |
P
S
|
98,376 | $18,654,057 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NAMS
NEWAMSTERDAM PH...
|
Healthcare | 3.15% | 3.23% |
#10
2
Prev: #8
|
2.3 |
—
|
no change | no change |
P
S
|
503,936 | $17,078,391 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DNTH
DIANTHUS THERAP...
|
Healthcare | 2.93% | 2.74% |
#11
2
Prev: #9
|
2.2 |
—
|
no change | no change |
P
S
|
162,990 | $15,888,265 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XBI
PUT
SPDR SERIES TRU...
|
Unknown | 2.92% | — |
#12
Prev: #—
|
4.7 |
—
|
100,000 | — |
NEW
|
100,000 | $15,825,000 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DGX
QUEST DIAGNOSTI...
|
Healthcare | 2.55% | 1.60% |
#13
1
Prev: #14
|
4.0 |
—
|
24,305 | 59.5% |
P
S
|
65,122 | $13,802,608 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IONS
IONIS PHARMACEU...
|
Healthcare | 2.11% | 2.17% |
#14
3
Prev: #11
|
1.8 |
—
|
no change | no change |
P
S
|
144,376 | $11,447,573 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EYPT
EYEPOINT INC
|
Healthcare | 2.02% | 1.98% |
#15
2
Prev: #13
|
1.8 |
—
|
no change | no change |
P
S
|
767,098 | $10,969,501 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALMS
ALUMIS INC
|
Healthcare | 1.45% | 1.43% |
#16
1
Prev: #15
|
1.1 |
—
|
-46,500 | -14.3% |
P
S
|
278,546 | $7,838,284 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VKTX
VIKING THERAPEU...
|
Healthcare | 1.30% | 1.18% |
#17
1
Prev: #16
|
1.5 |
—
|
no change | no change |
P
S
|
180,731 | $7,050,316 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CELC
CELCUITY INC
|
Healthcare | 1.15% | 0.36% |
#18
21
Prev: #39
|
3.5 |
—
|
43,740 | 280.8% |
P
S
|
59,316 | $6,205,640 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CYTK
CYTOKINETICS IN...
|
Healthcare | 1.11% | 0.22% |
#19
23
Prev: #42
|
3.4 |
—
|
54,400 | 333.7% |
P
S
|
70,700 | $6,022,933 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 1.11% | 1.12% |
#20
3
Prev: #17
|
1.4 |
—
|
no change | no change |
P
S
|
46,700 | $6,000,950 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RAPP
RAPPORT THERAPE...
|
Healthcare | 1.07% | 0.87% |
#21
1
Prev: #22
|
1.4 |
—
|
no change | no change |
P
S
|
138,508 | $5,771,628 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.06% | 1.11% |
#22
3
Prev: #19
|
1.4 |
—
|
no change | no change |
P
S
|
22,600 | $5,739,722 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GH
GUARDANT HEALTH...
|
Healthcare | 1.05% | — |
#23
Prev: #—
|
3.9 |
—
|
38,100 | — |
NEW
|
38,100 | $5,716,143 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABSI
ABSCI CORPORATI...
|
Healthcare | 0.99% | — |
#24
Prev: #—
|
3.9 |
—
|
464,444 | — |
NEW
|
464,444 | $5,382,906 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SRRK
SCHOLAR ROCK HL...
|
Healthcare | 0.98% | 0.95% |
#25
4
Prev: #21
|
1.4 |
—
|
no change | no change |
P
S
|
96,285 | $5,295,675 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SION
SIONNA THERAPEU...
|
Healthcare | 0.97% | 0.96% |
#26
6
Prev: #20
|
1.4 |
—
|
no change | no change |
P
S
|
119,741 | $5,267,407 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
ASCENDIS PHARMA...
|
|
Unknown | 0.87% | — |
#27
Prev: #—
|
3.8 |
—
|
17,740 | — |
NEW
|
17,740 | $4,731,613 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
ROIV
ROIVANT SCIENCE...
|
Healthcare | 0.85% | 0.72% |
#28
1
Prev: #27
|
1.3 |
—
|
no change | no change |
P
S
|
129,800 | $4,593,622 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PALI
PALISADE BIO IN...
|
Healthcare | 0.77% | 0.70% |
#29
1
Prev: #28
|
1.3 |
—
|
no change | no change |
P
S
|
1,992,367 | $4,164,047 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EWTX
EDGEWISE THERAP...
|
Healthcare | 0.74% | 0.41% |
#30
8
Prev: #38
|
3.3 |
—
|
33,300 | 50.8% |
P
S
|
98,800 | $4,014,244 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BIIB
BIOGEN INC
|
Healthcare | 0.74% | 0.68% |
#31
2
Prev: #29
|
1.3 |
—
|
no change | no change |
P
S
|
18,437 | $3,983,498 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XENE
XENON PHARMACEU...
|
Healthcare | 0.72% | 0.76% |
#32
7
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
65,000 | $3,923,400 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BLTE
BELITE BIO INC
|
Healthcare | 0.71% | 0.80% |
#33
9
Prev: #24
|
1.3 |
—
|
no change | no change |
P
S
|
24,989 | $3,847,931 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MLYS
MINERALYS THERA...
|
Healthcare | 0.69% | 0.75% |
#34
8
Prev: #26
|
1.3 |
—
|
no change | no change |
P
S
|
137,800 | $3,717,844 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PROK
PROKIDNEY CORP
|
Healthcare | 0.68% | 0.65% |
#35
5
Prev: #30
|
1.3 |
—
|
no change | no change |
P
S
|
1,806,939 | $3,686,156 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ELVN
ENLIVEN THERAPE...
|
Healthcare | 0.68% | 0.16% |
#36
7
Prev: #43
|
3.3 |
—
|
51,200 | 245.0% |
P
S
|
72,100 | $3,659,075 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORKA
ORUKA THERAPEUT...
|
Healthcare | 0.59% | — |
#37
Prev: #—
|
3.7 |
—
|
33,400 | — |
NEW
|
33,400 | $3,178,678 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PTGX
PROTAGONIST THE...
|
Healthcare | 0.52% | 0.48% |
#38
4
Prev: #34
|
0.7 |
—
|
20 | 0.1% |
P
S
|
22,951 | $2,813,334 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UTHR
UNITED THERAPEU...
|
Healthcare | 0.50% | 0.59% |
#39
7
Prev: #32
|
1.2 |
—
|
no change | no change |
P
S
|
5,000 | $2,709,150 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DRUG
BRIGHT MINDS BI...
|
Healthcare | 0.50% | 0.56% |
#40
7
Prev: #33
|
1.2 |
—
|
no change | no change |
P
S
|
38,407 | $2,696,171 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KNSA
KINIKSA PHARMAC...
|
Healthcare | 0.34% | 0.28% |
#41
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
29,200 | $1,867,340 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CMPX
COMPASS THERAPE...
|
Healthcare | 0.15% | — |
#42
Prev: #—
|
3.6 |
—
|
383,200 | — |
NEW
|
383,200 | $839,208 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRAX
PRAXIS PRECISIO...
|
Healthcare | 0.15% | 0.16% |
#43
1
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
2,500 | $836,975 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KOD
KODIAK SCIENCES...
|
Healthcare | 0.12% | 0.13% |
#44
2
Prev: #46
|
1.0 |
—
|
no change | no change |
P
S
|
17,019 | $663,060 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TENX
TENAX THERAPEUT...
|
Healthcare | 0.11% | 0.13% |
#45
Prev: #45
|
1.0 |
—
|
no change | no change |
P
S
|
42,080 | $612,264 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NUVL
NUVALENT INC
|
Healthcare | 0.11% | 0.10% |
#46
1
Prev: #47
|
1.0 |
—
|
no change | no change |
P
S
|
4,900 | $605,150 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PEPG
PEPGEN INC
|
Healthcare | 0.07% | 0.07% |
#47
3
Prev: #50
|
1.0 |
—
|
no change | no change |
P
S
|
205,324 | $369,583 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SYRE
SPYRE THERAPEUT...
|
Healthcare | 0.07% | — |
#48
Prev: #—
|
3.5 |
—
|
4,000 | — |
NEW
|
4,000 | $355,120 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVTX
AVALO THERAPEUT...
|
Healthcare | 0.00% | 0.09% |
Sold All 😨
(Was: #49) |
0.0 |
—
|
-28,970 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APGE
APOGEE THERAPEU...
|
Healthcare | 0.00% | 0.10% |
Sold All 😨
(Was: #48) |
0.0 |
—
|
-5,886 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 58 holdings