Artia Global Partners LP holds a focused book of 48 stocks worth $443.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Insmed Inc. Their largest long position is Insmed Inc at 23% of the equity book. They also disclosed $45.7M in put options (a bearish bet) and $10.2M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2023 would be +39% (+10.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Artia Global Partners LP's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.2 points over this window.
Growth of $10,000 cloning Artia Global Partners LP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Artia Global Partners LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 55 / 48 | $46.2B |
| GOLDMAN SACHS GROUP INC | 55 / 48 | $21.5B |
| UBS Group AG | 55 / 48 | $16.3B |
| BARCLAYS PLC | 55 / 48 | $7.0B |
| BNP PARIBAS FINANCIAL MARKETS | 55 / 48 | $3.5B |
| STATE STREET CORP | 54 / 48 | $107.8B |
| JPMORGAN CHASE & CO | 54 / 48 | $57.9B |
| BANK OF AMERICA CORP /DE/ | 54 / 48 | $32.3B |
Ranked by how many of Artia Global Partners LP's top 48 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Insmed Inc COM PAR $.01 | $102.8M | 628.7K | 23.2% | ▼−7.8% Reduced · −54K sh | |
| 2 | Abivax Sa SPONSORED ADS | $66.9M | 600.7K | 15.1% | —Held | |
| 3 | Eli Lilly & Co COM | $35.2M | 38.2K | 7.9% | ▼−24% Reduced · −12K sh | |
| 4 | Trevi Therapeutics Inc COM | $24.0M | 2.01M | 5.4% | —Held | |
| 5 | Argenx SE SPONSORED ADR | $21.7M | 29.7K | 4.9% | ▼−54% Reduced · −35K sh | |
| 6 | AstraZeneca PLC ORD | $18.8M | 95.4K | 4.2% | ▲New New position | |
| 7 | Newamsterdam Pharma Company ORDINARY SHARES | $16.1M | 503.9K | 3.6% | —Held | |
| 8 | Dianthus Therapeutics Inc COM | $13.7M | 163.0K | 3.1% | ▼−21% Reduced · −42K sh | |
| 9 | Revolution Medicines Inc COM | $12.2M | 125.0K | 2.7% | ▲+20% Added · +21K sh | |
| 10 | Ionis Pharmaceuticals Inc COM | $10.8M | 144.4K | 2.4% | —Held | |
| 11 | Eyepoint Inc COM NEW | $9.9M | 767.1K | 2.2% | —Held | |
| 12 | Quest Diagnostics Inc COM | $8.0M | 40.8K | 1.8% | —Held | |
| 13 | Alumis Inc COM | $7.2M | 325.0K | 1.6% | ▲New New position | |
| 14 | Viking Therapeutics Inc COM | $5.9M | 180.7K | 1.3% | ▼−75% Reduced · −539K sh | |
| 15 | Merck & Co Inc COM | $5.6M | 46.7K | 1.3% | ▲New New position | |
| 16 | Terns Pharmaceuticals Inc COM | $5.5M | 104.8K | 1.2% | ▲New New position | |
| 17 | Johnson & Johnson COM | $5.5M | 22.6K | 1.2% | ▲New New position | |
| 18 | Sionna Therapeutics Inc COM | $4.8M | 119.7K | 1.1% | —Held | |
| 19 | Scholar Rock Hldg Corp COM | $4.7M | 96.3K | 1.1% | —Held | |
| 20 | Rapport Therapeutics Inc COM | $4.3M | 138.5K | 1.0% | —Held | |
| 21 | Ascendis Pharma A/s SPONSORED ADR | $4.1M | 17.7K | 0.9% | —Held | |
| 22 | Belite Bio Inc SPONSORED ADS | $4.0M | 25.0K | 0.9% | ▲+39% Added · +7K sh | |
| 23 | Xenon Pharmaceuticals Inc COM | $3.8M | 65.0K | 0.9% | ▲+63% Added · +25K sh | |
| 24 | Mineralys Therapeutics Inc COM | $3.7M | 137.8K | 0.8% | —Held | |
| 25 | Roivant Sciences Ltd SHS | $3.6M | 129.8K | 0.8% | —Held | |
| 26 | Palisade Bio Inc COM | $3.5M | 1.99M | 0.8% | —Held | |
| 27 | Biogen Inc COM | $3.4M | 18.4K | 0.8% | ▲New New position | |
| 28 | Prokidney Corp SHS CL A | $3.2M | 1.81M | 0.7% | ▼−1.7% Reduced · −31K sh | |
| 29 | Abbvie Inc COM | $3.2M | 14.5K | 0.7% | —Held | |
| 30 | United Therapeutics Corp Del COM | $3.0M | 5.0K | 0.7% | —Held | |
| 31 | Bright Minds Biosciences Inc COM NEW | $2.8M | 38.4K | 0.6% | ▲+15% Added · +5K sh | |
| 32 | Protagonist Therapeutics Inc COM | $2.4M | 22.9K | 0.5% | ▼−0.1% Reduced · −20 sh | |
| 33 | Soleno Therapeutics Inc COM | $2.3M | 68.5K | 0.5% | ▼−87% Reduced · −465K sh | |
| 34 | Brightspring Health Svcs Inc COM | $2.3M | 53.8K | 0.5% | ▲+29% Added · +12K sh | |
| 35 | Travere Therapeutics Inc COM | $2.1M | 70.7K | 0.5% | —Held | |
| 36 | Edgewise Therapeutics Inc COM | $2.1M | 65.5K | 0.5% | ▲New New position | |
| 37 | Celcuity Inc COM | $1.8M | 15.6K | 0.4% | ▲+21% Added · +3K sh | |
| 38 | Bridgebio Pharma Inc COM | $1.5M | 20.4K | 0.3% | —Held | |
| 39 | Kiniksa Pharmaceuticals Intl ORD SHS CL A | $1.4M | 29.2K | 0.3% | —Held | |
| 40 | Cytokinetics Inc COM NEW | $1.1M | 16.3K | 0.2% | ▲New New position | |
| 41 | Enliven Therapeutics Inc COM | $819K | 20.9K | 0.2% | ▲New New position | |
| 42 | Praxis Precision Medicines I COM NEW | $805K | 2.5K | 0.2% | —Held | |
| 43 | Tenax Therapeutics Inc COM NEW | $673K | 42.1K | 0.2% | —Held | |
| 44 | Kodiak Sciences Inc COM | $649K | 17.0K | 0.1% | —Held | |
| 45 | Nuvalent Inc COM | $502K | 4.9K | 0.1% | ▼−40% Reduced · −3K sh | |
| 46 | Apogee Therapeutics Inc COM | $495K | 5.9K | 0.1% | ▲New New position | |
| 47 | Avalo Therapeutics Inc COM NEW | $433K | 29.0K | 0.1% | ▼−30% Reduced · −13K sh | |
| 48 | Pepgen Inc COM | $363K | 205.3K | 0.1% | —Held |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | INSMED INCINSM | $45.7M | 280K |
| CALL · bullish | MODERNA INCMRNA | $10.2M | 200K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 50 | $499.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 55 | $705.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 51 | $630.9M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 37 | $415.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 38 | $395.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 37 | $279.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45 | $366.9M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 46 | $517.3M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 49 | $497.5M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 31 | $343.7M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 27 | $240.6M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 34 | $290.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 36 | $270.6M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 25 | $262.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.