Arkolith/Funds/Artia Global Partners LP

Artia Global Partners LP

CIK 1937964Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Artia Global Partners LP holds a focused book of 47 reported positions worth $526.0M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Alkermes PLC and trimmed Abivax Sa-ADR. Their largest long position is Abivax Sa-ADR at 13% of the reported non-option book. They also disclosed $15.8M in put options (a bearish bet), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2023 would be +44% (+10.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Trimmed
3
sold some, still holds it
Sold out
8
exited the position entirely
+5 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+44.0%
+10.8%/yr · since Feb '23
Their reported book
+37.5%
held from quarter-end
S&P 500
+94.7%
same window
$9K$11K$14K$17K$20KFeb '23Nov '23Jul '24Apr '25Dec '25Sep '26
Artia Global Partners LP (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 6.5 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 each quarter's actual reporting lag, ~45 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
66%
Top 20 holdings
84%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Health Care
100%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Artia Global Partners LP

Manager / fundShared namesTheir $ in those
Darwin Global Management, Ltd.5 / 47$3.8B
Patient Square Capital LP10 / 47$466.3M
Checkpoint Capital L.P.4 / 47$240.5M
Paradigm Biocapital Advisors LP8 / 47$3.3B
First Turn Management, LLC17 / 47$569.7M
Samsara BioCapital, LLC4 / 47$723.7M
Eagle Health Investments LP10 / 47$312.6M
Cormorant Asset Management, LP15 / 47$979.2M

Ranked by the share of each fund's own book sitting in the names it shares with Artia Global Partners LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

47 positions
#SecurityValueShares% PortLast moveHistory
1Abivax Sa
SPONSORED ADS
$68.8M516.4K
13.1%
−14%
Reduced · −84K sh
2Insmed Inc
COM PAR $.01
$62.8M589.1K
11.9%
−6.3%
Reduced · −40K sh
3Trevi Therapeutics Inc
COM
$41.2M2.21M
7.8%
+9.8%
Added · +197K sh
4Brightspring Health Svcs Inc
COM
$36.1M517.3K
6.9%
+862%
Added · +464K sh
5Revolution Medicines Inc
COM
$34.7M185.4K
6.6%
+48%
Added · +60K sh
6Argenx SE
SPONSORED ADR
$27.6M29.7K
5.2%
Held
7Alkermes PLC
SHS
$23.5M449.0K
4.5%
New
New position
8Travere Therapeutics Inc
COM
$19.3M339.0K
3.7%
+380%
Added · +268K sh
9AstraZeneca PLC
ORD
$18.7M98.4K
3.5%
+3.1%
Added · +3K sh
10Newamsterdam Pharma Company
ORDINARY SHARES
$17.1M503.9K
3.2%
Held
11Dianthus Therapeutics Inc
COM
$15.9M163.0K
3.0%
Held
12Quest Diagnostics Inc
COM
$13.8M65.1K
2.6%
+60%
Added · +24K sh
13Ionis Pharmaceuticals Inc
COM
$11.4M144.4K
2.2%
Held
14Eyepoint Inc
COM NEW
$11.0M767.1K
2.1%
Held
15Alumis Inc
COM
$7.8M278.5K
1.5%
−14%
Reduced · −47K sh
16Viking Therapeutics Inc
COM
$7.1M180.7K
1.3%
Held
17Celcuity Inc
COM
$6.2M59.3K
1.2%
+281%
Added · +44K sh
18Cytokinetics Inc
COM NEW
$6.0M70.7K
1.1%
+334%
Added · +54K sh
19Merck & Co Inc
COM
$6.0M46.7K
1.1%
Held
20Rapport Therapeutics Inc
COM
$5.8M138.5K
1.1%
Held
21Johnson & Johnson
COM
$5.7M22.6K
1.1%
Held
22Guardant Health Inc
COM
$5.7M38.1K
1.1%
New
New position
23Absci Corporation
COM
$5.4M464.4K
1.0%
New
New position
24Scholar Rock Hldg Corp
COM
$5.3M96.3K
1.0%
Held
25Sionna Therapeutics Inc
COM
$5.3M119.7K
1.0%
Held
26Ascendis Pharma A/s
ORD SHS
$4.7M17.7K
0.9%
New
New position
27Roivant Sciences Ltd
SHS
$4.6M129.8K
0.9%
Held
28Palisade Bio Inc
COM
$4.2M1.99M
0.8%
Held
29Edgewise Therapeutics Inc
COM
$4.0M98.8K
0.8%
+51%
Added · +33K sh
30Biogen Inc
COM
$4.0M18.4K
0.8%
Held
31Xenon Pharmaceuticals Inc
COM
$3.9M65.0K
0.7%
Held
32Belite Bio Inc
SPONSORED ADS
$3.8M25.0K
0.7%
Held
33Mineralys Therapeutics Inc
COM
$3.7M137.8K
0.7%
Held
34Prokidney Corp
SHS CL A
$3.7M1.81M
0.7%
Held
35Enliven Therapeutics Inc
COM
$3.7M72.1K
0.7%
+245%
Added · +51K sh
36Oruka Therapeutics Inc
COM
$3.2M33.4K
0.6%
New
New position
37Protagonist Therapeutics Inc
COM
$2.8M23.0K
0.5%
+0.1%
Added · +20 sh
38United Therapeutics Corp Del
COM
$2.7M5.0K
0.5%
Held
39Bright Minds Biosciences Inc
COM NEW
$2.7M38.4K
0.5%
Held
40Kiniksa Pharmaceuticals Intl
ORD SHS CL A
$1.9M29.2K
0.4%
Held
41Compass Therapeutics Inc
COM
$839K383.2K
0.2%
New
New position
42Praxis Precision Medicines I
COM NEW
$837K2.5K
0.2%
Held
43Kodiak Sciences Inc
COM
$663K17.0K
0.1%
Held
44Tenax Therapeutics Inc
COM NEW
$612K42.1K
0.1%
Held
45Nuvalent Inc
COM
$605K4.9K
0.1%
Held
46Pepgen Inc
COM
$370K205.3K
0.1%
Held
47Spyre Therapeutics Inc
COM NEW
$355K4.0K
0.1%
New
New position
Showing all 47 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$15.8M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P BIOTECH ETFXBI$15.8M100K

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 non-option book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

$705.8M · Q4 2025Q4 2022 · $262.4MQ2 2026 · $541.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d48$541.9M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d50$499.4M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d55$705.8M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d51$630.9M13F-HR/A
Q2 2025Jun 30, 2025Aug 14, 202545d37$415.6M13F-HR
Q1 2025Mar 31, 2025May 15, 202545d38$395.1M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d37$279.8M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202445d45$366.9M13F-HR
Q2 2024Jun 30, 2024Aug 14, 202445d46$517.3M13F-HR
Q1 2024Mar 31, 2024May 15, 202445d49$497.5M13F-HR
Q4 2023Dec 31, 2023Feb 14, 202445d31$343.7M13F-HR
Q3 2023Sep 30, 2023Nov 14, 202345d27$240.6M13F-HR
Q2 2023Jun 30, 2023Aug 14, 202345d34$290.1M13F-HR
Q1 2023Mar 31, 2023May 15, 202345d36$270.6M13F-HR
Q4 2022Dec 31, 2022Feb 14, 202345d25$262.4M13F-HR
Amended / restated
  • Q3 2025 · filed Nov 14, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.