13F Insight
DOSSIER · 13F-HR · Q2 2026

Artia Global Partners LP

$542M in tracked AUM across 48 positions as of Q2 2026.

AG
CIK 0001937964 · last filed Jun 30, 2026
Total AUM
$542M
as of Q2 2026
Holdings
48
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of Artia Global Partners LP SEC 13F Filing
1. Portfolio Overview

Artia Global Partners LP manages a concentrated portfolio totaling $305.86 million across 32 holdings as of the report date September 30, 2025. The firm employs a high-conviction investment strategy, evidenced by the fact that the top five positions constitute approximately 56.7% of the total portfolio value. The portfolio saw a significant reduction in value of 26.4% (decreasing from $4...

2. Key Holdings

The portfolio is heavily anchored in the healthcare and biotechnology sectors, with ARGENX SE (ARGX) serving as the largest single holding at $57.76 million, representing 18.88% of the portfolio. This indicates a strong conviction in the company’s core immunology franchise.

The second and third largest positions, uniQure N.V. and Merus N.V., represent 12.57% and 9.13% of the portfolio, respectively. Both are gene therapy and oncology-focused biotech firms, suggesting a thematic preference for clinical-stage innovation.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ABVX
ABIVAX SA
$69M516K12.7%02
INSM
INSMED INC
$63M589K11.6%03
TRVI
TREVI THERAPEUTICS INC
$41M2.2M7.6%04
BTSG
BRIGHTSPRING HEALTH SVCS INC
$36M517K6.7%05
RVMD
REVOLUTION MEDICINES INC
$35M185K6.4%06
ARGX
ARGENX SE
$28M30K5.1%07
G01767105
ALKERMES PLC
$24M449K4.3%08
TVTX
TRAVERE THERAPEUTICS INC
$19M339K3.6%09
G0593M107
ASTRAZENECA PLC
$19M98K3.4%10
N62509109
NEWAMSTERDAM PHARMA COMPANY
$17M504K3.2%

Filing history

2026Q2Jun 30
$542M▲ 8.5%
48 positionsView →2026Q1Mar 31
$499M▼ 29.2%
50 positionsView →2025Q4Dec 31
$706M▲ 130.7%
55 positionsView →2025Q3Sep 30
$306M▼ 26.4%
32 positionsView →2025Q2Jun 30
$416M▲ 5.2%
37 positionsLocked2025Q1Mar 31
$395M▲ 41.2%
38 positionsLocked2024Q4Dec 31
$280M▼ 23.7%
37 positionsLocked2024Q3Sep 30
$367M▼ 29.1%
45 positionsLocked2024Q2Jun 30
$517M▲ 4.0%
46 positionsLocked2024Q1Mar 31
$498M▲ 44.7%
49 positionsLocked2023Q4Dec 31
$344M▲ 42.9%
31 positionsLocked2023Q3Sep 30
$241M▼ 17.1%
27 positionsLocked
Showing 12 of 15