Artia Global Partners LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Artia Global Partners LP disclosed 32 US equity positions worth $341.0m in its Q1 2025 13F filing. The largest position was LLY at 23.0% of the reported book, followed by SLNOEUR and VRNA. Against the Q4 2024 filing, it opened 8 new positions, added to 6 and reduced 7 among the top 32 holdings.
What did Artia Global Partners LP own in Q1 2025? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | LLY ELI LILLY & CO | Healthcare | 23.0% | $78.4m | 94,887 | – | new |
| 2 | SLNOEUR SOLENO THERAPEUTICS INC | 10.4% | $35.6m | 498,473 | 1% | added | |
| 3 | VRNA VERONA PHARMA PLC | 10.0% | $34.2m | 538,488 | 111% | added | |
| 4 | ITCIEUR INTRA-CELLULAR THERAPIES INC | 8.5% | $29.0m | 219,719 | 0% | held | |
| 5 | INSM INSMED INC | Healthcare | 7.1% | $24.3m | 318,239 | 89% | added |
| 6 | MERUS N V | 5.2% | $17.9m | 424,640 | -8% | reduced | |
| 7 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 4.7% | $16.1m | 333,851 | 14% | added |
| 8 | ACLXGBX ARCELLX INC | 4.4% | $15.0m | 229,085 | -0% | held | |
| 9 | AZN ASTRAZENECA PLC | Healthcare | 4.1% | $14.0m | 190,752 | 0% | held |
| 10 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 3.8% | $13.1m | 129,700 | – | new |
| 11 | DGX QUEST DIAGNOSTICS INC | Healthcare | 2.8% | $9.6m | 56,717 | – | new |
| 12 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.3% | $7.7m | 28,600 | -49% | reduced |
| 13 | ARGX ARGENX SE | Healthcare | 2.0% | $6.7m | 11,311 | 0% | held |
| 14 | NUVALENT INC | 1.9% | $6.4m | 90,745 | -56% | reduced | |
| 15 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 1.6% | $5.5m | 172,185 | – | new |
| 16 | RVMD REVOLUTION MEDICINES INC | Healthcare | 1.1% | $3.7m | 104,190 | -63% | reduced |
| 17 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 0.8% | $2.6m | 50,000 | 0% | held |
| 18 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 0.7% | $2.4m | 53,930 | 0% | held | |
| 19 | VKTX VIKING THERAPEUTICS INC | Healthcare | 0.6% | $2.2m | 90,279 | 0% | held |
| 20 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 0.6% | $2.2m | 160,000 | 60% | added |
| 21 | TGTX TG THERAPEUTICS INC | Healthcare | 0.6% | $2.1m | 54,515 | 0% | held |
| 22 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.5% | $1.7m | 3,500 | – | new |
| 23 | EYPT EYEPOINT PHARMACEUTICALS INC | Healthcare | 0.5% | $1.7m | 316,700 | 46% | added |
| 24 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 0.5% | $1.6m | 14,700 | -67% | reduced |
| 25 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 0.5% | $1.5m | 5,000 | – | new |
| 26 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.4% | $1.3m | 40,000 | 0% | held |
| 27 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.3% | $1.2m | 7,440 | 0% | held |
| 28 | JANX JANUX THERAPEUTICS INC | Healthcare | 0.3% | $1.0m | 38,100 | -77% | reduced |
| 29 | MREO MEREO BIOPHARMA GROUP PLC | Healthcare | 0.3% | $948.1k | 421,359 | 0% | held |
| 30 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 0.2% | $553.7k | 30,900 | – | new |
| 31 | CNTA CENTESSA PHARMACEUTICALS PLC | 0.1% | $506.6k | 35,226 | -56% | reduced | |
| 32 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 0.0% | $75.7k | 7,380 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.