Artia Global Partners LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Artia Global Partners LP disclosed 33 US equity positions worth $388.8m in its Q2 2025 13F filing. The largest position was VRNA at 22.5% of the reported book, followed by INSM and ARGX. Against the Q1 2025 filing, it opened 10 new positions, added to 9 and reduced 7 among the top 33 holdings.
What did Artia Global Partners LP own in Q2 2025? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VRNA VERONA PHARMA PLC | 22.5% | $87.4m | 924,204 | 72% | added | |
| 2 | INSM INSMED INC | Healthcare | 19.5% | $75.8m | 752,712 | 137% | added |
| 3 | ARGX ARGENX SE | Healthcare | 11.1% | $43.2m | 78,311 | 592% | added |
| 4 | SLNOEUR SOLENO THERAPEUTICS INC | 10.7% | $41.4m | 494,424 | -1% | reduced | |
| 5 | LLY ELI LILLY & CO | Healthcare | 6.2% | $23.9m | 30,700 | -68% | reduced |
| 6 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 4.3% | $16.7m | 155,200 | 20% | added |
| 7 | MERUS N V | 4.0% | $15.6m | 296,750 | -30% | reduced | |
| 8 | DGX QUEST DIAGNOSTICS INC | Healthcare | 3.8% | $14.7m | 81,717 | 44% | added |
| 9 | AZN ASTRAZENECA PLC | Healthcare | 3.4% | $13.3m | 190,752 | 0% | held |
| 10 | TRVI TREVI THERAPEUTICS INC | Healthcare | 1.8% | $7.2m | 1,311,840 | – | new |
| 11 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.8% | $6.8m | 20,970 | -27% | reduced |
| 12 | REGN REGENERON PHARMACEUTICALS | Healthcare | 1.4% | $5.6m | 10,671 | – | new |
| 13 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 1.2% | $4.5m | 126,285 | -27% | reduced |
| 14 | RVMD REVOLUTION MEDICINES INC | Healthcare | 1.0% | $3.8m | 104,190 | 0% | held |
| 15 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 0.8% | $3.0m | 63,930 | 19% | added | |
| 16 | EYPT EYEPOINT PHARMACEUTICALS INC | Healthcare | 0.8% | $3.0m | 316,700 | 0% | held |
| 17 | ABBV ABBVIE INC | Healthcare | 0.7% | $2.7m | 14,500 | – | new |
| 18 | VKTX VIKING THERAPEUTICS INC | Healthcare | 0.7% | $2.6m | 96,479 | 7% | added |
| 19 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.5% | $2.1m | 12,240 | 65% | added |
| 20 | TGTX TG THERAPEUTICS INC | Healthcare | 0.5% | $2.0m | 54,515 | 0% | held |
| 21 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 0.5% | $2.0m | 4,400 | – | new |
| 22 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 0.4% | $1.5m | 41,830 | – | new |
| 23 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 0.4% | $1.4m | 5,000 | 0% | held |
| 24 | MREO MEREO BIOPHARMA GROUP PLC | Healthcare | 0.3% | $1.3m | 475,361 | 13% | added |
| 25 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 0.3% | $1.3m | 22,951 | -93% | reduced |
| 26 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.3% | $1.3m | 40,000 | 0% | held |
| 27 | BHVN BIOHAVEN LTD | Healthcare | 0.3% | $1.1m | 80,000 | – | new |
| 28 | RNAGBP AVIDITY BIOSCIENCES INC | 0.3% | $982.6k | 34,600 | – | new | |
| 29 | KINIKSA PHARMACEUTICALS INTL | 0.2% | $808.0k | 29,200 | – | new | |
| 30 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 0.1% | $556.1k | 41,100 | – | new |
| 31 | NEWAMSTERDAM PHARMA COMPANY | 0.1% | $494.7k | 27,319 | – | new | |
| 32 | JANX JANUX THERAPEUTICS INC | Healthcare | 0.1% | $462.0k | 20,000 | -48% | reduced |
| 33 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 0.1% | $457.3k | 30,900 | 0% | held |
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.