Artia Global Partners LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ASTRAZENECA PLC(AZN) | 0 | 95,376 | +95,376 | 0 | 18,810,055 | 4.24% | +18,810,055 |
| MODERNA INC(MRNA)(Call) | 0 | 200,000 | +200,000 | 0 | 10,160,000 | — | +10,160,000 |
| ALUMIS INC | 0 | 325,046 | +325,046 | 0 | 7,160,763 | 1.61% | +7,160,763 |
| MERCK & CO INC(MRK) | 0 | 46,700 | +46,700 | 0 | 5,617,543 | 1.27% | +5,617,543 |
| TERNS PHARMACEUTICALS INC | 0 | 104,800 | +104,800 | 0 | 5,525,056 | 1.25% | +5,525,056 |
| JOHNSON & JOHNSON(JNJ) | 0 | 22,600 | +22,600 | 0 | 5,524,344 | 1.25% | +5,524,344 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 205,090 | 162,990 | -42,100 | 8,451,759 | 13,678,121 | 3.08% | +5,226,362 |
| REVOLUTION MEDICINES INC(RVMD) | 104,190 | 124,990 | +20,800 | 8,298,734 | 12,155,278 | 2.74% | +3,856,544 |
| BIOGEN INC(BIIB) | 0 | 18,437 | +18,437 | 0 | 3,380,055 | 0.76% | +3,380,055 |
| EDGEWISE THERAPEUTICS INC(EWTX) | 0 | 65,500 | +65,500 | 0 | 2,063,250 | 0.47% | +2,063,250 |
| XENON PHARMACEUTICALS INC(XENE) | 40,000 | 65,000 | +25,000 | 1,792,800 | 3,779,750 | 0.85% | +1,986,950 |
| BELITE BIO INC(BLTE) | 17,989 | 24,989 | +7,000 | 2,877,520 | 3,984,246 | 0.90% | +1,106,726 |
| CYTOKINETICS INC(CYTK) | 0 | 16,300 | +16,300 | 0 | 1,074,333 | 0.24% | +1,074,333 |
| QUEST DIAGNOSTICS INC(DGX) | 40,817 | 40,817 | 0 | 7,082,974 | 7,999,316 | 1.80% | +916,342 |
| ENLIVEN THERAPEUTICS INC | 0 | 20,900 | +20,900 | 0 | 819,280 | 0.18% | +819,280 |
| ROIVANT SCIENCES LTD(ROIV) | 129,800 | 129,800 | 0 | 2,816,660 | 3,595,460 | 0.81% | +778,800 |
| BRIGHTSPRING HEALTH SVCS INC(BTSG) | 41,600 | 53,800 | +12,200 | 1,557,920 | 2,292,418 | 0.52% | +734,498 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 5,000 | 5,000 | 0 | 2,436,250 | 2,964,900 | 0.67% | +528,650 |
| APOGEE THERAPEUTICS INC(APGE) | 0 | 5,886 | +5,886 | 0 | 495,425 | 0.11% | +495,425 |
| SCHOLAR ROCK HLDG CORP(SRRK) | 96,285 | 96,285 | 0 | 4,241,354 | 4,733,371 | 1.07% | +492,017 |
| CELCUITY INC(CELC) | 12,900 | 15,576 | +2,676 | 1,286,646 | 1,777,845 | 0.40% | +491,199 |
| PROTAGONIST THERAPEUTICS INC | 22,951 | 22,931 | -20 | 2,004,540 | 2,416,927 | 0.54% | +412,387 |
| ASCENDIS PHARMA A/S(ASND) | 17,740 | 17,740 | 0 | 3,782,878 | 4,057,670 | 0.91% | +274,792 |
| KINIKSA PHARMACEUTICALS INTL(KNSA) | 29,200 | 29,200 | 0 | 1,204,500 | 1,405,980 | 0.32% | +201,480 |
| BRIGHT MINDS BIOSCIENCES INC | 33,407 | 38,407 | +5,000 | 2,607,082 | 2,802,559 | 0.63% | +195,477 |
| KODIAK SCIENCES INC(KOD) | 17,019 | 17,019 | 0 | 475,851 | 648,764 | 0.15% | +172,913 |
| TENAX THERAPEUTICS INC | 42,080 | 42,080 | 0 | 512,955 | 672,859 | 0.15% | +159,904 |
| RAPPORT THERAPEUTICS INC(RAPP) | 138,508 | 138,508 | 0 | 4,202,333 | 4,333,915 | 0.98% | +131,582 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 2,500 | 2,500 | 0 | 736,850 | 805,475 | 0.18% | +68,625 |
| LYRA THERAPEUTICS INC | 8,756 | 0 | -8,756 | 26,968 | 0 | — | -26,968 |
| BRIDGEBIO PHARMA INC(BBIO) | 20,400 | 20,400 | 0 | 1,560,396 | 1,514,904 | 0.34% | -45,492 |
| SIONNA THERAPEUTICS INC(SION) | 119,741 | 119,741 | 0 | 4,926,145 | 4,800,417 | 1.08% | -125,728 |
| ABBVIE INC(ABBV) | 14,500 | 14,500 | 0 | 3,313,105 | 3,153,605 | 0.71% | -159,500 |
| NUVALENT INC(NUVL) | 8,100 | 4,900 | -3,200 | 814,779 | 502,005 | 0.11% | -312,774 |
| AVALO THERAPEUTICS INC(AVTX) | 41,570 | 28,970 | -12,600 | 754,911 | 432,522 | 0.10% | -322,389 |
| ALTO NEUROSCIENCE INC(ANRO) | 29,192 | 0 | -29,192 | 519,618 | 0 | — | -519,618 |
| IONIS PHARMACEUTICALS INC(IONS) | 144,376 | 144,376 | 0 | 11,421,585 | 10,841,194 | 2.44% | -580,391 |
| TRAVERE THERAPEUTICS INC(TVTX) | 70,700 | 70,700 | 0 | 2,701,447 | 2,100,497 | 0.47% | -600,950 |
| PROKIDNEY CORP | 1,838,411 | 1,806,939 | -31,472 | 4,118,041 | 3,234,421 | 0.73% | -883,620 |
| PEPGEN INC | 205,324 | 205,324 | 0 | 1,336,659 | 363,423 | 0.08% | -973,236 |
| OCULAR THERAPEUTIX INC(OCUL)(Call) | 85,200 | 0 | -85,200 | 1,034,328 | 0 | — | -1,034,328 |
| TREVI THERAPEUTICS INC(TRVI) | 2,013,602 | 2,013,602 | 0 | 25,210,297 | 24,022,272 | 5.42% | -1,188,025 |
| PALISADE BIO INC | 1,992,367 | 1,992,367 | 0 | 4,682,062 | 3,486,642 | 0.79% | -1,195,420 |
| MINERALYS THERAPEUTICS INC(MLYS) | 137,800 | 137,800 | 0 | 5,000,762 | 3,733,002 | 0.84% | -1,267,760 |
| ABIVAX SA(ABVX)(Call) | 9,900 | 0 | -9,900 | 1,335,065 | 0 | — | -1,335,065 |
| NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES | 503,936 | 503,936 | 0 | 17,678,075 | 16,130,991 | 3.64% | -1,547,084 |
| OCULAR THERAPEUTIX INC(OCUL) | 141,061 | 0 | -141,061 | 1,712,481 | 0 | — | -1,712,481 |
| UPSTREAM BIO INC | 68,653 | 0 | -68,653 | 1,863,929 | 0 | — | -1,863,929 |
| SOLENO THERAPEUTICS INC(Call) | 50,000 | 0 | -50,000 | 2,315,000 | 0 | — | -2,315,000 |
| EYEPOINT INC(EYPT) | 767,098 | 767,098 | 0 | 14,014,880 | 9,887,893 | 2.23% | -4,126,987 |
| AVIDITY BIOSCIENCES INC | 60,100 | 0 | -60,100 | 4,335,013 | 0 | — | -4,335,013 |
| PROSHARES TR II(AGQ)(Put) | 100,000 | 0 | -100,000 | 5,552,000 | 0 | — | -5,552,000 |
| PALVELLA THERAPEUTICS INC NE(PVLA) | 59,200 | 0 | -59,200 | 6,196,464 | 0 | — | -6,196,464 |
| VENTYX BIOSCIENCES INC | 695,982 | 0 | -695,982 | 6,284,717 | 0 | — | -6,284,717 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 17,400 | 0 | -17,400 | 6,919,110 | 0 | — | -6,919,110 |
| ABIVAX SA(ABVX) | 600,747 | 600,747 | 0 | 81,013,737 | 66,893,178 | 15.08% | -14,120,559 |
| CIDARA THERAPEUTICS INC | 70,824 | 0 | -70,824 | 15,644,313 | 0 | — | -15,644,313 |
| INSMED INC(INSM) | 682,212 | 628,712 | -53,500 | 118,732,177 | 102,806,986 | 23.18% | -15,925,191 |
| ASTRAZENECA PLC(AZN) | 190,752 | 0 | -190,752 | 17,535,831 | 0 | — | -17,535,831 |
| ELI LILLY & CO(LLY) | 50,500 | 38,220 | -12,280 | 54,271,340 | 35,153,609 | 7.93% | -19,117,731 |
| VIKING THERAPEUTICS INC(VKTX) | 719,365 | 180,731 | -538,634 | 25,307,261 | 5,880,987 | 1.33% | -19,426,274 |
| SOLENO THERAPEUTICS INC | 533,698 | 68,490 | -465,208 | 24,710,217 | 2,293,045 | 0.52% | -22,417,172 |
| UNIQURE NV(QURE) | 1,023,539 | 0 | -1,023,539 | 24,493,288 | 0 | — | -24,493,288 |
| PROSHARES TR II(AGQ) | 442,119 | 0 | -442,119 | 24,546,447 | 0 | — | -24,546,447 |
| INSMED INC(INSM)(Put) | 420,000 | 279,700 | -140,300 | 73,096,800 | 45,736,544 | — | -27,360,256 |
| ARGENX SE(ARGX) | 64,699 | 29,739 | -34,960 | 54,408,624 | 21,716,905 | 4.90% | -32,691,719 |