StockDriftsStockDriftsTop 46 Artia Global Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ABVX | ABIVAX SA | 13.08% | 516.4K | $68.8M | -14.03%(-84.30K) | $86.01(+41.17%) | 2026-06-30 | |
| INSM | INSMED INC | 11.94% | 589.1K | $62.8M | -6.31%(-39.66K) | $78.92(+56.80%) | 2026-06-30 | |
| TRVI | TREVI THERAPEUTICS INC | 7.84% | 2.21M | $41.2M | +9.80%(+197.25K) | $7.22(+155.50%) | 2026-06-30 | |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | 6.86% | 517.3K | $36.1M | +861.55%(+463.51K) | $52.93(+15.35%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 6.6% | 185.4K | $34.7M | +48.32%(+60.40K) | $80.10(+167.97%) | 2026-06-30 | |
| ARGX | ARGENX SE | 5.25% | 29.7K | $27.6M | +0.00%(+0) | $541.71(+81.36%) | 2026-06-30 | |
| ALKS | ALKERMES PLC | 4.47% | 449.0K | $23.5M | new | $41.28(+18.86%) | 2026-06-30 | |
| TVTX | TRAVERE THERAPEUTICS INC | 3.66% | 339.0K | $19.3M | +379.54%(+268.33K) | $38.68(+60.64%) | 2026-06-30 | |
| AZN | ASTRAZENECA PLC | 3.55% | 98.4K | $18.7M | +3.15%(+3.00K) | $134.72(+16.16%) | 2026-06-30 | |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | 3.25% | 503.9K | $17.1M | +0.00%(+0) | $28.16(-4.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.54% | +62.40% | — | — | +64.82% |
| Top 20 Holdings Unweighted | +29.97% | +119.53% | — | — | +118.34% |
Artia Global Partners LP reports $541.86M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are ABVX (13.1%), INSM (11.9%) and TRVI (7.8%). The top 20 holdings account for 83.8% of reported assets. Its disclosed equity book has returned +62.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Artia Global Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1937964). View Artia Global Partners LP’s 13F filings on SEC