Latest Artia Global Partners LP Stock Portfolio
$343Million
Equity Portfolio Value
Last Reported on: 14 Feb, 2024
About Artia Global Partners LP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Artia Global Partners LP reported an equity portfolio of $240.6 Millions as of 30 Sep, 2023.
The top stock holdings of Artia Global Partners LP are , MRK, . The fund has invested 25.8% of it's portfolio in NOVO-NORDISK A S and 14.1% of portfolio in MERCK & CO INC.
The fund managers got completely rid off BIOGEN INC (BIIB), MODERNA INC (MRNA) and IMMUNOGEN INC (IMGN) stocks. They significantly reduced their stock positions in CYMABAY THERAPEUTICS INC (CBAY), THERMO FISHER SCIENTIFIC INC (TMO) and SAREPTA THERAPEUTICS INC (SRPT). The fund showed a lot of confidence in some stocks as they added substantially to NOVO-NORDISK A S, LILLY ELI & CO (LLY) and ROIVANT SCIENCES LTD (ROIV).
The top stock holdings of Artia Global Partners LP are , MRK, . The fund has invested 25.8% of it's portfolio in NOVO-NORDISK A S and 14.1% of portfolio in MERCK & CO INC.
The fund managers got completely rid off BIOGEN INC (BIIB), MODERNA INC (MRNA) and IMMUNOGEN INC (IMGN) stocks. They significantly reduced their stock positions in CYMABAY THERAPEUTICS INC (CBAY), THERMO FISHER SCIENTIFIC INC (TMO) and SAREPTA THERAPEUTICS INC (SRPT). The fund showed a lot of confidence in some stocks as they added substantially to NOVO-NORDISK A S, LILLY ELI & CO (LLY) and ROIVANT SCIENCES LTD (ROIV).
New Buys
| Ticker | $ Bought |
|---|---|
| CYTOKINETICS INC | 2,681,110 |
| VERONA PHARMA PLC | 2,600,100 |
| INSMED INC | 2,322,270 |
| OCULAR THERAPEUTIX INC | 1,962,400 |
| EYEPOINT PHARMACEUTICALS INC | 1,155,500 |
| IMMUNOVANT INC | 901,456 |
| RAPT THERAPEUTICS INC | 488,004 |
| APOGEE THERAPEUTICS INC | 290,045 |
New stocks bought by Artia Global Partners LP
Additions
| Ticker | % Inc. |
|---|---|
| ELI LILLY & CO | 253 |
| NOVO-NORDISK A S | 5.82 |
Additions to existing portfolio by Artia Global Partners LP
Reductions
| Ticker | % Reduced |
|---|---|
| TYRA BIOSCIENCES INC | -77.34 |
| BIOMARIN PHARMACEUTICAL INC | -63.19 |
| ARGENX SE | -30.46 |
Artia Global Partners LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ROIVANT SCIENCES LTD | -10,675,800 |
| 89BIO INC | -7,186,780 |
| SAREPTA THERAPEUTICS INC | -6,929,180 |
| SEAGEN INC | -10,856,800 |
| CYMABAY THERAPEUTICS INC | -615,202 |
| VERTEX PHARMACEUTICALS INC | -6,368,510 |
| ALNYLAM PHARMACEUTICALS INC | -2,828,460 |
| THERMO FISHER SCIENTIFIC INC | -1,067,510 |
Artia Global Partners LP got rid off the above stocks
Current Stock Holdings of Artia Global Partners LP
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | 4.10 | 90,821 | 14,074,500 | UNCHANGED | 0.00 | |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ARGX | ARGENX SE | 3.79 | 34,238 | 13,025,200 | REDUCED | -30.46 | |
| AXSM | AXSOME THERAPEUTICS INC | 2.03 | 87,848 | 6,991,820 | UNCHANGED | 0.00 | |
| AZN | ASTRAZENECA PLC | 3.74 | 190,752 | 12,847,100 | UNCHANGED | 0.00 | |
| BMEA | BIOMEA FUSION INC | 0.11 | 25,452 | 369,563 | UNCHANGED | 0.00 | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 0.81 | 28,885 | 2,785,090 | REDUCED | -63.19 | |
| CBAY | CYMABAY THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CRL | CHARLES RIV LABS INTL INC | 0.48 | 6,905 | 1,632,340 | UNCHANGED | 0.00 | |
| CYTK | CYTOKINETICS INC | 0.78 | 32,113 | 2,681,110 | NEW | ||
| ETNB | 89BIO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| EYPT | EYEPOINT PHARMACEUTICALS INC | 0.34 | 50,000 | 1,155,500 | NEW | ||
| GRTS | GRITSTONE BIO INC | 0.06 | 95,170 | 194,147 | UNCHANGED | 0.00 | |
| IMVT | IMMUNOVANT INC | 0.26 | 21,397 | 901,456 | NEW | ||
| INSM | INSMED INC | 0.68 | 74,936 | 2,322,270 | NEW | ||
| ITCI | INTRA-CELLULAR THERAPIES INC | 0.87 | 41,600 | 2,979,390 | UNCHANGED | 0.00 | |
| LLY | ELI LILLY & CO | 15.70 | 92,593 | 53,974,300 | ADDED | 253 | |
| MRK | MERCK & CO INC | 10.44 | 329,200 | 35,889,400 | UNCHANGED | 0.00 | |
| NBIX | NEUROCRINE BIOSCIENCES INC | 1.73 | 45,000 | 5,929,200 | UNCHANGED | 0.00 | |
| NVO | NOVO-NORDISK A S | 21.72 | 721,507 | 74,639,900 | ADDED | 5.82 | |
| OCUL | OCULAR THERAPEUTIX INC | 0.57 | 440,000 | 1,962,400 | NEW | ||
| PCVX | VAXCYTE INC | 0.70 | 38,555 | 2,421,250 | UNCHANGED | 0.00 | |
| PLRX | PLIANT THERAPEUTICS INC | 0.53 | 100,000 | 1,811,000 | UNCHANGED | 0.00 | |
| PTGX | PROTAGONIST THERAPEUTICS INC | 0.75 | 112,340 | 2,575,960 | UNCHANGED | 0.00 | |
| RAPT | RAPT THERAPEUTICS INC | 0.14 | 19,638 | 488,004 | NEW | ||
| ROIV | ROIVANT SCIENCES LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SGEN | SEAGEN INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SRPT | SAREPTA THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TYRA | TYRA BIOSCIENCES INC | 0.04 | 10,253 | 142,004 | REDUCED | -77.34 | |
| VKTX | VIKING THERAPEUTICS INC | 2.08 | 383,580 | 7,138,420 | UNCHANGED | 0.00 | |
| VRNA | VERONA PHARMA PLC | 0.76 | 130,790 | 2,600,100 | NEW | ||
| VRTX | VERTEX PHARMACEUTICALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WAT | WATERS CORP | 0.27 | 2,845 | 936,659 | UNCHANGED | 0.00 | |
| APOGEE THERAPEUTICS INC | 0.08 | 10,381 | 290,045 | NEW |