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Artia Global Partners LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Artia Global Partners LP
报告期 2026-03-31 · CIK 0001937964
持仓数
50
前50大市值合计
$499.4M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
INSM
INSMED INC
COM PAR $.01
$102.8M
628,712
20.6%
ABVX
ABIVAX SA
SPONSORED ADS
$66.9M
600,747
13.4%
INSM
INSMED INC
COM PAR $.01 · 认沽
$45.7M
279,700
9.2%
LLY
ELI LILLY & CO
COM
$35.2M
38,220
7.0%
TRVI
TREVI THERAPEUTICS INC
COM
$24.0M
2,013,602
4.8%
ARGX
ARGENX SE
SPONSORED ADR
$21.7M
29,739
4.3%
—
ASTRAZENECA PLC
ORD
$18.8M
95,376
3.8%
—
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
$16.1M
503,936
3.2%
DNTH
DIANTHUS THERAPEUTICS INC
COM
$13.7M
162,990
2.7%
RVMD
REVOLUTION MEDICINES INC
COM
$12.2M
124,990
2.4%
IONS
IONIS PHARMACEUTICALS INC
COM
$10.8M
144,376
2.2%
MRNA
MODERNA INC
COM · 认购
$10.2M
200,000
2.0%
EYPT
EYEPOINT INC
COM NEW
$9.9M
767,098
2.0%
DGX
QUEST DIAGNOSTICS INC
COM
$8.0M
40,817
1.6%
ALMS
ALUMIS INC
COM
$7.2M
325,046
1.4%
VKTX
VIKING THERAPEUTICS INC
COM
$5.9M
180,731
1.2%
MRK
MERCK & CO INC
COM
$5.6M
46,700
1.1%
—
TERNS PHARMACEUTICALS INC
COM
$5.5M
104,800
1.1%
JNJ
JOHNSON & JOHNSON
COM
$5.5M
22,600
1.1%
SION
SIONNA THERAPEUTICS INC
COM
$4.8M
119,741
1.0%
SRRK
SCHOLAR ROCK HLDG CORP
COM
$4.7M
96,285
0.9%
RAPP
RAPPORT THERAPEUTICS INC
COM
$4.3M
138,508
0.9%
—
ASCENDIS PHARMA A/S
SPONSORED ADR
$4.1M
17,740
0.8%
BLTE
BELITE BIO INC
SPONSORED ADS
$4.0M
24,989
0.8%
XENE
XENON PHARMACEUTICALS INC
COM
$3.8M
65,000
0.8%
MLYS
MINERALYS THERAPEUTICS INC
COM
$3.7M
137,800
0.7%
—
ROIVANT SCIENCES LTD
SHS
$3.6M
129,800
0.7%
PALI
PALISADE BIO INC
COM
$3.5M
1,992,367
0.7%
BIIB
BIOGEN INC
COM
$3.4M
18,437
0.7%
PROK
PROKIDNEY CORP
SHS CL A
$3.2M
1,806,939
0.6%
ABBV
ABBVIE INC
COM
$3.2M
14,500
0.6%
UTHR
UNITED THERAPEUTICS CORP DEL
COM
$3.0M
5,000
0.6%
DRUG
BRIGHT MINDS BIOSCIENCES INC
COM NEW
$2.8M
38,407
0.6%
PTGX
PROTAGONIST THERAPEUTICS INC
COM
$2.4M
22,931
0.5%
—
SOLENO THERAPEUTICS INC
COM
$2.3M
68,490
0.5%
BTSG
BRIGHTSPRING HEALTH SVCS INC
COM
$2.3M
53,800
0.5%
TVTX
TRAVERE THERAPEUTICS INC
COM
$2.1M
70,700
0.4%
EWTX
EDGEWISE THERAPEUTICS INC
COM
$2.1M
65,500
0.4%
CELC
CELCUITY INC
COM
$1.8M
15,576
0.4%
BBIO
BRIDGEBIO PHARMA INC
COM
$1.5M
20,400
0.3%
—
KINIKSA PHARMACEUTICALS INTL
ORD SHS CL A
$1.4M
29,200
0.3%
CYTK
CYTOKINETICS INC
COM NEW
$1.1M
16,300
0.2%
ELVN
ENLIVEN THERAPEUTICS INC
COM
$819.3K
20,900
0.2%
PRAX
PRAXIS PRECISION MEDICINES I
COM NEW
$805.5K
2,500
0.2%
TENX
TENAX THERAPEUTICS INC
COM NEW
$672.9K
42,080
0.1%
KOD
KODIAK SCIENCES INC
COM
$648.8K
17,019
0.1%
NUVL
NUVALENT INC
COM
$502.0K
4,900
0.1%
APGE
APOGEE THERAPEUTICS INC
COM
$495.4K
5,886
0.1%
AVTX
AVALO THERAPEUTICS INC
COM NEW
$432.5K
28,970
0.1%
PEPG
PEPGEN INC
COM
$363.4K
205,324
0.1%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
59%
前 6 大占比
INSM
20.6%
ABVX
13.4%
INSM
9.2%
LLY
7.0%
TRVI
4.8%
ARGX
4.3%
其他
40.7%
