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Artia Global Partners LP

SEC CIK
0001937964
Latest filing
Aug 14, 2026

The latest 13F from Artia Global Partners LP covers Q2 2026 (filed Aug 14, 2026): 47 long positions worth $526.0M. The top 10 holdings make up 66.5% of the portfolio, and the largest is Abivax S.A. (ABVX) at 13.1%. Livermore has 16 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
6
Est. +$39.0M
Added
11
Est. +$81.4M
Reduced
3
Est. −$16.8M
Sold out
7
Est. −$48.6M

Top 5 holdings

Share of this quarter's portfolio value

  1. ABVXAbivax S.A.
    13.1%$68.8MHistory
  2. INSMINSMED Inc
    11.9%$62.8MHistory
  3. TRVITrevi Therapeutics, Inc.
    7.8%$41.2MHistory
  4. BTSGBrightSpring Health Services, Inc.
    6.9%$36.1MHistory
  5. RVMDRevolution Medicines, Inc.
    6.6%$34.7MHistory

Share of portfolio

Top 5 holdings and the other 42 positions, by share of portfolio value

  1. ABVX13.1%
  2. INSM11.9%
  3. TRVI7.8%
  4. BTSG6.9%
  5. RVMD6.6%
  6. Other 42 positions53.7%

Biggest buys

New and added positions, by estimated amount bought

  1. BTSGBrightSpring Health Services, Inc.
    +$32.3MAddedHistory
  2. ALKSAlkermes plc.
    +$23.5MNewHistory
  3. TVTXTravere Therapeutics, Inc.
    +$15.2MAddedHistory
  4. RVMDRevolution Medicines, Inc.
    +$11.3MAddedHistory
  5. GHGuardant Health, Inc.
    +$5.72MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. BTSGBrightSpring Health Services, Inc.
    +6.34 pp0.5% → 6.9%History
  2. ALKSAlkermes plc.
    +4.47 pp0.0% → 4.5%History
  3. RVMDRevolution Medicines, Inc.
    +3.86 pp2.7% → 6.6%History
  4. TVTXTravere Therapeutics, Inc.
    +3.19 pp0.5% → 3.7%History
  5. TRVITrevi Therapeutics, Inc.
    +2.42 pp5.4% → 7.8%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. LLYEli Lilly & Co
    −$35.2MSold outHistory
  2. ABVXAbivax S.A.
    −$11.2MReducedHistory
  3. TERNTerns Pharmaceuticals, Inc.
    −$5.53MSold outHistory
  4. INSMINSMED Inc
    −$4.23MReducedHistory
  5. ABBVAbbVie Inc.
    −$3.15MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. INSMINSMED Inc
    −11.24 pp23.2% → 11.9%History
  2. LLYEli Lilly & Co
    −7.93 pp7.9% → 0.0%History
  3. ABVXAbivax S.A.
    −2.00 pp15.1% → 13.1%History
  4. TERNTerns Pharmaceuticals, Inc.
    −1.25 pp1.2% → 0.0%History
  5. ABBVAbbVie Inc.
    −0.71 pp0.7% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$526.0M
+$82.5M (+18.6%) vs. prior quarter
Positions
47
−1 vs. prior quarter
Top 10 concentration
66.5%
Top 10 as share of value
Turnover
13.5%
Q2 2026, one quarter
Average holding period
5.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $622.4M (Q4 2025)

Q4 2022: $260.6MQ1 2023: $248.5MQ2 2023: $290.1MQ3 2023: $240.6MQ4 2023: $252.8MQ1 2024: $407.7MQ2 2024: $389.9MQ3 2024: $353.6MQ4 2024: $248.0MQ1 2025: $341.0MQ2 2025: $388.8MQ3 2025: $568.3MQ4 2025: $622.4MQ1 2026: $443.5MQ2 2026: $526.0M
Q4 2022Q2 2026
13F filings of Artia Global Partners LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202647$526.0MABVXINSMTRVIvs. Q1 2026SEC
Q1 2026May 15, 202648$443.5MINSMABVXLLYvs. Q4 2025SEC
Q4 2025Feb 17, 202650$622.4MINSMABVXARGXvs. Q3 2025SEC
Q3 2025Nov 14, 2025Amended48$568.3MINSMARGXSLNOvs. Q2 2025SEC
Q2 2025Aug 14, 202533$388.8MVRNAINSMARGXvs. Q1 2025SEC
Q1 2025May 15, 202532$341.0MLLYSLNOVRNAvs. Q4 2024SEC
Q4 2024Feb 14, 202533$248.0MSLNOMRUSITCIvs. Q3 2024SEC
Q3 2024Nov 14, 202444$353.6MNVOLLYVKTXvs. Q2 2024SEC
Q2 2024Aug 14, 202442$389.9MNVOLLYMRKvs. Q1 2024SEC
Q1 2024May 15, 202447$407.7MNVOLLYMRKvs. Q4 2023SEC
Q4 2023Feb 14, 202427$252.8MNVOLLYMRKvs. Q3 2023SEC
Q3 2023Nov 14, 202327$240.6MNVOMRKARGXvs. Q2 2023SEC
Q2 2023Aug 14, 202334$290.1MNVOMRKARGXvs. Q1 2023SEC
Q1 2023May 15, 202332$248.5MNVOMRKBIIBvs. Q4 2022SEC
Q4 2022Feb 14, 202324$260.6MNVOLLYARGX–SEC