Artia Global Partners LP 13F 持仓 · 2026年Q2
Artia Global Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 47 只证券，申报市值合计 5.42 亿美元。前几大持仓：ABVX（12.70%）、INSM（11.59%）、TRVI（7.61%）。本季前 25 大持仓中：新建仓 4 只、增持 8 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ABVX | ABIVAX SA | $68.8M | 12.70% | 516,447 | 减持 |
| 2 | INSM | INSMED INC | $62.8M | 11.59% | 589,052 | 减持 |
| 3 | TRVI | TREVI THERAPEUTICS INC | $41.2M | 7.61% | 2.2M | 增持 |
| 4 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $36.1M | 6.66% | 517,315 | 增持 |
| 5 | RVMD | REVOLUTION MEDICINES INC | $34.7M | 6.41% | 185,390 | 增持 |
| 6 | ARGX | ARGENX SE | $27.6M | 5.09% | 29,739 | 持平 |
| 7 | ALKS | ALKERMES PLC | $23.5M | 4.34% | 448,964 | 新建仓 |
| 8 | TVTX | TRAVERE THERAPEUTICS INC | $19.3M | 3.55% | 339,033 | 增持 |
| 9 | AZN | ASTRAZENECA PLC | $18.7M | 3.44% | 98,376 | 增持 |
| 10 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $17.1M | 3.15% | 503,936 | 持平 |
| 11 | DNTH | DIANTHUS THERAPEUTICS INC | $15.9M | 2.93% | 162,990 | 持平 |
| 12 | XBI | SPDR SERIES TRUST | $15.8M | 2.92% | 100,000 | 新建仓 |
| 13 | DGX | QUEST DIAGNOSTICS INC | $13.8M | 2.55% | 65,122 | 增持 |
| 14 | IONS | IONIS PHARMACEUTICALS INC | $11.4M | 2.11% | 144,376 | 持平 |
| 15 | EYPT | EYEPOINT INC | $11.0M | 2.02% | 767,098 | 持平 |
| 16 | ALMS | ALUMIS INC | $7.8M | 1.45% | 278,546 | 减持 |
| 17 | VKTX | VIKING THERAPEUTICS INC | $7.1M | 1.30% | 180,731 | 持平 |
| 18 | CELC | CELCUITY INC | $6.2M | 1.15% | 59,316 | 增持 |
| 19 | CYTK | CYTOKINETICS INC | $6.0M | 1.11% | 70,700 | 增持 |
| 20 | MRK | MERCK & CO INC | $6.0M | 1.11% | 46,700 | 持平 |
| 21 | RAPP | RAPPORT THERAPEUTICS INC | $5.8M | 1.07% | 138,508 | 持平 |
| 22 | JNJ | JOHNSON & JOHNSON | $5.7M | 1.06% | 22,600 | 持平 |
| 23 | GH | GUARDANT HEALTH INC | $5.7M | 1.05% | 38,100 | 新建仓 |
| 24 | ABSI | ABSCI CORPORATION | $5.4M | 0.99% | 464,444 | 新建仓 |
| 25 | SRRK | SCHOLAR ROCK HLDG CORP | $5.3M | 0.98% | 96,285 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR