Artia Global Partners LP
MIAMI FL · SEC CIK 0001937964
$5.42亿2026Q2 申报市值
48持仓数
64.5%前十大占比 · 第一大 12.7%
8 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BTSG 加仓+$3,232.55万
ALKS 新建仓+$2,352.35万
TVTX 加仓+$1,524.40万
RVMD 加仓+$1,131.17万
GH 新建仓+$571.61万
2026Q2 卖出最多 按季末市值估算
LLY 清仓-$3,515.36万
ABVX 减仓-$1,123.38万
TERNS PHARMACEUT 清仓-$552.51万
INSM 减仓-$422.85万
ASND 清仓-$405.77万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ABVX | ABIVAX SA | $6,882.17万 | 12.70% | 516,447 | -84,300 | -14.0% | -$1,123.38万 | 减仓 |
| INSM | INSMED INC | $6,280.47万 | 11.59% | 589,052 | -39,660 | -6.3% | -$422.85万 | 减仓 |
| TRVI | TREVI THERAPEUTICS INC | $4,123.24万 | 7.61% | 2,210,852 | 197,250 | 9.8% | $367.87万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $3,607.75万 | 6.66% | 517,315 | 463,515 | 861.6% | $3,232.55万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $3,471.98万 | 6.41% | 185,390 | 60,400 | 48.3% | $1,131.17万 | 加仓 |
| ARGX | ARGENX SE | $2,759.10万 | 5.09% | 29,739 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $2,352.35万 | 4.34% | 448,964 | 448,964 | — | $2,352.35万 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1,926.05万 | 3.55% | 339,033 | 268,333 | 379.5% | $1,524.40万 | 加仓 |
| AZN | ASTRAZENECA PLC | $1,865.41万 | 3.44% | 98,376 | 3,000 | 3.1% | $56.89万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $1,707.84万 | 3.15% | 503,936 | 0 | 0.0% | — | 不变 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1,588.83万 | 2.93% | 162,990 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST 看跌期权 | $1,582.50万 | 2.92% | 100,000 | 100,000 | — | $1,582.50万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $1,380.26万 | 2.55% | 65,122 | 24,305 | 59.5% | $515.14万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1,144.76万 | 2.11% | 144,376 | 0 | 0.0% | — | 不变 |
| EYPT | EYEPOINT INC | $1,096.95万 | 2.02% | 767,098 | 0 | 0.0% | — | 不变 |
| ALMS | ALUMIS INC | $783.83万 | 1.45% | 278,546 | -46,500 | -14.3% | -$130.85万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $705.03万 | 1.30% | 180,731 | 0 | 0.0% | — | 不变 |
| CELC | CELCUITY INC | $620.56万 | 1.15% | 59,316 | 43,740 | 280.8% | $457.61万 | 加仓 |
| CYTK | CYTOKINETICS INC | $602.29万 | 1.11% | 70,700 | 54,400 | 333.7% | $463.43万 | 加仓 |
| MRK | MERCK & CO INC | $600.10万 | 1.11% | 46,700 | 0 | 0.0% | — | 不变 |
| RAPP | RAPPORT THERAPEUTICS INC | $577.16万 | 1.07% | 138,508 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $573.97万 | 1.06% | 22,600 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $571.61万 | 1.05% | 38,100 | 38,100 | — | $571.61万 | 新建仓 |
| ABSI | ABSCI CORPORATION | $538.29万 | 0.99% | 464,444 | 464,444 | — | $538.29万 | 新建仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $529.57万 | 0.98% | 96,285 | 0 | 0.0% | — | 不变 |
| SION | SIONNA THERAPEUTICS INC | $526.74万 | 0.97% | 119,741 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S | $473.16万 | 0.87% | 17,740 | 17,740 | — | $473.16万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $459.36万 | 0.85% | 129,800 | 0 | 0.0% | — | 不变 |
| PALI | PALISADE BIO INC | $416.40万 | 0.77% | 1,992,367 | 0 | 0.0% | — | 不变 |
| EWTX | EDGEWISE THERAPEUTICS INC | $401.42万 | 0.74% | 98,800 | 33,300 | 50.8% | $135.30万 | 加仓 |
| BIIB | BIOGEN INC | $398.35万 | 0.74% | 18,437 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $392.34万 | 0.72% | 65,000 | 0 | 0.0% | — | 不变 |
| BLTE | BELITE BIO INC | $384.79万 | 0.71% | 24,989 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $371.78万 | 0.69% | 137,800 | 0 | 0.0% | — | 不变 |
| — | PROKIDNEY CORP | $368.62万 | 0.68% | 1,806,939 | 0 | 0.0% | — | 不变 |
| ELVN | ENLIVEN THERAPEUTICS INC | $365.91万 | 0.68% | 72,100 | 51,200 | 245.0% | $259.84万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $317.87万 | 0.59% | 33,400 | 33,400 | — | $317.87万 | 新建仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $281.33万 | 0.52% | 22,951 | 20 | 0.1% | $2,452 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $270.92万 | 0.50% | 5,000 | 0 | 0.0% | — | 不变 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $269.62万 | 0.50% | 38,407 | 0 | 0.0% | — | 不变 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $186.73万 | 0.34% | 29,200 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $83.92万 | 0.15% | 383,200 | 383,200 | — | $83.92万 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $83.70万 | 0.15% | 2,500 | 0 | 0.0% | — | 不变 |
| KOD | KODIAK SCIENCES INC | $66.31万 | 0.12% | 17,019 | 0 | 0.0% | — | 不变 |
| TENX | TENAX THERAPEUTICS INC | $61.23万 | 0.11% | 42,080 | 0 | 0.0% | — | 不变 |
| — | NUVALENT INC | $60.52万 | 0.11% | 4,900 | 0 | 0.0% | — | 不变 |
| — | PEPGEN INC | $36.96万 | 0.07% | 205,324 | 0 | 0.0% | — | 不变 |
| SYRE | SPYRE THERAPEUTICS INC | $35.51万 | 0.07% | 4,000 | 4,000 | — | $35.51万 | 新建仓 |
| INSM | INSMED INC 看跌期权 | $0 | 0.00% | 0 | -279,700 | -100.0% | -$4,573.65万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -38,220 | -100.0% | -$3,515.36万 | 清仓 |
| MRNA | MODERNA INC 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,016.00万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -104,800 | -100.0% | -$552.51万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -17,740 | -100.0% | -$405.77万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -14,500 | -100.0% | -$315.36万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -68,490 | -100.0% | -$229.30万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -20,400 | -100.0% | -$151.49万 | 清仓 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -5,886 | -100.0% | -$49.54万 | 清仓 |
| AVTX | AVALO THERAPEUTICS INC | $0 | 0.00% | 0 | -28,970 | -100.0% | -$43.25万 | 清仓 |