Artia Global Partners LP
MIAMI FL · SEC CIK 0001937964
$4.99亿2026Q1 申报市值
50持仓数
71.5%前十大占比 · 第一大 20.6%
11 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$1,881.01万
ALMS 新建仓+$716.08万
MRK 新建仓+$561.75万
TERNS PHARMACEUT 新建仓+$552.51万
JNJ 新建仓+$552.43万
2026Q1 卖出最多 按季末市值估算
ARGX 减仓-$2,552.95万
PROSHARES TR II 清仓-$2,454.64万
QURE 清仓-$2,449.33万
AZN 清仓-$1,753.58万
VKTX 减仓-$1,752.72万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| INSM | INSMED INC | $1.03亿 | 20.59% | 628,712 | -53,500 | -7.8% | -$874.83万 | 减仓 |
| ABVX | ABIVAX SA | $6,689.32万 | 13.39% | 600,747 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC 看跌期权 | $4,573.65万 | 9.16% | 279,700 | -140,300 | -33.4% | -$2,294.19万 | 减仓 |
| LLY | ELI LILLY & CO | $3,515.36万 | 7.04% | 38,220 | -12,280 | -24.3% | -$1,129.48万 | 减仓 |
| TRVI | TREVI THERAPEUTICS INC | $2,402.23万 | 4.81% | 2,013,602 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $2,171.69万 | 4.35% | 29,739 | -34,960 | -54.0% | -$2,552.95万 | 减仓 |
| AZN | ASTRAZENECA PLC | $1,881.01万 | 3.77% | 95,376 | 95,376 | — | $1,881.01万 | 新建仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $1,613.10万 | 3.23% | 503,936 | 0 | 0.0% | — | 不变 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1,367.81万 | 2.74% | 162,990 | -42,100 | -20.5% | -$353.30万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $1,215.53万 | 2.43% | 124,990 | 20,800 | 20.0% | $202.28万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1,084.12万 | 2.17% | 144,376 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC 看涨期权 | $1,016.00万 | 2.03% | 200,000 | 200,000 | — | $1,016.00万 | 新建仓 |
| EYPT | EYEPOINT INC | $988.79万 | 1.98% | 767,098 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $799.93万 | 1.60% | 40,817 | 0 | 0.0% | — | 不变 |
| ALMS | ALUMIS INC | $716.08万 | 1.43% | 325,046 | 325,046 | — | $716.08万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $588.10万 | 1.18% | 180,731 | -538,634 | -74.9% | -$1,752.72万 | 减仓 |
| MRK | MERCK & CO INC | $561.75万 | 1.12% | 46,700 | 46,700 | — | $561.75万 | 新建仓 |
| — | TERNS PHARMACEUTICALS INC | $552.51万 | 1.11% | 104,800 | 104,800 | — | $552.51万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $552.43万 | 1.11% | 22,600 | 22,600 | — | $552.43万 | 新建仓 |
| SION | SIONNA THERAPEUTICS INC | $480.04万 | 0.96% | 119,741 | 0 | 0.0% | — | 不变 |
| SRRK | SCHOLAR ROCK HLDG CORP | $473.34万 | 0.95% | 96,285 | 0 | 0.0% | — | 不变 |
| RAPP | RAPPORT THERAPEUTICS INC | $433.39万 | 0.87% | 138,508 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S | $405.77万 | 0.81% | 17,740 | 0 | 0.0% | — | 不变 |
| BLTE | BELITE BIO INC | $398.42万 | 0.80% | 24,989 | 7,000 | 38.9% | $111.61万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $377.98万 | 0.76% | 65,000 | 25,000 | 62.5% | $145.38万 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $373.30万 | 0.75% | 137,800 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $359.55万 | 0.72% | 129,800 | 0 | 0.0% | — | 不变 |
| PALI | PALISADE BIO INC | $348.66万 | 0.70% | 1,992,367 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $338.01万 | 0.68% | 18,437 | 18,437 | — | $338.01万 | 新建仓 |
| — | PROKIDNEY CORP | $323.44万 | 0.65% | 1,806,939 | -31,472 | -1.7% | -$5.63万 | 减仓 |
| ABBV | ABBVIE INC | $315.36万 | 0.63% | 14,500 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $296.49万 | 0.59% | 5,000 | 0 | 0.0% | — | 不变 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $280.26万 | 0.56% | 38,407 | 5,000 | 15.0% | $36.49万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $241.69万 | 0.48% | 22,931 | -20 | -0.1% | -$2,108 | 减仓 |
| — | SOLENO THERAPEUTICS INC | $229.30万 | 0.46% | 68,490 | -465,208 | -87.2% | -$1,557.52万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $229.24万 | 0.46% | 53,800 | 12,200 | 29.3% | $51.98万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $210.05万 | 0.42% | 70,700 | 0 | 0.0% | — | 不变 |
| EWTX | EDGEWISE THERAPEUTICS INC | $206.32万 | 0.41% | 65,500 | 65,500 | — | $206.32万 | 新建仓 |
| CELC | CELCUITY INC | $177.78万 | 0.36% | 15,576 | 2,676 | 20.7% | $30.54万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $151.49万 | 0.30% | 20,400 | 0 | 0.0% | — | 不变 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $140.60万 | 0.28% | 29,200 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $107.43万 | 0.22% | 16,300 | 16,300 | — | $107.43万 | 新建仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $81.93万 | 0.16% | 20,900 | 20,900 | — | $81.93万 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $80.55万 | 0.16% | 2,500 | 0 | 0.0% | — | 不变 |
| TENX | TENAX THERAPEUTICS INC | $67.29万 | 0.13% | 42,080 | 0 | 0.0% | — | 不变 |
| KOD | KODIAK SCIENCES INC | $64.88万 | 0.13% | 17,019 | 0 | 0.0% | — | 不变 |
| — | NUVALENT INC | $50.20万 | 0.10% | 4,900 | -3,200 | -39.5% | -$32.78万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $49.54万 | 0.10% | 5,886 | 5,886 | — | $49.54万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $43.25万 | 0.09% | 28,970 | -12,600 | -30.3% | -$18.81万 | 减仓 |
| — | PEPGEN INC | $36.34万 | 0.07% | 205,324 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -442,119 | -100.0% | -$2,454.64万 | 清仓 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | -1,023,539 | -100.0% | -$2,449.33万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -95,376 | -100.0% | -$1,753.58万 | 清仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -70,824 | -100.0% | -$1,564.43万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -17,400 | -100.0% | -$691.91万 | 清仓 |
| — | VENTYX BIOSCIENCES INC | $0 | 0.00% | 0 | -695,982 | -100.0% | -$628.47万 | 清仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $0 | 0.00% | 0 | -59,200 | -100.0% | -$619.65万 | 清仓 |
| — | PROSHARES TR II 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$555.20万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -60,100 | -100.0% | -$433.50万 | 清仓 |
| — | SOLENO THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$231.50万 | 清仓 |
| UPB | UPSTREAM BIO INC | $0 | 0.00% | 0 | -68,653 | -100.0% | -$186.39万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC | $0 | 0.00% | 0 | -141,061 | -100.0% | -$171.25万 | 清仓 |
| ABVX | ABIVAX SA 看涨期权 | $0 | 0.00% | 0 | -9,900 | -100.0% | -$133.51万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC 看涨期权 | $0 | 0.00% | 0 | -85,200 | -100.0% | -$103.43万 | 清仓 |
| ANRO | ALTO NEUROSCIENCE INC | $0 | 0.00% | 0 | -29,192 | -100.0% | -$51.96万 | 清仓 |
| — | LYRA THERAPEUTICS INC | $0 | 0.00% | 0 | -8,756 | -100.0% | -$2.70万 | 清仓 |