Artal Group S.A.

CIK 1053906 · View on SEC EDGAR ↗

Portfolio value
$931.1M
#2,564 of 9,443 by 13F value · top 27.2%
Positions
2
As of
June 30, 2026

Portfolio value QoQ: -7.9% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
2
Effective number of positions
2.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 5.05% Est. buys $49,012,164 · sells $235,440,000

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
1
Decreased
1
Closed
0
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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
-7.5%
S&P 500 total return (same window)
+28.1%
Excess return
-35.6%

Annualized: -5.1% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Consumer Discretionary
54.9%
Healthcare
45.1%

Full portfolio 2 positions

Type Streak 8Q trend
CAVA CAVA Group, Inc. Common Stock $510,747,055 54.85% 6,507,990 $-258,449,336 Down ×1
LXRX Lexicon Pharmaceuticals, Inc. - Common Stock $420,374,549 45.15% 175,156,062 $178,988,999 Up ×2

Top movers (QoQ)

Security Action Shares Δ Value Δ
CAVA Trimmed -3.0M -$258.4M
LXRX Bought more +20.4M +$179.0M