Artal Group S.A.
CIK
1053906
Location
LUXEMBOURG, N4
Portfolio Value
Mid
$1,010,581,941
Diversification
Highly concentrated
Filing Date
Global Rank
#1,501
/ 8,232
▲ 510
Top Industry
Restaurants
76.1%
3Y Alpha vs SPY
-9.6%
Period ended 2 months ago
Filed May 14, 2026 · 30d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+37.9%
SPY
+76.5%
Annualised alpha
-9.6%
Max drawdown
−63.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
76.1%
−2.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,364
Highly concentrated−214
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 76.1% | $769,196,391 |
| Healthcare | 23.9% | $241,385,550 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LXRX | Lexicon Pharmaceuticals, Inc. | +18,553,846 | 154,734,327 | $241,385,550 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$1,010,581,941 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CAVA |
Cava Group, Inc.
Consumer Cyclical
|
Held | 9,507,990 | $769,196,391 | 76.11% | |
| LXRX |
Lexicon Pharmaceuticals, Inc.
Healthcare
|
Added | 154,734,327 | $241,385,550 | 23.89% |