Artal Group S.A.
Long book
$1.01B
Q1 2026
Positions
2
Top-10 weight
100%
concentration
Last quarter
+7.9%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsArtal Group S.A. is a concentrated fundamental stock-picker, specialised in consumer_discretionary (76% of the long book), running a $1.01B US long book across 2 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: CAVA GROUP INC, LEXICON PHARMACEUTICALS INC.
Over the last 9 quarters its long book ran on average 2.3pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+7.9%
Q2 2024
+22.9%
Q3 2024
-12.9%
Q4 2024
-24.6%
Q1 2025
+5.2%
Q2 2025
-18.5%
Q3 2025
-5.7%
Q4 2025
+37.4%
Q1 2026
+7.9%
Sector allocation
Consumer discretionary 76%
Healthcare 24%
Long book by quarter
What does Artal Group own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 2 | $1.01B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 2 | $714.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 2 | $758.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 2 | $930.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 2 | $884.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 2 | $1.17B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 2 | $2.38B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 114 | $3.92B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR/ARESTATEMENT | May 17, 2024 | 113 | $3.93B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 112 | $3.92B | SEC ↗ |
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