We are live on ! Find out more
AG

Artal Group Portfolio holdings

AUM $1.01B
1-Year Est. Return 29.84%
This Fund
S&P 500
This Quarter Est. Return
+12.46%
1 Year Est. Return
+29.84%
3 Year Est. Return
+144%
5 Year Est. Return
+76.57%
10 Year Est. Return
+1,417.6%
AUM
$930M
AUM Growth
+$46M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 86.09%
2 Healthcare 13.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAVA icon
1
CAVA Group
CAVA
$7.57B
$801M 86.09%
9,507,990
– –
LXRX icon
2
Lexicon Pharmaceuticals
LXRX
$1.04B
$129M 13.91%
136,180,481
– –

Similar funds

BCM
Bronte Capital Management Bondi Junction, Australia $1.01B AUM 47.99% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return
AH
Allen Holding New York $1.01B AUM 27.61% 1-Year Est. Return
PIM
Provident Investment Management Novi, Michigan $1.01B AUM 9.4% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

Artal Group's Q2 2025 Portfolio in Review

As of Q2 2025, Artal Group held 2 positions worth $930M, up 5.2% from $884M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 0%. Artal Group opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 86% of assets, down from 93% a quarter earlier, followed by Healthcare.

  • Artal Group's ten largest holdings make up 100% of its $930M portfolio in Q2 2025.
  • Artal Group opened 0 new positions and closed 0 in Q2 2025.
  • Artal Group's portfolio value rose 5.2% quarter-over-quarter to $930M.

Based on Artal Group's 13F filing for Q2 2025, filed 13 Aug 2025.