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AG

Artal Group Portfolio holdings

AUM $931M
1-Year Est. Return 41.63%
This Fund
S&P 500
This Quarter Est. Return
-5.47%
1 Year Est. Return
+41.63%
3 Year Est. Return
+181.18%
5 Year Est. Return
+113.34%
10 Year Est. Return
+1,823.73%
AUM
$715M
AUM Growth
-$43.6M
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 78.09%
2 Healthcare 21.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAVA icon
1
CAVA Group
CAVA
$7.1B
$558M 78.09%
9,507,990
– –
LXRX icon
2
Lexicon Pharmaceuticals
LXRX
$997M
$157M 21.91%
136,180,481
– –

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Artal Group's Q4 2025 Portfolio in Review

As of Q4 2025, Artal Group held 2 positions worth $715M, down 5.7% from $758M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 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 78% of assets, up from 76% a quarter earlier, followed by Healthcare.

  • Artal Group's ten largest holdings make up 100% of its $715M portfolio in Q4 2025.
  • Artal Group opened 0 new positions and closed 0 in Q4 2025.
  • Artal Group's portfolio value fell 5.7% quarter-over-quarter to $715M.

Based on Artal Group's 13F filing for Q4 2025, filed 12 Feb 2026.