Artal Group S.A. — AI-Powered 13F Analysis

CIK: 0001053906

Concentrated strategySector-focusedMomentum follower

Total reported value

$1.0B

Reporting period: 2026-03-31 · Number of holdings: 2

Artal Group S.A. disclosed 2 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.0B and a quarterly turnover rate of 34.3%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "A"

Personality snowflake

Concentration: 100
Portfolio Stability: 34.31
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 4
Sizing Uniformity: 92.61

Artal Group S.A.'s disclosed holdings carry a Herfindahl concentration index of 0.636 — mathematically equivalent to about 2 equally-sized positions, close to its 2 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.

Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.74), suggesting a disciplined, rules-based approach to how much capital goes into each idea.

Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 21.9 percentage-point tilt) — a pattern consistent with a momentum-following approach.

Recent moves

Trim CAVA
0.0%　$211.2M
Add LXRX
+13.6%　$84.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	CAVA	Cava Group INC	Stock-Consumer Disc	76.11%	-1.98%	—
2	LXRX	Lexicon Pharmaceuticals INC	Stock-Other	23.89%	+1.98%	+13.62%

Portfolio Performance

Performance for Q3 2026

-11%

Performance Last 4 Quarters

+0.3%

Stdev: +49.4%
Beta: +1.39
Alpha: -0.7%
Max Drawdown: -55.1%
Annualized Perf: +15.6%
Batting Avg vs S&P: +57.1%
Sortino: +0.87
Stutzer: +0.16
Treynor: +0.19
Sterling: +0.4
Calmar: +0.28
Information Ratio: +0.15
Tracking Error: +46.2%
Stdev Down: +30.6%
Winning Months %: +51.4%
Losing Months %: +48.6%
Best 12 Months: +206.7%
Worst 12 Months: -54.9%
Efficiency Ratio: +0.14
Sharpe: +0.54
Stdev Sectors: 0%
Skewness: -0.03
Kurtosis: -0.1
Upside Potential: +2.61

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	2	$1.0B	34	1CAVA 2LXRX Top holdings2026-03-31 1.CAVA 2.LXRX
2025-12-31	2	$714.6M	6	1CAVA 2LXRX Top holdings2025-12-31 1.CAVA 2.LXRX
2025-09-30	2	$758.2M	100	1CAVA 2LXRX Top holdings2025-09-30 1.CAVA 2.LXRX
2025-06-30	2	$930.2B	0	1CAVA 2LXRX Top holdings2025-06-30 1.CAVA 2.LXRX
2025-03-31	2	$884.2B	100	1CAVA 2LXRX Top holdings2025-03-31 1.CAVA 2.LXRX
2024-12-31	2	$1.2T	0	1CAVA 2LXRX Top holdings2024-12-31 1.CAVA 2.LXRX
2024-09-30	2	$2.4B	0	1CAVA 2LXRX Top holdings2024-09-30 1.CAVA 2.LXRX
2024-06-30	114	$3.9B	0	1CAVA 2LXRX 3ARWR Top holdings2024-06-30 1.CAVA 2.LXRX 3.ARWR 4.SRRK 5.KYMR 6.MORFUSD 7.APLSUSD 8.DYN 9.SLN 10.SWTXUSD
2024-03-31	113	$3.9B	0	1CAVA 2LXRX 3SRRK Top holdings2024-03-31 1.CAVA 2.LXRX 3.SRRK 4.KYMR 5.ARWR 6.MORFUSD 7.APLSUSD 8.SWTXUSD 9.CRNX 10.ONC
2023-12-31	98	$3.0B	0	1CAVA 2SRRK 3LXRX Top holdings2023-12-31 1.CAVA 2.SRRK 3.LXRX 4.CYTK 5.APLSUSD 6.ONC 7.KYMR 8.AM6 9.MORFUSD 10.SWTXUSD
2023-09-30	105	$2.3B	0	1CAVA 2LXRX 3MRTXEUR Top holdings2023-09-30 1.CAVA 2.LXRX 3.MRTXEUR 4.ONC 5.RVMD 6.SRRK 7.APLSUSD 8.AM6 9.MORFUSD 10.CYTK
2023-06-30	119	$3.2B	0	1CAVA 2LXRX 3MORFUSD Top holdings2023-06-30 1.CAVA 2.LXRX 3.MORFUSD 4.APLSUSD 5.MRTXEUR 6.XBI 7.ONC 8.SRRK 9.RVMD 10.AM6
2023-03-31	120	$1.7B	0	1LXRX 2ONC 3APLSUSD Top holdings2023-03-31 1.LXRX 2.ONC 3.APLSUSD 4.SRRK 5.MORFUSD 6.WW6 7.MRTXEUR 8.KYMR 9.CYTK 10.SWTXUSD
2022-12-31	131	$1.8B	0	1LXRX 2ONC 3MRTXEUR Top holdings2022-12-31 1.LXRX 2.ONC 3.MRTXEUR 4.SRRK 5.CERE1EUR 6.MORFUSD 7.WW6 8.SWTXUSD 9.KYMR 10.AM6
2022-09-30	137	$2.3B	0	1XBI 2LXRX 3ONC Top holdings2022-09-30 1.XBI 2.LXRX 3.ONC 4.MRTXEUR 5.APLSUSD 6.BLU 7.SGENUSD 8.MORFUSD 9.SRRK 10.SWTXUSD
2022-06-30	137	$1.9B	0	1ARGX 2LXRX 3ONC Top holdings2022-06-30 1.ARGX 2.LXRX 3.ONC 4.WW6 5.SGENUSD 6.ALNY 7.MRTXEUR 8.BLU 9.FATE 10.CYTK
2022-03-31	139	$2.4B	0	1ARGX 2WW6 3LXRX Top holdings2022-03-31 1.ARGX 2.WW6 3.LXRX 4.ONC 5.MRTXEUR 6.ALNY 7.SGENUSD 8.FATE 9.SEER 10.MORFUSD
2021-12-31	152	$3.7B	0	1LXRX 2WW6 3MRTXEUR Top holdings2021-12-31 1.LXRX 2.WW6 3.MRTXEUR 4.ONC 5.ARGX 6.XBI 7.ALNY 8.SEER 9.FATE 10.SGENUSD
2021-09-30	148	$4.5B	0	1LXRX 2WW6 3ONC Top holdings2021-09-30 1.LXRX 2.WW6 3.ONC 4.MRTXEUR 5.ARGX 6.XLRN 7.SEER 8.C 9.ALNY 10.FCX
2021-06-30	146	$4.9B	100	1WW6 2LXRX 3ONC Top holdings2021-06-30 1.WW6 2.LXRX 3.ONC 4.C 5.SEER 6.XLRN 7.ARGX 8.MRTXEUR 9.ALNY 10.GM
2021-03-31	148	$5.7B	56	1WW6 2LXRX 3ONC Top holdings2021-03-31 1.WW6 2.LXRX 3.ONC 4.SEER 5.C 6.GM 7.XLRN 8.INTC 9.RUBYUSD 10.MRTXEUR
2020-12-31	132	$4.7B	71	1WW6 2SEER 3ONC Top holdings2020-12-31 1.WW6 2.SEER 3.ONC 4.LXRX 5.XLRN 6.ALNY 7.FATE 8.MRTXEUR 9.1K0 10.SRRK
2020-09-30	137	$4.1B	69	1QQQ 2WW6 3ONC Top holdings2020-09-30 1.QQQ 2.WW6 3.ONC 4.GS 5.XLRN 6.BABA 7.BNTX 8.ALNY 9.JPM 10.GBIOGBX
2020-06-30	134	$3.6B	64	1WW6 2JPM 3ONC Top holdings2020-06-30 1.WW6 2.JPM 3.ONC 4.ALNY 5.BNTX 6.XLRN 7.LXRX 8.ARGX 9.GDS 10.SDGR
2020-03-31	105	$2.4B	64	1WW6 2BABA 3XLRN Top holdings2020-03-31 1.WW6 2.BABA 3.XLRN 4.BNTX 5.ALNY 6.LXRX 7.MRNA 8.ONC 9.ARGX 10.AVTR
2019-12-31	99	$2.6B	48	1WW6 2LXRX 3ALNY Top holdings2019-12-31 1.WW6 2.LXRX 3.ALNY 4.ONC 5.MS 6.MRNA 7.BABA 8.BNTX 9.AVTR 10.XLRN
2019-09-30	109	$2.5B	81	1WW6 2LXRX 3BMY Top holdings2019-09-30 1.WW6 2.LXRX 3.BMY 4.BABA 5.AVTR 6.BAC 7.MRNA 8.ONC 9.MDCOUSD 10.MS
2019-06-30	109	$2.5B	47	1LXRX 2WTWEUR 3AVTR Top holdings2019-06-30 1.LXRX 2.WTWEUR 3.AVTR 4.BABA 5.BMY 6.NVDA 7.ONC 8.MRNA 9.2655787D 10.XLRN
2019-03-31	110	$2.4B	53	1LXRX 2WTWEUR 3MRNA Top holdings2019-03-31 1.LXRX 2.WTWEUR 3.MRNA 4.XLRN 5.ONC 6.NVDA 7.BABA 8.CELG 9.2655787D 10.BAC
2018-12-31	108	$2.7B	52	1WTWEUR 2LXRX 3GM Top holdings2018-12-31 1.WTWEUR 2.LXRX 3.GM 4.ONC 5.BAC 6.MRNA 7.WFC 8.CELG 9.MS 10.ALNY
2018-09-30	108	$3.8B	49	1WTWEUR 2LXRX 3GS Top holdings2018-09-30 1.WTWEUR 2.LXRX 3.GS 4.BAC 5.ONC 6.GM 7.MS 8.WFC 9.RUBYUSD 10.CELG
2018-06-30	106	$4.7B	84	1WTWEUR 2LXRX 3BAC Top holdings2018-06-30 1.WTWEUR 2.LXRX 3.BAC 4.CELG 5.ONC 6.ALNY 7.MS 8.BMY 9.GS 10.GM
2018-03-31	110	$8.0B	39	1OBDC 2WTWEUR 3LXRX Top holdings2018-03-31 1.OBDC 2.WTWEUR 3.LXRX 4.SPY 5.BAC 6.GM 7.ONC 8.NKTREUR 9.IBM 10.GS
2017-12-31	121	$6.6B	28	1OBDC 2WTWEUR 3LXRX Top holdings2017-12-31 1.OBDC 2.WTWEUR 3.LXRX 4.BAC 5.IBM 6.C 7.WFC 8.NKTREUR 9.GILD 10.ALNY
2017-09-30	113	$5.8B	37	1OBDC 2WTWEUR 3LXRX Top holdings2017-09-30 1.OBDC 2.WTWEUR 3.LXRX 4.BAC 5.INCY 6.GS 7.NKTREUR 8.BMY 9.G0177J 10.WFC
2017-06-30	110	$5.7B	35	1OBDC 2WTWEUR 3LXRX Top holdings2017-06-30 1.OBDC 2.WTWEUR 3.LXRX 4.GS 5.BAC 6.MET 7.GILD 8.INCY 9.MSFT 10.BMY
2017-03-31	97	$4.5B	26	1OBDC 2LXRX 3WTWEUR Top holdings2017-03-31 1.OBDC 2.LXRX 3.WTWEUR 4.MET 5.BAC 6.GS 7.BMY 8.AGIO 9.WFC 10.INCY
2016-12-31	93	$4.5B	29	1OBDC 2LXRX 3WTWEUR Top holdings2016-12-31 1.OBDC 2.LXRX 3.WTWEUR 4.MET 5.CELG 6.INCY 7.ALXN 8.REGN 9.AGIO 10.WFC
2016-09-30	94	$5.1B	34	1OBDC 2LXRX 3GS Top holdings2016-09-30 1.OBDC 2.LXRX 3.GS 4.WTWEUR 5.BAC 6.CELG 7.INCY 8.AGIO 9.ALNY 10.BIIB
2016-06-30	70	$4.8B	21	1OBDC 2LXRX 3WTWEUR Top holdings2016-06-30 1.OBDC 2.LXRX 3.WTWEUR 4.GS 5.BAC 6.REGN 7.ALNY 8.INCY 9.WMT 10.BIIB
2016-03-31	61	$5.1B	44	1OBDC 2LXRX 3WTWEUR Top holdings2016-03-31 1.OBDC 2.LXRX 3.WTWEUR 4.GS 5.BIIB 6.BAC 7.CELG 8.ALNY 9.AAPL 10.INCY
2015-12-31	81	$5.3B	33	1OBDC 2LXRX 3WTWEUR Top holdings2015-12-31 1.OBDC 2.LXRX 3.WTWEUR 4.GS 5.CELG 6.BIIB 7.WMT 8.605051 9.MET 10.JPM
2015-09-30	77	$4.5B	86	1OBDC 2LXRX 3WTWEUR Top holdings2015-09-30 1.OBDC 2.LXRX 3.WTWEUR 4.BIIB 5.WMT 6.GS 7.JPM 8.CELG 9.BAC 10.MET
2015-06-30	71	$2.3B	92	1LXRX 2WTWEUR 3BIIB Top holdings2015-06-30 1.LXRX 2.WTWEUR 3.BIIB 4.WMT 5.38259P 6.BMRN 7.CELG 8.GS 9.BAC 10.ALNY
2015-03-31	72	$2.2B	65	15288722WTWEUR 3SPY Top holdings2015-03-31 1.528872 2.WTWEUR 3.SPY 4.BIIB 5.MRK 6.BAC 7.BMRN 8.MET 9.BABA 10.YUM
2014-12-31	86	$2.8B	38	1WTWEUR25288723SPY Top holdings2014-12-31 1.WTWEUR 2.528872 3.SPY 4.MRK 5.BMRN 6.MCD 7.05334D 8.BIIB 9.JPM 10.AIG
2014-09-30	87	$2.7B	44	1WTWEUR25288723SPY Top holdings2014-09-30 1.WTWEUR 2.528872 3.SPY 4.05334D 5.IWM 6.BMRN 7.BABA 8.BMY 9.GWW 10.MET
2014-06-30	87	$2.5B	42	1WTWEUR25288723SPY Top holdings2014-06-30 1.WTWEUR 2.528872 3.SPY 4.MRK 5.05334D 6.BMRN 7.MET 8.AMGN 9.GM 10.BAC
2014-03-31	95	$2.8B	53	1WTWEUR25288723SPY Top holdings2014-03-31 1.WTWEUR 2.528872 3.SPY 4.C 5.36106P 6.MRK 7.IBB 8.05334D 9.GM 10.AMZN
2013-12-31	84	$2.8B	38	1WTWEUR25288723SPY Top holdings2013-12-31 1.WTWEUR 2.528872 3.SPY 4.MRK 5.BMRN 6.WFC 7.AAPL 8.AEP 9.05334D 10.HIG
2013-09-30	81	$3.1B	40	1WTWEUR25288723SPY Top holdings2013-09-30 1.WTWEUR 2.528872 3.SPY 4.AEP 5.AAPL 6.QCOM 7.05334D 8.36106P 9.WFC 10.AMGN
2013-06-30	104	$3.2B	0	1WTWEUR25288723SPY Top holdings2013-06-30 1.WTWEUR 2.528872 3.SPY 4.EWZ 5.AAPL 6.683399 7.00484M 8.QCOM 9.05334D 10.MRK

Holding changes this quarter

Artal Group S.A.'s most significant position changes for 2026-03-31: Add: Lexicon Pharmaceuticals INC (LXRX) — shares +13.62%.

Position changes disclosed by Artal Group S.A. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	LXRX	Lexicon Pharmaceuticals INC	+2%	+13.62%	Add
2	CAVA	Cava Group INC	-2%	—	Unchanged

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-14	13F-HR	View on EDGAR
2025-12-31	2026-02-12	13F-HR	View on EDGAR
2025-09-30	2025-11-12	13F-HR	View on EDGAR
2025-06-30	2025-08-13	13F-HR	View on EDGAR
2025-03-31	2025-05-14	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR
2024-09-30	2024-11-13	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-17	Amendment	View on EDGAR
2024-03-31	2024-05-13	13F-HR	View on EDGAR
2023-12-31	2024-02-09	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-11	13F-HR	View on EDGAR
2023-03-31	2023-05-12	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-11	13F-HR	View on EDGAR
2022-03-31	2022-05-12	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-12	13F-HR	View on EDGAR
2021-06-30	2021-08-13	13F-HR	View on EDGAR
2021-03-31	2021-05-14	13F-HR	View on EDGAR
2020-12-31	2021-02-11	13F-HR	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-02-13	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-09	13F-HR	View on EDGAR
2019-03-31	2019-05-10	13F-HR	View on EDGAR
2018-12-31	2019-02-11	13F-HR	View on EDGAR
2018-09-30	2018-11-09	13F-HR	View on EDGAR
2018-06-30	2018-08-10	13F-HR	View on EDGAR
2018-03-31	2018-05-10	13F-HR	View on EDGAR
2017-12-31	2018-02-09	13F-HR	View on EDGAR
2017-09-30	2017-11-08	13F-HR	View on EDGAR
2017-06-30	2017-08-11	13F-HR	View on EDGAR
2017-03-31	2017-05-15	13F-HR	View on EDGAR
2016-12-31	2017-02-14	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-11	13F-HR	View on EDGAR
2016-03-31	2016-05-12	13F-HR	View on EDGAR
2015-12-31	2016-02-12	13F-HR	View on EDGAR
2015-09-30	2015-11-13	13F-HR	View on EDGAR
2015-06-30	2015-08-13	13F-HR	View on EDGAR
2015-03-31	2015-05-13	13F-HR	View on EDGAR
2014-12-31	2015-02-13	13F-HR	View on EDGAR
2014-09-30	2014-11-13	13F-HR	View on EDGAR
2014-06-30	2014-08-14	13F-HR	View on EDGAR
2014-03-31	2014-05-15	13F-HR	View on EDGAR
2013-12-31	2014-02-14	13F-HR	View on EDGAR
2013-09-30	2013-11-14	13F-HR	View on EDGAR
2013-06-30	2013-08-13	13F-HR	View on EDGAR

FAQ

What is Artal Group S.A. and what type of investor is it?

Artal Group S.A. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.0B, spread across 2 disclosed positions.

What are Artal Group S.A.'s largest equity positions?

Based on the latest 13F filing, Artal Group S.A.'s top holdings by market value are: 1. Cava Group INC (CAVA) — $769.2M (76.1%) 2. Lexicon Pharmaceuticals INC (LXRX) — $241.4M (23.9%)

What changes did Artal Group S.A. make in its most recent portfolio filing?

In the latest quarter, Artal Group S.A. was primarily adding exposure — initiating 0 new positions and adding to 1 existing holdings. The largest of these moves: Add: Lexicon Pharmaceuticals INC (LXRX) — shares +13.62%

What sectors does Artal Group S.A. focus on?

Artal Group S.A. is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Discretionary: 100.0%

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Artal Group S.A. — AI-Powered 13F Analysis

CIK: 0001053906

Concentrated strategySector-focusedMomentum follower

Total reported value

$1.0B

Reporting period: 2026-03-31 · Number of holdings: 2

Artal Group S.A. disclosed 2 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.0B and a quarterly turnover rate of 34.3%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "A"

Personality snowflake

Concentration: 100
Portfolio Stability: 34.31
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 4
Sizing Uniformity: 92.61

Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.74), suggesting a disciplined, rules-based approach to how much capital goes into each idea.

Recent moves

Trim CAVA
0.0%　$211.2M
Add LXRX
+13.6%　$84.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	CAVA	Cava Group INC	Stock-Consumer Disc	76.11%	-1.98%	—
2	LXRX	Lexicon Pharmaceuticals INC	Stock-Other	23.89%	+1.98%	+13.62%

Portfolio Performance

Performance for Q3 2026

-11%

Performance Last 4 Quarters

+0.3%

Stdev: +49.4%
Beta: +1.39
Alpha: -0.7%
Max Drawdown: -55.1%
Annualized Perf: +15.6%
Batting Avg vs S&P: +57.1%
Sortino: +0.87
Stutzer: +0.16
Treynor: +0.19
Sterling: +0.4
Calmar: +0.28
Information Ratio: +0.15
Tracking Error: +46.2%
Stdev Down: +30.6%
Winning Months %: +51.4%
Losing Months %: +48.6%
Best 12 Months: +206.7%
Worst 12 Months: -54.9%
Efficiency Ratio: +0.14
Sharpe: +0.54
Stdev Sectors: 0%
Skewness: -0.03
Kurtosis: -0.1
Upside Potential: +2.61

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	2	$1.0B	34	1CAVA 2LXRX Top holdings2026-03-31 1.CAVA 2.LXRX
2025-12-31	2	$714.6M	6	1CAVA 2LXRX Top holdings2025-12-31 1.CAVA 2.LXRX
2025-09-30	2	$758.2M	100	1CAVA 2LXRX Top holdings2025-09-30 1.CAVA 2.LXRX
2025-06-30	2	$930.2B	0	1CAVA 2LXRX Top holdings2025-06-30 1.CAVA 2.LXRX
2025-03-31	2	$884.2B	100	1CAVA 2LXRX Top holdings2025-03-31 1.CAVA 2.LXRX
2024-12-31	2	$1.2T	0	1CAVA 2LXRX Top holdings2024-12-31 1.CAVA 2.LXRX
2024-09-30	2	$2.4B	0	1CAVA 2LXRX Top holdings2024-09-30 1.CAVA 2.LXRX
2024-06-30	114	$3.9B	0	1CAVA 2LXRX 3ARWR Top holdings2024-06-30 1.CAVA 2.LXRX 3.ARWR 4.SRRK 5.KYMR 6.MORFUSD 7.APLSUSD 8.DYN 9.SLN 10.SWTXUSD
2024-03-31	113	$3.9B	0	1CAVA 2LXRX 3SRRK Top holdings2024-03-31 1.CAVA 2.LXRX 3.SRRK 4.KYMR 5.ARWR 6.MORFUSD 7.APLSUSD 8.SWTXUSD 9.CRNX 10.ONC
2023-12-31	98	$3.0B	0	1CAVA 2SRRK 3LXRX Top holdings2023-12-31 1.CAVA 2.SRRK 3.LXRX 4.CYTK 5.APLSUSD 6.ONC 7.KYMR 8.AM6 9.MORFUSD 10.SWTXUSD
2023-09-30	105	$2.3B	0	1CAVA 2LXRX 3MRTXEUR Top holdings2023-09-30 1.CAVA 2.LXRX 3.MRTXEUR 4.ONC 5.RVMD 6.SRRK 7.APLSUSD 8.AM6 9.MORFUSD 10.CYTK
2023-06-30	119	$3.2B	0	1CAVA 2LXRX 3MORFUSD Top holdings2023-06-30 1.CAVA 2.LXRX 3.MORFUSD 4.APLSUSD 5.MRTXEUR 6.XBI 7.ONC 8.SRRK 9.RVMD 10.AM6
2023-03-31	120	$1.7B	0	1LXRX 2ONC 3APLSUSD Top holdings2023-03-31 1.LXRX 2.ONC 3.APLSUSD 4.SRRK 5.MORFUSD 6.WW6 7.MRTXEUR 8.KYMR 9.CYTK 10.SWTXUSD
2022-12-31	131	$1.8B	0	1LXRX 2ONC 3MRTXEUR Top holdings2022-12-31 1.LXRX 2.ONC 3.MRTXEUR 4.SRRK 5.CERE1EUR 6.MORFUSD 7.WW6 8.SWTXUSD 9.KYMR 10.AM6
2022-09-30	137	$2.3B	0	1XBI 2LXRX 3ONC Top holdings2022-09-30 1.XBI 2.LXRX 3.ONC 4.MRTXEUR 5.APLSUSD 6.BLU 7.SGENUSD 8.MORFUSD 9.SRRK 10.SWTXUSD
2022-06-30	137	$1.9B	0	1ARGX 2LXRX 3ONC Top holdings2022-06-30 1.ARGX 2.LXRX 3.ONC 4.WW6 5.SGENUSD 6.ALNY 7.MRTXEUR 8.BLU 9.FATE 10.CYTK
2022-03-31	139	$2.4B	0	1ARGX 2WW6 3LXRX Top holdings2022-03-31 1.ARGX 2.WW6 3.LXRX 4.ONC 5.MRTXEUR 6.ALNY 7.SGENUSD 8.FATE 9.SEER 10.MORFUSD
2021-12-31	152	$3.7B	0	1LXRX 2WW6 3MRTXEUR Top holdings2021-12-31 1.LXRX 2.WW6 3.MRTXEUR 4.ONC 5.ARGX 6.XBI 7.ALNY 8.SEER 9.FATE 10.SGENUSD
2021-09-30	148	$4.5B	0	1LXRX 2WW6 3ONC Top holdings2021-09-30 1.LXRX 2.WW6 3.ONC 4.MRTXEUR 5.ARGX 6.XLRN 7.SEER 8.C 9.ALNY 10.FCX
2021-06-30	146	$4.9B	100	1WW6 2LXRX 3ONC Top holdings2021-06-30 1.WW6 2.LXRX 3.ONC 4.C 5.SEER 6.XLRN 7.ARGX 8.MRTXEUR 9.ALNY 10.GM
2021-03-31	148	$5.7B	56	1WW6 2LXRX 3ONC Top holdings2021-03-31 1.WW6 2.LXRX 3.ONC 4.SEER 5.C 6.GM 7.XLRN 8.INTC 9.RUBYUSD 10.MRTXEUR
2020-12-31	132	$4.7B	71	1WW6 2SEER 3ONC Top holdings2020-12-31 1.WW6 2.SEER 3.ONC 4.LXRX 5.XLRN 6.ALNY 7.FATE 8.MRTXEUR 9.1K0 10.SRRK
2020-09-30	137	$4.1B	69	1QQQ 2WW6 3ONC Top holdings2020-09-30 1.QQQ 2.WW6 3.ONC 4.GS 5.XLRN 6.BABA 7.BNTX 8.ALNY 9.JPM 10.GBIOGBX
2020-06-30	134	$3.6B	64	1WW6 2JPM 3ONC Top holdings2020-06-30 1.WW6 2.JPM 3.ONC 4.ALNY 5.BNTX 6.XLRN 7.LXRX 8.ARGX 9.GDS 10.SDGR
2020-03-31	105	$2.4B	64	1WW6 2BABA 3XLRN Top holdings2020-03-31 1.WW6 2.BABA 3.XLRN 4.BNTX 5.ALNY 6.LXRX 7.MRNA 8.ONC 9.ARGX 10.AVTR
2019-12-31	99	$2.6B	48	1WW6 2LXRX 3ALNY Top holdings2019-12-31 1.WW6 2.LXRX 3.ALNY 4.ONC 5.MS 6.MRNA 7.BABA 8.BNTX 9.AVTR 10.XLRN
2019-09-30	109	$2.5B	81	1WW6 2LXRX 3BMY Top holdings2019-09-30 1.WW6 2.LXRX 3.BMY 4.BABA 5.AVTR 6.BAC 7.MRNA 8.ONC 9.MDCOUSD 10.MS
2019-06-30	109	$2.5B	47	1LXRX 2WTWEUR 3AVTR Top holdings2019-06-30 1.LXRX 2.WTWEUR 3.AVTR 4.BABA 5.BMY 6.NVDA 7.ONC 8.MRNA 9.2655787D 10.XLRN
2019-03-31	110	$2.4B	53	1LXRX 2WTWEUR 3MRNA Top holdings2019-03-31 1.LXRX 2.WTWEUR 3.MRNA 4.XLRN 5.ONC 6.NVDA 7.BABA 8.CELG 9.2655787D 10.BAC
2018-12-31	108	$2.7B	52	1WTWEUR 2LXRX 3GM Top holdings2018-12-31 1.WTWEUR 2.LXRX 3.GM 4.ONC 5.BAC 6.MRNA 7.WFC 8.CELG 9.MS 10.ALNY
2018-09-30	108	$3.8B	49	1WTWEUR 2LXRX 3GS Top holdings2018-09-30 1.WTWEUR 2.LXRX 3.GS 4.BAC 5.ONC 6.GM 7.MS 8.WFC 9.RUBYUSD 10.CELG
2018-06-30	106	$4.7B	84	1WTWEUR 2LXRX 3BAC Top holdings2018-06-30 1.WTWEUR 2.LXRX 3.BAC 4.CELG 5.ONC 6.ALNY 7.MS 8.BMY 9.GS 10.GM
2018-03-31	110	$8.0B	39	1OBDC 2WTWEUR 3LXRX Top holdings2018-03-31 1.OBDC 2.WTWEUR 3.LXRX 4.SPY 5.BAC 6.GM 7.ONC 8.NKTREUR 9.IBM 10.GS
2017-12-31	121	$6.6B	28	1OBDC 2WTWEUR 3LXRX Top holdings2017-12-31 1.OBDC 2.WTWEUR 3.LXRX 4.BAC 5.IBM 6.C 7.WFC 8.NKTREUR 9.GILD 10.ALNY
2017-09-30	113	$5.8B	37	1OBDC 2WTWEUR 3LXRX Top holdings2017-09-30 1.OBDC 2.WTWEUR 3.LXRX 4.BAC 5.INCY 6.GS 7.NKTREUR 8.BMY 9.G0177J 10.WFC
2017-06-30	110	$5.7B	35	1OBDC 2WTWEUR 3LXRX Top holdings2017-06-30 1.OBDC 2.WTWEUR 3.LXRX 4.GS 5.BAC 6.MET 7.GILD 8.INCY 9.MSFT 10.BMY
2017-03-31	97	$4.5B	26	1OBDC 2LXRX 3WTWEUR Top holdings2017-03-31 1.OBDC 2.LXRX 3.WTWEUR 4.MET 5.BAC 6.GS 7.BMY 8.AGIO 9.WFC 10.INCY
2016-12-31	93	$4.5B	29	1OBDC 2LXRX 3WTWEUR Top holdings2016-12-31 1.OBDC 2.LXRX 3.WTWEUR 4.MET 5.CELG 6.INCY 7.ALXN 8.REGN 9.AGIO 10.WFC
2016-09-30	94	$5.1B	34	1OBDC 2LXRX 3GS Top holdings2016-09-30 1.OBDC 2.LXRX 3.GS 4.WTWEUR 5.BAC 6.CELG 7.INCY 8.AGIO 9.ALNY 10.BIIB
2016-06-30	70	$4.8B	21	1OBDC 2LXRX 3WTWEUR Top holdings2016-06-30 1.OBDC 2.LXRX 3.WTWEUR 4.GS 5.BAC 6.REGN 7.ALNY 8.INCY 9.WMT 10.BIIB
2016-03-31	61	$5.1B	44	1OBDC 2LXRX 3WTWEUR Top holdings2016-03-31 1.OBDC 2.LXRX 3.WTWEUR 4.GS 5.BIIB 6.BAC 7.CELG 8.ALNY 9.AAPL 10.INCY
2015-12-31	81	$5.3B	33	1OBDC 2LXRX 3WTWEUR Top holdings2015-12-31 1.OBDC 2.LXRX 3.WTWEUR 4.GS 5.CELG 6.BIIB 7.WMT 8.605051 9.MET 10.JPM
2015-09-30	77	$4.5B	86	1OBDC 2LXRX 3WTWEUR Top holdings2015-09-30 1.OBDC 2.LXRX 3.WTWEUR 4.BIIB 5.WMT 6.GS 7.JPM 8.CELG 9.BAC 10.MET
2015-06-30	71	$2.3B	92	1LXRX 2WTWEUR 3BIIB Top holdings2015-06-30 1.LXRX 2.WTWEUR 3.BIIB 4.WMT 5.38259P 6.BMRN 7.CELG 8.GS 9.BAC 10.ALNY
2015-03-31	72	$2.2B	65	15288722WTWEUR 3SPY Top holdings2015-03-31 1.528872 2.WTWEUR 3.SPY 4.BIIB 5.MRK 6.BAC 7.BMRN 8.MET 9.BABA 10.YUM
2014-12-31	86	$2.8B	38	1WTWEUR25288723SPY Top holdings2014-12-31 1.WTWEUR 2.528872 3.SPY 4.MRK 5.BMRN 6.MCD 7.05334D 8.BIIB 9.JPM 10.AIG
2014-09-30	87	$2.7B	44	1WTWEUR25288723SPY Top holdings2014-09-30 1.WTWEUR 2.528872 3.SPY 4.05334D 5.IWM 6.BMRN 7.BABA 8.BMY 9.GWW 10.MET
2014-06-30	87	$2.5B	42	1WTWEUR25288723SPY Top holdings2014-06-30 1.WTWEUR 2.528872 3.SPY 4.MRK 5.05334D 6.BMRN 7.MET 8.AMGN 9.GM 10.BAC
2014-03-31	95	$2.8B	53	1WTWEUR25288723SPY Top holdings2014-03-31 1.WTWEUR 2.528872 3.SPY 4.C 5.36106P 6.MRK 7.IBB 8.05334D 9.GM 10.AMZN
2013-12-31	84	$2.8B	38	1WTWEUR25288723SPY Top holdings2013-12-31 1.WTWEUR 2.528872 3.SPY 4.MRK 5.BMRN 6.WFC 7.AAPL 8.AEP 9.05334D 10.HIG
2013-09-30	81	$3.1B	40	1WTWEUR25288723SPY Top holdings2013-09-30 1.WTWEUR 2.528872 3.SPY 4.AEP 5.AAPL 6.QCOM 7.05334D 8.36106P 9.WFC 10.AMGN
2013-06-30	104	$3.2B	0	1WTWEUR25288723SPY Top holdings2013-06-30 1.WTWEUR 2.528872 3.SPY 4.EWZ 5.AAPL 6.683399 7.00484M 8.QCOM 9.05334D 10.MRK

Holding changes this quarter

Artal Group S.A.'s most significant position changes for 2026-03-31: Add: Lexicon Pharmaceuticals INC (LXRX) — shares +13.62%.

Position changes disclosed by Artal Group S.A. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	LXRX	Lexicon Pharmaceuticals INC	+2%	+13.62%	Add
2	CAVA	Cava Group INC	-2%	—	Unchanged

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-14	13F-HR	View on EDGAR
2025-12-31	2026-02-12	13F-HR	View on EDGAR
2025-09-30	2025-11-12	13F-HR	View on EDGAR
2025-06-30	2025-08-13	13F-HR	View on EDGAR
2025-03-31	2025-05-14	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR
2024-09-30	2024-11-13	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-17	Amendment	View on EDGAR
2024-03-31	2024-05-13	13F-HR	View on EDGAR
2023-12-31	2024-02-09	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-11	13F-HR	View on EDGAR
2023-03-31	2023-05-12	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-11	13F-HR	View on EDGAR
2022-03-31	2022-05-12	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-12	13F-HR	View on EDGAR
2021-06-30	2021-08-13	13F-HR	View on EDGAR
2021-03-31	2021-05-14	13F-HR	View on EDGAR
2020-12-31	2021-02-11	13F-HR	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-02-13	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-09	13F-HR	View on EDGAR
2019-03-31	2019-05-10	13F-HR	View on EDGAR
2018-12-31	2019-02-11	13F-HR	View on EDGAR
2018-09-30	2018-11-09	13F-HR	View on EDGAR
2018-06-30	2018-08-10	13F-HR	View on EDGAR
2018-03-31	2018-05-10	13F-HR	View on EDGAR
2017-12-31	2018-02-09	13F-HR	View on EDGAR
2017-09-30	2017-11-08	13F-HR	View on EDGAR
2017-06-30	2017-08-11	13F-HR	View on EDGAR
2017-03-31	2017-05-15	13F-HR	View on EDGAR
2016-12-31	2017-02-14	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-11	13F-HR	View on EDGAR
2016-03-31	2016-05-12	13F-HR	View on EDGAR
2015-12-31	2016-02-12	13F-HR	View on EDGAR
2015-09-30	2015-11-13	13F-HR	View on EDGAR
2015-06-30	2015-08-13	13F-HR	View on EDGAR
2015-03-31	2015-05-13	13F-HR	View on EDGAR
2014-12-31	2015-02-13	13F-HR	View on EDGAR
2014-09-30	2014-11-13	13F-HR	View on EDGAR
2014-06-30	2014-08-14	13F-HR	View on EDGAR
2014-03-31	2014-05-15	13F-HR	View on EDGAR
2013-12-31	2014-02-14	13F-HR	View on EDGAR
2013-09-30	2013-11-14	13F-HR	View on EDGAR
2013-06-30	2013-08-13	13F-HR	View on EDGAR

FAQ

What is Artal Group S.A. and what type of investor is it?

What are Artal Group S.A.'s largest equity positions?

Based on the latest 13F filing, Artal Group S.A.'s top holdings by market value are: 1. Cava Group INC (CAVA) — $769.2M (76.1%) 2. Lexicon Pharmaceuticals INC (LXRX) — $241.4M (23.9%)

What changes did Artal Group S.A. make in its most recent portfolio filing?

What sectors does Artal Group S.A. focus on?

Artal Group S.A. is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Discretionary: 100.0%