Invus Financial Advisors
Latest statistics and disclosures from Invus Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TBLA, RCUS, CPNG, ORIC, IHS, and represent 91.67% of Invus Financial Advisors's stock portfolio.
- Reduced shares in these 1 stock: CPNG (-$6.0M).
- Invus Financial Advisors was a net seller of stock by $-6.0M.
- Invus Financial Advisors has $126M in assets under management (AUM), dropping by -1.56%.
- Central Index Key (CIK): 0001802978
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Invus Financial Advisors holds 7 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Taboola.com Ord Shs (TBLA) | 35.2 | $44M | 10M | 4.44 |
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Arcus Biosciences Incorporated (RCUS) | 24.2 | $30M | 1.6M | 18.88 |
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Coupang Cl A (CPNG) | 14.7 | $18M | -24% | 1.0M | 17.79 |
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Oric Pharmaceuticals (ORIC) | 11.0 | $14M | 1.0M | 13.75 |
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IHS Holding Ord Shs (IHS) | 6.6 | $8.3M | 2.4M | 3.53 |
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Novocure Ord Shs (NVCR) | 4.4 | $5.5M | 351k | 15.63 |
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Ionq Inc Pipe (IONQ) | 4.0 | $5.0M | 500k | 9.99 |
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Past Filings by Invus Financial Advisors
SEC 13F filings are viewable for Invus Financial Advisors going back to 2019
- Invus Financial Advisors 2024 Q1 filed May 15, 2024
- Invus Financial Advisors 2023 Q4 filed Feb. 14, 2024
- Invus Financial Advisors 2023 Q3 filed Nov. 14, 2023
- Invus Financial Advisors 2023 Q2 filed Aug. 14, 2023
- Invus Financial Advisors 2023 Q1 filed May 15, 2023
- Invus Financial Advisors 2022 Q4 filed Feb. 14, 2023
- Invus Financial Advisors 2022 Q3 filed Nov. 14, 2022
- Invus Financial Advisors 2022 Q2 filed Aug. 15, 2022
- Invus Financial Advisors 2022 Q1 filed May 16, 2022
- Invus Financial Advisors 2021 Q4 filed Feb. 14, 2022
- Invus Financial Advisors 2021 Q3 filed Nov. 15, 2021
- Invus Financial Advisors 2021 Q2 filed Aug. 16, 2021
- Invus Financial Advisors 2021 Q1 filed May 17, 2021
- Invus Financial Advisors 2020 Q4 filed Feb. 16, 2021
- Invus Financial Advisors 2020 Q3 filed Nov. 16, 2020
- Invus Financial Advisors 2020 Q2 filed Aug. 14, 2020