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, IHS, ORIC, and represent 91.05% of Invus Financial Advisors's stock portfolio.
- Added to shares of these 1 stock: IHS (+$6.4M).
- Reduced shares in these 2 stocks: NU (-$41M), CPNG.
- Sold out of its position in NU.
- Invus Financial Advisors was a net seller of stock by $-38M.
- Invus Financial Advisors has $128M in assets under management (AUM), dropping by -19.91%.
- Central Index Key (CIK): 0001802978
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Portfolio Holdings for Invus Financial Advisors
Invus Financial Advisors holds 7 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taboola.com Ord Shs (TBLA) | 33.8 | $43M | 10M | 4.33 |
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| Arcus Biosciences Incorporated (RCUS) | 24.1 | $31M | 1.6M | 19.10 |
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| Coupang Cl A (CPNG) | 17.4 | $22M | -15% | 1.4M | 16.19 |
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| IHS Holding Ord Shs (IHS) | 8.5 | $11M | +145% | 2.4M | 4.60 |
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| Oric Pharmaceuticals (ORIC) | 7.3 | $9.3M | 1.0M | 9.20 |
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| Ionq Inc Pipe (IONQ) | 4.8 | $6.2M | 500k | 12.39 |
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| Novocure Ord Shs (NVCR) | 4.1 | $5.2M | 351k | 14.93 |
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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 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
- Invus Financial Advisors 2020 Q1 filed May 14, 2020