Invus Financial Advisors
Latest statistics and disclosures from Invus Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TBLA, RCUS, IHS, ORIC, CPNG, and represent 89.33% of Invus Financial Advisors's stock portfolio.
- Reduced shares in these 1 stock: CPNG (-$16M).
- Invus Financial Advisors was a net seller of stock by $-16M.
- Invus Financial Advisors has $89M in assets under management (AUM), dropping by -29.05%.
- 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 June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taboola.com Ord Shs (TBLA) | 38.4 | $34M | 10M | 3.44 |
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| Arcus Biosciences Incorporated (RCUS) | 27.5 | $25M | 1.6M | 15.23 |
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| IHS Holding Ord Shs (IHS) | 8.5 | $7.5M | 2.4M | 3.20 |
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| Oric Pharmaceuticals (ORIC) | 8.0 | $7.1M | 1.0M | 7.07 |
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| Coupang Cl A (CPNG) | 6.9 | $6.2M | -71% | 296k | 20.95 |
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| Novocure Ord Shs (NVCR) | 6.7 | $6.0M | 351k | 17.13 |
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| Ionq Inc Pipe (IONQ) | 3.9 | $3.5M | 500k | 7.03 |
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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 Q2 filed Aug. 14, 2024
- 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