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CIK: 0001802978
Total reported value
$89.2M
$89.2M
7 檔
129.2%
As reported in its official Q1 2024 Form 13F filing, Invus Financial Advisors, LLC's tracked investment portfolio stood at $89.2M with 7 total positions.
During Q1 2024, Invus Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TBLA | Taboola.com Ltd. | Stock-Other | 35.19% | — | — | |
| 2 | RCUS | Arcus Biosciences Inc | Stock-Other | 24.20% | — | — | |
| 3 | CPNG | Coupang Inc | Stock-Consumer Disc | 14.65% | — | -24.71% | |
| 4 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 11.01% | — | — | |
| 5 | IHS | IHS Holding Limited | Stock-Other | 6.62% | — | — | |
| 6 | NVCR | NovoCure Limited | Stock-Healthcare | 4.36% | — | — | |
| 7 | IONQ | Ionq Inc | Stock-Tech | 3.97% | — | — |
According to official SEC Form 13F filings, Invus Financial Advisors, LLC reported a total U.S. public equity portfolio value of $89.2M across 7 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including TBLA, RCUS, CPNG) accounted for 129.2% of total reported equity market value during Q1 2024.
During Q1 2024, Invus Financial Advisors, LLC's top holdings by market value included TBLA (35.2%)、RCUS (24.2%)、CPNG (14.7%). The largest single position, TBLA, represented 35.2% of total portfolio value.
In Q1 2024, Invus Financial Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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