Invus Financial Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Invus Financial Advisors, LLC reported 7 stock positions worth $125.8 million. Its top holding was Taboola.com (TBLA) at 35.2% of the portfolio, followed by Arcus Biosciences (RCUS, 24.2%) and Coupang (CPNG, 14.7%). Compared with Q4 2023, it reduced 1. The biggest sale was Coupang (CPNG, shares −25%).

Most Recent 13F
Q2 2024
Location
New York, NY
CIK
0001802978
Portfolio Value
$125.8M (Q1 2024)
SEC Filing
0001214659-24-009327 ↗ filed May 15, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $125.8M $125.8M Q1 2024 Q2 2024: $89.2M Q2 2024

Holdings 7 stocks · $125.8M

TBLA Taboola.com Ltd. 35.19% 9,969,495 $44.3M No change
RCUS Arcus Biosciences Inc. 24.20% 1,612,077 $30.4M No change
CPNG Coupang Inc. 14.65% 1,035,947 $18.4M Reduce -24.7%
ORIC Oric Pharmaceuticals Inc. 11.01% 1,007,575 $13.9M No change
IHS Ihs Holding Ltd. 6.62% 2,357,520 $8.3M No change
NVCR Novocure Ltd. 4.36% 350,884 $5.5M No change
IONQ Ionq Inc. 3.97% 500,000 $5.0M No change

Portfolio Sells Q4 2023 → Q1 2024

CPNG Coupang Inc. Reduce -24.7% 14.65% −2.78

Portfolio Buys Q4 2023 → Q1 2024

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2024 7$89.2MTBLA, RCUS, IHS, ORIC, CPNG
Q1 2024 7$125.8MTBLA, RCUS, CPNG, ORIC, IHS