Data as of Q4 2025 (Dec 31, 2025)
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Showing Q2 2024 data
Invus Financial Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Invus Financial Advisors, LLC

โ€ขCIK: 1802978โ€ขFiling: Q2 2024

**Invus Financial Advisors, LLC** manages $89M across a concentrated portfolio of seven positions. The fund exhibits significant conviction in the financial and technology sectors, highlighted by the top holding in BLK at $34.3M. Further allocations include substantial positions in RCUS ($24.6M) and RJF ($7.5M). This structure suggests a focused, high-conviction approach targeting established financial institutions and growth technology names.

Total AUM
$89.2M
QoQ Performance
-29.1%
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q2 2024

Top Holdings Allocation

Tabo
RCUS
IHS
ORIC
CPNG
NVCR
Taboola.com38.4%
RCUS27.5%
IHS8.5%
ORIC8.0%
CPNG6.9%
NVCR6.7%
IONQ3.9%

๐Ÿ“ˆ Biggest Buys

No new positions or increases this quarter

๐Ÿ“‰ Biggest Sells

CPNG
Coupang Inc
-71.4%
6.9% of portfolio

Sector Breakdown

Other100.0%

Changes from Q1 2024

โ†“1 decreased

Historical Filings

Q2 2024Q1 2024Q4 2023