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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
โขCIK: 1802978โขFiling: 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%
๐ Biggest Buys
No new positions or increases this quarter
๐ Biggest Sells
CPNG
Coupang Inc
-71.4%
6.9% of portfolio
Sector Breakdown
Other100.0%
Changes from Q1 2024
โ1 decreased
Historical Filings
Q2 2024Q1 2024Q4 2023