$154 Million is the total value of Invus Financial Advisors, LLC's 8 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CPNG | Sell | Coupang Inccl a | $35,945,136 | -11.7% | 2,246,571 | -18.8% | 23.41% | +8.1% |
| OYST | Exit | Oyster Point Pharma Inc | $0 | – | -2,768,586 | -100.0% | -16.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Arcus Biosciences Inc | 19 | Q2 2024 | 27.5% |
| Novocure Ltd | 19 | Q2 2024 | 25.4% |
| Oric Pharmaceuticals Inc | 17 | Q2 2024 | 14.3% |
| Coupang Inc | 14 | Q2 2024 | 51.6% |
| Taboola.com Ltd | 13 | Q2 2024 | 38.4% |
| Oyster Point Pharma Inc | 13 | Q4 2022 | 44.5% |
| IONQ Inc | 11 | Q2 2024 | 7.2% |
| Unity Biotechnology Inc | 9 | Q4 2021 | 8.0% |
| Yext Inc | 8 | Q3 2021 | 30.3% |
| IHS Holding Limited | 7 | Q2 2024 | 8.5% |
View Invus Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Invus Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.