Invus Financial Advisors, LLC
Clone Performance
Aug 2023–Jan 2025 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 5 quarters.Invus Financial Advisors, LLC has stopped filing, so the simulation ends in Jan 2025 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
7 tracked positions · as of Jun 30, 2024 · Δ vs Mar 31, 2024Portfolio Trend
Sector Breakdown
As of Jun 30, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 42.2% | $37,686,129 |
| Communication Services | 38.4% | $34,295,062 |
| Real Estate | 8.5% | $7,544,064 |
| Consumer Cyclical | 6.9% | $6,200,089 |
| Technology | 3.9% | $3,515,000 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPNG | Coupang, Inc. | −740,000 | 295,947 | $6,200,089 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TBLA |
Taboola.com Ltd.
Communication Services
|
Held | 9,969,495 | $34,295,062 | 38.43% | |
| RCUS |
Arcus Biosciences, Inc.
Healthcare
|
Held | 1,612,077 | $24,551,932 | 27.51% | |
| IHS |
IHS Holding Ltd
Real Estate
|
Held | 2,357,520 | $7,544,064 | 8.45% | |
| ORIC |
Oric Pharmaceuticals, Inc.
Healthcare
|
Held | 1,007,575 | $7,123,555 | 7.98% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
Reduced | 295,947 | $6,200,089 | 6.95% | |
| NVCR |
NovoCure Ltd
Healthcare
|
Held | 350,884 | $6,010,642 | 6.74% | |
| IONQ |
IonQ, Inc.
Technology
|
Held | 500,000 | $3,515,000 | 3.94% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.