Invus Financial Advisors, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Aug 2026 to Oct 2026 | $16,486,047,377 | Pooled investment vehicles (54%) |
| Jun 2026 to Jul 2026 | $16,213,992,520 | Pooled investment vehicles (54%) |
| Apr 2026 to May 2026 | $16,213,992,520 | Pooled investment vehicles (54%) |
| Aug 2025 to Mar 2026 | $12,584,167,776 | Pooled investment vehicles (54%) |
| Apr 2025 to Jul 2025 | $12,775,441,412 | Pooled investment vehicles (55%) |
| Dec 2024 to Mar 2025 | $11,299,015,863 | Pooled investment vehicles (51%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2024, never from the firm's own description.
Closest benchmark: the Russell 2000 as of 2024-06-30, active share 99.9%; sector active share 66.6% against the combined 13F book's sector weights.
Over time 18 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio 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.