Synergy Asset Management, LLC

Position in INVA — Innoviva, Inc.

CIK 1699080 VANCOUVER, WA

Position in INVA

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,841,258

+$62,536 QoQ

Shares Held

81,077

+6.2% QoQ

Ownership

0.112%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#81

of 306 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Synergy Asset Management, LLC holds $60,082,756 across 3 Biotechnology names. INVA ranks #3 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORKA	Oruka Therapeutics, Inc.	356,301	$33,909,166
2	ASND	Ascendis Pharma A/S	91,228	$24,332,332
3	INVA	Innoviva, Inc. This page	81,077	$1,841,258

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,841,258	81,077	+6.2%	Shares	Sole	2026-07-22
2026-03-31	$1,778,722	76,340	+2.7%	Shares	Sole	2026-05-13
2025-12-31	$1,486,436	74,359	-26.7%	Shares	Sole	2026-01-13
2025-09-30	$1,851,626	101,459	—	Shares	Other	2025-10-21
No filing history on record for this holder in this stock.