Invus Advisors is an investment fund managing more than $89.2 billion ran by Carmen Taton. There are currently 7 companies in Mrs. Taton’s portfolio. The largest investments include Taboola.com Ltd and Arcus Biosciences Inc, together worth $58.8 billion.
As of 7th August 2024, Invus Advisors’s top holding is 9,969,495 shares of Taboola.com Ltd currently worth over $34.3 billion and making up 38.4% of the portfolio value.
In addition, the fund holds 1,612,077 shares of Arcus Biosciences Inc worth $24.6 billion, whose value fell 2.0% in the past six months.
The third-largest holding is Ihs Holding Limited worth $7.54 billion and the next is Oric Pharmaceuticals worth $7.12 billion, with 1,007,575 shares owned.
Currently, Invus Advisors's portfolio is worth at least $89.2 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Invus Advisors office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Carmen Taton serves as the Chief Financial Officer at Invus Advisors.
In the most recent 13F filing, Invus Advisors revealed that it had opened a new position in
Ihs Holding Limited and bought 2,357,520 shares worth $7.54 billion.
The investment fund also strengthened its position in Taboola.com Ltd by buying
2,149,805 additional shares.
This makes their stake in Taboola.com Ltd total 9,969,495 shares worth $34.3 billion.
On the other hand, there are companies that Invus Advisors is getting rid of from its portfolio.
Invus Advisors closed its position in Nu Hldgs Ltd on 14th August 2024.
It sold the previously owned 5,582,950 shares for $24.6 million.
Carmen Taton also disclosed a decreased stake in Coupang by 0.9%.
This leaves the value of the investment at $6.2 billion and 295,947 shares.
The two most similar investment funds to Invus Advisors are William Marsh Rice University and Visa. They manage $89.3 billion and $89.1 billion respectively.
Invus Advisors’s portfolio is diversified across 3 sectors.
Currently, their heaviest sector is Health Care — making up 42.2% of
the total portfolio value.
The fund focuses on investments in the United States as
28.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
14% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $9.84 billion.
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Taboola.com Ltd |
27.49%
9,969,495
|
$34,295,063,000 | 38.43% |
| Arcus Biosciences Inc |
No change
1,612,077
|
$24,551,933,000 | 27.51% |
| Ihs Holding Limited |
Opened
2,357,520
|
$7,544,064,000 | 8.45% |
| Oric Pharmaceuticals, Inc. |
No change
1,007,575
|
$7,123,555,000 | 7.98% |
| Coupang, Inc. |
90.29%
295,947
|
$6,200,090,000 | 6.95% |
| NovoCure Ltd |
No change
350,884
|
$6,010,643,000 | 6.74% |
| Ionq Inc |
50.00%
500,000
|
$3,515,000,000 | 3.94% |
| Nu Hldgs Ltd |
Closed
5,582,950
|
$24,565,000 | |
| Oyster Point Pharma Inc |
Closed
2,768,586
|
$15,559,000 | |
| No transactions found | |||
| Showing first 500 out of 9 holdings | |||