Invus Advisors 13F annual report

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.

$89.2 billion Assets Under Management (AUM)

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.

Careers at Invus Advisors

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.

Recent trades

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.

One of the smallest hedge funds

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.

Carmen Taton investment strategy

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.

The complete list of Invus Advisors trades based on 13F SEC filings

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