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Davern Capital Partners, LP

Q1 2026 13F Holdings

  • Location
    ny, NY
  • Num holdings

    17

  • Value ($000)

    $364,540

  • Date Filed
    05/14/2026
  • Form type
    13F-HR
  • CIK
    0002003147
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PFE

PFIZER INC

COM
717081103
$44.76M
12 %

1,593,942

R
REGN

REGENERON PHARMACEUTICALS

COM
75886F107
$34.61M
10 %

44,800

I
INSM

INSMED INC

COM PAR $.01
457669307
$29.85M
8 %

182,562

I
ISI

IONIS PHARMACEUTICALS INC

COM
462222100
$29.05M
8 %

386,903

N
NTRA

NATERA INC

COM
632307104
$28.79M
8 %

143,966

B
BNTX

BIONTECH SE

SPONSORED ADS
09075V102
$27.11M
7 %

305,055

A
ARGX

ARGENX SE

SPONSORED ADR
04016X101
$25.59M
7 %

35,045

L
LLY

ELI LILLY & CO

COM
532457108
$25.09M
7 %

27,279

---

ROYALTY PHARMA PLC

SHS CLASS A
G7709Q104
$24.94M
7 %

520,009

---

ROIVANT SCIENCES LTD

SHS
G76279101
$24.19M
7 %

873,398

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