Davern Capital Partners, LP
Net buyer this quarter
$587M
15
+$189M
86.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BNTX | $70.2M | 11.97% | 0.30% | +147.4% | Q4 2025 |
 ROIV | $68.4M | 11.66% | 0.27% | +121.3% | Q4 2025 |
 RPRX | $64.8M | 11.05% | 0.30% | +122.3% | Q4 2025 |
 IONS | $63.3M | 10.80% | 0.48% | +106.4% | Q4 2025 |
 INSM | $59.7M | 10.18% | 0.26% | +206.7% | Q1 2026 |
 REGN | $57.8M | 9.85% | 0.10% | +106.8% | Q4 2025 |
 LEGN | $34.4M | 5.87% | 0.32% | -9.4% | Q4 2025 |
 ALNY | $34M | 5.80% | 0.08% | New | Q2 2026 |
 NTRA | $32.3M | 5.51% | 0.08% | -17.4% | Q4 2025 |
 GPCR | $23.9M | 4.08% | 0.21% | +252.7% | Q1 2026 |
 MLYS | $23.2M | 3.95% | 0.97% | +92.1% | Q4 2025 |
 VERA | $21.4M | 3.65% | 0.69% | New | Q2 2026 |
 GENB | $13.9M | 2.37% | 0.64% | +39.4% | Q1 2026 |
 PRCT | $10.5M | 1.79% | 0.81% | +78.0% | Q1 2026 |
 AVTX | $8.66M | 1.48% | 0.89% | New | Q2 2026 |
| Q1 2026 | |||||
 PFE | $44.8M | 12.28% | 0.03% | -22.0% | Q4 2025 |
| REGN | $34.6M | 9.50% | 0.05% | -14.5% | Q4 2025 |
| INSM | $29.9M | 8.19% | 0.08% | New | Q1 2026 |
| IONS | $29.1M | 7.97% | 0.23% | +62.2% | Q4 2025 |
| NTRA | $28.8M | 7.90% | 0.10% | +83.1% | Q4 2025 |
| BNTX | $27.1M | 7.44% | 0.12% | -17.8% | Q4 2025 |
 ARGX | $25.6M | 7.02% | 0.06% | -1.8% | Q4 2025 |
 LLY | $25.1M | 6.88% | 0.00% | +228.4% | Q4 2025 |
| RPRX | $24.9M | 6.84% | 0.13% | -38.1% | Q4 2025 |
| ROIV | $24.2M | 6.64% | 0.12% | -15.1% | Q4 2025 |
| LEGN | $23.8M | 6.52% | 0.36% | +24.4% | Q4 2025 |
| MLYS | $12.1M | 3.32% | 0.54% | +112.3% | Q4 2025 |
 ABVX | $8.7M | 2.39% | 0.10% | +61.1% | Q4 2025 |
| GENB | $7.4M | 2.03% | 0.46% | New | Q1 2026 |
| PRCT | $6.53M | 1.79% | 0.46% | New | Q1 2026 |
| GPCR | $6.1M | 1.67% | 0.06% | New | Q1 2026 |
 VRDN | $5.92M | 1.62% | 0.30% | +15.6% | Q4 2025 |
| Q4 2025 | |||||
| PFE | $50.9M | 16.44% | 0.04% | New | Q4 2025 |
| REGN | $40.5M | 13.08% | 0.06% | New | Q4 2025 |
| BNTX | $35.3M | 11.43% | 0.15% | New | Q4 2025 |
| RPRX | $32.5M | 10.50% | 0.22% | New | Q4 2025 |
| ARGX | $30M | 9.70% | 0.06% | New | Q4 2025 |
| LEGN | $23M | 7.43% | 0.29% | New | Q4 2025 |
| ROIV | $22.3M | 7.21% | 0.14% | New | Q4 2025 |
| IONS | $18.9M | 6.10% | 0.15% | New | Q4 2025 |
| NTRA | $18M | 5.83% | 0.06% | New | Q4 2025 |
| LLY | $8.93M | 2.89% | 0.00% | New | Q4 2025 |
| VRDN | $8.14M | 2.63% | 0.26% | New | Q4 2025 |
| MLYS | $7.64M | 2.47% | 0.26% | New | Q4 2025 |
 CGON | $6.73M | 2.17% | 0.20% | New | Q4 2025 |
| ABVX | $6.54M | 2.11% | 0.06% | New | Q4 2025 |