Davern Capital Partners, Lp Top Holdings and 13F Report (2026) About Davern Capital Partners, LpInvestment ActivityDavern Capital Partners, Lp has $364.54 million in total holdings as of March 31, 2026.Davern Capital Partners, Lp owns shares of 17 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 29.27% of the portfolio was purchased this quarter.About 14.05% of the portfolio was sold this quarter.This quarter, Davern Capital Partners, Lp has purchased 14 new stocks and bought additional shares in 7 stocks.Davern Capital Partners, Lp sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Pfizer $44,757,891Regeneron Pharmaceuticals $34,614,272Insmed $29,852,538Ionis Pharmaceuticals $29,052,546Natera $28,791,760 Largest New Holdings this Quarter 457669307 - Insmed $29,852,538 Holding370920100 - GENERATE BIOMEDICINES INC $7,397,500 Holding74276L105 - PROCEPT BioRobotics $6,532,612 Holding86366E106 - Structure Therapeutics $6,095,420 Holding Largest Purchases this Quarter Insmed 182,562 shares (about $29.85M)Eli Lilly and Company 18,972 shares (about $17.45M)Natera 65,316 shares (about $13.06M)Ionis Pharmaceuticals 148,426 shares (about $11.15M)GENERATE BIOMEDICINES INC 591,800 shares (about $7.40M) Largest Sales this Quarter Royalty Pharma 320,641 shares (about $15.38M)Pfizer 448,300 shares (about $12.59M)Regeneron Pharmaceuticals 7,620 shares (about $5.89M)BioNTech 66,161 shares (about $5.88M)Roivant Sciences 154,900 shares (about $4.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDavern Capital Partners, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPFEPfizer$44,757,891$12,588,264 â–¼-22.0%1,593,94212.3%MedicalREGNRegeneron Pharmaceuticals$34,614,272$5,887,517 â–¼-14.5%44,8009.5%MedicalINSMInsmed$29,852,538$29,852,538 â–²New Holding182,5628.2%MedicalIONSIonis Pharmaceuticals$29,052,546$11,145,308 â–²62.2%386,9038.0%MedicalNTRANatera$28,791,760$13,062,547 â–²83.0%143,9667.9%MedicalBNTXBioNTech$27,113,288$5,880,390 â–¼-17.8%305,0557.4%MedicalARGXargenex$25,591,611$467,360 â–¼-1.8%35,0457.0%MedicalLLYEli Lilly and Company$25,090,406$17,449,877 â–²228.4%27,2796.9%MedicalRPRXRoyalty Pharma$24,944,832$15,381,149 â–¼-38.1%520,0096.8%MedicalROIVRoivant Sciences$24,193,125$4,290,730 â–¼-15.1%873,3986.6%MedicalLEGNLegend Biotech$23,783,791$4,668,667 â–²24.4%1,314,7486.5%MedicalMLYSMineralys Therapeutics$12,113,375$6,406,921 â–²112.3%447,1533.3%MedicalABIVAX SA$8,699,219$3,298,521 â–²61.1%78,1252.4%SPONSORED ADSGENERATE BIOMEDICINES INC$7,397,500$7,397,500 â–²New Holding591,8002.0%COM SHSPRCTPROCEPT BioRobotics$6,532,612$6,532,612 â–²New Holding261,2001.8%MedicalGPCRStructure Therapeutics$6,095,420$6,095,420 â–²New Holding126,4611.7%MedicalVRDNViridian Therapeutics$5,916,059$798,870 â–²15.6%302,4571.6%MedicalCG ONCOLOGY INC$0$6,726,448 â–¼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
