Davern Capital Partners, Lp Top Holdings and 13F Report (2026) About Davern Capital Partners, LpInvestment ActivityDavern Capital Partners, Lp has $586.54 million in total holdings as of June 30, 2026.Davern Capital Partners, Lp owns shares of 15 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 54.31% of the portfolio was purchased this quarter.About 20.53% of the portfolio was sold this quarter.This quarter, Davern Capital Partners, Lp has purchased 17 new stocks and bought additional shares in 10 stocks.Davern Capital Partners, Lp sold shares of 2 stocks and completely divested from 5 stocks this quarter.Largest Holdings BioNTech $70,210,878Roivant Sciences $68,405,473Royalty Pharma $64,806,211Ionis Pharmaceuticals $63,329,637Insmed $59,688,435 Largest New Holdings this Quarter 02043Q107 - Alnylam Pharmaceuticals $34,041,978 Holding92337R101 - Vera Therapeutics $21,404,881 Holding05338F306 - AVALO THERAPEUTICS INC $8,660,948 Holding Largest Purchases this Quarter BioNTech 449,495 shares (about $41.83M)Insmed 377,262 shares (about $40.22M)Roivant Sciences 1,059,506 shares (about $37.50M)Royalty Pharma 635,800 shares (about $35.65M)Alnylam Pharmaceuticals 113,085 shares (about $34.04M) Largest Sales this Quarter Natera 24,991 shares (about $6.78M)Legend Biotech 123,226 shares (about $3.56M) 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 PortfolioSectorBNTXBioNTech$70,210,878$41,825,510 ▲147.3%754,55012.0%HealthcareROIVRoivant Sciences$68,405,473$37,495,918 ▲121.3%1,932,90411.7%HealthcareRPRXRoyalty Pharma$64,806,211$35,649,306 ▲122.3%1,155,80911.0%HealthcareIONSIonis Pharmaceuticals$63,329,637$32,652,098 ▲106.4%798,70910.8%HealthcareINSMInsmed$59,688,435$40,223,675 ▲206.6%559,82410.2%HealthcareREGNRegeneron Pharmaceuticals$57,764,746$29,830,154 ▲106.8%92,6409.8%HealthcareLEGNLegend Biotech$34,411,155$3,558,767 ▼-9.4%1,191,5225.9%HealthcareALNYAlnylam Pharmaceuticals$34,041,978$34,041,978 ▲New Holding113,0855.8%HealthcareNTRANatera$32,295,764$6,783,807 ▼-17.4%118,9755.5%HealthcareGPCRStructure Therapeutics$23,939,987$17,152,825 ▲252.7%446,0594.1%HealthcareMLYSMineralys Therapeutics$23,169,156$11,104,968 ▲92.0%858,7534.0%HealthcareVERAVera Therapeutics$21,404,881$21,404,881 ▲New Holding498,8323.6%HealthcareGENERATE BIOMEDICINES INC$13,912,335$3,928,669 ▲39.4%824,6792.4%COM SHSPRCTPROCEPT BioRobotics$10,497,894$4,599,998 ▲78.0%464,9201.8%HealthcareAVALO THERAPEUTICS INC$8,660,948$8,660,948 ▲New Holding468,6661.5%COM NEWPFEPfizer$0$44,757,891 ▼-100.0%00.0%HealthcareARGXargenex$0$25,591,611 ▼-100.0%00.0%HealthcareLLYEli Lilly and Company$0$25,090,406 ▼-100.0%00.0%HealthcareABIVAX SA$0$8,699,219 ▼-100.0%00.0%SPONSORED ADSVRDNViridian Therapeutics$0$5,916,059 ▼-100.0%00.0%HealthcareShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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.
