Davern Capital Partners, LP

NY, NY · CIK 2003147 · 13F filing filed 2026-05-14

SEC-registered investment adviser since 2025 · limited partnership

$364.5m reported value +17.9% vs Q4 2025

17positions

80.7%in top 10

4 new 7 added 6 reduced 1 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PFIZER INC COM PFE	PFE	1,593,942	$44.8m12.28%	12.28%	Reduced -448.3k	-448,300 -21.9%
2	REGENERON PHARMACEUTICALS COM REGN	REGN	44,800	$34.6m9.50%	9.50%	Reduced -7.6k	-7,620 -14.5%
3	INSMED INC COM PAR $.01 INSM	INSM	182,562	$29.9m8.19%	8.19%	New
4	IONIS PHARMACEUTICALS INC COM IONS	IONS	386,903	$29.1m7.97%	7.97%	Added +148.4k	+148,426 62.2%
5	NATERA INC COM NTRA	NTRA	143,966	$28.8m7.90%	7.90%	Added +65.3k	+65,316 83.0%
6	BIONTECH SE SPONSORED ADS BNTX	BNTX	305,055	$27.1m7.44%	7.44%	Reduced -66.2k	-66,161 -17.8%
7	ARGENX SE SPONSORED ADR ARGX	ARGX	35,045	$25.6m7.02%	7.02%	Reduced -640	-640 -1.8%
8	ELI LILLY & CO COM LLY	LLY	27,279	$25.1m6.88%	6.88%	Added +19.0k	+18,972 228.4%
9	ROYALTY PHARMA PLC SHS CLASS A RPRX	RPRX	520,009	$24.9m6.84%	6.84%	Reduced -320.6k	-320,641 -38.1%
10	ROIVANT SCIENCES LTD SHS ROIV	ROIV	873,398	$24.2m6.64%	6.64%	Reduced -154.9k	-154,900 -15.1%
11	LEGEND BIOTECH CORP SPONSORED ADS LEGN	LEGN	1,314,748	$23.8m6.52%	6.52%	Added +258.1k	+258,080 24.4%
12	MINERALYS THERAPEUTICS INC COM MLYS	MLYS	447,153	$12.1m3.32%	3.32%	Added +236.5k	+236,505 112.3%
13	ABIVAX SA SPONSORED ADS ABVX	ABVX	78,125	$8.7m2.39%	2.39%	Added +29.6k	+29,623 61.1%
14	GENERATE BIOMEDICINES INC COM SHS GENB	GENB	591,800	$7.4m2.03%	2.03%	New
15	PROCEPT BIOROBOTICS CORP COM PRCT	PRCT	261,200	$6.5m1.79%	1.79%	New
16	STRUCTURE THERAPEUTICS INC SPONSORED ADS GPCR	GPCR	126,461	$6.1m1.67%	1.67%	New
17	VIRIDIAN THERAPEUTICS INC COM VRDN	VRDN	302,457	$5.9m1.62%	1.62%	Added +40.8k	+40,842 15.6%

Security	Ticker	Shares held before	Value then
CG ONCOLOGY INC CGON	CGON	162,005	$6.7m162.0k shares