Davern Capital Partners, LP reported 15 holdings worth US$587M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Davern Capital Partners, LP reported 15 holdings worth US$587M as of Jun 30, 2026. Largest: Roivant Sciences Ltd., Ionis Pharmaceuticals, Inc. and Insmed Incorporated. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$587M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Roivant Sciences Ltd. | 1.93M | US$68.4M | 11.7% |
| Ionis Pharmaceuticals, Inc. | 799K | US$63.3M | 10.8% |
| Insmed Incorporated | 560K | US$59.7M | 10.2% |
| Regeneron Pharmaceuticals, Inc. | 92,640 | US$57.8M | 9.8% |
| Alnylam Pharmaceuticals, Inc. | 113K | US$34M | 5.8% |
| Natera, Inc. | 119K | US$32.3M | 5.5% |
| Mineralys Therapeutics, Inc. | 859K | US$23.2M | 4.0% |
| Vera Therapeutics, Inc. | 499K | US$21.4M | 3.6% |
| Generate Biomedicines, Inc. | 825K | US$13.9M | 2.4% |
| Procept Biorobotics Corporation | 465K | US$10.5M | 1.8% |
| Avalo Therapeutics, Inc. | 469K | US$8.66M | 1.5% |
| Eli Lilly And Company | 0 | US$0 | 0.00% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |
| Viridian Therapeutics, Inc. | 0 | US$0 | 0.00% |
| Abivax Sa | 0 | US$0 | 0.00% |
| Argenx Se | 0 | US$0 | 0.00% |