Holdings
Davern Capital Partners, LP
As of Jun 30, 2026, Davern Capital Partners, LP reported 11 positions worth US$393M. Largest: Roivant Sciences Ltd., Ionis Pharmaceuticals, Inc. and Insmed Incorporated. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Roivant Sciences Ltd. | 1.93M | US$68.4M | +1.06M | Jun 30, 2026 |
| Ionis Pharmaceuticals, Inc. | 799K | US$63.3M | +412K | Jun 30, 2026 |
| Insmed Incorporated | 560K | US$59.7M | +377K | Jun 30, 2026 |
| Regeneron Pharmaceuticals, Inc. | 92,640 | US$57.8M | +47,840 | Jun 30, 2026 |
| Alnylam Pharmaceuticals, Inc. | 113K | US$34M | new | Jun 30, 2026 |
| Natera, Inc. | 119K | US$32.3M | −24,991 | Jun 30, 2026 |
| Mineralys Therapeutics, Inc. | 859K | US$23.2M | +412K | Jun 30, 2026 |
| Vera Therapeutics, Inc. | 499K | US$21.4M | new | Jun 30, 2026 |
| Generate Biomedicines, Inc. | 825K | US$13.9M | +233K | Jun 30, 2026 |
| Procept Biorobotics Corporation | 465K | US$10.5M | +204K | Jun 30, 2026 |