Davern Capital Partners, LP — 13F holdings

Davern Capital Partners, LP reported 15 holdings worth $587M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. BNTX BIONTECH SE — $70.2M (12.0%)
2. ROIV Roivant Sciences Ltd — $68.4M (11.7%)
3. RPRX ROYALTY PHARMA PLC — $64.8M (11.0%)
4. IONS IONIS PHARMACEUTICALS INC — $63.3M (10.8%)
5. INSM INSMED INC — $59.7M (10.2%)
6. REGN REGENERON PHARMACEUTICALS — $57.8M (9.8%)
7. LEGN LEGEND BIOTECH CORP — $34.4M (5.9%)
8. ALNY ALNYLAM PHARMACEUTICALS INC — $34.0M (5.8%)
9. NTRA NATERA INC — $32.3M (5.5%)
10. GPCR STRUCTURE THERAPEUTICS INC — $23.9M (4.1%)