Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Davern Capital Partners, LP (CIK 2003147) reported $586.5M across 15 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BNTX ($70.2M, 11.97%), ROIV ($68.4M, 11.66%), RPRX ($64.8M, 11.05%), IONS ($63.3M, 10.80%), INSM ($59.7M, 10.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BNTX | BIONTECH SE | $70.2M | 11.97% | 754,550 | Added |
| 2 | ROIV | ROIVANT SCIENCES LTD | $68.4M | 11.66% | 1.9M | Added |
| 3 | RPRX | ROYALTY PHARMA PLC | $64.8M | 11.05% | 1.2M | Added |
| 4 | IONS | IONIS PHARMACEUTICALS INC | $63.3M | 10.80% | 798,709 | Added |
| 5 | INSM | INSMED INC | $59.7M | 10.18% | 559,824 | Added |
| 6 | REGN | REGENERON PHARMACEUTICALS | $57.8M | 9.85% | 92,640 | Added |
| 7 | LEGN | LEGEND BIOTECH CORP | $34.4M | 5.87% | 1.2M | Trimmed |
| 8 | ALNY | ALNYLAM PHARMACEUTICALS INC | $34.0M | 5.80% | 113,085 | New |
| 9 | NTRA | NATERA INC | $32.3M | 5.51% | 118,975 | Trimmed |
| 10 | GPCR | STRUCTURE THERAPEUTICS INC | $23.9M | 4.08% | 446,059 | Added |
| 11 | MLYS | MINERALYS THERAPEUTICS INC | $23.2M | 3.95% | 858,753 | Added |
| 12 | VERA | VERA THERAPEUTICS INC | $21.4M | 3.65% | 498,832 | New |
| 13 | GENB | GENERATE BIOMEDICINES INC | $13.9M | 2.37% | 824,679 | Added |
| 14 | PRCT | PROCEPT BIOROBOTICS CORP | $10.5M | 1.79% | 464,920 | Added |
| 15 | AVTX | AVALO THERAPEUTICS INC | $8.7M | 1.48% | 468,666 | New |
| 16 | ABVX | ABIVAX SA | $0 | 0.00% | 0 | Exited |
| 17 | ARGX | ARGENX SE | $0 | 0.00% | 0 | Exited |
| 18 | LLY | ELI LILLY & CO | $0 | 0.00% | 0 | Exited |
| 19 | PFE | PFIZER INC | $0 | 0.00% | 0 | Exited |
| 20 | VRDN | VIRIDIAN THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30