Davern Capital Partners, LP
Top Portfolio Positions
12 positions ·
$295,110,172 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PFE |
Pfizer Inc
Healthcare
|
2,042,242 | $50,851,825 | 17.23% |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
52,420 | $40,461,425 | 13.71% |
| BNTX |
BioNTech SE
Healthcare
|
371,216 | $35,339,763 | 11.98% |
| RPRX |
Royalty Pharma plc
Healthcare
|
840,650 | $32,482,716 | 11.01% |
| ARGX |
Argenx Se
Healthcare
|
35,685 | $30,009,300 | 10.17% |
| LEGN |
Legend Biotech Corp
Healthcare
|
1,056,668 | $22,971,962 | 7.78% |
| ROIV |
Roivant Sciences Ltd.
Healthcare
|
1,028,298 | $22,314,066 | 7.56% |
| IONS |
Ionis Pharmaceuticals Inc
Healthcare
|
238,477 | $18,865,915 | 6.39% |
| NTRA |
Natera, Inc.
Healthcare
|
78,650 | $18,017,928 | 6.11% |
| LLY |
ELI LILLY & Co
Healthcare
|
8,307 | $8,927,367 | 3.03% |
Holdings in CGON
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $6,726,447 | 162,005 | Shares | Sole | 2026-02-13 | |
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