Institutional Manager · CIK 0002003147
Davern Capital Partners, LP
NY, NY · File #028-26332
Latest AUM
$309.3M
Positions
14
Top-10 Concentration
90.6%
Filings
1
Sector Allocation
Filing History
View all filings →Top 14 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PFIZER INC | PFE | 2,042,242 | $50.9M | 16.44% |
| 2 | REGENERON PHARMACEUTICALS | REGN | 52,420 | $40.5M | 13.08% |
| 3 | BIONTECH SE | BNTX | 371,216 | $35.3M | 11.43% |
| 4 | ROYALTY PHARMA PLC | RPRX | 840,650 | $32.5M | 10.50% |
| 5 | ARGENX SE | ARGX | 35,685 | $30.0M | 9.70% |
| 6 | LEGEND BIOTECH CORP | LEGN | 1,056,668 | $23.0M | 7.43% |
| 7 | ROIVANT SCIENCES LTD | ROIV | 1,028,298 | $22.3M | 7.21% |
| 8 | IONIS PHARMACEUTICALS INC | IONS | 238,477 | $18.9M | 6.10% |
| 9 | NATERA INC | NTRA | 78,650 | $18.0M | 5.83% |
| 10 | ELI LILLY & CO | LLY | 8,307 | $8.9M | 2.89% |
| 11 | VIRIDIAN THERAPEUTICS INC | VRDN | 261,615 | $8.1M | 2.63% |
| 12 | MINERALYS THERAPEUTICS INC | MLYS | 210,648 | $7.6M | 2.47% |
| 13 | CG ONCOLOGY INC | CGON | 162,005 | $6.7M | 2.17% |
| 14 | ABIVAX SA | AAVXF | 48,502 | $6.5M | 2.11% |