What does Davern Capital Partners, LP hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Davern Capital Partners, LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

PFIZER INC

$45M1.6M12.3%

REGENERON PHARMACEUTICALS

$35M45K9.5%

INSMED INC

$30M183K8.2%

IONIS PHARMACEUTICALS INC

$29M387K8.0%

NATERA INC

$29M144K7.9%

BIONTECH SE

$27M305K7.4%

ARGENX SE

$26M35K7.0%

ELI LILLY & CO

$25M27K6.9%

ROYALTY PHARMA PLC

$25M520K6.8%

ROIVANT SCIENCES LTD

$24M873K6.6%

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