DOSSIER · 13F-HR · Q2 2026

Davern Capital Partners, LP

$587M in tracked AUM across 15 positions as of Q2 2026.

DC
CIK 0002003147 · last filed Jun 30, 2026
Total AUM
$587M
as of Q2 2026
Holdings
15
positions
Whale Score
73
73
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Davern Capital Partners, LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BNTX
BIONTECH SE
$70M755K12.0%
02
G76279101
ROIVANT SCIENCES LTD
$68M1.9M11.7%
03
G7709Q104
ROYALTY PHARMA PLC
$65M1.2M11.0%
04
IONS
IONIS PHARMACEUTICALS INC
$63M799K10.8%
05
INSM
INSMED INC
$60M560K10.2%
06
REGN
REGENERON PHARMACEUTICALS
$58M93K9.8%
07
LEGN
LEGEND BIOTECH CORP
$34M1.2M5.9%
08
ALNY
ALNYLAM PHARMACEUTICALS INC
$34M113K5.8%
09
NTRA
NATERA INC
$32M119K5.5%
10
GPCR
STRUCTURE THERAPEUTICS INC
$24M446K4.1%

Filing history

2026Q2Jun 30
$587M 60.9%
15 positionsView →
2026Q1Mar 31
$365M 17.9%
17 positionsView →
2025Q4Dec 31
$309M
14 positionsView →