account_balance
Investment manager · 13F filer · SEC CIK 2003147
Davern Capital Partners, LP
Reported value$514Mas of Sep 30, 2026
Positions17 5 new, 3 sold out
Top 10 weight81.3%BNTX alone is 13%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BNTXBioNTech SE
13.0%Trimmed −10%
RPRXRoyalty Pharma PLC
11.1%Trimmed −16%
INSMInsmed Inc
11.0%Trimmed −11%
ROIVRoivant Sciences Ltd.
10.5%Trimmed −24%
IONSIonis Pharmaceuticals Inc
9.4%Added +36%
ARGXArgenx SE
7.0%New
REGNRegeneron Pharmaceuticals, Inc.
6.0%Trimmed −56%
NTRANatera, Inc.
5.1%Trimmed −47%
ABVXAbivax S.A.
4.2%New
VERAVera Therapeutics, Inc.
3.9%+26%
MLYSMineralys Therapeutics, Inc.
3.4%−19%
LEGNLegend Biotech Corp
3.2%−30%
BNTXBioNTech SE
13.0%Trimmed −10%
RPRXRoyalty Pharma PLC
11.1%Trimmed −16%
INSMInsmed Inc
11.0%
ROIVRoivant Sciences Ltd.
10.5%
IONSIonis Pharmaceuticals Inc
9.4%+36%
ARGXArgenx SE
7.0%
REGNRegeneron Pharmaceuticals, Inc.
6.0%
NTRANatera, Inc.
5.1%
ABVXVERAMLYSLEGNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BNTX BioNTech SE 13.0% Trimmed −10%RPRX Royalty Pharma PLC 11.1% Trimmed −16%INSM Insmed Inc 11.0% Trimmed −11%ROIV Roivant Sciences Ltd. 10.5% Trimmed −24%IONS Ionis Pharmaceuticals Inc 9.4% Added +36%ARGX Argenx SE 7.0% NewREGN Regeneron Pharmaceuticals, Inc. 6.0% Trimmed −56%NTRA Natera, Inc. 5.1% Trimmed −47%ABVX Abivax S.A. 4.2% NewVERA Vera Therapeutics, Inc. 3.9% Added +26%MLYS Mineralys Therapeutics, Inc. 3.4% Trimmed −19%LEGN Legend Biotech Corp 3.2% Trimmed −30%
What changed
Biggest moves since Jun 30, 2026
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