Davern Capital Partners, LP
Davern Capital Partners, LP reported 15 positions worth $586.5M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: BNTX (12.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BNTX | SH | $70.2M | 11.97% | 754,550 | — | — | |
| ▸ 2 | ROIV | SH | $68.4M | 11.66% | 1,932,904 | — | — | |
| ▸ 3 | RPRX | SH | $64.8M | 11.05% | 1,155,809 | — | — | |
| ▸ 4 | IONS | SH | $63.3M | 10.80% | 798,709 | — | — | |
| ▸ 5 | INSM | SH | $59.7M | 10.18% | 559,824 | — | — | |
| ▸ 6 | REGN | SH | $57.8M | 9.85% | 92,640 | — | — | |
| ▸ 7 | LEGN | SH | $34.4M | 5.87% | 1,191,522 | — | — | |
| ▸ 8 | ALNY | SH | $34.0M | 5.80% | 113,085 | — | — | |
| ▸ 9 | NTRA | SH | $32.3M | 5.51% | 118,975 | — | — | |
| ▸ 10 | GPCR | SH | $23.9M | 4.08% | 446,059 | — | — |
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Frequently Asked Questions
What stocks does Davern Capital Partners, LP hold as of Q2 2026?
Davern Capital Partners, LP reported 15 positions worth $586.5M in its Q2 2026 13F filing. Largest positions: BNTX (12.0%), ROIV (11.7%), RPRX (11.0%), IONS (10.8%) and INSM (10.2%).
What did Davern Capital Partners, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Davern Capital Partners, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.