Davern Capital Partners as of March 31, 2026
Portfolio Holdings for Davern Capital Partners
Davern Capital Partners holds 17 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pfizer (PFE) | 12.3 | $45M | 1.6M | 28.08 | |
| Regeneron Pharmaceuticals (REGN) | 9.5 | $35M | 45k | 772.64 | |
| Insmed Com Par $.01 (INSM) | 8.2 | $30M | 183k | 163.52 | |
| Ionis Pharmaceuticals (IONS) | 8.0 | $29M | 387k | 75.09 | |
| Natera (NTRA) | 7.9 | $29M | 144k | 199.99 | |
| Biontech Se Sponsored Ads (BNTX) | 7.4 | $27M | 305k | 88.88 | |
| Argenx Se Sponsored Adr (ARGX) | 7.0 | $26M | 35k | 730.25 | |
| Eli Lilly & Co. (LLY) | 6.9 | $25M | 27k | 919.77 | |
| Royalty Pharma Shs Class A (RPRX) | 6.8 | $25M | 520k | 47.97 | |
| Roivant Sciences SHS (ROIV) | 6.6 | $24M | 873k | 27.70 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 6.5 | $24M | 1.3M | 18.09 | |
| Mineralys Therapeutics (MLYS) | 3.3 | $12M | 447k | 27.09 | |
| Abivax Sa Sponsored Ads (ABVX) | 2.4 | $8.7M | 78k | 111.35 | |
| Generate Biomedicines Com Shs (GENB) | 2.0 | $7.4M | 592k | 12.50 | |
| Procept Biorobotics Corp (PRCT) | 1.8 | $6.5M | 261k | 25.01 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 1.7 | $6.1M | 127k | 48.20 | |
| Miragen Therapeutics (VRDN) | 1.6 | $5.9M | 303k | 19.56 |
