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Davern Capital Partners, LP

Q4 2025 13F Holdings

  • Location
    ny, NY
  • Num holdings

    14

  • Value ($000)

    $309,295

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0002003147
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PFE

PFIZER INC

COM
717081103
$50.85M
16 %

2,042,242

R
REGN

REGENERON PHARMACEUTICALS

COM
75886F107
$40.46M
13 %

52,420

B
BNTX

BIONTECH SE

SPONSORED ADS
09075V102
$35.34M
11 %

371,216

---

ROYALTY PHARMA PLC

SHS CLASS A
G7709Q104
$32.48M
11 %

840,650

A
ARGX

ARGENX SE

SPONSORED ADR
04016X101
$30.01M
10 %

35,685

L
LEGN

LEGEND BIOTECH CORP

SPONSORED ADS
52490G102
$22.97M
7 %

1,056,668

---

ROIVANT SCIENCES LTD

SHS
G76279101
$22.31M
7 %

1,028,298

I
ISI

IONIS PHARMACEUTICALS INC

COM
462222100
$18.87M
6 %

238,477

N
NTRA

NATERA INC

COM
632307104
$18.02M
6 %

78,650

L
LLY

ELI LILLY & CO

COM
532457108
$8.93M
3 %

8,307

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