Long-term investor
Davern Capital Partners, LP @daverncapitalpartnerslp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002003147).
Record
- Tracked since 2025-12-31 (262 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +9.3%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BNTX · 12.0% · long · since 2025-12-31
- ROIV · 11.7% · long · since 2025-12-31
- RPRX · 11.0% · long · since 2025-12-31
- IONS · 10.8% · long · since 2025-12-31
- INSM · 10.2% · long · since 2026-03-31
- REGN · 9.8% · long · since 2025-12-31
- LEGN · 5.9% · long · since 2025-12-31
- ALNY · 5.8% · long · since 2026-06-30
- NTRA · 5.5% · long · since 2025-12-31
- GPCR · 4.1% · long · since 2026-03-31
- MLYS · 4.0% · long · since 2025-12-31
- VERA · 3.6% · long · since 2026-06-30