StockDriftsStockDriftsTop 16 Davern Capital Partners, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | 12.28% | 1.59M | $44.8M | -21.95%(-448.30K) | $25.19(-3.45%) | 2026-03-31 | |
| REGN | REGENERON PHARMACEUTICALS | 9.5% | 44.8K | $34.6M | -14.54%(-7.62K) | $667.07(-1.92%) | 2026-03-31 | |
| INSM | INSMED INC | 8.19% | 182.6K | $29.9M | new | $168.78(-33.88%) | 2026-03-31 | |
| IONS | IONIS PHARMACEUTICALS INC | 7.97% | 386.9K | $29.1M | +62.24%(+148.43K) | $74.12(+10.36%) | 2026-03-31 | |
| NTRA | NATERA INC | 7.9% | 144.0K | $28.8M | +83.05%(+65.32K) | $203.88(+37.00%) | 2026-03-31 | |
| BNTX | BIONTECH SE | 7.44% | 305.1K | $27.1M | -17.82%(-66.16K) | $96.91(+0.66%) | 2026-03-31 | |
| ARGX | ARGENX SE | 7.02% | 35.0K | $25.6M | -1.79%(-640) | $789.26(+19.06%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 6.88% | 27.3K | $25.1M | +228.39%(+18.97K) | $973.36(+24.71%) | 2026-03-31 | |
| RPRX | ROYALTY PHARMA PLC | 6.84% | 520.0K | $24.9M | -38.14%(-320.64K) | $36.96(+56.30%) | 2026-03-31 | |
| ROIV | ROIVANT SCIENCES LTD | 6.64% | 873.4K | $24.2M | -15.06%(-154.90K) | $18.42(+90.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.27% | +16.65% |
| Top 20 Holdings Unweighted | -5.88% | -16.62% |
Sign up free to track Davern Capital Partners, LP, compare funds side by side, and get alerts the moment positions change.