DAVERN CAPITAL PARTNERS, LP
DAVERN CAPITAL PARTNERS, LP runs DAVERN CAPITAL PARTNERS, LP and currently holds 15 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $586.54M. Their top holdings are BNTX, ROIV, RPRX, IONS, INSM. The top five represent 55.7% of reported portfolio weight. DAVERN CAPITAL PARTNERS, LP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, DAVERN CAPITAL PARTNERS, LP initiated 2 new positions. They added to 8 existing positions. They trimmed 2 positions. Their current best-performing preview position is LEGN with returns of +59.65%.
15 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
BNTX BIONTECH SE | 11.97% | $93.92 | $116.57 | +24.12% | Added +147.35% |
ROIV ROIVANT SCIENCES LTD | 11.66% | $29.20 | $36.30 | +24.32% | Added +121.31% |
RPRX ROYALTY PHARMA PLC | 11.05% | $48.23 | $61.31 | +27.12% | Added +122.27% |
IONS IONIS PHARMACEUTICALS INC | 10.80% | $78.46 | $59.74 | -23.86% | Added +106.44% |
INSM INSMED INC | 10.18% | $125.18 | $125.77 | +0.47% | Added +206.65% |
REGN REGENERON PHARMACEUTICALS | 9.85% | $695.27 | $834.01 | +19.95% | Added +106.79% |
LEGN LEGEND BIOTECH CORP | 5.87% | $21.02 | $21.82 | +3.81% | Trimmed -9.37% |
ALNY ALNYLAM PHARMACEUTICALS INC | 5.80% | $301.03 | $236.22 | -21.53% | New Buy |
NTRA NATERA INC | 5.51% | $215.89 | $332.03 | +53.80% | Trimmed -17.36% |
MLYS MINERALYS THERAPEUTICS INC | 3.95% | $29.29 | $25.65 | -12.43% | Added +92.05% |
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