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Davern Capital Partners, LP · 13F 持仓分析
期权收益计算器 机构排行

Davern Capital Partners, LP

No.3850 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.87亿
环比变动 Q1 2026
+$2.22亿+60.9%
持仓股票数
15
新买入
3
加仓
10
减仓
2
清仓
5
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX
11.97%7.44%$7,021.1万75.5万股$2,711.3万30.5万股+44.9万股+147.35%加仓
ROIVANT SCIENCESROIV
11.66%6.64%$6,840.5万193.3万股$2,419.3万87.3万股+106.0万股+121.31%加仓
ROYALTY PHARMARPRX
11.05%6.84%$6,480.6万115.6万股$2,494.5万52.0万股+63.6万股+122.27%加仓
Ionis制药IONS
10.8%7.97%$6,333.0万79.9万股$2,905.3万38.7万股+41.2万股+106.44%加仓
InsmedINSM
10.18%8.19%$5,968.8万56.0万股$2,985.3万18.3万股+37.7万股+206.65%加仓
再生元REGN
9.85%9.5%$5,776.5万9.3万股$3,461.4万4.5万股+4.8万股+106.79%加仓
LLEGEND BIOTECHLEGN
5.87%6.52%$3,441.1万119.2万股$2,378.4万131.5万股-12.3万股-9.37%减仓
阿里拉姆制药ALNY
5.8%$3,404.2万11.3万股$00股+11.3万股新买入
NateraNTRA
5.51%7.9%$3,229.6万11.9万股$2,879.2万14.4万股-2.5万股-17.36%减仓
STRUCTURE THERAPEUTICSGPCR
4.08%1.67%$2,394.0万44.6万股$609.5万12.6万股+32.0万股+252.72%加仓
MINERALYS THERAPEUTICSMLYS
3.95%3.32%$2,316.9万85.9万股$1,211.3万44.7万股+41.2万股+92.05%加仓
VVERA THERAPEUTICSVERA
3.65%$2,140.5万49.9万股$00股+49.9万股新买入
GGENERATE BIOMEDICINES INGENB
2.37%2.03%$1,391.2万82.5万股$739.8万59.2万股+23.3万股+39.35%加仓
PROCEPT BIOROBOTICSPRCT
1.79%1.79%$1,049.8万46.5万股$653.3万26.1万股+20.4万股+77.99%加仓
AVALO THERAPEUTICSAVTX
1.48%$866.1万46.9万股$00股+46.9万股新买入

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