Portfolio (Quarterly) Guide ↗

Davern Capital Partners, LP

· CIK 0002003147

13F Portfolio $365M AUM 17 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 7 Added 6 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CGON	CG ONCOLOGY INC	Healthcare	162,005	$6.7M	2.17%	SOLD

Sector Allocation

Healthcare 98.0%

Financial Services 2.0%