Diadema Partners LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Diadema Partners LP disclosed 59 US equity positions worth $143.6m in its Q3 2025 13F filing. The largest position was REGN at 11.8% of the reported book, followed by SLNOEUR and BMRN. Against the Q2 2025 filing, it opened 26 new positions, added to 6 and reduced 16 among the top 50 holdings.
What did Diadema Partners LP own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | REGN REGENERON PHARMACEUTICALS | Healthcare | 11.8% | $17.0m | 30,160 | 438% | added |
| 2 | SLNOEUR SOLENO THERAPEUTICS INC | 8.4% | $12.0m | 177,330 | -38% | reduced | |
| 3 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 8.0% | $11.5m | 212,877 | 10% | added |
| 4 | PCVX VAXCYTE INC | Healthcare | 5.5% | $7.9m | 218,285 | 10% | added |
| 5 | INDIVIOR PLC | 4.3% | $6.1m | 254,252 | – | new | |
| 6 | BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 4.1% | $5.9m | 130,000 | – | new |
| 7 | ASND ASCENDIS PHARMA A/S | Healthcare | 3.8% | $5.5m | 27,572 | – | new |
| 8 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 3.7% | $5.3m | 37,754 | -60% | reduced |
| 9 | VKTX VIKING THERAPEUTICS INC | Healthcare | 3.5% | $5.1m | 193,689 | -2% | reduced |
| 10 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 3.2% | $4.6m | 10,000 | – | new |
| 11 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 3.1% | $4.5m | 124,384 | 19% | added |
| 12 | NKTR NEKTAR THERAPEUTICS | Healthcare | 3.0% | $4.3m | 75,000 | – | new |
| 13 | ABVX ABIVAX SA | 2.4% | $3.5m | 41,620 | – | new | |
| 14 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 2.4% | $3.4m | 51,185 | -33% | reduced |
| 15 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 2.1% | $3.0m | 23,140 | -78% | reduced |
| 16 | ANIP ANI PHARMACEUTICALS INC | Healthcare | 2.0% | $2.9m | 31,400 | – | new |
| 17 | RVMD REVOLUTION MEDICINES INC | Healthcare | 1.9% | $2.8m | 59,079 | -25% | reduced |
| 18 | APGE APOGEE THERAPEUTICS INC | Healthcare | 1.8% | $2.6m | 64,250 | 508% | added |
| 19 | 430 TERNS PHARMACEUTICALS INC | 1.7% | $2.4m | 323,159 | 24% | added | |
| 20 | ARDX ARDELYX INC | Healthcare | 1.5% | $2.2m | 400,000 | – | new |
| 21 | TGTX TG THERAPEUTICS INC | Healthcare | 1.5% | $2.2m | 60,748 | -84% | reduced |
| 22 | ALKS ALKERMES PLC | Healthcare | 1.5% | $2.2m | 72,079 | – | new |
| 23 | ROIV ROIVANT SCIENCES LTD | Healthcare | 1.3% | $1.8m | 120,000 | – | new |
| 24 | URGN UROGEN PHARMA LTD | Healthcare | 1.3% | $1.8m | 90,000 | -40% | reduced |
| 25 | PCRX PACIRA BIOSCIENCES INC | Healthcare | 1.1% | $1.5m | 58,926 | 0% | held |
| 26 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.0% | $1.4m | 97,813 | -75% | reduced |
| 27 | NVO NOVO-NORDISK A S | Healthcare | 1.0% | $1.4m | 25,000 | – | new |
| 28 | HRMY HARMONY BIOSCIENCES HLDGS IN | Healthcare | 1.0% | $1.4m | 50,000 | – | new |
| 29 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 0.9% | $1.4m | 100,000 | – | new |
| 30 | RNAGBP AVIDITY BIOSCIENCES INC | 0.9% | $1.3m | 30,000 | – | new | |
| 31 | BRD1EUR MIND MEDICINE MINDMED INC | 0.9% | $1.2m | 105,891 | -33% | reduced | |
| 32 | VTGN VISTAGEN THERAPEUTICS INC | 0.9% | $1.2m | 349,789 | -13% | reduced | |
| 33 | MNKD MANNKIND CORP | Healthcare | 0.8% | $1.1m | 212,475 | – | new |
| 34 | SUPN SUPERNUS PHARMACEUTICALS INC | Healthcare | 0.7% | $1.1m | 22,348 | – | new |
| 35 | CATALYST PHARMACEUTICALS INC | 0.7% | $985.0k | 50,000 | – | new | |
| 36 | REVIVA PHARMACEUTCLS HLDGS I | 0.6% | $924.1k | 2,506,921 | -8% | reduced | |
| 37 | ARCT ARCTURUS THERAPEUTICS HLDGS | Healthcare | 0.6% | $899.6k | 48,811 | – | new |
| 38 | TRVI TREVI THERAPEUTICS INC | Healthcare | 0.5% | $785.3k | 85,830 | -54% | reduced |
| 39 | XERS XERIS BIOPHARMA HOLDINGS INC | Healthcare | 0.4% | $608.5k | 74,753 | – | new |
| 40 | CTMX CYTOMX THERAPEUTICS INC | Healthcare | 0.4% | $591.1k | 185,286 | – | new |
| 41 | MRNA MODERNA INC | Healthcare | 0.4% | $516.6k | 20,000 | – | new |
| 42 | AYTU AYTU BIOPHARMA INC | 0.4% | $512.6k | 272,670 | – | new | |
| 43 | TNYA TENAYA THERAPEUTICS INC | 0.4% | $511.1k | 315,519 | – | new | |
| 44 | EQ EQUILLIUM INC | 0.3% | $429.0k | 300,000 | – | new | |
| 45 | ALEC ALECTOR INC | Healthcare | 0.3% | $402.6k | 136,023 | -49% | reduced |
| 46 | PROQR THRAPEUTICS N V | 0.2% | $335.9k | 157,694 | 0% | held | |
| 47 | PYXS PYXIS ONCOLOGY INC | 0.2% | $333.0k | 150,000 | – | new | |
| 48 | PELTHOS THERAPEUTICS INC | 0.2% | $293.9k | 10,498 | – | new | |
| 49 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 0.2% | $276.4k | 9,189 | -83% | reduced |
| 50 | CLYM CLIMB BIO INC | 0.2% | $274.3k | 136,488 | -81% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.