Diadema Partners LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Diadema Partners LP disclosed 73 US equity positions worth $167.9m in its Q4 2025 13F filing. The largest position was 430 at 8.3% of the reported book, followed by JNJ and VKTX. Against the Q3 2025 filing, it opened 27 new positions, added to 12 and reduced 11 among the top 50 holdings.
What did Diadema Partners LP own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | 430 TERNS PHARMACEUTICALS INC | 8.3% | $14.0m | 345,880 | 7% | added | |
| 2 | JNJ JOHNSON & JOHNSON | Healthcare | 8.2% | $13.8m | 66,444 | – | new |
| 3 | VKTX VIKING THERAPEUTICS INC | Healthcare | 7.1% | $11.9m | 336,849 | 74% | added |
| 4 | ABVX ABIVAX SA | 6.1% | $10.2m | 75,644 | 82% | added | |
| 5 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 5.2% | $8.7m | 146,361 | -31% | reduced |
| 6 | REGN REGENERON PHARMACEUTICALS | Healthcare | 4.7% | $8.0m | 10,300 | -66% | reduced |
| 7 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 3.2% | $5.4m | 70,000 | – | new |
| 8 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 2.9% | $4.9m | 10,000 | – | new |
| 9 | COGT COGENT BIOSCIENCES INC | Healthcare | 2.8% | $4.7m | 131,852 | 35% | added |
| 10 | CAPR CAPRICOR THERAPEUTICS INC | Healthcare | 2.7% | $4.6m | 158,075 | – | new |
| 11 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 2.7% | $4.5m | 10,000 | – | new |
| 12 | ANIP ANI PHARMACEUTICALS INC | Healthcare | 2.5% | $4.2m | 53,354 | 70% | added |
| 13 | TGTX TG THERAPEUTICS INC | Healthcare | 2.2% | $3.7m | 123,283 | 103% | added |
| 14 | BIOA BIOAGE LABS INC | 2.1% | $3.6m | 271,164 | – | new | |
| 15 | CORT CORCEPT THERAPEUTICS INC | Healthcare | 2.0% | $3.4m | 97,445 | – | new |
| 16 | TENX TENAX THERAPEUTICS INC | 1.8% | $3.0m | 243,170 | – | new | |
| 17 | RVMD REVOLUTION MEDICINES INC | Healthcare | 1.8% | $2.9m | 37,020 | -37% | reduced |
| 18 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 1.5% | $2.4m | 70,300 | -43% | reduced |
| 19 | IRWD IRONWOOD PHARMACEUTICALS INC | Healthcare | 1.4% | $2.3m | 683,611 | – | new |
| 20 | CNTA CENTESSA PHARMACEUTICALS PLC | 1.3% | $2.3m | 90,000 | – | new | |
| 21 | REPL REPLIMUNE GROUP INC | Healthcare | 1.3% | $2.2m | 230,997 | – | new |
| 22 | LLY ELI LILLY & CO | Healthcare | 1.3% | $2.1m | 2,000 | – | new |
| 23 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.3% | $2.1m | 5,341 | -47% | reduced |
| 24 | LPCN LIPOCINE INC NEW | 1.2% | $2.1m | 260,939 | – | new | |
| 25 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 1.2% | $2.0m | 22,700 | -56% | reduced |
| 26 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 1.1% | $1.9m | 389,395 | – | new |
| 27 | VTYXUSD VENTYX BIOSCIENCES INC | 1.1% | $1.8m | 200,000 | 181% | added | |
| 28 | ANNX ANNEXON INC | Healthcare | 1.0% | $1.8m | 350,000 | – | new |
| 29 | MNKD MANNKIND CORP | Healthcare | 1.0% | $1.7m | 302,000 | 42% | added |
| 30 | IVA INVENTIVA SA | 0.9% | $1.6m | 334,251 | – | new | |
| 31 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 0.9% | $1.5m | 190,928 | – | new |
| 32 | ARDX ARDELYX INC | Healthcare | 0.9% | $1.5m | 252,198 | -37% | reduced |
| 33 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.9% | $1.5m | 6,840 | -75% | reduced |
| 34 | XERS XERIS BIOPHARMA HOLDINGS INC | Healthcare | 0.8% | $1.3m | 170,568 | 128% | added |
| 35 | RIGL RIGEL PHARMACEUTICALS INC | 0.8% | $1.3m | 30,000 | – | new | |
| 36 | SLNOEUR SOLENO THERAPEUTICS INC | 0.7% | $1.2m | 26,892 | -85% | reduced | |
| 37 | PCRX PACIRA BIOSCIENCES INC | Healthcare | 0.7% | $1.2m | 48,025 | -18% | reduced |
| 38 | TRVI TREVI THERAPEUTICS INC | Healthcare | 0.7% | $1.2m | 97,184 | 13% | added |
| 39 | MPLT MAPLIGHT THERAPEUTICS INC | 0.7% | $1.1m | 63,791 | – | new | |
| 40 | QURE UNIQURE NV | 0.6% | $1.1m | 45,000 | – | new | |
| 41 | PCVX VAXCYTE INC | Healthcare | 0.6% | $1.1m | 22,972 | -89% | reduced |
| 42 | ENTA ENANTA PHARMACEUTICALS INC | Healthcare | 0.6% | $1.0m | 65,138 | – | new |
| 43 | PROTHENA CORP PLC | 0.6% | $1.0m | 106,539 | – | new | |
| 44 | GLUE MONTE ROSA THERAPEUTICS INC | 0.6% | $976.6k | 62,281 | – | new | |
| 45 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 0.6% | $941.0k | 100,320 | – | new |
| 46 | INO INOVIO PHARMACEUTICALS INC | 0.6% | $928.6k | 533,682 | – | new | |
| 47 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 0.5% | $907.2k | 25,000 | – | new |
| 48 | AYTU AYTU BIOPHARMA INC | 0.5% | $795.0k | 305,788 | 12% | added | |
| 49 | PELTHOS THERAPEUTICS INC | 0.5% | $775.0k | 25,000 | 138% | added | |
| 50 | LQDA LIQUIDIA CORPORATION | Healthcare | 0.4% | $754.7k | 21,881 | – | new |
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.