Diadema Partners LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Diadema Partners LP disclosed 78 US equity positions worth $283.2m in its Q2 2026 13F filing. The largest position was UTHR at 10.1% of the reported book, followed by RVMD and ABVX. Against the Q1 2026 filing, it opened 17 new positions, added to 18 and reduced 11 among the top 50 holdings.
What did Diadema Partners LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 10.1% | $28.7m | 52,989 | 94% | added |
| 2 | RVMD REVOLUTION MEDICINES INC | Healthcare | 9.2% | $26.1m | 139,218 | 72% | added |
| 3 | ABVX ABIVAX SA | Healthcare | 7.6% | $21.6m | 163,644 | 115% | added |
| 4 | COGT COGENT BIOSCIENCES INC | Healthcare | 6.7% | $19.1m | 493,664 | 53% | added |
| 5 | BRIDGEBIO PHARMA INC | 6.6% | $18.6m | 250,000 | 0% | held | |
| 6 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 6.3% | $17.9m | 312,846 | 111% | added |
| 7 | VKTX VIKING THERAPEUTICS INC | Healthcare | 6.1% | $17.2m | 441,808 | -16% | reduced |
| 8 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 3.9% | $11.1m | 272,214 | – | new |
| 9 | KOD KODIAK SCIENCES INC | Healthcare | 3.0% | $8.5m | 218,117 | 13% | added |
| 10 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 2.9% | $8.1m | 254,863 | 32% | added |
| 11 | FDMT 4D MOLECULAR THERAPEUTICS IN | Healthcare | 2.7% | $7.6m | 571,107 | – | new |
| 12 | RCUS ARCUS BIOSCIENCES INC | Healthcare | 2.4% | $6.9m | 223,810 | -6% | reduced |
| 13 | JNJ JOHNSON & JOHNSON | Healthcare | 2.0% | $5.6m | 22,000 | -59% | reduced |
| 14 | NVO NOVO-NORDISK A S | Healthcare | 1.7% | $4.8m | 100,000 | 586% | added |
| 15 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 1.6% | $4.4m | 294,811 | 20% | added |
| 16 | RLAY RELAY THERAPEUTICS INC | Healthcare | 1.5% | $4.3m | 230,677 | – | new |
| 17 | ZYME ZYMEWORKS INC | Healthcare | 1.3% | $3.7m | 142,132 | 0% | held |
| 18 | BIOA BIOAGE LABS INC | 1.3% | $3.6m | 146,334 | 144% | added | |
| 19 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 1.3% | $3.6m | 522,619 | – | new |
| 20 | NRIX NURIX THERAPEUTICS INC | Healthcare | 1.0% | $2.9m | 121,539 | – | new |
| 21 | CRBP CORBUS PHARMACEUTICALS HLDGS | Healthcare | 1.0% | $2.8m | 301,264 | -32% | reduced |
| 22 | INDV INDIVIOR PHARMACEUTICALS INC | Healthcare | 1.0% | $2.8m | 67,512 | -5% | reduced |
| 23 | IVA INVENTIVA SA | 1.0% | $2.7m | 740,786 | 110% | added | |
| 24 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 0.9% | $2.6m | 27,799 | – | new |
| 25 | PCVX VAXCYTE INC | Healthcare | 0.9% | $2.6m | 45,071 | 80% | added |
| 26 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 0.9% | $2.5m | 361,367 | 80% | added |
| 27 | VERA VERA THERAPEUTICS INC | Healthcare | 0.9% | $2.5m | 57,608 | – | new |
| 28 | CTNM CONTINEUM THERAPEUTICS INC | 0.7% | $2.0m | 119,733 | – | new | |
| 29 | BCYC BICYCLE THERAPEUTICS PLC | Healthcare | 0.7% | $2.0m | 462,724 | -3% | reduced |
| 30 | GLUE MONTE ROSA THERAPEUTICS INC | Healthcare | 0.7% | $1.9m | 78,391 | -58% | reduced |
| 31 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 0.6% | $1.8m | 100,000 | – | new |
| 32 | MGNX MACROGENICS INC | Healthcare | 0.6% | $1.7m | 374,403 | -38% | reduced |
| 33 | PROQR THRAPEUTICS N V | 0.6% | $1.7m | 926,016 | 414% | added | |
| 34 | SPRB SPRUCE BIOSCIENCES INC | 0.6% | $1.6m | 30,000 | 200% | added | |
| 35 | ARDX ARDELYX INC | Healthcare | 0.5% | $1.5m | 303,025 | – | new |
| 36 | CUE CUE BIOPHARMA INC | 0.5% | $1.5m | 48,369 | – | new | |
| 37 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 0.5% | $1.5m | 56,347 | 114% | added |
| 38 | PRTA PROTHENA CORP PLC | Healthcare | 0.5% | $1.5m | 149,482 | – | new |
| 39 | VYGR VOYAGER THERAPEUTICS INC | Healthcare | 0.5% | $1.4m | 413,642 | -2% | reduced |
| 40 | UNCY UNICYCIVE THERAPEUTICS INC | 0.5% | $1.4m | 303,676 | 186% | added | |
| 41 | PHAT PHATHOM PHARMACEUTICALS INC | Healthcare | 0.5% | $1.4m | 129,950 | 138% | added |
| 42 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 0.5% | $1.3m | 15,000 | – | new |
| 43 | HELP CYBIN INC | 0.5% | $1.3m | 200,000 | – | new | |
| 44 | EQ EQUILLIUM INC | 0.5% | $1.3m | 400,282 | -8% | reduced | |
| 45 | XERS XERIS BIOPHARMA HOLDINGS INC | Healthcare | 0.4% | $1.1m | 132,746 | 0% | held |
| 46 | PHVS PHARVARIS N V | Healthcare | 0.4% | $1.0m | 29,321 | 0% | held |
| 47 | HRMY HARMONY BIOSCIENCES HLDGS IN | Healthcare | 0.3% | $978.1k | 26,864 | -71% | reduced |
| 48 | RNAC CARTESIAN THERAPEUTICS INC | 0.3% | $907.1k | 87,057 | – | new | |
| 49 | RIGL RIGEL PHARMACEUTICALS INC | 0.3% | $892.6k | 22,816 | – | new | |
| 50 | SMMT SUMMIT THERAPEUTICS INC | Healthcare | 0.3% | $874.2k | 60,000 | – | 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.