Diadema Partners LP
Diadema Partners LP reported 77 US-listed holdings worth $264.6 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: United Therapeutics Corp. (10.9%), Revolution Medicines, Inc. (9.9%) and Abivax SA (8.2%). Against the quarter before, it opened 29 positions, added to 21, trimmed 19 and sold out of 38.
Reported holdings$264.6M+9.2% on Q1 2026
Positions77-9 on Q1 2026
The largest ten62.7%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toTrimmed
The 14 largest of its 77 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +56.1% over the 6 quarters to 30 June 2026, against +27.4% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 29Added 21Held 8Trimmed 19Sold out 38
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 29
- Edgewise Therapeutics Inc. EWTX$11.1 million
- 4D Molecular Therapeutics in FDMT$7.6 million
- Relay Therapeutics Inc. RLAY$4.3 million
- Taysha Gene Therapies Inc. TSHA$3.6 million
- Nurix Therapeutics Inc. NRIX$2.9 million
- Oruka Therapeutics Inc. ORKA$2.6 million
- Vera Therapeutics Inc. VERA$2.5 million
- Contineum Therapeutics Inc. CTNM$2.0 million
and 21 more in the table below
Added to 21
- United Therapeutics Corp. UTHR+25,686 shares · +94%
- Abivax SA ABVX+87,700 shares · +115%
- Revolution Medicines, Inc. RVMD+58,346 shares · +72%
- Biomarin Pharmaceutical Inc. BMRN+164,617 shares · +111%
- Cogent Biosciences Inc. COGT+170,900 shares · +53%
- Novo Nordisk A/S NVO+85,423 shares · +586%
- Bioage Labs Inc. BIOA+86,334 shares · +144%
- Immunocore Hldgs PLC IMCR+61,674 shares · +32%
and 13 more in the table below
Trimmed 19
- Johnson & Johnson JNJ-31,771 shares · -59%
- Viking Therapeutics Inc. VKTX-83,373 shares · -16%
- Monte Rosa Therapeutics Inc. GLUE-108,916 shares · -58%
- Harmony Biosciences Holdings, Inc. HRMY-66,000 shares · -71%
- Corbus Pharmaceuticals Hldgs CRBP-138,693 shares · -32%
- Macrogenics Inc. MGNX-225,597 shares · -38%
- Mannkind Corp. MNKD-170,600 shares · -91%
- Annexon Inc. ANNX-105,400 shares · -79%
and 11 more in the table below
Sold out of 38
- Bridgebio Pharma Inc.$18.6 million last quarter
- Jazz Pharmaceuticals plc JAZZ$10.4 million last quarter
- Terns Pharmaceuticals Inc. TERN$9.6 million last quarter
- Incyte Corp. INCY$7.3 million last quarter
- TG Therapeutics, Inc. TGTX$6.9 million last quarter
- Bridgebio Pharma Inc. BBIO$6.3 million last quarter
- Eli Lilly & Co. LLY$5.5 million last quarter
- AbbVie Inc. ABBV$5.2 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| United Therapeutics Corp. UTHR | 53.0K | $28.7 million | 10.85% | +25.7K |
| Revolution Medicines, Inc. RVMD | 139.2K | $26.1 million | 9.86% | +58.3K |
| Abivax SA ABVX | 163.6K | $21.6 million | 8.16% | +87.7K |
| Cogent Biosciences Inc. COGT | 493.7K | $19.1 million | 7.22% | +170.9K |
| Biomarin Pharmaceutical Inc. BMRN | 312.8K | $17.9 million | 6.77% | +164.6K |
| Viking Therapeutics Inc. VKTX | 441.8K | $17.2 million | 6.51% | -83.4K |
| Edgewise Therapeutics Inc. EWTX | 272.2K | $11.1 million | 4.18% | new |
| Kodiak Sciences Inc. KOD | 218.1K | $8.5 million | 3.21% | +25.2K |
| Immunocore Hldgs PLC IMCR | 254.9K | $8.1 million | 3.06% | +61.7K |
| 4D Molecular Therapeutics in FDMT | 571.1K | $7.6 million | 2.87% | new |
| Arcus Biosciences, Inc. RCUS | 223.8K | $6.9 million | 2.61% | -14.3K |
| Johnson & Johnson JNJ | 22.0K | $5.6 million | 2.11% | -31.8K |
| Novo Nordisk A/S NVO | 100.0K | $4.8 million | 1.82% | +85.4K |
| Corvus Pharmaceuticals Inc. CRVS | 294.8K | $4.4 million | 1.66% | +50.0K |
| Relay Therapeutics Inc. RLAY | 230.7K | $4.3 million | 1.63% | new |
| Zymeworks Inc. ZYME | 142.1K | $3.7 million | 1.40% | no change |
| Bioage Labs Inc. BIOA | 146.3K | $3.6 million | 1.36% | +86.3K |
| Taysha Gene Therapies Inc. TSHA | 522.6K | $3.6 million | 1.35% | new |
| Nurix Therapeutics Inc. NRIX | 121.5K | $2.9 million | 1.11% | new |
| Corbus Pharmaceuticals Hldgs CRBP | 301.3K | $2.8 million | 1.07% | -138.7K |
| Indivior Pharmaceuticals, Inc. INDV | 67.5K | $2.8 million | 1.05% | -3.9K |
| Inventiva SA IVA | 740.8K | $2.7 million | 1.03% | +388.4K |
| Oruka Therapeutics Inc. ORKA | 27.8K | $2.6 million | 1.00% | new |
| Vaxcyte Inc. PCVX | 45.1K | $2.6 million | 0.99% | +20.0K |
| Relmada Therapeutics Inc. RLMD | 361.4K | $2.5 million | 0.95% | +160.5K |
| Vera Therapeutics Inc. VERA | 57.6K | $2.5 million | 0.93% | new |
| Contineum Therapeutics Inc. CTNM | 119.7K | $2.0 million | 0.74% | new |
| Bicycle Therapeutics PLC BCYC | 462.7K | $2.0 million | 0.74% | -13.7K |
| Monte Rosa Therapeutics Inc. GLUE | 78.4K | $1.9 million | 0.72% | -108.9K |
| Viridian Therapeutics Inc. VRDN | 100.0K | $1.8 million | 0.69% | new |
| Macrogenics Inc. MGNX | 374.4K | $1.7 million | 0.65% | -225.6K |
| Proqr Thrapeutics N V PRQR | 926.0K | $1.7 million | 0.65% | +745.9K |
| Spruce Biosciences Inc. SPRB | 30.0K | $1.6 million | 0.61% | +20.0K |
| Ardelyx Inc. ARDX | 303.0K | $1.5 million | 0.58% | new |
| Cue Biopharma Inc. Com CUE | 48.4K | $1.5 million | 0.58% | new |
| Mineralys Therapeutics Inc. MLYS | 56.3K | $1.5 million | 0.57% | +30.0K |
| Prothena Corp. PLC PRTA | 149.5K | $1.5 million | 0.55% | new |
| Voyager Therapeutics Inc. VYGR | 413.6K | $1.4 million | 0.55% | -10.0K |
| Unicycive Therapeutics Inc. UNCY | 303.7K | $1.4 million | 0.54% | +197.6K |
| Phathom Pharmaceuticals Inc. PHAT | 129.9K | $1.4 million | 0.53% | +75.3K |
| Spyre Therapeutics Inc. SYRE | 15.0K | $1.3 million | 0.50% | new |
| Cybin Inc. HELP | 200.0K | $1.3 million | 0.50% | new |
| Equillium Inc. EQ | 400.3K | $1.3 million | 0.48% | -33.6K |
| Xeris Biopharma Holdings Inc. XERS | 132.7K | $1.1 million | 0.40% | no change |
| Pharvaris N V PHVS | 29.3K | $1.0 million | 0.38% | no change |
| Harmony Biosciences Holdings, Inc. HRMY | 26.9K | $978,118 | 0.37% | -66.0K |
| Selecta Biosciences, Inc. RNAC | 87.1K | $907,134 | 0.34% | new |
| Rigel Pharmaceuticals Inc. RIGL | 22.8K | $892,562 | 0.34% | new |
| Summit Therapeutics Inc. SMMT | 60.0K | $874,200 | 0.33% | new |
| Precigen Inc. PGEN | 135.3K | $771,170 | 0.29% | +80.0K |
| Definium Therapeutics Inc. DFTX | 15.5K | $726,815 | 0.27% | new |
| Pelthos Therapeutics Inc. PTHS | 24.8K | $700,085 | 0.26% | no change |
| Pepgen Inc. PEPG | 373.3K | $671,911 | 0.25% | +222.4K |
| Enliven Therapeutics Inc. ELVN | 10.0K | $507,500 | 0.19% | +9.8K |
| Connect Biopharma Hldgs Ltd CNTB | 197.0K | $468,824 | 0.18% | -3.7K |
| Larimar Therapeutics Inc. LRMR | 146.6K | $447,243 | 0.17% | -20.0K |
| Cellectar Biosciences Inc. CLRB | 138.3K | $384,588 | 0.15% | new |
| Foghorn Therapeutics Inc. FHTX | 66.9K | $326,511 | 0.12% | -13.0K |
| Aytu Biopharma Inc. AYTU | 148.5K | $319,374 | 0.12% | -204.5K |
| Ocugen Inc. OCGN | 200.0K | $306,000 | 0.12% | no change |
| Urogen Pharma Ltd URGN | 7.1K | $262,642 | 0.10% | -16.0K |
| Amgen Inc. AMGN | 102.7K | $214,645 | 0.08% | new |
| Heron Therapeutics Inc. HRTX | 458.7K | $195,783 | 0.07% | new |
| Talphera Inc. TLPH | 153.6K | $158,170 | 0.06% | no change |
| Annexon Inc. ANNX | 27.5K | $157,116 | 0.06% | -105.4K |
| Monopar Therapeutics Inc. MNPR | 1.6K | $150,922 | 0.06% | no change |
| Lakeland Inds Inc. LAKE | 14.1K | $150,815 | 0.06% | new |
| Upstream Bio Inc. UPB | 19.1K | $132,124 | 0.05% | -2.5K |
| Meiragtx Holdings PLC MGTX | 8.4K | $113,052 | 0.04% | new |
| Jatt II Acquisition Corp. JATT | 9.0K | $102,479 | 0.04% | new |
| Kailera Therapeutics Inc. KLRA | 3.6K | $79,771 | 0.03% | new |
| Mannkind Corp. MNKD | 16.0K | $68,173 | 0.03% | -170.6K |
| Entera Bio Ltd ENTX | 23.3K | $41,170 | 0.02% | no change |
| Ars Pharmaceuticals Inc. SPRY | 4.9K | $38,929 | 0.01% | new |
| Aprea Therapeutics Inc. APRE | 44.9K | $36,029 | 0.01% | new |
| Tvardi Therapeutics Inc. TVRD | 16.6K | $31,553 | 0.01% | new |
| Nextcure Inc. NXTC | 7.7K | $12,387 | 0.00% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
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Change is shares against its 13F for the quarter before; the 38 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Viking Therapeutics Inc. VKTX | Calls | 1.2M | $47.6 million |
| Abivax SA ABVX | Calls | 349.2K | $46.5 million |
| Bristol-Myers Squibb Co. BMY | Calls | 600.0K | $34.6 million |
| Abivax SA ABVX | Puts | 252.4K | $33.6 million |
| Bristol-Myers Squibb Co. BMY | Puts | 330.6K | $19.0 million |
| Corcept Therapeutics Inc. CORT | Calls | 206.3K | $17.9 million |
| Kymera Therapeutics Inc. KYMR | Calls | 149.7K | $17.2 million |
| Novartis AG NVS | Puts | 100.0K | $15.7 million |
| Uniqure NV QURE | Puts | 299.0K | $13.8 million |
| Viking Therapeutics Inc. VKTX | Puts | 350.5K | $13.7 million |
| Biogen Inc. BIIB | Calls | 60.0K | $13.0 million |
| Capricor Therapeutics Inc. CAPR | Puts | 534.4K | $12.9 million |
| Summit Therapeutics Inc. SMMT | Calls | 860.2K | $12.5 million |
| Eli Lilly & Co. LLY | Puts | 10.0K | $12.0 million |
| Incyte Corp. INCY | Puts | 105.4K | $11.9 million |
| Uniqure NV QURE | Calls | 235.4K | $10.8 million |
| BioNTech SE BNTX | Calls | 100.0K | $9.3 million |
| Capricor Therapeutics Inc. CAPR | Calls | 329.3K | $7.9 million |
| Novartis AG NVS | Calls | 50.0K | $7.8 million |
| Replimune Group, Inc. REPL | Calls | 696.3K | $7.7 million |
| Kodiak Sciences Inc. KOD | Calls | 196.7K | $7.7 million |
| Moderna, Inc. MRNA | Puts | 100.0K | $7.0 million |
| Hims & Hers Health, Inc. HIMS | Calls | 200.0K | $6.9 million |
| Hims & Hers Health, Inc. HIMS | Puts | 193.7K | $6.7 million |
| Corbus Pharmaceuticals Hldgs CRBP | Calls | 633.8K | $5.9 million |
| Sellas Life Sciences Group I SLS | Calls | 400.0K | $5.9 million |
| Kodiak Sciences Inc. KOD | Puts | 146.9K | $5.7 million |
| Alumis Inc. ALMS | Calls | 200.0K | $5.6 million |
| Royalty Pharma PLC RPRX | Calls | 100.0K | $5.6 million |
| Replimune Group, Inc. REPL | Puts | 502.5K | $5.6 million |
| Bioage Labs Inc. BIOA | Calls | 200.1K | $4.9 million |
| Biohaven Ltd BHVN | Calls | 317.0K | $4.7 million |
| Tenax Therapeutics Inc. TENX | Calls | 307.0K | $4.5 million |
| TG Therapeutics, Inc. TGTX | Calls | 75.7K | $4.2 million |
| Monte Rosa Therapeutics Inc. GLUE | Calls | 170.1K | $4.1 million |
| Arcus Biosciences, Inc. RCUS | Calls | 124.0K | $3.8 million |
| Unicycive Therapeutics Inc. UNCY | Calls | 792.6K | $3.7 million |
| Amgen Inc. AMGN | Calls | 10.0K | $3.6 million |
| Intellia Therapeutics Inc. NTLA | Calls | 200.0K | $3.4 million |
| Celldex Therapeutics Inc. CLDX | Puts | 86.0K | $3.2 million |
| Vaxcyte Inc. PCVX | Calls | 53.1K | $3.1 million |
| Summit Therapeutics Inc. SMMT | Puts | 200.0K | $2.9 million |
| Vaxcyte Inc. PCVX | Puts | 48.9K | $2.8 million |
| Novo Nordisk A/S NVO | Puts | 55.9K | $2.7 million |
| Cytokinetics Inc. CYTK | Puts | 30.0K | $2.6 million |
| Vera Therapeutics Inc. VERA | Puts | 50.0K | $2.1 million |
| Celcuity Inc. CELC | Calls | 20.0K | $2.1 million |
| Annexon Inc. ANNX | Calls | 353.2K | $2.0 million |
| Septerna Inc. SEPN | Puts | 59.7K | $2.0 million |
| Corvus Pharmaceuticals Inc. CRVS | Calls | 133.4K | $2.0 million |
| Celldex Therapeutics Inc. CLDX | Calls | 50.9K | $1.9 million |
| Adma Biologics, Inc. ADMA | Calls | 200.0K | $1.7 million |
| Eyepoint Pharmaceuticals Inc. EYPT | Calls | 106.3K | $1.5 million |
| Sellas Life Sciences Group I SLS | Puts | 100.0K | $1.5 million |
| Evolus Inc. EOLS | Calls | 200.0K | $1.4 million |
| Cormedix Inc. CRMD | Puts | 167.5K | $1.3 million |
| Editas Medicine, Inc. EDIT | Calls | 400.0K | $1.3 million |
| Pyxis Oncology Inc. PYXS | Calls | 388.2K | $1.2 million |
| Aquestive Therapeutics Inc. AQST | Calls | 214.6K | $892,736 |
| Cybin Inc. HELP | Calls | 100.0K | $661,000 |
| Voyager Therapeutics Inc. VYGR | Calls | 150.0K | $525,000 |
| CG Oncology Inc. CGON | Calls | 7.3K | $518,665 |
| Elicio Therapeutics Inc. ELTX | Calls | 112.1K | $438,311 |
| Elicio Therapeutics Inc. ELTX | Puts | 100.0K | $391,000 |
| Inovio Pharmaceuticals Inc. INO | Calls | 275.2K | $302,720 |
| Vistagen Therapeutics Inc. VTGN | Calls | 57.7K | $13,040 |
| Atyr Pharma Inc. ATYR | Puts | 12.5K | $7,460 |
| Meiragtx Holdings PLC MGTX | Calls | 500 | $6,755 |
| Jade Biosciences Inc. JBIO | Puts | 1.0K | $3,174 |
| Erasca Inc. ERAS | Calls | 100 | $1,832 |
| Cue Biopharma Inc. Com CUE | Calls | 6 | $6 |
71 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.