Diadema Partners Lp Top Holdings and 13F Report (2026) About Diadema Partners LpInvestment ActivityDiadema Partners Lp has $791.35 million in total holdings as of June 30, 2026.Diadema Partners Lp owns shares of 116 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 49.34% of the portfolio was purchased this quarter.About 34.34% of the portfolio was sold this quarter.This quarter, Diadema Partners Lp has purchased 111 new stocks and bought additional shares in 32 stocks.Diadema Partners Lp sold shares of 29 stocks and completely divested from 38 stocks this quarter.Largest Holdings ABIVAX SA $101,767,254Viking Therapeutics $78,531,343Bristol Myers Squibb $53,621,172United Therapeutics $28,711,030Revolution Medicines $26,072,747 Largest New Holdings this Quarter 110122108 - Bristol Myers Squibb $53,621,172 Holding66987V109 - Novartis $23,508,000 Holding501575104 - Kymera Therapeutics $17,166,099 Holding86627T108 - Summit Therapeutics $16,321,314 Holding433000106 - Hims & Hers Health $13,649,579 Holding Largest Purchases this Quarter ABIVAX SA 489,300 shares (about $65.07M)Bristol Myers Squibb 930,600 shares (about $53.62M)Viking Therapeutics 828,727 shares (about $32.33M)Novartis 150,000 shares (about $23.51M)Kymera Therapeutics 149,700 shares (about $17.17M) Largest Sales this Quarter Cytokinetics 220,000 shares (about $18.74M)United Therapeutics 34,514 shares (about $18.70M)Revolution Medicines 67,154 shares (about $12.58M)Incyte 78,029 shares (about $8.85M)Johnson & Johnson 31,771 shares (about $8.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDiadema Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorABIVAX SA$101,767,254$65,070,379 â–²177.3%765,24412.9%SPONSORED ADSVKTXViking Therapeutics$78,531,343$32,328,640 â–²70.0%2,013,1089.9%HealthcareBMYBristol Myers Squibb$53,621,172$53,621,172 â–²New Holding930,6006.8%HealthcareUTHRUnited Therapeutics$28,711,030$18,700,721 â–¼-39.4%52,9893.6%HealthcareRVMDRevolution Medicines$26,072,747$12,576,601 â–¼-32.5%139,2183.3%HealthcareQUREuniQure$24,614,464$2,109,548 â–¼-7.9%534,4003.1%HealthcareNVSNovartis$23,508,000$23,508,000 â–²New Holding150,0003.0%HealthcareKODKodiak Sciences$21,884,494$4,739,679 â–²27.6%561,7172.8%HealthcareCAPRCapricor Therapeutics$20,797,896$4,041,852 â–¼-16.3%863,7002.6%HealthcareCOGTCogent Biosciences$19,104,797$6,613,830 â–²52.9%493,6642.4%HealthcareBRIDGEBIO PHARMA INC$18,620,0000.0%250,0002.4%NOTE 1.750% 3/0CORTCorcept Therapeutics$17,937,785$3,286,710 â–²22.4%206,3002.3%HealthcareBMRNBioMarin Pharmaceutical$17,901,048$9,419,385 â–²111.1%312,8462.3%HealthcareKYMRKymera Therapeutics$17,166,099$17,166,099 â–²New Holding149,7002.2%HealthcareSMMTSummit Therapeutics$16,321,314$16,321,314 â–²New Holding1,120,2002.1%HealthcareHIMSHims & Hers Health$13,649,579$13,649,579 â–²New Holding393,7001.7%HealthcareREPLReplimune Group$13,270,716$4,790,432 â–²56.5%1,198,8001.7%HealthcareBIIBBiogen$12,963,600$12,963,600 â–²New Holding60,0001.6%HealthcareLLYEli Lilly and Company$11,994,300$4,797,720 â–²66.7%10,0001.5%HealthcareINCYIncyte$11,948,144$8,845,367 â–¼-42.5%105,4001.5%HealthcareEWTXEdgewise Therapeutics$11,060,055$2,426,180 â–²28.1%272,2141.4%HealthcareRCUSArcus Biosciences$10,722,982$3,381,064 â–²46.1%347,8101.4%HealthcareBNTXBioNTech$9,305,000$9,305,000 â–²New Holding100,0001.2%HealthcareCRBPCorbus Pharmaceuticals$8,770,900$3,562,590 â–²68.4%935,0641.1%HealthcarePCVXVaxcyte$8,549,237$4,005,157 â–²88.1%147,0711.1%HealthcareBIOAGE LABS INC$8,491,097$7,020,497 â–²477.4%346,4341.1%COMIMCRImmunocore$8,091,900$1,958,149 â–²31.9%254,8631.0%HealthcareFDMT4D Molecular Therapeutics$7,595,723$7,595,723 â–²New Holding571,1071.0%HealthcareNVONovo Nordisk A/S$7,489,288$4,103,640 â–²121.2%155,9000.9%HealthcareSLSSELLAS Life Sciences Group$7,380,000$2,952,000 â–²66.7%500,0000.9%HealthcareMRNAModerna$7,003,000$4,159,782 â–¼-37.3%100,0000.9%HealthcareCRVSCorvus Pharmaceuticals$6,397,472$1,151,874 â–²22.0%428,2110.8%HealthcareGLUEMonte Rosa Therapeutics$6,013,482$1,480,653 â–²32.7%248,4910.8%HealthcareALUMIS INC$5,628,000$1,936,032 â–²52.4%200,0000.7%COMRPRXRoyalty Pharma$5,607,000$5,607,000 â–²New Holding100,0000.7%HealthcareJNJJohnson & Johnson$5,587,340$8,068,881 â–¼-59.1%22,0000.7%HealthcareUNICYCIVE THERAPEUTICS INC$5,141,534$4,644,005 â–²933.4%1,096,2760.6%COM NEWCLDXCelldex Therapeutics$5,094,049$5,094,049 â–²New Holding136,9000.6%HealthcareBHVNBiohaven$4,716,9600.0%317,0000.6%HealthcareVERAVera Therapeutics$4,617,459$4,617,459 â–²New Holding107,6080.6%HealthcareTENAX THERAPEUTICS INC$4,466,850$1,851,662 â–²70.8%307,0000.6%COM NEWRLAYRelay Therapeutics$4,315,967$4,315,967 â–²New Holding230,6770.5%HealthcareTGTXTG Therapeutics$4,158,958$7,209,666 â–¼-63.4%75,7000.5%HealthcareAMGNAmgen$3,835,845$3,835,845 â–²New Holding112,7010.5%HealthcareZYMEWORKS INC$3,715,3300.0%142,1320.5%COMTSHATaysha Gene Therapies$3,559,035$3,559,035 â–²New Holding522,6190.4%HealthcareNTLAIntellia Therapeutics$3,384,0000.0%200,0000.4%HealthcareNRIXNurix Therapeutics$2,948,536$2,948,536 â–²New Holding121,5390.4%HealthcareINDIVIOR PHARMACEUTICALS INC$2,770,017$158,540 â–¼-5.4%67,5120.4%COMIVAInventiva$2,725,718$1,429,068 â–²110.2%740,7860.3%HealthcareORUKA THERAPEUTICS INC$2,645,631$2,645,631 â–²New Holding27,7990.3%COMCYTKCytokinetics$2,555,700$18,741,800 â–¼-88.0%30,0000.3%HealthcareRLMDRelmada Therapeutics$2,500,660$1,110,833 â–²79.9%361,3670.3%HealthcareANNXAnnexon$2,173,888$601,834 â–¼-21.7%380,7160.3%HealthcareCELCCelcuity$2,092,400$315,325 â–¼-13.1%20,0000.3%HealthcareSEPTERNA INC$1,999,353$1,992,588 â–²29,454.5%59,7000.3%COMCYBIN INC$1,983,000$1,983,000 â–²New Holding300,0000.3%COM NEWVYGRVoyager Therapeutics$1,972,747$35,000 â–¼-1.7%563,6420.2%HealthcareCONTINEUM THERAPEUTICS INC$1,962,424$1,962,424 â–²New Holding119,7330.2%CL ABCYCBicycle Therapeutics$1,961,950$58,088 â–¼-2.9%462,7240.2%HealthcareVRDNViridian Therapeutics$1,837,000$1,837,000 â–²New Holding100,0000.2%HealthcareMGNXMacroGenics$1,729,742$1,042,258 â–¼-37.6%374,4030.2%HealthcarePRQRProQR Therapeutics$1,722,390$1,387,436 â–²414.2%926,0160.2%HealthcareADMAADMA Biologics$1,674,000$1,674,000 â–²New Holding200,0000.2%HealthcareSPRUCE BIOSCIENCES INC$1,620,000$1,080,000 â–²200.0%30,0000.2%COM NEWARDXArdelyx$1,545,428$1,545,428 â–²New Holding303,0250.2%HealthcareCUE BIOPHARMA INC$1,526,532$1,526,532 â–²New Holding48,3750.2%COMMLYSMineralys Therapeutics$1,520,242$809,400 â–²113.9%56,3470.2%HealthcareEYPTEyepoint Pharmaceuticals$1,520,090$2,553,194 â–¼-62.7%106,3000.2%HealthcarePRTAProthena$1,463,429$1,463,429 â–²New Holding149,4820.2%HealthcarePHATPhathom Pharmaceuticals$1,409,958$817,005 â–²137.8%129,9500.2%HealthcareEOLSEvolus$1,388,000$519,112 â–²59.7%200,0000.2%HealthcareSPYRE THERAPEUTICS INC$1,331,700$1,331,700 â–²New Holding15,0000.2%COM NEWCRMDCorMedix$1,314,8750.0%167,5000.2%HealthcareEDITEditas Medicine$1,296,000$1,296,000 â–²New Holding400,0000.2%HealthcareEQEquillium$1,280,902$107,398 â–¼-7.7%400,2820.2%HealthcarePYXSPyxis Oncology$1,168,482$1,168,482 â–²New Holding388,2000.1%HealthcareXERSXeris Biopharma$1,051,3480.0%132,7460.1%HealthcarePHVSPharvaris$1,013,9200.0%29,3210.1%HealthcareHRMYHarmony Biosciences$978,118$2,403,059 â–¼-71.1%26,8640.1%HealthcareCARTESIAN THERAPEUTICS INC$907,134$907,134 â–²New Holding87,0570.1%COM NEWAQSTAquestive Therapeutics$892,736$892,736 â–²New Holding214,6000.1%HealthcareRIGEL PHARMACEUTICALS INC$892,562$892,562 â–²New Holding22,8160.1%COMELTXElicio Therapeutics$829,311$829,311 â–²New Holding212,1000.1%HealthcarePGENPrecigen$771,170$456,000 â–²144.7%135,2930.1%HealthcareDEFINIUM THERAPEUTICS INC$726,815$726,815 â–²New Holding15,4510.1%COM SHSPELTHOS THERAPEUTICS INC$700,0850.0%24,7730.1%COM SHSPEPGPepGen$671,911$400,246 â–²147.3%373,2840.1%HealthcareCG ONCOLOGY INC$518,665$518,665 â–²New Holding7,3000.1%COMELVNEnliven Therapeutics$507,500$495,066 â–²3,981.6%10,0000.1%HealthcareCONNECT BIOPHARMA HLDGS LTD$468,824$8,818 â–¼-1.8%196,9850.1%SHSLRMRLarimar Therapeutics$447,243$61,000 â–¼-12.0%146,6370.1%HealthcareCELLECTAR BIOSCIENCES INC$384,588$384,588 â–²New Holding138,3410.0%COM NEWFHTXFoghorn Therapeutics$326,511$63,616 â–¼-16.3%66,9080.0%HealthcareAYTUAytu BioPharma$319,374$439,742 â–¼-57.9%148,5460.0%HealthcareOCGNOcugen$306,000$459,000 â–¼-60.0%200,0000.0%HealthcareINOVIO PHARMACEUTICALS INC$302,720$398,932 â–¼-56.9%275,2000.0%COM SHSURGNUrogen Pharma$262,642$589,463 â–¼-69.2%7,1370.0%HealthcareHRTXHeron Therapeutics$195,783$195,783 â–²New Holding458,7230.0%HealthcareTALPHERA INC$158,1700.0%153,5630.0%COM NEWShowing largest 100 holdings. 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