Diadema Partners LP

13F filer · CIK 0002026172

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$791MU.S. long equity reported on 13F

Positions7728 new · 36 closed

Net flow last quarter+$41.8MBuys minus sells

Top 10 positions weight21.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202677 positions
UTHRUNITED THERAPEUTICS Corp	$28.7M	3.63%	0.12%	+94.1%	Q4 2025
RVMDRevolution Medicines, Inc.	$26.1M	3.29%	0.07%	+72.2%	Q2 2025
ABVXAbivax S.A.	$21.6M	2.73%	0.21%	+115.5%	Q3 2025
COGTCogent Biosciences, Inc.	$19.1M	2.41%	0.29%	+53.0%	Q4 2024
BMRNBiomarin Pharmaceutical Inc	$17.9M	2.26%	0.16%	+111.1%	Q1 2025
VKTXViking Therapeutics, Inc.	$17.2M	2.18%	0.38%	-15.9%	Q1 2025
EWTXEdgewise Therapeutics, Inc.	$11.1M	1.40%	0.25%	Not reported	Q4 2024
KODKodiak Sciences Inc.	$8.5M	1.07%	0.35%	+13.0%	Q1 2026
IMCRImmunocore Holdings plc	$8.09M	1.02%	0.50%	+31.9%	Q1 2025
FDMT4D Molecular Therapeutics, Inc.	$7.6M	0.96%	1.03%	New	Q2 2026
RCUSArcus Biosciences, Inc.	$6.9M	0.87%	0.18%	-6.0%	Q4 2024
JNJJohnson & Johnson	$5.59M	0.71%	0.00%	-59.1%	Q4 2025
NVONovo Nordisk A S	$4.81M	0.61%	Not reported	+586.0%	Q1 2025
CRVSCorvus Pharmaceuticals, Inc.	$4.4M	0.56%	0.35%	+20.4%	Q1 2026
RLAYRelay Therapeutics, Inc.	$4.32M	0.55%	0.11%	Not reported	Q4 2024
ZYMEZymeworks Inc.	$3.72M	0.47%	0.20%	Not reported	Q1 2026
BIOABioAge Labs, Inc.	$3.59M	0.45%	0.32%	+143.9%	Q4 2025
TSHATaysha Gene Therapies, Inc.	$3.56M	0.45%	0.16%	New	Q2 2026
NRIXNurix Therapeutics, Inc.	$2.95M	0.37%	0.12%	New	Q2 2026
CRBPCorbus Pharmaceuticals Holdings, Inc.	$2.83M	0.36%	1.61%	-31.5%	Q1 2026
INDVIndivior Pharmaceuticals, Inc.	$2.77M	0.35%	0.06%	-5.4%	Q3 2025
IVAInventiva S.A.	$2.73M	0.34%	0.38%	+110.2%	Q4 2025
ORKAOruka Therapeutics, Inc.	$2.65M	0.33%	0.05%	New	Q2 2026
PCVXVaxcyte, Inc.	$2.62M	0.33%	0.03%	+79.8%	Q4 2024
RLMDRelmada Therapeutics, Inc.	$2.5M	0.32%	0.34%	+79.9%	Q4 2025
VERAVera Therapeutics, Inc.	$2.47M	0.31%	0.08%	New	Q2 2026
CTNMContineum Therapeutics, Inc.	$1.96M	0.25%	0.52%	New	Q2 2026
BCYCBicycle Therapeutics PLC	$1.96M	0.25%	0.66%	-2.9%	Q1 2026
GLUEMonte Rosa Therapeutics, Inc.	$1.9M	0.24%	0.09%	-58.2%	Q4 2025
VRDNViridian Therapeutics, Inc.\DE	$1.84M	0.23%	0.09%	Not reported	Q4 2024
MGNXMacrogenics Inc	$1.73M	0.22%	0.59%	-37.6%	Q1 2026
PRQRProQR Therapeutics N.V.	$1.72M	0.22%	0.88%	+414.2%	Q4 2024
SPRBSpruce Biosciences, Inc.	$1.62M	0.20%	1.09%	+200.0%	Q1 2026
ARDXArdelyx, Inc.	$1.55M	0.20%	0.12%	Not reported	Q3 2025
CUECue Biopharma, Inc.	$1.53M	0.19%	0.92%	+999.3%	Q1 2026
MLYSMineralys Therapeutics, Inc.	$1.52M	0.19%	0.06%	+113.9%	Q4 2025
PRTAProthena Corp Public Ltd Co	$1.46M	0.18%	0.29%	Not reported	Q4 2025
VYGRVoyager Therapeutics, Inc.	$1.45M	0.18%	0.68%	-2.4%	Q1 2026
UNCYUnicycive Therapeutics, Inc.	$1.42M	0.18%	1.09%	+186.3%	Q1 2026
PHATPhathom Pharmaceuticals, Inc.	$1.41M	0.18%	0.16%	+137.8%	Q2 2025
SYRESpyre Therapeutics, Inc.	$1.33M	0.17%	0.02%	New	Q2 2026
HELPCybin Inc.	$1.32M	0.17%	0.39%	New	Q2 2026
EQEquillium, Inc.	$1.28M	0.16%	0.63%	-7.7%	Q3 2025
XERSXeris Biopharma Holdings, Inc.	$1.05M	0.13%	0.08%	Not reported	Q3 2025
PHVSPharvaris N.V.	$1.01M	0.13%	0.05%	Not reported	Q1 2026
HRMYHarmony Biosciences Holdings, Inc.	$978K	0.12%	0.05%	-71.1%	Q3 2025
RNACCartesian Therapeutics, Inc.	$907K	0.11%	0.29%	New	Q2 2026
RIGLRigel Pharmaceuticals Inc	$893K	0.11%	0.12%	Not reported	Q4 2025
SMMTSummit Therapeutics Inc.	$874K	0.11%	0.01%	Not reported	Q2 2025
PGENPrecigen, Inc.	$771K	0.10%	0.04%	+144.7%	Q1 2026

Q1 2026Reported May 15, 202685 positions
VKTXViking Therapeutics, Inc.	$17.1M	2.91%	0.45%	+55.9%	Q1 2025
UTHRUNITED THERAPEUTICS Corp	$16.2M	2.75%	0.06%	+173.0%	Q4 2025
JNJJohnson & Johnson	$13.1M	2.24%	0.00%	-19.1%	Q4 2025
COGTCogent Biosciences, Inc.	$12.4M	2.11%	0.19%	+144.8%	Q4 2024
JAZZJazz Pharmaceuticals plc	$10.4M	1.76%	0.09%	Not reported	Q4 2024
TERNTerns Pharmaceuticals, Inc.	$9.58M	1.63%	0.16%	-47.5%	Q4 2024
BMRNBiomarin Pharmaceutical Inc	$8.37M	1.42%	0.08%	+1.3%	Q1 2025
ABVXAbivax S.A.	$8.22M	1.40%	0.10%	+0.4%	Q3 2025
RVMDRevolution Medicines, Inc.	$7.86M	1.34%	0.04%	+118.5%	Q2 2025
KODKodiak Sciences Inc.	$7.36M	1.25%	0.31%	New	Q1 2026
INCYIncyte Corp	$7.34M	1.25%	0.04%	New	Q1 2026
TGTXTG Therapeutics, Inc.	$6.87M	1.17%	0.14%	+67.9%	Q4 2024
BBIOBridgeBio Pharma, Inc.	$6.34M	1.08%	0.04%	+21.9%	Q4 2025
IMCRImmunocore Holdings plc	$5.82M	0.99%	0.38%	+174.8%	Q1 2025
LLYELI LILLY & Co	$5.52M	0.94%	0.00%	+200.0%	Q1 2025
ABBVAbbVie Inc.	$5.23M	0.89%	0.00%	Not reported	Q4 2024
RCUSArcus Biosciences, Inc.	$5.14M	0.88%	0.19%	Not reported	Q4 2024
CRBPCorbus Pharmaceuticals Holdings, Inc.	$4.13M	0.70%	2.48%	New	Q1 2026
CRVSCorvus Pharmaceuticals, Inc.	$3.58M	0.61%	0.29%	New	Q1 2026
ZYMEZymeworks Inc.	$3.56M	0.61%	0.19%	New	Q1 2026
GPCRStructure Therapeutics Inc.	$3.48M	0.59%	0.03%	New	Q1 2026
GLUEMonte Rosa Therapeutics, Inc.	$3.08M	0.52%	0.22%	+200.8%	Q4 2025
TENXTenax Therapeutics, Inc.	$2.87M	0.49%	0.74%	-26.1%	Q4 2025
HRMYHarmony Biosciences Holdings, Inc.	$2.6M	0.44%	0.16%	+1138.2%	Q3 2025
CAPRCapricor Therapeutics, Inc.	$2.4M	0.41%	0.14%	-50.1%	Q4 2025
EYPTEyePoint, Inc.	$2.3M	0.39%	0.21%	New	Q1 2026
BCYCBicycle Therapeutics PLC	$2.21M	0.38%	0.68%	New	Q1 2026
INDVIndivior Pharmaceuticals, Inc.	$2.18M	0.37%	0.06%	+312.1%	Q3 2025
CLYMClimb Bio, Inc.	$1.96M	0.33%	0.60%	Not reported	Q4 2024
IVAInventiva S.A.	$1.94M	0.33%	0.18%	+5.4%	Q4 2025
STTKShattuck Labs, Inc.	$1.89M	0.32%	0.39%	New	Q1 2026
TARSTarsus Pharmaceuticals, Inc.	$1.82M	0.31%	0.06%	Not reported	Q4 2024
ALKSAlkermes plc.	$1.77M	0.30%	0.03%	Not reported	Q3 2025
MGNXMacrogenics Inc	$1.73M	0.30%	0.94%	New	Q1 2026
VRTXVertex Pharmaceuticals Inc / Ma	$1.71M	0.29%	0.00%	-61.6%	Q2 2025
VYGRVoyager Therapeutics, Inc.	$1.64M	0.28%	0.70%	New	Q1 2026
PCVXVaxcyte, Inc.	$1.46M	0.25%	0.02%	+9.1%	Q4 2024
RLMDRelmada Therapeutics, Inc.	$1.4M	0.24%	0.19%	-48.4%	Q4 2025
BIOABioAge Labs, Inc.	$1.05M	0.18%	0.14%	-77.9%	Q4 2025
INOInovio Pharmaceuticals, Inc.	$979K	0.17%	0.81%	+5.4%	Q4 2025
AYTUAytu Biopharma, Inc	$964K	0.16%	3.29%	+15.5%	Q3 2025
EQEquillium, Inc.	$868K	0.15%	0.69%	+24.9%	Q3 2025
DNTHDianthus Therapeutics, Inc.	$839K	0.14%	0.02%	New	Q1 2026
PHVSPharvaris N.V.	$828K	0.14%	0.05%	New	Q1 2026
ENTAEnanta Pharmaceuticals Inc	$820K	0.14%	0.22%	-0.3%	Q4 2025
REPLReplimune Group, Inc.	$770K	0.13%	0.12%	-56.4%	Q4 2024
XERSXeris Biopharma Holdings, Inc.	$770K	0.13%	0.08%	-22.2%	Q3 2025
LRMRLarimar Therapeutics, Inc.	$750K	0.13%	0.16%	Not reported	Q4 2024
ANNXAnnexon, Inc.	$736K	0.13%	0.09%	-62.0%	Q4 2025
RAREUltragenyx Pharmaceutical Inc.	$736K	0.13%	0.04%	Not reported	Q2 2025

Q4 2025Reported Feb 17, 202673 positions
TERNTerns Pharmaceuticals, Inc.	$14M	2.41%	0.31%	+7.0%	Q4 2024
JNJJohnson & Johnson	$13.8M	2.37%	0.00%	New	Q4 2025
VKTXViking Therapeutics, Inc.	$11.9M	2.04%	0.29%	+73.9%	Q1 2025
ABVXAbivax S.A.	$10.2M	1.76%	0.10%	+81.8%	Q3 2025
BMRNBiomarin Pharmaceutical Inc	$8.7M	1.50%	0.08%	-31.3%	Q1 2025
REGNRegeneron Pharmaceuticals, Inc.	$7.95M	1.37%	0.01%	-65.9%	Q1 2025
BBIOBridgeBio Pharma, Inc.	$5.35M	0.92%	0.04%	New	Q4 2025
UTHRUNITED THERAPEUTICS Corp	$4.87M	0.84%	0.02%	New	Q4 2025
COGTCogent Biosciences, Inc.	$4.68M	0.81%	0.08%	+34.8%	Q4 2024
CAPRCapricor Therapeutics, Inc.	$4.56M	0.79%	0.28%	New	Q4 2025
VRTXVertex Pharmaceuticals Inc / Ma	$4.53M	0.78%	0.00%	Not reported	Q2 2025
ANIPAni Pharmaceuticals Inc	$4.21M	0.73%	0.24%	+69.9%	Q3 2025
TGTXTG Therapeutics, Inc.	$3.68M	0.63%	0.08%	+102.9%	Q4 2024
BIOABioAge Labs, Inc.	$3.59M	0.62%	0.73%	New	Q4 2025
CORTCorcept Therapeutics Inc	$3.39M	0.58%	0.09%	New	Q4 2025
TENXTenax Therapeutics, Inc.	$2.96M	0.51%	2.61%	New	Q4 2025
RVMDRevolution Medicines, Inc.	$2.95M	0.51%	0.02%	-37.3%	Q2 2025
IMCRImmunocore Holdings plc	$2.44M	0.42%	0.14%	-43.5%	Q1 2025
IRWDIronwood Pharmaceuticals Inc	$2.3M	0.40%	0.42%	New	Q4 2025
CNTACentessa Pharmaceuticals PLC	$2.25M	0.39%	0.06%	Not reported	Q4 2024
REPLReplimune Group, Inc.	$2.25M	0.39%	0.29%	Not reported	Q4 2024
LLYELI LILLY & Co	$2.15M	0.37%	0.00%	Not reported	Q1 2025
ALNYAlnylam Pharmaceuticals, Inc.	$2.12M	0.37%	0.00%	-46.6%	Q1 2025
LPCNLipocine Inc.	$2.1M	0.36%	4.24%	New	Q4 2025
PTGXProtagonist Therapeutics, Inc	$1.98M	0.34%	0.04%	-55.7%	Q2 2025
RLMDRelmada Therapeutics, Inc.	$1.88M	0.32%	0.53%	New	Q4 2025
VTYXVentyx Biosciences, Inc.	$1.81M	0.31%	0.28%	+180.9%	Q3 2025
ANNXAnnexon, Inc.	$1.76M	0.30%	0.23%	New	Q4 2025
MNKDMannkind Corp	$1.71M	0.29%	0.10%	+42.1%	Q3 2025
IVAInventiva S.A.	$1.55M	0.27%	0.17%	New	Q4 2025
BCRXBiocryst Pharmaceuticals Inc	$1.49M	0.26%	0.09%	New	Q4 2025
ARDXArdelyx, Inc.	$1.47M	0.25%	0.10%	-37.0%	Q3 2025
ASNDAscendis Pharma A/S	$1.46M	0.25%	0.01%	-75.2%	Q4 2024
XERSXeris Biopharma Holdings, Inc.	$1.34M	0.23%	0.10%	+128.2%	Q3 2025
RIGLRigel Pharmaceuticals Inc	$1.28M	0.22%	0.16%	New	Q4 2025
SLNOSoleno Therapeutics Inc	$1.25M	0.21%	0.05%	-84.8%	Q4 2024
PCRXPacira BioSciences, Inc.	$1.24M	0.21%	0.12%	-18.5%	Q1 2025
TRVITrevi Therapeutics, Inc.	$1.22M	0.21%	0.08%	+13.2%	Q1 2025
MPLTMapLight Therapeutics, Inc.	$1.12M	0.19%	0.14%	New	Q4 2025
QUREuniQure N.V.	$1.08M	0.19%	0.07%	Not reported	Q1 2025
PCVXVaxcyte, Inc.	$1.06M	0.18%	0.02%	-89.5%	Q4 2024
ENTAEnanta Pharmaceuticals Inc	$1.03M	0.18%	0.22%	New	Q4 2025
PRTAProthena Corp Public Ltd Co	$1.02M	0.18%	0.20%	New	Q4 2025
GLUEMonte Rosa Therapeutics, Inc.	$977K	0.17%	0.10%	New	Q4 2025
DSGNDesign Therapeutics, Inc.	$941K	0.16%	0.17%	New	Q4 2025
INOInovio Pharmaceuticals, Inc.	$929K	0.16%	0.77%	New	Q4 2025
MLYSMineralys Therapeutics, Inc.	$907K	0.16%	0.03%	New	Q4 2025
AYTUAytu Biopharma, Inc	$795K	0.14%	2.85%	+12.2%	Q3 2025
PTHSPelthos Therapeutics Inc.	$775K	0.13%	0.77%	+138.1%	Q3 2025
LQDALiquidia Corp	$755K	0.13%	0.03%	New	Q4 2025

Q3 2025Reported Nov 14, 202559 positions
REGNRegeneron Pharmaceuticals, Inc.	$17M	4.34%	0.03%	+437.9%	Q1 2025
SLNOSoleno Therapeutics Inc	$12M	3.07%	0.33%	-37.6%	Q4 2024
BMRNBiomarin Pharmaceutical Inc	$11.5M	2.95%	0.11%	+10.4%	Q1 2025
PCVXVaxcyte, Inc.	$7.86M	2.01%	0.17%	+10.1%	Q4 2024
INDVIndivior Pharmaceuticals, Inc.	$6.13M	1.57%	0.20%	New	Q3 2025
BMYBristol Myers Squibb Co	$5.86M	1.50%	0.01%	Not reported	Q4 2024
ASNDAscendis Pharma A/S	$5.48M	1.40%	0.05%	Not reported	Q4 2024
NBIXNeurocrine Biosciences Inc	$5.3M	1.36%	0.04%	-59.9%	Q1 2025
VKTXViking Therapeutics, Inc.	$5.09M	1.30%	0.17%	-1.9%	Q1 2025
ALNYAlnylam Pharmaceuticals, Inc.	$4.56M	1.17%	0.01%	Not reported	Q1 2025
IMCRImmunocore Holdings plc	$4.52M	1.16%	0.25%	+19.2%	Q1 2025
NKTRNektar Therapeutics	$4.27M	1.09%	0.38%	Not reported	Q4 2024
ABVXAbivax S.A.	$3.51M	0.90%	0.07%	New	Q3 2025
PTGXProtagonist Therapeutics, Inc	$3.4M	0.87%	0.08%	-32.8%	Q2 2025
JAZZJazz Pharmaceuticals plc	$3.05M	0.78%	0.04%	-77.9%	Q4 2024
ANIPAni Pharmaceuticals Inc	$2.88M	0.74%	0.15%	New	Q3 2025
RVMDRevolution Medicines, Inc.	$2.76M	0.71%	0.03%	-25.3%	Q2 2025
APGEApogee Therapeutics, Inc.	$2.55M	0.65%	0.11%	+507.7%	Q4 2024
TERNTerns Pharmaceuticals, Inc.	$2.43M	0.62%	0.37%	+24.4%	Q4 2024
ARDXArdelyx, Inc.	$2.2M	0.56%	0.16%	New	Q3 2025
TGTXTG Therapeutics, Inc.	$2.19M	0.56%	0.04%	-83.7%	Q4 2024
ALKSAlkermes plc.	$2.16M	0.55%	0.04%	New	Q3 2025
ROIVRoivant Sciences Ltd.	$1.82M	0.46%	0.02%	New	Q3 2025
URGNUroGen Pharma Ltd.	$1.8M	0.46%	0.19%	-40.0%	Q4 2024
PCRXPacira BioSciences, Inc.	$1.52M	0.39%	0.14%	Not reported	Q1 2025
COGTCogent Biosciences, Inc.	$1.4M	0.36%	0.07%	-75.1%	Q4 2024
NVONovo Nordisk A S	$1.39M	0.35%	Not reported	Not reported	Q1 2025
HRMYHarmony Biosciences Holdings, Inc.	$1.38M	0.35%	0.09%	New	Q3 2025
AMLXAmylyx Pharmaceuticals, Inc.	$1.36M	0.35%	0.09%	New	Q3 2025
RNAMAvidity Biosciences, Inc.	$1.31M	0.33%	0.02%	New	Q3 2025
MNMDDefinium Therapeutics, Inc.	$1.25M	0.32%	Not reported	-33.2%	Q4 2024
VTGNVistagen Therapeutics, Inc.	$1.24M	0.32%	1.14%	-13.4%	Q4 2024
MNKDMannkind Corp	$1.14M	0.29%	0.07%	New	Q3 2025
SUPNSupernus Pharmaceuticals, Inc.	$1.07M	0.27%	0.04%	New	Q3 2025
CPRXCatalyst Pharmaceuticals, Inc.	$985K	0.25%	0.04%	New	Q3 2025
RVPHReviva Pharmaceuticals Holdings, Inc.	$924K	0.24%	2.60%	-8.4%	Q1 2025
ARCTArcturus Therapeutics Holdings Inc.	$900K	0.23%	0.18%	New	Q3 2025
TRVITrevi Therapeutics, Inc.	$785K	0.20%	0.07%	-53.8%	Q1 2025
XERSXeris Biopharma Holdings, Inc.	$608K	0.16%	0.05%	New	Q3 2025
CTMXCytomX Therapeutics, Inc.	$591K	0.15%	0.11%	New	Q3 2025
MRNAModerna, Inc.	$517K	0.13%	0.01%	New	Q3 2025
AYTUAytu Biopharma, Inc	$513K	0.13%	2.75%	New	Q3 2025
TNYATenaya Therapeutics, Inc.	$511K	0.13%	0.19%	New	Q3 2025
EQEquillium, Inc.	$429K	0.11%	0.49%	New	Q3 2025
ALECAlector, Inc.	$403K	0.10%	0.13%	-48.9%	Q4 2024
PRQRProQR Therapeutics N.V.	$336K	0.09%	0.15%	Not reported	Q4 2024
PYXSPyxis Oncology, Inc.	$333K	0.09%	0.24%	New	Q3 2025
PTHSPelthos Therapeutics Inc.	$294K	0.08%	0.34%	New	Q3 2025
RAREUltragenyx Pharmaceutical Inc.	$276K	0.07%	0.01%	-83.0%	Q2 2025
CLYMClimb Bio, Inc.	$274K	0.07%	0.20%	-80.6%	Q4 2024

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