Diadema Partners LP 13F Holdings · Q2 2026
Diadema Partners LP reported 78 securities worth $791.35M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ABVX (12.86%), VKTX (9.92%), BMY (6.78%). Among its top 25 positions this quarter: 7 new, 12 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ABVX | ABIVAX SA | $101.8M | 12.86% | 765,244 | Added |
| 2 | VKTX | VIKING THERAPEUTICS INC | $78.5M | 9.92% | 2.0M | Added |
| 3 | BMY | BRISTOL-MYERS SQUIBB CO | $53.6M | 6.78% | 930,600 | New |
| 4 | UTHR | UNITED THERAPEUTICS CORP DEL | $28.7M | 3.63% | 52,989 | Trimmed |
| 5 | RVMD | REVOLUTION MEDICINES INC | $26.1M | 3.29% | 139,218 | Trimmed |
| 6 | QURE | UNIQURE NV | $24.6M | 3.11% | 534,400 | Trimmed |
| 7 | NVS | NOVARTIS AG | $23.5M | 2.97% | 150,000 | New |
| 8 | KOD | KODIAK SCIENCES INC | $21.9M | 2.77% | 561,717 | Added |
| 9 | CAPR | CAPRICOR THERAPEUTICS INC | $20.8M | 2.63% | 863,700 | Trimmed |
| 10 | COGT | COGENT BIOSCIENCES INC | $19.1M | 2.41% | 493,664 | Added |
| 11 | BBIO | BRIDGEBIO PHARMA INC | $18.6M | 2.35% | 0 | Hold |
| 12 | CORT | CORCEPT THERAPEUTICS INC | $17.9M | 2.27% | 206,300 | Added |
| 13 | BMRN | BIOMARIN PHARMACEUTICAL INC | $17.9M | 2.26% | 312,846 | Added |
| 14 | KYMR | KYMERA THERAPEUTICS INC | $17.2M | 2.17% | 149,700 | New |
| 15 | SMMT | SUMMIT THERAPEUTICS INC | $16.3M | 2.06% | 1.1M | New |
| 16 | HIMS | HIMS & HERS HEALTH INC | $13.6M | 1.72% | 393,700 | New |
| 17 | REPL | REPLIMUNE GROUP INC | $13.3M | 1.68% | 1.2M | Added |
| 18 | BIIB | BIOGEN INC | $13.0M | 1.64% | 60,000 | New |
| 19 | LLY | ELI LILLY & CO | $12.0M | 1.52% | 10,000 | Added |
| 20 | INCY | INCYTE CORP | $11.9M | 1.51% | 105,400 | Trimmed |
| 21 | EWTX | EDGEWISE THERAPEUTICS INC | $11.1M | 1.40% | 272,214 | Added |
| 22 | RCUS | ARCUS BIOSCIENCES INC | $10.7M | 1.36% | 347,810 | Added |
| 23 | BNTX | BIONTECH SE | $9.3M | 1.18% | 100,000 | New |
| 24 | CRBP | CORBUS PHARMACEUTICALS HLDGS | $8.8M | 1.11% | 935,064 | Added |
| 25 | PCVX | VAXCYTE INC | $8.5M | 1.08% | 147,071 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR