Q2 2026 13F · SEC CIK 2026172

Diadema Partners LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $264.6M
Reported positions: 77
Holdings vs S&P 500, 3 yrs: —
Assets under management: $397.9M

Diadema Partners LP is a hedge fund that reported 77 positions worth $264.6M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were United Therapeutics Corp Del (UTHR, 10.9%), Revolution Medicines Inc (RVMD, 9.9%), Abivax SA (ABVX, 8.2%).

Diadema Partners LP holdings largest 50 of 77 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Diadema Partners LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
UTHRUnited Therapeutics Corp Del	10.9%	6.7%	52,989	+94.1%	$28.7M
RVMDRevolution Medicines Inc	9.9%	3.2%	139,218	+72.1%	$26.1M
ABVXAbivax SA	8.2%	3.4%	163,644	+115.5%	$21.6M
COGTCogent Biosciences Inc	7.2%	5.1%	493,664	+52.9%	$19.1M
BMRNBiomarin Pharmaceutical Inc	6.8%	3.5%	312,846	+111.1%	$17.9M
VKTXViking Therapeutics Inc	6.5%	7.1%	441,808	-15.9%	$17.2M
EWTXEdgewise Therapeutics Inc	4.2%	—	272,214	—	$11.1M
KODKodiak Sciences Inc	3.2%	3.0%	218,117	+13.0%	$8.5M
IMCRImmunocore Hldgs PLC	3.1%	2.4%	254,863	+31.9%	$8.1M
FDMT4d Molecular Therapeutics in	2.9%	—	571,107	—	$7.6M
RCUSArcus Biosciences Inc.	2.6%	2.1%	223,810	-6.0%	$6.9M
JNJJohnson & Johnson	2.1%	5.4%	22,000	-59.1%	$5.6M
NVONovo-Nordisk A S	1.8%	—	100,000	—	$4.8M
CRVSCorvus Pharmaceuticals Inc Com	1.7%	1.5%	294,811	+20.4%	$4.4M
RLAYRelay Therapeutics Inc	1.6%	—	230,677	—	$4.3M
ZYMEZymeworks Inc	1.4%	1.5%	142,132	+0.0%	$3.7M
BIOABioage Labs Inc	1.4%	0.4%	146,334	+143.9%	$3.6M
TSHATaysha Gene Therapies Inc	1.3%	—	522,619	—	$3.6M
NRIXNurix Therapeutics Inc	1.1%	—	121,539	—	$2.9M
CRBPCorbus Pharmaceuticals Hldgs	1.1%	1.7%	301,264	-31.5%	$2.8M
INDVIndivior Pharmaceuticals Inc	1.0%	0.9%	67,512	-5.4%	$2.8M
IVAInventiva SA	1.0%	0.8%	740,786	+110.2%	$2.7M
ORKAOruka Therapeutics Inc	1.0%	—	27,799	—	$2.6M
PCVXVaxcyte Inc	1.0%	0.6%	45,071	+79.8%	$2.6M
RLMDRelmada Therapeutics Inc	0.9%	0.6%	361,367	+79.9%	$2.5M
VERAVera Therapeutics Inc Class A	0.9%	—	57,608	—	$2.5M
CTNMContineum Therapeutics Inc	0.7%	—	119,733	—	$2.0M
BCYCBicycle Therapeutics PLC	0.7%	0.9%	462,724	-2.9%	$2.0M
GLUEMonte Rosa Therapeutics Inc	0.7%	1.3%	78,391	-58.1%	$1.9M
VRDNViridian Therapeutics Inc	0.7%	—	100,000	—	$1.8M
MGNXMacrogenics Inc	0.7%	0.7%	374,403	-37.6%	$1.7M
PRQRProqr Thrapeutics N V	0.7%	—	926,016	—	$1.7M
85209E208Spruce Biosciences Inc	0.6%	—	30,000	—	$1.6M
ARDXArdelyx Inc	0.6%	—	303,025	—	$1.5M
CUECue Biopharma Inc	0.6%	—	48,369	—	$1.5M
MLYSMineralys Therapeutics Inc	0.6%	—	56,347	—	$1.5M
PRTAProthena Corp PLC Shs	0.6%	—	149,482	—	$1.5M
VYGRVoyager Therapeutics Inc	0.5%	0.7%	413,642	-2.4%	$1.4M
UNCYUnicycive Therapeutics Inc	0.5%	—	303,676	—	$1.4M
PHATPhathom Pharmaceuticals Inc Com	0.5%	—	129,950	—	$1.4M
SYRESpyre Therapeutics	0.5%	—	15,000	—	$1.3M
23256X407Cybin Inc	0.5%	—	200,000	—	$1.3M
EQEquillium Inc	0.5%	0.4%	400,282	-7.7%	$1.3M
XERSXeris Biopharma Holdings Inc	0.4%	0.3%	132,746	+0.0%	$1.1M
PHVSPharvaris N V	0.4%	0.3%	29,321	+0.0%	$1.0M
HRMYHarmony Biosciences Holdings I	0.4%	1.1%	26,864	-71.1%	$978K
RNACCartesian Therapeutics Inc	0.3%	—	87,057	—	$907K
RIGLRigel Pharmaceuticals Inc	0.3%	—	22,816	—	$893K
SMMTSummit Therapeutics Inc	0.3%	—	60,000	—	$874K
PGENPrecigen Inc	0.3%	—	135,293	—	$771K

What Diadema Partners LP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BIOA Bioage Labs Inc+143.9% shares
ABVX Abivax SA+115.5% shares
BMRN Biomarin Pharmaceutical Inc+111.1% shares
IVA Inventiva SA+110.2% shares
UTHR United Therapeutics Corp Del+94.1% shares
RLMD Relmada Therapeutics Inc+79.9% shares
PCVX Vaxcyte Inc+79.8% shares
RVMD Revolution Medicines Inc+72.1% shares

Reduced

HRMY Harmony Biosciences Holdings I-71.1% shares
JNJ Johnson & Johnson-59.1% shares
GLUE Monte Rosa Therapeutics Inc-58.1% shares
MGNX Macrogenics Inc-37.6% shares
CRBP Corbus Pharmaceuticals Hldgs-31.5% shares
VKTX Viking Therapeutics Inc-15.9% shares
EQ Equillium Inc-7.7% shares
RCUS Arcus Biosciences Inc.-6.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +42.2% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$264.6M	77
Q1 2026	$242.2M	86
Q4 2025	$167.9M	73
Q3 2025	$143.6M	59
Q2 2025	$160.8M	46
Q1 2025	$125.1M	43
Q4 2024	$88.7M	54

Questions about Diadema Partners LP's portfolio

What stocks does Diadema Partners LP own?

Diadema Partners LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 77 positions worth $264.6M. The largest are United Therapeutics Corp Del (UTHR) at 10.9%, Revolution Medicines Inc (RVMD) at 9.9%, Abivax SA (ABVX) at 8.2%, Cogent Biosciences Inc (COGT) at 7.2% and Biomarin Pharmaceutical Inc (BMRN) at 6.8%.

What did Diadema Partners LP buy last quarter?

In Q2 2026, Diadema Partners LP added Bioage Labs Inc (BIOA) (+143.9% shares), Abivax SA (ABVX) (+115.5% shares) and Biomarin Pharmaceutical Inc (BMRN) (+111.1% shares), compared with its Q1 2026 filing.

What did Diadema Partners LP sell last quarter?

In Q2 2026, Diadema Partners LP cut from its top 50 Bridgebio Pharma Inc, cut from its top 50 Jazz Pharmaceuticals PLC (JAZZ), cut from its top 50 Terns Pharmaceuticals Inc (TERN), cut from its top 50 Incyte Corp (INCY), cut from its top 50 TG Therapeutics Inc (TGTX), Harmony Biosciences Holdings I (HRMY) (-71.1% shares), Johnson & Johnson (JNJ) (-59.1% shares) and Monte Rosa Therapeutics Inc (GLUE) (-58.1% shares), compared with its Q1 2026 filing.

When is Diadema Partners LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Diadema Partners LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Diadema Partners LP manage?

Diadema Partners LP reported $397.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $264.6M.