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DIADEMA PARTNERS LP
hedge fundUpdated 27 days agoManaged by Diadema Partners Lp • Latest filing Q2 2026
Portfolio value
$791.3M
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
35.8%
Weight of largest holdings
Annualized return
149.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 7 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2024 | $233.1M |
| Q1 2025 | $383.3M |
| Q2 2025 | $328.2M |
| Q3 2025 | $391M |
| Q4 2025 | $580.5M |
| Q1 2026 | $587.7M |
| Q2 2026 | $791.3M |
Top holdings
149 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VIK VIKING THERAPEUTICS INC | $47.6M | 1.22M | 6.02% | — |
| 2 | A AAVXF ABIVAX SA | $46.5M | 349.2K | 5.88% | — |
| 3 | C CELG-RI BRISTOL-MYERS SQUIBB CO | $34.6M | 600.0K | 4.37% | — |
| 4 | A AAVXF ABIVAX SA | $33.6M | 252.4K | 4.25% | — |
| 5 | U UTHR UNITED THERAPEUTICS CORP DEL | $28.7M | 53.0K | 3.63% | — |
| 6 | R RVMDW REVOLUTION MEDICINES INC | $26.1M | 139.2K | 3.29% | — |
| 7 | A AAVXF ABIVAX SA | $21.6M | 163.6K | 2.73% | — |
| 8 | C COGT COGENT BIOSCIENCES INC | $19.1M | 493.7K | 2.41% | — |
| 9 | C CELG-RI BRISTOL-MYERS SQUIBB CO | $19M | 330.6K | 2.41% | — |
| 10 | B BBIO BRIDGEBIO PHARMA INC | $18.6M | 250.0K | 2.35% | — |
| 11 | C CORT CORCEPT THERAPEUTICS INC | $17.9M | 206.3K | 2.27% | — |
| 12 | B BMRN BIOMARIN PHARMACEUTICAL INC | $17.9M | 312.8K | 2.26% | — |
| 13 | V VIK VIKING THERAPEUTICS INC | $17.2M | 441.8K | 2.18% | — |
| 14 | K KYMR KYMERA THERAPEUTICS INC | $17.2M | 149.7K | 2.17% | — |
| 15 | N NVSEF NOVARTIS AG | $15.7M | 100.0K | 1.98% | — |
| 16 | Q QURE UNIQURE NV | $13.8M | 299.0K | 1.74% | — |
| 17 | V VIK VIKING THERAPEUTICS INC | $13.7M | 350.5K | 1.73% | — |
| 18 | B BIIB BIOGEN INC | $13M | 60.0K | 1.64% | — |
| 19 | C CAPR CAPRICOR THERAPEUTICS INC | $12.9M | 534.4K | 1.63% | — |
| 20 | S SMMT SUMMIT THERAPEUTICS INC | $12.5M | 860.2K | 1.58% | — |