StockDriftsStockDriftsTop 50 Diadema Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UTHR | UNITED THERAPEUTICS CORP DEL | 10.14% | 53.0K | $28.7M | +94.08%(+25.69K) | $535.83(-6.45%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 9.21% | 139.2K | $26.1M | +72.15%(+58.35K) | $96.39(+109.57%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 7.63% | 163.6K | $21.6M | +115.48%(+87.70K) | $97.75(+27.63%) | 2026-06-30 | |
| COGT | COGENT BIOSCIENCES INC | 6.75% | 493.7K | $19.1M | +52.95%(+170.90K) | $30.33(+23.01%) | 2026-06-30 | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 6.32% | 312.8K | $17.9M | +111.06%(+164.62K) | $59.59(+15.01%) | 2026-06-30 | |
| VKTX | VIKING THERAPEUTICS INC | 6.09% | 441.8K | $17.2M | -15.88%(-83.37K) | $31.33(+5.49%) | 2026-06-30 | |
| EWTX | EDGEWISE THERAPEUTICS INC | 3.91% | 272.2K | $11.1M | new | $33.84(+28.21%) | 2026-06-30 | |
| KOD | KODIAK SCIENCES INC | 3% | 218.1K | $8.5M | +13.04%(+25.16K) | $33.42(+29.66%) | 2026-06-30 | |
| IMCR | IMMUNOCORE HLDGS PLC | 2.86% | 254.9K | $8.1M | +31.92%(+61.67K) | $31.39(+8.53%) | 2026-06-30 | |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | 2.68% | 571.1K | $7.6M | new | $10.93(+6.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +42.91% |
| Top 20 Holdings Unweighted | — | — | — | — | +48.68% |
Diadema Partners LP reports $791.35M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are UTHR (10.1%), RVMD (9.2%) and ABVX (7.6%). The top 20 holdings account for 73.66% of reported assets. Its disclosed equity book has returned +42.91% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Diadema Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2026172). View Diadema Partners LP’s 13F filings on SEC