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Diadema Partners LP

Portfolio Manager
Diadema Partners LP
Performance
+2.42% (2026 Q1)
AUM (13F)
$587.74M
# of Holdings
86
Performance Rank
Allocation (Top 20)
67.8%

Diadema Partners LP Holdings Map

Top 50 Diadema Partners LP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VKTX
VIKING THERAPEUTICS INC
7.06%525.2K$17.1M
+55.91%(+188.33K)
2025-Q1: 104.1K shares2025-Q2: 197.5K shares2025-Q3: 193.7K shares2025-Q4: 336.8K shares2026-Q1: 525.2K shares
$31.33(+19.52%)
2026-03-31
UTHR
UNITED THERAPEUTICS CORP DEL
6.69%27.3K$16.2M
+173.03%(+17.30K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.0K shares2026-Q1: 27.3K shares
$508.29(+9.37%)
2026-03-31
JNJ
JOHNSON & JOHNSON
5.43%53.8K$13.1M
-19.07%(-12.67K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 66.4K shares2026-Q1: 53.8K shares
$196.18(+34.08%)
2026-03-31
COGT
COGENT BIOSCIENCES INC
5.13%322.8K$12.4M
+144.79%(+190.91K)
2025-Q1: 392.2K shares2025-Q2: 392.2K shares2025-Q3: 97.8K shares2025-Q4: 131.9K shares2026-Q1: 322.8K shares
$26.78(+44.50%)
2026-03-31
JAZZ
JAZZ PHARMACEUTICALS PLC
4.27%54.8K$10.4Mnew2025-Q1: 87.2K shares2025-Q2: 104.5K shares2025-Q3: 23.1K shares2025-Q4: 0 shares2026-Q1: 54.8K shares
$154.89(+57.18%)
2026-03-31
TERN
TERNS PHARMACEUTICALS INC
3.96%181.8K$9.6M
-47.45%(-164.13K)
2025-Q1: 56.1K shares2025-Q2: 259.9K shares2025-Q3: 323.2K shares2025-Q4: 345.9K shares2026-Q1: 181.8K shares
$5.64(+838.77%)
2026-03-31
BMRN
BIOMARIN PHARMACEUTICAL INC
3.46%148.2K$8.4M
+1.28%(+1.87K)
2025-Q1: 52.9K shares2025-Q2: 192.9K shares2025-Q3: 212.9K shares2025-Q4: 146.4K shares2026-Q1: 148.2K shares
$63.56(-7.20%)
2026-03-31
ABVX
ABIVAX SA
3.39%75.9K$8.2M
+0.40%(+300)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 41.6K shares2025-Q4: 75.6K shares2026-Q1: 75.9K shares
$75.07(+92.68%)
2026-03-31
RVMD
REVOLUTION MEDICINES INC
3.25%80.9K$7.9M
+118.45%(+43.85K)
2025-Q1: 0 shares2025-Q2: 79.1K shares2025-Q3: 59.1K shares2025-Q4: 37.0K shares2026-Q1: 80.9K shares
$64.93(+191.45%)
2026-03-31
KOD
KODIAK SCIENCES INC
3.04%193.0K$7.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 193.0K shares
$33.04(+16.65%)
2026-03-31

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