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Institutional

DIADEMA PARTNERS LP

CIK 0002026172
$587.7M
Reported AUM
111
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · DIADEMA PARTNERS LP · Q1 2026

AI · grounded in 13F

DIADEMA PARTNERS LP closed its position in XBI for a reduction of $30.48M. The fund also exited positions in PRAX and Avidity Biosciences Inc, totaling $29.65M and $23.66M respectively. On the buy side, the fund established new positions in BridgeBio Pharma Inc [[stock:BBIO 1.75 03/01/31]] for $18.57M and CYTK for $16.48M. Additionally, the fund increased its holdings in LQDA by 3,154.42%.

Portfolio · Q1 2026

UTHR$51.9MVRTX$43.3MVKTX$38.5MCAPR$31.4MABVX$30.5MLQDARVMDAPGEBRIDGEBINCYKODCYTKOther$257.4MDL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1UTHRUNITED THERAPEUTICS CORP DEL$549.870.40%68.76%202.24%$51.9M8.83%+77,503+775.0%
2VRTXVERTEX PHARMACEUTICALS INC$446.831.15%-0.81%121.66%$43.3M7.37%1,360−1.4%
3VKTXVIKING THERAPEUTICS INC$28.690.86%2.23%362.60%$38.5M6.56%158,068−11.8%
4CAPRCAPRICOR THERAPEUTICS INC$26.71-4.44%87.70%511.21%$31.4M5.34%+361,176+53.9%
5ABVXABIVAX SA$101.53-3.24%1139.68%900.30%$30.5M5.19%+200,300+264.8%
6LQDALIQUIDIA CORPORATION$64.854.85%240.96%2589.13%$26.9M4.57%+690,219+3154.4%
7RVMDREVOLUTION MEDICINES INC$149.23-4.15%263.18%421.05%$20.1M3.41%+169,352+457.5%
8APGEAPOGEE THERAPEUTICS INC$86.92-4.38%112.10%278.90%$18.7M3.19%+11,400+5.4%
9BBIO 1.75 03/01/31BRIDGEBIO PHARMA INC$18.6M3.16%+250,000NEW
10INCYINCYTE CORP$103.260.86%48.87%32.36%$17.3M2.94%+83,429+83.4%
11KODKODIAK SCIENCES INC$31.05-9.10%635.78%-62.97%$16.8M2.85%+410,462+1386.7%
12CYTKCYTOKINETICS INC$70.51-1.35%121.30%140.84%$16.5M2.80%+250,000NEW
13JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$13.1M2.24%62,673−53.8%
14COGTCOGENT BIOSCIENCES INC$31.02-5.40%356.18%417.00%$12.4M2.11%+190,912+144.8%
15MRKMERCK & CO INC$120.790.44%58.51%82.35%$12.0M2.05%+100,000NEW
16JAZZJAZZ PHARMACEUTICALS PLC$238.57-0.62%114.68%40.73%$10.4M1.76%50,545−48.0%
17GPCRSTRUCTURE THERAPEUTICS INC$37.58-3.79%77.85%57.97%$9.6M1.64%+8,034+4.2%
18430TERNS PHARMACEUTICALS INC$9.6M1.63%228,828−55.7%
19QUREUNIQURE NV$26.45-5.50%53.16%-8.82%$9.5M1.61%+233,400+67.3%
20ROIVROIVANT SCIENCES LTD$28.41-0.61%154.50%188.40%$9.3M1.58%+17,100+5.4%
21BMRNBIOMARIN PHARMACEUTICAL INC$56.770.53%0.21%-26.01%$8.4M1.42%+1,868+1.3%
22MRNAMODERNA INC$47.480.08%72.76%-86.58%$8.1M1.38%+159,400NEW
23TGTXTG THERAPEUTICS INC$41.663.74%0.25%14.78%$6.9M1.17%16,355−7.3%
24CORTCORCEPT THERAPEUTICS INC$73.991.89%4.34%249.64%$6.8M1.16%63,745−27.4%
25EWTXEDGEWISE THERAPEUTICS INC$35.59-4.41%133.53%103.26%$6.7M1.14%+182,500+608.3%
26BBIOBRIDGEBIO PHARMA INC$66.96-0.97%75.06%26.49%$6.3M1.08%324,289−79.2%
27REPLREPLIMUNE GROUP INC$8.89-6.13%-8.77%-71.07%$5.9M1.00%+535,063+231.6%
28IMCRIMMUNOCORE HLDGS PLC$28.29-1.63%-24.05%-13.54%$5.8M0.99%+122,889+174.8%
29LLYELI LILLY & CO$1131.420.55%48.00%387.10%$5.5M0.94%+4,000+200.0%
30ABBVABBVIE INC$227.231.02%23.60%135.68%$5.2M0.89%+24,058NEW
31CRBPCORBUS PHARMACEUTICALS HLDGS$7.56-5.62%$5.2M0.89%+555,257NEW
32RCUSARCUS BIOSCIENCES INC$23.461.16%$5.1M0.88%+238,142NEW
33CRVSCORVUS PHARMACEUTICALS INC$11.230.99%$5.1M0.87%+298,011+561.2%
34CRSPCRISPR THERAPEUTICS AG$52.080.46%$5.1M0.86%6,400−5.7%
35PCVXVAXCYTE INC$46.38-2.06%$4.5M0.77%+55,199+240.3%
36EYPTEYEPOINT INC$11.64-1.19%$3.7M0.62%+284,845NEW
37ZYMEZYMEWORKS INC$24.04-4.22%$3.6M0.61%119,868−45.8%
38GLUEMONTE ROSA THERAPEUTICS INC$16.37-5.70%$3.1M0.52%+125,026+200.7%
39ALMSALUMIS INC$19.06-6.52%$2.9M0.49%+131,200NEW
40TENXTENAX THERAPEUTICS INC$10.73-3.25%$2.9M0.49%63,432−26.1%
41ANNXANNEXON INC$5.320.66%$2.7M0.46%172,984−26.2%
42BHVNBIOHAVEN LTD$11.284.44%$2.7M0.46%+117,000+58.5%
43CELCCELCUITY INC$88.24-0.05%$2.6M0.45%+23,014NEW
44HRMYHARMONY BIOSCIENCES HLDGS IN$32.270.22%$2.6M0.44%+85,364+1138.2%
45NVONOVO-NORDISK A S$42.96-1.81%$2.6M0.44%+17,377+32.7%
46NTLAINTELLIA THERAPEUTICS INC$13.620.63%$2.6M0.44%329,300−62.2%
47VYGRVOYAGER THERAPEUTICS INC$3.340.26%$2.2M0.38%+573,642NEW
48BCYCBICYCLE THERAPEUTICS PLC$4.240.83%$2.2M0.38%+476,424NEW
49INDVINDIVIOR PHARMACEUTICALS INC$37.620.44%$2.2M0.37%+71,376NEW
50CLYMCLIMB BIO INC$10.55-3.30%$2.0M0.33%+286,126NEW
51IVAINVENTIVA SA$4.03-4.73%$1.9M0.33%+18,148+5.4%
52STTKSHATTUCK LABS INC$4.794.59%$1.9M0.32%+293,664NEW
53TARSTARSUS PHARMACEUTICALS INC$59.28-1.76%$1.8M0.31%+25,942NEW
54ALKSALKERMES PLC$42.80-1.34%$1.8M0.30%+50,000NEW
55MGNXMACROGENICS INC$3.91-8.00%$1.7M0.30%+600,000NEW
56CTMXCYTOMX THERAPEUTICS INC.$3.00-5.66%$1.5M0.25%+316,000NEW
57AVXLANAVEX LIFE SCIENCES CORP$2.57-8.87%$1.5M0.25%+337,000+239.7%
58RLMDRELMADA THERAPEUTICS INC$5.95-5.71%$1.4M0.24%188,553−48.4%
59KPTIKARYOPHARM THERAPEUTICS INC$9.080.11%$1.3M0.23%+241,300NEW
60SLSSELLAS LIFE SCIENCES GROUP I$8.18-0.61%$1.3M0.22%124,900−29.4%
61OLMAOLEMA PHARMACEUTICALS INC$10.21-0.97%$1.3M0.21%12,100−12.6%
62CRMDCORMEDIX INC$8.471.32%$1.1M0.19%+8,500+5.3%
63INOINOVIO PHARMACEUTICALS INC$1.102.34%$1.1M0.19%+4,183+0.7%
64IOVAIOVANCE BIOTHERAPEUTICS INC$4.11-2.72%$1.1M0.18%+302,900NEW
65BIOABIOAGE LABS INC$15.70-7.76%$1.0M0.18%233,764−79.6%
66AYTUAYTU BIOPHARMA INC$2.256.13%$964K0.16%+47,289+15.5%
67OCGNOCUGEN INC$1.28-6.57%$905K0.15%+500,000NEW
68EQEQUILLIUM INC$2.94-7.26%$868K0.15%+86,451+24.9%
69DNTHDIANTHUS THERAPEUTICS INC$80.51-4.30%$839K0.14%+10,000NEW
70PHVSPHARVARIS N V$31.09-1.71%$828K0.14%+29,321NEW
71ENTAENANTA PHARMACEUTICALS INC$11.19-0.80%$820K0.14%186−0.3%
72IBRXIMMUNITYBIO INC$6.92-5.08%$815K0.14%+106,300NEW
73VIRVIR BIOTECHNOLOGY INC$8.59-0.69%$796K0.14%100,400−53.1%
74XERSXERIS BIOPHARMA HOLDINGS INC$6.180.49%$770K0.13%37,822−22.2%
75LRMRLARIMAR THERAPEUTICS INC$3.05-3.94%$750K0.13%+166,637NEW
76RAREULTRAGENYX PHARMACEUTICAL IN$21.91-6.01%$736K0.13%64,856−64.9%
77MLYSMINERALYS THERAPEUTICS INC$22.85-3.52%$714K0.12%+1,347+5.4%
78UNCYUNICYCIVE THERAPEUTICS INC$6.92-6.86%$698K0.12%+106,083NEW
79SPRBSPRUCE BIOSCIENCES INC$50.14-0.58%$654K0.11%+10,000NEW
80PHATPHATHOM PHARMACEUTICALS INC$10.06-0.69%$607K0.10%+54,650NEW
81CNTBCONNECT BIOPHARMA HLDGS LTD$2.17-5.65%$526K0.09%+200,690NEW
82PTHSPELTHOS THERAPEUTICS INC$25.55-1.20%$520K0.09%227−0.9%
83EOLSEVOLUS INC$6.720.75%$515K0.09%+6,400+5.4%
84MNKDMANNKIND CORP$3.40-3.41%$457K0.08%667,697−78.2%
85MAZEMAZE THERAPEUTICS INC$24.27-4.45%$448K0.08%+15,000NEW
86JANXJANUX THERAPEUTICS INC$13.24-0.90%$439K0.07%+1,600+5.3%
87URGNUROGEN PHARMA LTD$26.85-2.72%$416K0.07%+1,345+6.2%
88LPCNLIPOCINE INC NEW$2.091.95%$400K0.07%210,939−80.8%
89FHTXFOGHORN THERAPEUTICS INC$3.67-1.61%$382K0.07%+49,314+161.0%
90GHRSGH RESEARCH PLC$21.43-7.83%$377K0.06%+26,836NEW
91PRQRPROQR THRAPEUTICS N V$1.510.67%$292K0.05%+12,551+7.5%
92EPRXEUPRAXIA PHARMACEUTICALS INC$5.95-7.75%$290K0.05%+40,000NEW
93PEPGPEPGEN INC$1.41-4.73%$267K0.05%+150,925NEW
94TRVITREVI THERAPEUTICS INC$13.33-4.31%$258K0.04%75,521−77.7%
95PGENPRECIGEN INC$3.58-7.25%$214K0.04%+55,293NEW
96UPBUPSTREAM BIO INC$7.05-5.11%$194K0.03%+1,109+5.4%
97CMPSCOMPASS PATHWAYS PLC$11.70-3.39%$176K0.03%+31,885NEW
98PASGPASSAGE BIO INC$5.62-6.33%$153K0.03%+19,530NEW
99TLPHTALPHERA INC$0.78-2.50%$115K0.02%+16,640+12.2%
100RCKTROCKET PHARMACEUTICALS INC$2.67-2.91%$109K0.02%+30,579NEW
101MNPRMONOPAR THERAPEUTICS INC$89K0.02%+1,630NEW
102LYELLYELL IMMUNOPHARMA INC$82K0.01%+300+7.9%
103VTGNVISTAGEN THERAPEUTICS INC$60K0.01%101,072−48.9%
104RNAATRIUM THERAPEUTICS INC$34K0.01%+2,512NEW
105CUE1EURCUE BIOPHARMA INC$30K0.01%+131,997NEW
106ENTXENTERA BIO LTD$26K0.00%+23,260NEW
107ATYRATYR PHARMA INC$19K0.00%2,600−9.5%
108PRTCYPURETECH HEALTH PLC$11K0.00%+482+6.5%
109ELVNENLIVEN THERAPEUTICS INC$10K0.00%+245NEW
110SEPNSEPTERNA INC$5K0.00%+202NEW
111JBIOJADE BIOSCIENCES INC$3K0.00%HELD
112XBISPDR SERIES TRUST250,000EXITED
113PRAXPRAXIS PRECISION MEDICINES I100,600EXITED
114RNAGBPAVIDITY BIOSCIENCES INC328,000EXITED
115QQQINVESCO QQQ TR30,000EXITED
116REGNREGENERON PHARMACEUTICALS15,300EXITED
117INSMINSMED INC52,800EXITED
118INDVINDIVIOR PLC$37.620.44%237,620EXITED
119IONSIONIS PHARMACEUTICALS INC106,200EXITED
120OCULOCULAR THERAPEUTIX INC545,200EXITED
121ANIPANI PHARMACEUTICALS INC53,354EXITED
122SLNOSOLENO THERAPEUTICS INC79,992EXITED
123AQSTAQUESTIVE THERAPEUTICS INC548,800EXITED
124RXRXRECURSION PHARMACEUTICALS IN741,900EXITED
125CNTACENTESSA PHARMACEUTICALS PLC111,100EXITED
126GOSSGOSSAMER BIO INC877,100EXITED
127ABUSARBUTUS BIOPHARMA CORP548,600EXITED
128IRWDIRONWOOD PHARMACEUTICALS INC683,611EXITED
129ALNYALNYLAM PHARMACEUTICALS INC5,341EXITED
130TECXTECTONIC THERAPEUTIC INC100,600EXITED
131PTGXPROTAGONIST THERAPEUTICS INC22,700EXITED
132TVTXTRAVERE THERAPEUTICS INC50,300EXITED
133VTYXUSDVENTYX BIOSCIENCES INC200,000EXITED
134ALTALTIMMUNE INC491,800EXITED
135VNDAVANDA PHARMACEUTICALS INC200,000EXITED
136LEGNLEGEND BIOTECH CORP69,000EXITED
137BCRXBIOCRYST PHARMACEUTICALS INC190,928EXITED
138ARDXARDELYX INC252,198EXITED
139ASNDUSDASCENDIS PHARMA A/S6,840EXITED
140RIGLRIGEL PHARMACEUTICALS INC30,000EXITED
141PCRXPACIRA BIOSCIENCES INC48,025EXITED
142MPLTMAPLIGHT THERAPEUTICS INC63,791EXITED
143PRTAPROTHENA CORP PLC106,539EXITED
144DSGNDESIGN THERAPEUTICS INC100,320EXITED
145MREOMEREO BIOPHARMA GROUP PLC1,999,500EXITED
146VRDNVIRIDIAN THERAPEUTICS INC21,114EXITED
147EDITEDITAS MEDICINE INC318,700EXITED
148MLTXMOONLAKE IMMUNOTHERAPEUTICS47,200EXITED
149LGNDLIGAND PHARMACEUTICALS INC2,987EXITED
150STOKSTOKE THERAPEUTICS INC17,181EXITED
151IMNMIMMUNOME INC22,500EXITED
152BDTXBLACK DIAMOND THERAPEUTICS I190,400EXITED
153PALIPALISADE BIO INC166,049EXITED
154AARDAARDVARK THERAPEUTICS INC15,882EXITED
155PBYIPUMA BIOTECHNOLOGY INC33,800EXITED
156NEUPNEUPHORIA THERAPEUTICS INC50,000EXITED
157PLRXPLIANT THERAPEUTICS INC144,914EXITED
158ONCBEONE MEDICINES LTD7,500EXITED
159REVIVA PHARMACEUTCLS HLDGS I500,000EXITED
160INBXINHIBRX BIOSCIENCES INC1,299EXITED
161EDSAEDESA BIOTECH INC54,025EXITED
162FLNACASSAVA SCIENCES INC10,600EXITED
163APLTAPPLIED THERAPEUTICS INC20,200EXITED

Source: SEC EDGAR · accession 0001892688-26-000076. 13F discloses long positions only — shorts, foreign equities, and options are excluded.