Diadema Partners
Diadema Partners reported 77 stocks worth $265M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are UTHR (10.8%), RVMD (9.9%) and ABVX (8.2%). Compared with Q1 2026, the fund opened new positions in EWTX, FDMT and RLAY, added to UTHR, RVMD and ABVX, trimmed VKTX, RCUS and JNJ and sold out of BBIO, JAZZ and INCY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  UTHR United Therapeutics Corp Del | $28.7M | 10.8% | 53K | +26K (+94%) | 3 of 7 | |
| 2 |  RVMD Revolution Medicines Inc | $26.1M | 9.9% | 139K | +58K (+72%) | 5 of 7 | |
| 3 |  ABVX Abivax SA | $21.6M | 8.2% | 164K | +88K (+115%) | 4 of 7 | |
| 4 |  COGT Cogent Biosciences Inc | $19.1M | 7.2% | 494K | +171K (+53%) | 7 of 7 | |
| 5 |  BMRN Biomarin Pharmaceutical Inc | $17.9M | 6.8% | 313K | +165K (+111%) | 6 of 7 | |
| 6 |  VKTX Viking Therapeutics Inc | $17.2M | 6.5% | 442K | −83K (−16%) | 6 of 7 | |
| 7 |  EWTX Edgewise Therapeutics Inc | $11.1M | 4.2% | 272K | New position | 3 of 7 | |
| 8 |  KOD Kodiak Sciences Inc | $8.5M | 3.2% | 218K | +25K (+13%) | 2 of 7 | |
| 9 |  IMCR Immunocore Hldgs PLC | $8.1M | 3.1% | 255K | +62K (+32%) | 6 of 7 | |
| 10 |  FDMT 4D Molecular Therapeutics in | $7.6M | 2.9% | 571K | New position | 1 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BBIO Bridgebio Pharma Inc | $18.6M | 250K |
 JAZZ Jazz Pharmaceuticals PLC | $10.4M | 55K |
TERNS PHARMACEUTICALS INC | $9.6M | 182K |
 INCY Incyte Corp | $7.3M | 78K |
 TGTX TG Therapeutics Inc | $6.9M | 207K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
VKTX Viking Therapeutics Inc | Call | $47.6M | 1.2M | +561,600 |
ABVX Abivax SA | Call | $46.5M | 349K | +249,200 |
 BMY Bristol Myers Squibb Co | Call | $34.6M | 600K | +600,000 |
ABVX Abivax SA | Put | $33.6M | 252K | +152,400 |
BMY Bristol Myers Squibb Co | Put | $19M | 331K | +330,600 |
🔒 Free account: see all 20.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Diadema Partners 13F FAQ
What does Diadema Partners own?
Diadema Partners reported 77 stocks worth $265M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are UTHR (10.8%), RVMD (9.9%) and ABVX (8.2%). The table above lists every position in the filing (the top 10 without an account).
What did Diadema Partners buy and sell in Q2 2026?
Compared with Q1 2026: 29 new positions, 21 added to, 19 trimmed and 38 sold out. New positions include EWTX, FDMT and RLAY. It sold all of BBIO, JAZZ and INCY.
When will Diadema Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Diadema Partners's portfolio worth?
The Q2 2026 filing reports $265M in US stocks ($773M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.