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CIK: 0002026172
Total reported value
$791.3M
$791.3M
75 檔
15.4%
In Q2 2025, Diadema Partners LP's U.S. equity holdings reached a combined market value of $791.3M, distributed across 75 disclosed stock positions.
During Q2 2025, Diadema Partners LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including LLY, AMGN, SLNOEUR) accounted for 15.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 10.81% | +0.58% | -8.97% | |
| 2 | AMGN | Amgen Inc | Stock-Healthcare | 9.71% | +0.48% | NEW | |
| 3 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 7.25% | — | -46.33% | |
| 4 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 4.99% | -1.76% | EXIT | |
| 5 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 4.37% | -0.13% | EXIT | |
| 6 | TGTX | Tg Therapeutics Inc | Stock-Healthcare | 4.07% | -0.64% | +78.68% | |
| 7 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 3.60% | — | +51.08% | |
| 8 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 3.23% | +0.84% | +264.77% | |
| 9 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 3.13% | -0.12% | — | |
| 10 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.53% | — | — | |
| 11 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 2.24% | +1.11% | -47.32% | |
| 12 | APGE | Apogee Therapeutics Inc | Stock-Other | 2.21% | -3.19% | EXIT | |
| 13 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.10% | +0.51% | -61.23% | |
| 14 | PCVX | Vaxcyte Inc | Stock-Other | 1.96% | +0.31% | +37.71% | |
| 15 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 1.73% | -1.08% | EXIT | |
| 16 | MRNA | Moderna Inc | Stock-Healthcare | 1.70% | -0.50% | +32.87% | |
| 17 | ALT | Altimmune Inc | Stock-Other | 1.69% | — | +242.48% | |
| 18 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 1.66% | -0.86% | EXIT | |
| 19 | VKTX | Viking Therapeutics Inc | Stock-Healthcare | 1.59% | +3.36% | +28.13% | |
| 20 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 1.49% | — | NEW | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 1.48% | — | -77.78% | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.36% | -7.37% | EXIT | |
| 23 | COGT | Cogent Biosciences Inc | Stock-Other | 1.31% | +0.30% | +1.16% | |
| 24 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 1.28% | — | — | |
| 25 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 1.24% | — | +2.00% | |
| 26 | MREO | Mereo Biopharma Group Pl-adr | Stock-Other | 1.12% | — | +29.63% | |
| 27 | RXRX | Recursion Pharmaceuticals-a | Stock-Healthcare | 1.08% | — | — | |
| 28 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.01% | — | — | |
| 29 | ARGX | Argenx Se - Adr | Stock-Healthcare | 1.00% | — | -51.35% | |
| 30 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 1.00% | +0.03% | +7.63% | |
| 31 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.90% | — | -88.75% | |
| 32 | SCPH | Scpharmaceuticals Inc | Stock-Other | 0.82% | — | — | |
| 33 | SMMT | Summit Therapeutics Inc | Stock-Other | 0.81% | +2.06% | NEW | |
| 34 | ✓ | Reviva Pharmaceutcls Hldgs I | Stock-Other | 0.78% | — | +935.07% | |
| 35 | ZYME | Zymeworks Inc | Stock-Other | 0.69% | -0.14% | — | |
| 36 | SRRK | Scholar Rock Holding CORP | Stock-Other | 0.68% | — | +8.64% | |
| 37 | 2662247D | Iteos Therapeutics Inc | Stock-Other | 0.63% | — | — | |
| 38 | URGN | UroGen Pharma Ltd. | Stock-Other | 0.63% | -0.04% | +96.80% | |
| 39 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 0.59% | — | — | |
| 40 | MNKD | Mannkind CORP | Stock-Other | 0.59% | -0.07% | — | |
| 41 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 0.58% | — | — | |
| 42 | VRDN | Viridian Therapeutics Inc | Stock-Other | 0.52% | +0.23% | NEW | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | -2.05% | EXIT | |
| 44 | 430 | Terns Pharmaceuticals Inc | Stock-Other | 0.48% | -1.63% | EXIT | |
| 45 | QURE | uniQure N.V. | Stock-Other | 0.44% | +1.50% | -45.38% | |
| 46 | BHVN | Biohaven Ltd. | Stock-Other | 0.43% | +0.14% | — | |
| 47 | PCRX | Pacira Biosciences Inc | Stock-Other | 0.43% | — | +51.38% | |
| 48 | OCUL | Ocular Therapeutix Inc | Stock-Other | 0.39% | — | — | |
| 49 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 0.33% | -0.21% | EXIT | |
| 50 | CAPR | Capricor Therapeutics Inc | Stock-Other | 0.32% | -2.71% | +251.82% |
According to official SEC Form 13F filings, Diadema Partners LP reported a total U.S. public equity portfolio value of $791.3M across 75 disclosed positions in Q2 2025.
During Q2 2025, Diadema Partners LP's top holdings by market value included LLY (10.8%)、AMGN (9.7%)、SLNOEUR (7.3%). The largest single position, LLY, represented 10.8% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 2025, Diadema Partners LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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