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Livermore
Livermore
ZHEN

Diadema Partners LP

SEC CIK
0002026172
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
46
+3 vs. Q1 2025
Portfolio value
$160.8M
+$35.7M (+28.5%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of Diadema Partners LP in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
SLNOSoleno Therapeutics IncCOM284,152$23.8M14.8%+191,150+205.5%AddedHistory
AMGNAmgen IncStock52,100$14.5M9.0%+52,100NewHistory
TGTXTG Therapeutics, Inc.COM371,448$13.4M8.3%+163,565+78.7%AddedHistory
NBIXNeurocrine Biosciences IncStock94,042$11.8M7.3%+31,795+51.1%AddedHistory
LLYEli Lilly & CoStock14,816$11.5M7.2%−4,486−23.2%ReducedHistory
JAZZJazz Pharmaceuticals plcSHS USD104,473$11.1M6.9%+17,284+19.8%AddedHistory
BMRNBiomarin Pharmaceutical IncCOM192,877$10.6M6.6%+140,000+264.8%AddedHistory
PCVXVaxcyte, Inc.COM198,285$6.45M4.0%+105,900+114.6%AddedHistory
VKTXViking Therapeutics, Inc.COM197,468$5.23M3.3%+93,347+89.7%AddedHistory
VRTXVertex Pharmaceuticals IncStock10,000$4.45M2.8%+10,000NewHistory
PTGXProtagonist Therapeutics, IncCOM76,185$4.21M2.6%+76,185NewHistory
GILDGilead Sciences, Inc.Stock30,000$3.33M2.1%+30,000NewHistory
ARGXArgenx SESPONSORED ADR5,974$3.29M2.0%−6,305−51.3%ReducedHistory
IMCRImmunocore Holdings plcADS104,384$3.28M2.0%+7,400+7.6%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM5,607$2.94M1.8%−24,221−81.2%ReducedHistory
RVMDRevolution Medicines, Inc.COM79,079$2.91M1.8%+79,079NewHistory
COGTCogent Biosciences, Inc.COM392,213$2.82M1.8%00.0%UnchangedHistory
SRRKScholar Rock Holding CorpCOM62,926$2.23M1.4%+5,003+8.6%AddedHistory
ITOSiTeos Therapeutics, Inc.COM206,200$2.06M1.3%+206,200NewHistory
URGNUroGen Pharma Ltd.COM150,000$2.06M1.3%+73,780+96.8%AddedHistory
RAREUltragenyx Pharmaceutical Inc.COM53,985$1.96M1.2%+53,985NewHistory
VRDNViridian Therapeutics, Inc.COM122,061$1.71M1.1%−40,002−24.7%ReducedHistory
MRKMerck & Co., Inc.Stock20,000$1.58M1.0%+20,000NewHistory
PCRXPacira BioSciences, Inc.COM58,926$1.41M0.9%+20,000+51.4%AddedHistory
OLMAOlema Pharmaceuticals, Inc.COM253,657$1.08M0.7%+153,657+153.7%AddedHistory
RVPHReviva Pharmaceuticals Holdings, Inc.COM2,735,457$1.04M0.6%+2,084,734+320.4%AddedHistory
DFTXDefinium Therapeutics, Inc.Stock158,536$1.03M0.6%+158,536NewHistory
TRVITrevi Therapeutics, Inc.COM185,830$1.02M0.6%+5,830+3.2%AddedHistory
TERNTerns Pharmaceuticals, Inc.COM259,852$969.2K0.6%+203,754+363.2%AddedHistory
ETNB89bio, Inc.COM98,382$966.1K0.6%−133,054−57.5%ReducedHistory
CLYMClimb Bio, Inc.COM702,135$870.6K0.5%+32,332+4.8%AddedHistory
SCPHscPharmaceuticals Inc.COM217,623$829.1K0.5%+217,623NewHistory
VTGNVistagen Therapeutics, Inc.COM403,922$807.8K0.5%−162,053−28.6%ReducedHistory
ARVNArvinas, Inc.COM96,455$709.9K0.4%+96,455NewHistory
APGEApogee Therapeutics, Inc.COM10,572$459.1K0.3%−29,428−73.6%ReducedHistory
PHATPhathom Pharmaceuticals, Inc.COM40,294$386.4K0.2%+40,294NewHistory
NUVLNuvalent, Inc.COM5,000$381.5K0.2%+5,000NewHistory
ALECAlector, Inc.COM266,023$372.4K0.2%−190,523−41.7%ReducedHistory
PRQRProQR Therapeutics N.V.SHS EURO157,694$321.7K0.2%−50,000−24.1%ReducedHistory
REPLReplimune Group, Inc.COM32,483$301.8K0.2%−42,047−56.4%ReducedHistory
ELDNEledon Pharmaceuticals, Inc.COM64,613$175.1K0.1%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM43,616$150.9K0.1%−382,730−89.8%ReducedHistory
ELEVElevation Acquisition Group Inc.COM362,935$133.2K0.1%+362,935NewHistory
PRTCYPureTech Health plcADS7,324$126.3K0.1%+7,324NewHistory
SMMTSummit Therapeutics Inc.COM932$19.8K<0.1%+932NewHistory
ZLABZai Lab LtdADR3,785$13.2K<0.1%+3,785NewHistory

Options (41)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Diadema Partners LP in Q2 2025
SecurityClassPutsCalls
LLYEli Lilly & CoStock$16.1M$7.80M
AMGNAmgen IncStock$17.3M–
RAREUltragenyx Pharmaceutical Inc.COM$4.48M$7.89M
State Street SPDR S&P Biotech ETF78464A870ETF–$8.29M
RVMDRevolution Medicines, Inc.COM–$7.36M
CORTCorcept Therapeutics IncCOM$7.35M–
NVONovo Nordisk A SADR–$6.90M
APGEApogee Therapeutics, Inc.COM–$6.79M
BBIOBridgeBio Pharma, Inc.COM–$5.67M
MRNAModerna, Inc.Stock$2.76M$2.82M
ALTAltimmune, Inc.COM NEW$663.3K$4.89M
CRSPCRISPR Therapeutics AGNAMEN AKT–$5.45M
JAZZJazz Pharmaceuticals plcSHS USD–$5.31M
SPRYARS Pharmaceuticals, Inc.COM–$4.90M
PFEPfizer IncStock–$4.85M
AGIOAgios Pharmaceuticals, Inc.COM–$4.06M
MREOMereo BioPharma Group plcSPON ADS$106.8K$3.57M
RXRXRecursion Pharmaceuticals, Inc.CL A–$3.53M
SMMTSummit Therapeutics Inc.COM$1.06M$1.59M
ZYMEZymeworks Inc.COM–$2.25M
MLTXMoonLake ImmunotherapeuticsCLASS A ORD$1.95M–
MNKDMannkind CorpCOM NEW–$1.94M
ACADAcadia Pharmaceuticals IncCOM–$1.92M
SCPHscPharmaceuticals Inc.COM–$1.85M
RVPHReviva Pharmaceuticals Holdings, Inc.COM–$1.52M
COGTCogent Biosciences, Inc.COM$1.45M$49.5K
QUREuniQure N.V.SHS–$1.45M
BHVNBiohaven Ltd.COM–$1.41M
OCULOcular Therapeutix, IncCOM–$1.27M
CAPRCapricor Therapeutics, Inc.COM NEW$1.06M–
ATYRaTYR PHARMA INCCOM NEW$386.3K$652.5K
BMEABiomea Fusion, Inc.COM–$1.02M
TNGXTango Therapeutics, Inc.COM–$1.02M
GOSSGossamer Bio, Inc.COM–$1.01M
SLSSELLAS Life Sciences Group, Inc.COM NEW–$876.0K
FOLDAmicus Therapeutics, Inc.COM–$752.9K
CRDFCardiff Oncology, Inc.COM–$655.5K
PRTAProthena Corp Public Ltd CoSHS–$607.0K
TERNTerns Pharmaceuticals, Inc.COM–$600.2K
NKTRNektar TherapeuticsCOM NEW–$85.9K
VTGNVistagen Therapeutics, Inc.COM–$400

Sold out since Q1 2025 (14)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Diadema Partners LP sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
ALNYAlnylam Pharmaceuticals, Inc.COM13,115$3.54M2.8%History
RYTMRhythm Pharmaceuticals, Inc.COM50,000$2.65M2.1%History
SWTXSpringWorks Therapeutics, Inc.COM60,000$2.65M2.1%History
CNTACentessa Pharmaceuticals plcSPONSORED ADS164,048$2.36M1.9%History
NVONovo Nordisk A SADR24,618$1.68M1.3%History
KALVKalVista Pharmaceuticals, Inc.COM135,509$1.56M1.2%History
SAGESage Therapeutics, Inc.COM183,466$1.46M1.2%History
ASNDAscendis Pharma A/SSPONSORED ADR8,321$1.30M1.0%History
CYTKCytokinetics IncCOM NEW20,000$803.8K0.6%History
QUREuniQure N.V.SHS36,500$386.9K0.3%History
GOSSGossamer Bio, Inc.COM269,589$296.5K0.2%History
MREOMereo BioPharma Group plcSPON ADS492,215$168.5K0.1%History
SGMTSagimet Biosciences Inc.COM SER A46,019$150.0K0.1%History
CADLCandel Therapeutics, Inc.COM25,045$141.5K0.1%History