Diadema Partners Lp Portfolio Stock Holdings

Diadema Partners Lp disclosed 86 stock positions valued at approximately $242.2 million in its latest SEC 13F filing. The largest holdings include VIKING THERAPEUTICS INC, UNITED THERAPEUTICS CORP DEL, and JOHNSON & JOHNSON. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
86
Portfolio Value
$242.2M
Holdings by Sector
Diadema Partners Lp Portfolio Holdings in Q1 2026

64 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VIKING THERAPEUTICS INCVKTXHealthcare7.06%525,181+188,332+55.91%$17,089,390
UNITED THERAPEUTICS CORP DELUTHRHealthcare6.69%27,303+17,303+173.03%$16,190,133
JOHNSON & JOHNSONJNJHealthcare5.43%53,771-12,673-19.07%$13,143,783
COGENT BIOSCIENCES INCCOGTHealthcare5.13%322,764+190,912+144.79%$12,423,186
TERNS PHARMACEUTICALS INCTERNHealthcare3.96%181,752-164,128-47.45%$9,581,965
BIOMARIN PHARMACEUTICAL INCBMRNHealthcare3.46%148,229+1,868+1.28%$8,373,456
ABIVAX SAABVXHealthcare3.39%75,944+300+0.40%$8,217,262
REVOLUTION MEDICINES INCRVMDHealthcare3.25%80,872+43,852+118.45%$7,864,802
KODIAK SCIENCES INCKODHealthcare3.04%192,962+192,962+100.00%$7,355,711
INCYTE CORPINCYHealthcare3.03%78,029+78,029+100.00%$7,344,089
TG THERAPEUTICS INCTGTXHealthcare2.84%206,928+83,645+67.85%$6,874,148
BRIDGEBIO PHARMA INCBBIOHealthcare2.62%85,311+15,311+21.87%$6,335,195
IMMUNOCORE HLDGS PLCIMCRHealthcare2.41%193,189+122,889+174.81%$5,824,648
ELI LILLY & COLLYHealthcare2.28%6,000+4,000+200.00%$5,518,620
ABBVIE INCABBVHealthcare2.16%24,058+24,058+100.00%$5,232,374
ARCUS BIOSCIENCES INCRCUSHealthcare2.12%238,142+238,142+100.00%$5,143,867
CORBUS PHARMACEUTICALS HLDGSCRBPHealthcare1.71%439,957+439,957+100.00%$4,131,196
CORVUS PHARMACEUTICALS INCCRVSHealthcare1.48%244,811+244,811+100.00%$3,581,585
ZYMEWORKS INCZYMEHealthcare1.47%142,132+142,132+100.00%$3,558,985
STRUCTURE THERAPEUTICS INCGPCRHealthcare1.44%72,234+72,234+100.00%$3,481,679
MONTE ROSA THERAPEUTICS INCGLUEHealthcare1.27%187,307+125,026+200.75%$3,081,200
TENAX THERAPEUTICS INCTENXHealthcare1.19%179,738-63,432-26.09%$2,874,011
HARMONY BIOSCIENCES HLDGS INHRMYHealthcare1.07%92,864+85,364+1138.19%$2,601,121
CAPRICOR THERAPEUTICS INCCAPRHealthcare0.99%78,851-79,224-50.12%$2,397,070
EYEPOINT INCEYPTHealthcare0.95%178,545+178,545+100.00%$2,301,445
BICYCLE THERAPEUTICS PLCBCYCHealthcare0.91%476,424+476,424+100.00%$2,210,607
CLIMB BIO INCELYMOther0.81%286,126+286,126+100.00%$1,959,963
SHATTUCK LABS INCSTTKHealthcare0.78%293,664+293,664+100.00%$1,888,260
TARSUS PHARMACEUTICALS INCTARSHealthcare0.75%25,942+25,942+100.00%$1,819,831
ALKERMES PLCG01767105Other0.73%50,000+50,000+100.00%$1,768,000
MACROGENICS INCMGNXHealthcare0.72%600,000+600,000+100.00%$1,734,000
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.71%3,840-6,160-61.60%$1,714,714
VOYAGER THERAPEUTICS INCVYGRHealthcare0.68%423,642+423,642+100.00%$1,635,258
VAXCYTE INCPCVXHealthcare0.60%25,071+2,099+9.14%$1,456,876
RELMADA THERAPEUTICS INCRLMDHealthcare0.58%200,842-188,553-48.42%$1,397,860
INOVIO PHARMACEUTICALS INCINOHealthcare0.40%562,665+28,983+5.43%$979,037
AYTU BIOPHARMA INCAYTUHealthcare0.40%353,077+47,289+15.46%$963,900
EQUILLIUM INCEQHealthcare0.36%433,844+86,451+24.89%$867,688
DIANTHUS THERAPEUTICS INCDNTHHealthcare0.35%10,000+10,000+100.00%$839,200
PHARVARIS N VPHVSOther0.34%29,321+29,321+100.00%$828,318
ENANTA PHARMACEUTICALS INCENTAHealthcare0.34%64,952-186-0.29%$820,344
REPLIMUNE GROUP INCREPLHealthcare0.32%100,660-130,337-56.42%$770,049
XERIS BIOPHARMA HOLDINGS INCXERSHealthcare0.32%132,746-37,822-22.17%$769,927
LARIMAR THERAPEUTICS INCLRMRHealthcare0.31%166,637+166,637+100.00%$749,867
ANNEXON INCANNXHealthcare0.30%132,916-217,084-62.02%$736,355
ULTRAGENYX PHARMACEUTICAL INRAREHealthcare0.30%35,144+35,144+100.00%$736,267
MINERALYS THERAPEUTICS INCMLYSHealthcare0.29%26,347+1,347+5.39%$713,740
PHATHOM PHARMACEUTICALS INCPHATHealthcare0.25%54,650+54,650+100.00%$607,162
CELCUITY INCCELCHealthcare0.25%5,314+5,314+100.00%$606,540
NOVO-NORDISK A SNVOHealthcare0.22%14,577+14,577+100.00%$520,736
MANNKIND CORPMNKDHealthcare0.19%186,603-115,397-38.21%$457,177
CORCEPT THERAPEUTICS INCCORTHealthcare0.17%10,000-87,445-89.74%$403,100
LIPOCINE INC NEWLPCNHealthcare0.16%50,000-210,939-80.84%$399,500
FOGHORN THERAPEUTICS INCFHTXHealthcare0.16%79,944+49,314+161.00%$382,132
OCUGEN INCOCGNHealthcare0.15%200,000+200,000+100.00%$362,000
PEPGEN INCPEPGHealthcare0.11%150,925+150,925+100.00%$267,137
TREVI THERAPEUTICS INCTRVIHealthcare0.11%21,663-75,521-77.71%$258,440
PRECIGEN INCPGENHealthcare0.09%55,293+55,293+100.00%$213,984
COMPASS PATHWAYS PLCCMPSHealthcare0.07%31,885+31,885+100.00%$176,324
TALPHERA INCTLPHHealthcare0.05%153,563+16,640+12.15%$114,696
ROCKET PHARMACEUTICALS INCRCKTHealthcare0.05%30,579+30,579+100.00%$109,473
VISTAGEN THERAPEUTICS INCVTGNHealthcare0.02%105,428+5,428+5.43%$60,252
CUE BIOPHARMA INCCUEHealthcare0.01%131,997+131,997+100.00%$30,346
ENLIVEN THERAPEUTICS INCELVNHealthcare0.00%245+245+100.00%$9,604
Diadema Partners Lp Options Holdings in Q1 2026

50 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026VRTXVertex Pharmaceuticals IncorporCALL93,100$41,572,874
Q1 2026LQDALiquidia CorporationCALL662,100$24,987,654
Q1 2026UTHRUnited Therapeutics CorporationCALL40,200$23,837,796
Q1 2026VKTXViking Therapeutics, Inc.CALL659,200$21,450,368
Q1 2026CAPRCapricor Therapeutics, Inc.PUT623,400$18,951,360
Q1 2026APGEApogee Therapeutics, Inc.CALL222,500$18,727,825
Q1 2026CYTKCytokinetics, IncorporatedPUT200,000$13,182,000
Q1 2026RVMDRevolution Medicines, Inc.PUT125,500$12,204,875
Q1 2026MRKMerck & Company, Inc.PUT100,000$12,029,000
Q1 2026UTHRUnited Therapeutics CorporationPUT20,000$11,859,600
Q1 2026ABVXAbivax SAPUT100,000$11,135,000
Q1 2026CAPRCapricor Therapeutics, Inc.CALL329,300$10,010,720
Q1 2026INCYIncyte CorporationPUT105,400$9,920,248
Q1 2026KODKodiak Sciences IncPUT246,900$9,411,828
Q1 2026G76279101Roivant SciencesPUT335,800$9,301,660
Q1 2026MRNAModerna, Inc.PUT159,400$8,097,520
Q1 2026EWTXEdgewise Therapeutics, Inc.CALL212,500$6,693,750
Q1 2026CORTCorcept Therapeutics IncorporatCALL158,500$6,389,135
Q1 2026GPCRStructure Therapeutics Inc.PUT127,500$6,145,500
Q1 2026REPLReplimune Group, Inc.PUT459,900$3,518,235
Q1 2026CYTKCytokinetics, IncorporatedCALL50,000$3,295,500
Q1 2026PCVXVaxcyte, Inc.CALL53,100$3,085,641
Q1 2026NTLAIntellia Therapeutics, Inc.CALL200,000$2,564,000
Q1 2026ALMSAlumis Inc.CALL100,000$2,203,000
Q1 2026NVONovo Nordisk A/SPUT55,900$2,054,325
Q1 2026CELCCelcuity Inc.CALL17,700$2,020,278
Q1 2026ANNXAnnexon, Inc.CALL353,200$1,956,728
Q1 2026LQDALiquidia CorporationPUT50,000$1,887,000
Q1 2026REPLReplimune Group, Inc.CALL205,500$1,572,075
Q1 2026CRVSCorvus Pharmaceuticals, Inc.CALL106,300$1,555,169
Q1 2026CTMXCytomX Therapeutics, Inc.CALL316,000$1,485,200
Q1 2026AVXLAnavex Life Sciences Corp.CALL477,600$1,466,232
Q1 2026EYPTEyePoint Pharmaceuticals, Inc.CALL106,300$1,370,207
Q1 2026SLSSELLAS Life Sciences Group, IncCALL300,000$1,269,000
Q1 2026OLMAOlema Pharmaceuticals, Inc.CALL84,000$1,252,440
Q1 2026CRMDCorMedix Inc.PUT167,500$1,137,325
Q1 2026CRBPCorbus Pharmaceuticals HoldingsCALL115,300$1,082,667
Q1 2026IOVAIovance Biotherapeutics, Inc.CALL300,000$1,053,000
Q1 2026IBRXImmunityBio, Inc.PUT106,300$815,321
Q1 2026VIRVir Biotechnology, Inc.CALL88,800$795,648
Q1 2026ALMSAlumis Inc.PUT31,200$687,336
Q1 2026VYGRVoyager Therapeutics, Inc.CALL150,000$579,000
Q1 2026OCGNOcugen, Inc.CALL300,000$543,000
Q1 2026EOLSEvolus, Inc. Common StockCALL125,200$514,572
Q1 2026JANXJanux Therapeutics, Inc.CALL31,600$439,240
Q1 2026INOInovio Pharmaceuticals, Inc.CALL75,200$130,848
Q1 2026IOVAIovance Biotherapeutics, Inc.PUT2,900$10,179
Q1 2026ATYRaTyr Pharma, Inc.PUT12,500$9,750
Q1 2026ATYRaTyr Pharma, Inc.CALL12,200$9,516
Q1 2026KODKodiak Sciences IncCALL200$7,624

Notional value represents the total exposure of the options position.