1y return+54.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $149 against $127 in the S&P 500.2
Diadema Partners LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| UTHRUnited Therapeutics Corp Del | $28.7M | 10.9% | +94.1% |
| RVMDRevolution Medicines Inc | $26.1M | 9.9% | +72.1% |
| ABVXAbivax Sa | $21.6M | 8.2% | +115.5% |
| COGTCogent Biosciences Inc | $19.1M | 7.2% | +52.9% |
| BMRNBiomarin Pharmaceutical Inc | $17.9M | 6.8% | +111.1% |
| VKTXViking Therapeutics Inc | $17.2M | 6.5% | −15.9% |
| EWTXEdgewise Therapeutics Inc | $11.1M | 4.2% | New |
| KODKodiak Sciences Inc | $8.5M | 3.2% | +13.0% |
| IMCRImmunocore Hldgs PLC | $8.1M | 3.1% | +31.9% |
| FDMT4d Molecular Therapeutics In | $7.6M | 2.9% | New |
| RCUSArcus Biosciences Inc | $6.9M | 2.6% | −6.0% |
| JNJJohnson & Johnson | $5.6M | 2.1% | −59.1% |
| NVONovo-nordisk A S | $4.8M | 1.8% | +586.0% |
| CRVSCorvus Pharmaceuticals Inc | $4.4M | 1.7% | +20.4% |
| RLAYRelay Therapeutics Inc | $4.3M | 1.6% | New |
| ZYMEZymeworks Inc | $3.7M | 1.4% | |
| BIOABioage Labs Inc | $3.6M | 1.4% | +143.9% |
| TSHATaysha Gene Therapies Inc | $3.6M | 1.3% | New |
| NRIXNurix Therapeutics Inc | $2.9M | 1.1% | New |
| CRBPCorbus Pharmaceuticals Hldgs | $2.8M | 1.1% | −31.5% |
| INDVIndivior Pharmaceuticals Inc | $2.8M | 1.0% | −5.4% |
| IVAInventiva Sa | $2.7M | 1.0% | +110.2% |
| ORKAOruka Therapeutics Inc | $2.6M | 1.0% | New |
| PCVXVaxcyte Inc | $2.6M | 1.0% | +79.8% |
| RLMDRelmada Therapeutics Inc | $2.5M | 0.9% | +79.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RVMDRevolution Medicines Inc | June 30, 2025 | +409.1% | $26.1M |
| COGTCogent Biosciences Inc | December 31, 2024 | +396.2% | $19.1M |
| BIOABioage Labs Inc | December 31, 2025 | +85.3% | $3.6M |
| VKTXViking Therapeutics Inc | March 31, 2025 | +61.5% | $17.2M |
| MGNXMacrogenics Inc | March 31, 2026 | +59.9% | $1.7M |
| ABVXAbivax Sa | September 30, 2025 | +57.0% | $21.6M |
| GLUEMonte Rosa Therapeutics Inc | December 31, 2025 | +54.3% | $1.9M |
| RLMDRelmada Therapeutics Inc | December 31, 2025 | +43.3% | $2.5M |
| RCUSArcus Biosciences Inc | March 31, 2026 | +42.7% | $6.9M |
| INDVIndivior Pharmaceuticals Inc | March 31, 2026 | +34.6% | $2.8M |
Sold off last quarter
- Bridgebio Pharma IncCUSIP 10806XAJ1 was $18.6M
- Jazz Pharmaceuticals PLCCUSIP G50871105 was $10.4M
- Terns Pharmaceuticals IncCUSIP 880881107 was $9.6M
- INCYIncyte Corp was $7.3M
- TGTXTg Therapeutics Inc was $6.9M
- BBIOBridgebio Pharma Inc was $6.3M
- LLYEli Lilly & Co was $5.5M
- ABBVAbbvie Inc was $5.2M
- GPCRStructure Therapeutics Inc was $3.5M
- TENXTenax Therapeutics Inc was $2.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.2% | +14.8% |
| March 31, 2026 | +4.8% | −4.6% |
| December 31, 2025 | +16.8% | +2.4% |
| September 30, 2025 | +8.8% | +7.8% |
| June 30, 2025 | −1.8% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Diadema Partners LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2026172&type=13F-HR&dateb=&owner=include&count=40CIK 2026172
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2026172/000189268826000119/Filed August 14, 2026 · accession 0001892688-26-000119