DIADEMA PARTNERS LP

CIK: 0002026172Latest portfolio: $580.5M · Q4 2025

Holdings

119

Total Value

$580.5M

New Positions

46

Closed Positions

33

#StockSharesValue% PortfolioChangeType
1
VKTXVIKING THERAPEUTICS INC
1,342,449$47.2M8.13%NEWPut
2
VRTXVERTEX PHARMACEUTICALS INC
98,300$44.6M7.68%NEWCall
3
BBIOBRIDGEBIO PHARMA INC
409,600$31.3M5.40%NEWPut
4
XBISPDR SERIES TRUST
250,000$30.5M5.25%NEWPut
5
PRAXPRAXIS PRECISION MEDICINES I
100,600$29.6M5.11%+600Put
6
JNJJOHNSON & JOHNSON
116,444$24.1M4.15%NEWCall
7
RNAAVIDITY BIOSCIENCES INC
328,000$23.7M4.08%+98KCall
8
CAPRCAPRICOR THERAPEUTICS INC
670,375$19.3M3.33%NEWPut
9
NDQINVESCO QQQ TR
30,000$18.4M3.17%NEWPut
10
JAZZJAZZ PHARMACEUTICALS PLC
105,300$17.9M3.08%NEWCall
11
TERNTERNS PHARMACEUTICALS INC
410,580$16.6M2.86%-137,779Call
12
APGEAPOGEE THERAPEUTICS INC
211,100$15.9M2.74%+19KCall
13
GPCRSTRUCTURE THERAPEUTICS INC
191,700$13.3M2.30%NEWCall
14
REGNREGENERON PHARMACEUTICALS
15,300$11.8M2.03%NEWCall
15
ABVXABIVAX SA
75,644$10.2M1.76%+34K
16
INCYINCYTE CORP
100,000$9.9M1.70%NEWPut
17
IM8NINSMED INC
52,800$9.2M1.58%NEWCall
18
BMRNBIOMARIN PHARMACEUTICAL INC
146,361$8.7M1.50%-66,516
19
INDIVIOR PLC
237,620$8.5M1.47%NEWCall
20
ISIIONIS PHARMACEUTICALS INC
106,200$8.4M1.45%+6KCall
21
QUREUNIQURE NV
346,800$8.3M1.43%+47KPut
22
HTDCORCEPT THERAPEUTICS INC
232,245$8.1M1.39%+206KPut
23
ROIVROIVANT SCIENCES LTD
318,700$6.9M1.19%-101,300Put
24
ZYMEZYMEWORKS INC
262,000$6.9M1.19%NEWPut
25
TGTXTG THERAPEUTICS INC
223,283$6.7M1.15%NEWPut

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
OCUL545K+409K
RNA328K+98K
CRMD159K+59K
GOSS877K+52K
TVTX50K+50K
EQ347K+47K
QURE347K+47K
RXRX742K+44K
ABVX76K+34K
AYTU306K+33K

Decreased Positions

NameSharesChange
VTGN207K-243489
ARDX252K-147802
TERN411K-137779
ROIV319K-101300
URGN22K-68190
BMRN146K-66516
PTGX23K-28485
RVMD37K-22059
FHTX31K-19370
PCRX48K-10901

Sector Breakdown

HealthcareNaN% ($InfinityT)
Unknown0.0% ($1.84299189852584e+27T)
Financial Services0.0% ($304.8B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$580.5M145
Q3 2025Nov 14, 2025$391.0B130
Q2 2025Aug 14, 2025$328.2B96
Q1 2025May 15, 2025$383.3B102
Q4 2024Feb 14, 2025$233.1B107

Fund Information

CIK0002026172
Most Recent FilingFeb 17, 2026
Number of Filings5

DIADEMA PARTNERS LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $580.5M across 119 holdings. The largest position is VIKING THERAPEUTICS INC (VKTX), representing 8.1% of the portfolio. Compared to the previous quarter, the fund opened 66 new positions and closed 53 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.