Diadema Partners LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Diadema Partners LP reported 54 stock positions worth $88.7 million. Its top holding was Bristol-Myers Squibb (BMY) at 10.2% of the portfolio, followed by Abbvie (ABBV, 10.0%) and Teva Pharmaceutical-SP ADR (TEVA, 7.5%).
- Most Recent 13F
- Q2 2026
- Location
- MORRISTOWN, NJ
- CIK
- 0002026172
- Portfolio Value
- $88.7M (Q4 2024)
- SEC Filing
- 0001892688-25-000086 ↗ filed Feb 14, 2025
Holdings Value
Holdings 54 stocks · $88.7M
| BMY Bristol-Myers Squibb Co. | 10.20% | 160,000 | $9.0M | — |
| ABBV Abbvie Inc. | 10.01% | 50,000 | $8.9M | — |
| TEVA Teva Pharmaceutical-SP ADR | 7.52% | 300,000 | $6.7M | — |
| BPMC Blueprint Medicines Corp. | 6.31% | 64,193 | $5.6M | — |
| RYTM Rhythm Pharmaceuticals Inc. | 4.73% | 75,000 | $4.2M | — |
| AZN Astrazeneca PLC-Spons ADR | 4.43% | 30,000 | $3.9M | — |
| INSM Insmed Inc. | 4.38% | 56,337 | $3.9M | — |
| ASND Ascendis Pharma A/S | 3.92% | 25,276 | $3.5M | — |
| TARS Tarsus Pharmaceuticals Inc. | 3.74% | 60,000 | $3.3M | — |
| SLNO Soleno Therapeutics Inc. | 3.65% | 71,988 | $3.2M | — |
| RCUS Arcus Biosciences Inc. | 2.78% | 165,965 | $2.5M | — |
| SRRK Scholar Rock Holding Corp. | 2.59% | 53,160 | $2.3M | — |
| APGE Apogee Therapeutics Inc. | 2.58% | 50,620 | $2.3M | — |
| CNTA Centessa Pharmaceuticals Ltd. | 2.49% | 131,862 | $2.2M | — |
| RLAY Relay Therapeutics Inc. | 2.35% | 505,778 | $2.1M | — |
| JAZZ Jazz Pharmaceuticals PLC | 2.04% | 14,719 | $1.8M | — |
| ORIC Oric Pharmaceuticals Inc. | 1.95% | 214,291 | $1.7M | — |
| TGTX TG Therapeutics Inc. | 1.62% | 47,805 | $1.4M | — |
| REPL Replimune Group Inc. | 1.56% | 114,000 | $1.4M | — |
| CRNX Crinetics Pharmaceuticals Inc. | 1.49% | 25,900 | $1.3M | — |
| VTGN Vistagen Therapeutics Inc. | 1.47% | 442,520 | $1.3M | — |
| DNLI Denali Therapeutics Inc. | 1.38% | 60,000 | $1.2M | — |
| NUVL Nuvalent Inc. Class A | 1.30% | 14,701 | $1.2M | — |
| EOLS Evolus Inc. | 1.21% | 97,423 | $1.1M | — |
| KROS Keros Therapeutics Inc. | 1.13% | 63,547 | $1.0M | — |
| BNTX Biontech SE-ADR | 1.13% | 8,767 | $999K | — |
| VRDN Viridian Therapeutics Inc. | 1.07% | 49,478 | $948K | — |
| PCVX Vaxcyte Inc. | 0.92% | 10,000 | $819K | — |
| ACLX Arcellx Inc. | 0.87% | 10,100 | $775K | — |
| GHRS GH Research PLC | 0.80% | 101,502 | $711K | — |
| GERN Geron Corp. | 0.80% | 200,000 | $708K | — |
| COGT Cogent Biosciences Inc. | 0.79% | 90,000 | $702K | — |
| CLYM Climb Bio Inc. | 0.76% | 374,423 | $674K | — |
| NKTR Nektar Therapeutics | 0.73% | 698,919 | $650K | — |
| URGN Urogen Pharma Ltd. | 0.60% | 50,000 | $533K | — |
| ALEC Alector Inc. | 0.51% | 239,019 | $452K | — |
| ARGX Argenx SE - ADR | 0.48% | 679 | $422K | — |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 0.48% | 30,000 | $422K | — |
| PRQR Proqr Therapeutics NV | 0.47% | 158,023 | $419K | — |
| ERAS Erasca Inc. | 0.44% | 156,973 | $394K | — |
| ZVRA Zevra Therapeutics Inc. | 0.40% | 42,081 | $351K | — |
| ALXO Alx Oncology Holdings Inc. | 0.37% | 197,680 | $330K | — |
| ELDN Eledon Pharmaceuticals Inc. | 0.35% | 75,794 | $312K | — |
| TERN Terns Pharmaceuticals Inc. | 0.31% | 50,370 | $279K | — |
| GOSS Gossamer Bio Inc. | 0.22% | 217,987 | $197K | — |
| CADL Candel Therapeutics Inc. | 0.20% | 20,000 | $174K | — |
| SABS Sab Biotherapeutics Inc. | 0.13% | 30,000 | $114K | — |
| CMRX Chimerix Inc. | 0.11% | 29,082 | $101K | — |
| QTTB Q32 Bio Inc. | 0.08% | 19,700 | $68K | — |
| EWTX Edgewise Therapeutics Inc. | 0.04% | 1,359 | $36K | — |
| MIND MEDICINE MINDMED INC | 0.04% | 4,710 | $33K | — |
| LVTX Lava Therapeutics NV | 0.02% | 21,508 | $20K | — |
| APVO Aptevo Therapeutics Inc. | 0.02% | 4,050 | $17K | — |
| LRMR Larimar Therapeutics Inc. | 0.02% | 3,800 | $15K | — |
Options reported separately and not counted above: VRTX calls ($23.1M), XBI puts ($18.0M), ABBV puts ($8.9M), SLNO puts ($7.9M), ACLX puts ($7.7M), CRSP calls ($7.5M), TGTX puts ($6.0M), HALO calls ($4.8M), RARE puts ($4.4M), SLNO calls ($4.3M), BHVN calls ($3.7M), ITCI calls ($3.6M), and 41 more.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 77 | $264.6M | UTHR, RVMD, ABVX, COGT, BMRN |
| Q1 2026 | 86 | $242.2M | BRIDGEBIO PHARMA INC (BBIO 1.75 03/01/31), VKTX, UTHR, JNJ, COGT |
| Q4 2025 | 73 | $167.9M | TERN, JNJ, VKTX, ABVX, BMRN |
| Q3 2025 | 59 | $143.6M | REGN, SLNO, BMRN, PCVX, INDV |
| Q2 2025 | 46 | $160.8M | SLNO, AMGN, TGTX, NBIX, LLY |
| Q1 2025 | 43 | $125.1M | REGN, LLY, JAZZ, TGTX, ARGX |
| Q4 2024 | 54 | $88.7M | BMY, ABBV, TEVA, BPMC, RYTM |