DIADEMA PARTNERS LP — 13F holdings

DIADEMA PARTNERS LP reported 149 holdings worth $791M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. ABVX ABIVAX SA — $102M (12.9%)
2. VKTX VIKING THERAPEUTICS INC — $78.5M (9.9%)
3. BMY BRISTOL-MYERS SQUIBB CO — $53.6M (6.8%)
4. UTHR UNITED THERAPEUTICS CORP DEL — $28.7M (3.6%)
5. RVMD REVOLUTION Medicines Inc — $26.1M (3.3%)
6. QURE UNIQURE NV — $24.6M (3.1%)
7. NVS NOVARTIS AG — $23.5M (3.0%)
8. KOD KODIAK SCIENCES INC — $21.9M (2.8%)
9. CAPR CAPRICOR THERAPEUTICS INC — $20.8M (2.6%)
10. COGT COGENT BIOSCIENCES INC — $19.1M (2.4%)