DIADEMA PARTNERS LP
CIK 2026172
13F filing for Q2 2026・No. 2,973
- Holdings
- US$791.35M
- Quarter change
- +US$203.61M
- Entries
- 149
- Net bought (estimate)
- +US$1.82M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 29
- Sold out 38
- Cut 19
- Added 21
- Corporate actions 2
- Unchanged 8
Largest holdings
77 stocks worth US$264.55M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| UTHRUNITED THERAPEUTICS CORP DELCOM | Added | 52,989 | US$28.71M | 10.85% |
| RVMDREVOLUTION MEDICINES INCCOM | Added | 139,218 | US$26.07M | 9.86% |
| ABIVAX SASPONSORED ADS | Added | 163,644 | US$21.6M | 8.16% |
| COGTCOGENT BIOSCIENCES INCCOM | Added | 493,664 | US$19.1M | 7.22% |
| BMRNBIOMARIN PHARMACEUTICAL INCCOM | Added | 312,846 | US$17.9M | 6.77% |
| VKTXVIKING THERAPEUTICS INCCOM | Cut | 441,808 | US$17.23M | 6.51% |
| EDGEWISE THERAPEUTICS INCCOM | New | 272,214 | US$11.06M | 4.18% |
| KODIAK SCIENCES INCCOM | Added | 218,117 | US$8.5M | 3.21% |
| IMCRIMMUNOCORE HLDGS PLCADS | Added | 254,863 | US$8.09M | 3.06% |
| 4D MOLECULAR THERAPEUTICS INCOM | New | 571,107 | US$7.6M | 2.87% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.