DIADEMA PARTNERS LP

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, DIADEMA PARTNERS LP maintained a portfolio of 201 distinct positions. The most significant new addition to the portfolio was VERTEX PHARMACEUTICA, which now represents 6.90% of the total fund value. Conversely, DIADEMA PARTNERS LP completely exited their position in SPDR S&P 500 ETF TR.
PCA Score Concentration Risk
Risk ENB
Total Positions
201
Quarter
2025 Q4
Top Holding
VRTX (6.9%)
Top 10 Concentration
39.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 201
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VRTX
VERTEX PHARMACE...
CALL
CALL Option 6.90% #1
Prev: #—
8.3 88,300 no change
NEW
88,300 $40,031,688 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XBI
SPDR SERIES TRU...
PUT
PUT Option 5.25% #2
Prev: #—
7.1 250,000 no change
NEW
250,000 $30,482,500 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PRAX
PRAXIS PRECISIO...
PUT
PUT Option 5.11% 1.36% #3 22
Prev: #25
3.5 600 0.6%
P
S
100,600 $29,650,844 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VKTX
VIKING THERAPEU...
CALL
CALL Option 4.17% 2.72% #4 3
Prev: #7
5.2 283,800 70.1%
P
S
688,900 $24,235,502 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RNA
AVIDITY BIOSCIE...
CALL
CALL Option 4.08% 2.23% #5 4
Prev: #9
5.1 127,900 63.9%
P
S
328,000 $23,658,640 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
PUT
PUT Option 3.17% #6
Prev: #—
4.8 30,000 no change
NEW
30,000 $18,429,300 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JAZZ
JAZZ PHARMACEUT...
CALL
CALL Option 3.08% 3.37% #7 3
Prev: #4
3.2 5,300 5.3%
P
S
105,300 $17,901,000 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
APGE
APOGEE THERAPEU...
CALL
CALL Option 2.74% 1.29% #8 20
Prev: #28
4.1 83,700 65.7%
P
S
211,100 $15,933,828 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BBIO
BRIDGEBIO PHARM...
PUT
PUT Option 2.64% #9
Prev: #—
4.6 200,000 no change
NEW
200,000 $15,298,000 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TERN
TERNS PHARMACEU...
Unknown 2.41% 0.62% #10 44
Prev: #54
3.0 22,721 7.0%
P
S
345,880 $13,973,552 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Unknown 2.37% #11
Prev: #—
4.4 66,444 no change
NEW
66,444 $13,750,586 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GPCR
STRUCTURE THERA...
CALL
CALL Option 2.30% #12
Prev: #—
4.4 191,700 no change
NEW
191,700 $13,332,735 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VKTX
VIKING THERAPEU...
Unknown 2.04% 1.30% #13 14
Prev: #27
3.8 143,160 73.9%
P
S
336,849 $11,850,348 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VKTX
VIKING THERAPEU...
PUT
PUT Option 1.92% #14
Prev: #—
4.3 316,700 no change
NEW
316,700 $11,141,506 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BBIO
BRIDGEBIO PHARM...
CALL
CALL Option 1.84% 1.75% #15 1
Prev: #16
2.7 8,200 6.2%
P
S
139,600 $10,678,004 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
CALL
CALL Option 1.78% #16
Prev: #—
4.2 50,000 no change
NEW
50,000 $10,347,500 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ABVX
ABIVAX SA
Unknown 1.76% 0.90% #17 21
Prev: #38
3.7 34,024 81.7%
P
S
75,644 $10,200,972 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INCY
INCYTE CORP
PUT
PUT Option 1.70% #18
Prev: #—
4.2 100,000 no change
NEW
100,000 $9,877,000 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INSM
INSMED INC
CALL
CALL Option 1.58% #19
Prev: #—
4.1 52,800 no change
NEW
52,800 $9,189,312 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CAPR
CAPRICOR THERAP...
CALL
CALL Option 1.55% 0.55% #20 40
Prev: #60
1.1 12,300 4.1%
P
S
312,300 $9,012,978 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BMRN
BIOMARIN PHARMA...
Unknown 1.50% 2.95% #21 15
Prev: #6
0.6 -66,516 -31.2%
P
S
146,361 $8,698,234 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IONS
IONIS PHARMACEU...
CALL
CALL Option 1.45% 1.67% #22 3
Prev: #19
2.6 6,200 6.2%
P
S
106,200 $8,401,482 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
REGN
REGENERON PHARM...
Unknown 1.37% 4.34% #23 21
Prev: #2
0.5 -19,860 -65.8%
P
S
10,300 $7,950,261 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
INDV
INDIVIOR PLC
CALL
CALL Option 1.36% #24
Prev: #—
4.0 220,300 no change
NEW
220,300 $7,904,364 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QURE
UNIQURE NV
PUT
PUT Option 1.24% 4.48% #25 24
Prev: #1
1.0 1,800 0.6%
P
S
301,800 $7,222,074 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
PUT
PUT Option 0.00% 3.41%
Sold All 😨
(Was: #3)
0.0 -20,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AGIO
AGIOS PHARMACEU...
CALL
CALL Option 0.00% 2.28%
Sold All 😨
(Was: #8)
0.0 -222,100 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INCY
INCYTE CORP
CALL
CALL Option 0.00% 2.17%
Sold All 😨
(Was: #10)
0.0 -100,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BMY
BRISTOL-MYERS S...
CALL
CALL Option 0.00% 2.08%
Sold All 😨
(Was: #12)
0.0 -180,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
PUT
PUT Option 0.00% 1.95%
Sold All 😨
(Was: #14)
0.0 -10,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SLNO
SOLENO THERAPEU...
PUT
PUT Option 0.00% 1.73%
Sold All 😨
(Was: #17)
0.0 -100,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JAZZ
JAZZ PHARMACEUT...
PUT
PUT Option 0.00% 1.69%
Sold All 😨
(Was: #18)
0.0 -50,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BMY
BRISTOL-MYERS S...
Unknown 0.00% 1.50%
Sold All 😨
(Was: #21)
0.0 -130,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NBIX
NEUROCRINE BIOS...
Unknown 0.00% 1.36%
Sold All 😨
(Was: #26)
0.0 -37,754 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NKTR
NEKTAR THERAPEU...
Unknown 0.00% 1.09%
Sold All 😨
(Was: #33)
0.0 -75,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HRMY
HARMONY BIOSCIE...
CALL
CALL Option 0.00% 1.06%
Sold All 😨
(Was: #34)
0.0 -150,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UPB
UPSTREAM BIO IN...
CALL
CALL Option 0.00% 0.96%
Sold All 😨
(Was: #35)
0.0 -200,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SRRK
SCHOLAR ROCK HL...
CALL
CALL Option 0.00% 0.95%
Sold All 😨
(Was: #36)
0.0 -100,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RARE
ULTRAGENYX PHAR...
PUT
PUT Option 0.00% 0.95%
Sold All 😨
(Was: #37)
0.0 -123,300 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JAZZ
JAZZ PHARMACEUT...
Unknown 0.00% 0.78%
Sold All 😨
(Was: #44)
0.0 -23,140 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COGT
COGENT BIOSCIEN...
CALL
CALL Option 0.00% 0.73%
Sold All 😨
(Was: #46)
0.0 -200,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARCT
ARCTURUS THERAP...
PUT
PUT Option 0.00% 0.71%
Sold All 😨
(Was: #47)
0.0 -150,900 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MRNA
MODERNA INC
CALL
CALL Option 0.00% 0.67%
Sold All 😨
(Was: #49)
0.0 -102,100 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCPH
SCPHARMACEUTICA...
CALL
CALL Option 0.00% 0.67%
Sold All 😨
(Was: #50)
0.0 -462,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MRNA
MODERNA INC
PUT
PUT Option 0.00% 0.66%
Sold All 😨
(Was: #51)
0.0 -100,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
REPL
REPLIMUNE GROUP...
CALL
CALL Option 0.00% 0.66%
Sold All 😨
(Was: #52)
0.0 -612,300 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
APGE
APOGEE THERAPEU...
Unknown 0.00% 0.65%
Sold All 😨
(Was: #53)
0.0 -64,250 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALKS
ALKERMES PLC
Unknown 0.00% 0.55%
Sold All 😨
(Was: #61)
0.0 -72,079 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACAD
ACADIA PHARMACE...
CALL
CALL Option 0.00% 0.49%
Sold All 😨
(Was: #62)
0.0 -89,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ROIV
ROIVANT SCIENCE...
Unknown 0.00% 0.46%
Sold All 😨
(Was: #63)
0.0 -120,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MBX
MBX BIOSCIENCES...
CALL
CALL Option 0.00% 0.45%
Sold All 😨
(Was: #65)
0.0 -100,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SMMT
SUMMIT THERAPEU...
CALL
CALL Option 0.00% 0.39%
Sold All 😨
(Was: #70)
0.0 -74,700 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVAX
NOVAVAX INC
CALL
CALL Option 0.00% 0.38%
Sold All 😨
(Was: #72)
0.0 -173,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVO
NOVO-NORDISK A ...
Unknown 0.00% 0.35%
Sold All 😨
(Was: #74)
0.0 -25,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HRMY
HARMONY BIOSCIE...
PUT
PUT Option 0.00% 0.35%
Sold All 😨
(Was: #75)
0.0 -50,100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMLX
AMYLYX PHARMACE...
Unknown 0.00% 0.35%
Sold All 😨
(Was: #77)
0.0 -100,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RNA
AVIDITY BIOSCIE...
Unknown 0.00% 0.33%
Sold All 😨
(Was: #78)
0.0 -30,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MNMD
MIND MEDICINE M...
Unknown 0.00% 0.32%
Sold All 😨
(Was: #79)
0.0 -105,891 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SKYE
SKYE BIOSCIENCE...
CALL
CALL Option 0.00% 0.30%
Sold All 😨
(Was: #82)
0.0 -300,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SUPN
SUPERNUS PHARMA...
Unknown 0.00% 0.27%
Sold All 😨
(Was: #85)
0.0 -22,348 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FOLD
AMICUS THERAPEU...
CALL
CALL Option 0.00% 0.26%
Sold All 😨
(Was: #87)
0.0 -131,400 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CPRX
CATALYST PHARMA...
Unknown 0.00% 0.25%
Sold All 😨
(Was: #88)
0.0 -50,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RVPH
REVIVA PHARMACE...
Unknown 0.00% 0.24%
Sold All 😨
(Was: #89)
0.0 -2,506,921 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ARCT
ARCTURUS THERAP...
Unknown 0.00% 0.23%
Sold All 😨
(Was: #90)
0.0 -48,811 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CTMX
CYTOMX THERAPEU...
Unknown 0.00% 0.15%
Sold All 😨
(Was: #96)
0.0 -185,286 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MRNA
MODERNA INC
Unknown 0.00% 0.13%
Sold All 😨
(Was: #97)
0.0 -20,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TNYA
TENAYA THERAPEU...
Unknown 0.00% 0.13%
Sold All 😨
(Was: #99)
0.0 -315,519 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALEC
ALECTOR INC
Unknown 0.00% 0.10%
Sold All 😨
(Was: #102)
0.0 -136,023 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PYXS
PYXIS ONCOLOGY ...
Unknown 0.00% 0.09%
Sold All 😨
(Was: #106)
0.0 -150,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCCC
C4 THERAPEUTICS...
CALL
CALL Option 0.00% 0.08%
Sold All 😨
(Was: #107)
0.0 -140,700 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RARE
ULTRAGENYX PHAR...
Unknown 0.00% 0.07%
Sold All 😨
(Was: #109)
0.0 -9,189 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CLYM
CLIMB BIO INC
Unknown 0.00% 0.07%
Sold All 😨
(Was: #110)
0.0 -136,488 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OVID
OVID THERAPEUTI...
Unknown 0.00% 0.06%
Sold All 😨
(Was: #113)
0.0 -187,739 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RLAY
RELAY THERAPEUT...
Unknown 0.00% 0.06%
Sold All 😨
(Was: #114)
0.0 -43,616 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RCEL
AVITA MEDICAL I...
CALL
CALL Option 0.00% 0.03%
Sold All 😨
(Was: #118)
0.0 -25,100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ANAB
ANAPTYSBIO INC
Unknown 0.00% 0.03%
Sold All 😨
(Was: #119)
0.0 -3,295 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TVRD
TVARDI THERAPEU...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #121)
0.0 -2,185 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MREO
MEREO BIOPHARMA...
PUT
PUT Option 0.00% 0.02%
Sold All 😨
(Was: #122)
0.0 -39,400 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KOD
KODIAK SCIENCES...
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #125)
0.0 -1,100 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PMVP
PMV PHARMACEUTI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #126)
0.0 -11,300 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AUPH
AURINIA PHARMAC...
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #128)
0.0 -700 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 201 holdings

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