DIADEMA PARTNERS LP
MORRISTOWN NJ · SEC CIK 0002026172
$8.28亿2026Q2 申报市值
149持仓数
37.9%前十大占比 · 第一大 5.7%
58 / 63新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMGN 新建仓+$3,719.01万
UTHR 加仓+$1,391.74万
ABVX 加仓+$1,157.48万
RVMD 加仓+$1,092.70万
EWTX 重新持有+$984.12万
2026Q2 卖出最多 按季末市值估算
JAZZ 清仓-$1,035.14万
TERNS PHARMACEUT 清仓-$958.20万
JNJ 减仓-$806.89万
INCY 清仓-$734.41万
TGTX 清仓-$687.41万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VRTX | VERTEX PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -93,100 | -100.0% | -$4,157.29万 | 清仓 |
| LQDA | LIQUIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -662,100 | -100.0% | -$2,498.77万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL 看涨期权 | $0 | 0.00% | 0 | -40,200 | -100.0% | -$2,383.78万 | 清仓 |
| — | APOGEE THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -222,500 | -100.0% | -$1,872.78万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC 看跌期权 | $0 | 0.00% | 0 | -125,500 | -100.0% | -$1,220.49万 | 清仓 |
| MRK | MERCK & CO INC 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$1,202.90万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL 看跌期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1,185.96万 | 清仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -54,755 | -100.0% | -$1,035.14万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -181,752 | -100.0% | -$958.20万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD 看跌期权 | $0 | 0.00% | 0 | -335,800 | -100.0% | -$930.17万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -78,029 | -100.0% | -$734.41万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -206,928 | -100.0% | -$687.41万 | 清仓 |
| EWTX | EDGEWISE THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -212,500 | -100.0% | -$669.38万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -85,311 | -100.0% | -$633.52万 | 清仓 |
| GPCR | STRUCTURE THERAPEUTICS INC 看跌期权 | $0 | 0.00% | 0 | -127,500 | -100.0% | -$614.55万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -6,000 | -100.0% | -$551.86万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -24,058 | -100.0% | -$523.24万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG 看涨期权 | $0 | 0.00% | 0 | -106,300 | -100.0% | -$505.67万 | 清仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $0 | 0.00% | 0 | -72,234 | -100.0% | -$348.17万 | 清仓 |
| CYTK | CYTOKINETICS INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$329.55万 | 清仓 |
| TENX | TENAX THERAPEUTICS INC | $0 | 0.00% | 0 | -179,738 | -100.0% | -$287.40万 | 清仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $0 | 0.00% | 0 | -78,851 | -100.0% | -$239.71万 | 清仓 |
| EYPT | EYEPOINT INC | $0 | 0.00% | 0 | -178,545 | -100.0% | -$230.14万 | 清仓 |
| CLYM | CLIMB BIO INC | $0 | 0.00% | 0 | -286,126 | -100.0% | -$196.00万 | 清仓 |
| STTK | SHATTUCK LABS INC | $0 | 0.00% | 0 | -293,664 | -100.0% | -$188.83万 | 清仓 |
| LQDA | LIQUIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$188.70万 | 清仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -25,942 | -100.0% | -$181.98万 | 清仓 |
| ALKS | ALKERMES PLC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$176.80万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -3,840 | -100.0% | -$171.47万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC. 看涨期权 | $0 | 0.00% | 0 | -316,000 | -100.0% | -$148.52万 | 清仓 |
| — | ANAVEX LIFE SCIENCES CORP 看涨期权 | $0 | 0.00% | 0 | -477,600 | -100.0% | -$146.62万 | 清仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -241,300 | -100.0% | -$134.40万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -84,000 | -100.0% | -$125.24万 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$105.30万 | 清仓 |
| — | INOVIO PHARMACEUTICALS INC | $0 | 0.00% | 0 | -562,665 | -100.0% | -$97.90万 | 清仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$83.92万 | 清仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -64,952 | -100.0% | -$82.03万 | 清仓 |
| IBRX | IMMUNITYBIO INC 看跌期权 | $0 | 0.00% | 0 | -106,300 | -100.0% | -$81.53万 | 清仓 |
| VIR | VIR BIOTECHNOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -88,800 | -100.0% | -$79.56万 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | -100,660 | -100.0% | -$77.00万 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $0 | 0.00% | 0 | -35,144 | -100.0% | -$73.63万 | 清仓 |
| ALMS | ALUMIS INC 看跌期权 | $0 | 0.00% | 0 | -31,200 | -100.0% | -$68.73万 | 清仓 |
| CELC | CELCUITY INC | $0 | 0.00% | 0 | -5,314 | -100.0% | -$60.65万 | 清仓 |
| OCGN | OCUGEN INC 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$54.30万 | 清仓 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | -31,200 | -100.0% | -$51.01万 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$44.77万 | 清仓 |
| JANX | JANUX THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -31,600 | -100.0% | -$43.92万 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$40.31万 | 清仓 |
| — | LIPOCINE INC NEW | $0 | 0.00% | 0 | -50,000 | -100.0% | -$39.95万 | 清仓 |
| GHRS | GH RESEARCH PLC | $0 | 0.00% | 0 | -26,836 | -100.0% | -$37.73万 | 清仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$28.96万 | 清仓 |
| TRVI | TREVI THERAPEUTICS INC | $0 | 0.00% | 0 | -21,663 | -100.0% | -$25.84万 | 清仓 |
| CMPS | COMPASS PATHWAYS PLC | $0 | 0.00% | 0 | -31,885 | -100.0% | -$17.63万 | 清仓 |
| — | PASSAGE BIO INC | $0 | 0.00% | 0 | -19,530 | -100.0% | -$15.33万 | 清仓 |
| — | PURETECH HEALTH PLC | $0 | 0.00% | 0 | -7,924 | -100.0% | -$11.77万 | 清仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $0 | 0.00% | 0 | -30,579 | -100.0% | -$10.95万 | 清仓 |
| LYEL | LYELL IMMUNOPHARMA INC 看跌期权 | $0 | 0.00% | 0 | -4,100 | -100.0% | -$8.22万 | 清仓 |
| — | VISTAGEN THERAPEUTICS INC | $0 | 0.00% | 0 | -105,428 | -100.0% | -$6.03万 | 清仓 |
| RNA | ATRIUM THERAPEUTICS INC | $0 | 0.00% | 0 | -2,512 | -100.0% | -$3.36万 | 清仓 |
| — | CUE BIOPHARMA INC | $0 | 0.00% | 0 | -131,997 | -100.0% | -$3.03万 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC 看跌期权 | $0 | 0.00% | 0 | -2,900 | -100.0% | -$1.02万 | 清仓 |
| — | ATYR PHARMA INC 看涨期权 | $0 | 0.00% | 0 | -12,200 | -100.0% | -$9,516 | 清仓 |
| SEPN | SEPTERNA INC | $0 | 0.00% | 0 | -202 | -100.0% | -$4,854 | 清仓 |
| — | CUE BIOPHARMA INC 看涨期权 | $6 | 0.00% | 6 | 6 | — | $6 | 新建仓 |
| ERAS | ERASCA INC 看涨期权 | $1,832 | 0.00% | 100 | 100 | — | $1,832 | 新建仓 |
| JBIO | JADE BIOSCIENCES INC 看跌期权 | $3,174 | 0.00% | 1,046 | 0 | 0.0% | — | 不变 |
| MGTX | MEIRAGTX HLDGS PLC 看涨期权 | $6,755 | 0.00% | 500 | 500 | — | $6,755 | 新建仓 |
| — | ATYR PHARMA INC 看跌期权 | $7,460 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| — | NEXTCURE INC | $1.24万 | 0.00% | 7,742 | 7,742 | — | $1.24万 | 新建仓 |
| — | VISTAGEN THERAPEUTICS INC 看涨期权 | $1.30万 | 0.00% | 57,700 | -48,800 | -45.8% | -$1.10万 | 重新持有 |
| — | TVARDI THERAPEUTICS INC | $3.16万 | 0.00% | 16,607 | 16,607 | — | $3.16万 | 新建仓 |
| — | APREA THERAPEUTICS INC | $3.60万 | 0.00% | 44,907 | 44,907 | — | $3.60万 | 新建仓 |
| SPRY | ARS PHARMACEUTICALS INC | $3.89万 | 0.00% | 4,860 | 4,860 | — | $3.89万 | 新建仓 |
| — | ENTERA BIO LTD | $4.12万 | 0.00% | 23,260 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $6.82万 | 0.01% | 16,003 | -170,600 | -91.4% | -$72.68万 | 减仓 |
| KLRA | KAILERA THERAPEUTICS INC | $7.98万 | 0.01% | 3,621 | 3,621 | — | $7.98万 | 新建仓 |
| — | JATT II ACQUISITION CORP | $10.25万 | 0.01% | 9,021 | 9,021 | — | $10.25万 | 新建仓 |
| MGTX | MEIRAGTX HLDGS PLC | $11.31万 | 0.01% | 8,368 | 8,368 | — | $11.31万 | 新建仓 |
| UPB | UPSTREAM BIO INC | $13.21万 | 0.02% | 19,093 | -2,516 | -11.6% | -$1.74万 | 减仓 |
| — | LAKELAND INDS INC | $15.08万 | 0.02% | 14,108 | 14,108 | — | $15.08万 | 新建仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $15.09万 | 0.02% | 1,630 | 0 | 0.0% | — | 不变 |
| ANNX | ANNEXON INC | $15.71万 | 0.02% | 27,516 | -105,400 | -79.3% | -$60.18万 | 减仓 |
| — | TALPHERA INC | $15.82万 | 0.02% | 153,563 | 0 | 0.0% | — | 不变 |
| — | HERON THERAPEUTICS INC | $19.58万 | 0.02% | 458,723 | 458,723 | — | $19.58万 | 新建仓 |
| URGN | UROGEN PHARMA LTD | $26.26万 | 0.03% | 7,137 | -16,018 | -69.2% | -$58.95万 | 减仓 |
| — | INOVIO PHARMACEUTICALS INC 看涨期权 | $30.27万 | 0.04% | 275,200 | 200,000 | 266.0% | $22.00万 | 加仓 |
| OCGN | OCUGEN INC | $30.60万 | 0.04% | 200,000 | 0 | 0.0% | — | 不变 |
| — | AYTU BIOPHARMA INC | $31.94万 | 0.04% | 148,546 | -204,531 | -57.9% | -$43.97万 | 减仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $32.65万 | 0.04% | 66,908 | -13,036 | -16.3% | -$6.36万 | 减仓 |
| — | CELLECTAR BIOSCIENCES INC | $38.46万 | 0.05% | 138,341 | 138,341 | — | $38.46万 | 新建仓 |
| — | ELICIO THERAPEUTICS INC 看跌期权 | $39.10万 | 0.05% | 100,000 | 100,000 | — | $39.10万 | 新建仓 |
| — | ELICIO THERAPEUTICS INC 看涨期权 | $43.83万 | 0.05% | 112,100 | 112,100 | — | $43.83万 | 新建仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $44.72万 | 0.05% | 146,637 | -20,000 | -12.0% | -$6.10万 | 减仓 |
| — | CONNECT BIOPHARMA HLDGS LTD | $46.88万 | 0.06% | 196,985 | -3,705 | -1.8% | -$8,818 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $50.75万 | 0.06% | 10,000 | 9,755 | 3,981.6% | $49.51万 | 加仓 |
| CGON | CG ONCOLOGY INC 看涨期权 | $51.87万 | 0.06% | 7,300 | 7,300 | — | $51.87万 | 新建仓 |
| — | VOYAGER THERAPEUTICS INC 看涨期权 | $52.50万 | 0.06% | 150,000 | 0 | 0.0% | — | 不变 |
| — | CYBIN INC 看涨期权 | $66.10万 | 0.08% | 100,000 | 100,000 | — | $66.10万 | 新建仓 |
| — | PEPGEN INC | $67.19万 | 0.08% | 373,284 | 222,359 | 147.3% | $40.02万 | 加仓 |
| — | PELTHOS THERAPEUTICS INC | $70.01万 | 0.08% | 24,773 | 0 | 0.0% | — | 不变 |