DIADEMA PARTNERS LP
MORRISTOWN NJ · SEC CIK 0002026172
$5.88亿2026Q1 申报市值
144持仓数
36.5%前十大占比 · 第一大 7.1%
68 / 67新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BBIO 新建仓+$1,856.50万
UTHR 加仓+$1,026.03万
KOD 新建仓+$735.57万
COGT 加仓+$734.82万
INCY 新建仓+$734.41万
2026Q1 卖出最多 按季末市值估算
TERNS PHARMACEUT 减仓-$865.28万
REGN 清仓-$795.03万
ANIP 清仓-$421.18万
BIOA 减仓-$369.33万
CORT 减仓-$352.49万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $28.96万 | 0.05% | 40,000 | 40,000 | — | $28.96万 | 新建仓 |
| — | PROQR THRAPEUTICS N V | $29.17万 | 0.05% | 180,083 | 12,551 | 7.5% | $2.03万 | 加仓 |
| OCGN | OCUGEN INC | $36.20万 | 0.06% | 200,000 | 200,000 | — | $36.20万 | 新建仓 |
| GHRS | GH RESEARCH PLC | $37.73万 | 0.06% | 26,836 | 26,836 | — | $37.73万 | 新建仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $38.21万 | 0.07% | 79,944 | 49,314 | 161.0% | $23.57万 | 加仓 |
| — | LIPOCINE INC NEW | $39.95万 | 0.07% | 50,000 | -210,939 | -80.8% | -$168.54万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $40.31万 | 0.07% | 10,000 | -87,445 | -89.7% | -$352.49万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $41.63万 | 0.07% | 23,155 | 1,345 | 6.2% | $2.42万 | 加仓 |
| JANX | JANUX THERAPEUTICS INC 看涨期权 | $43.92万 | 0.07% | 31,600 | 1,600 | 5.3% | $2.22万 | 加仓 |
| MAZE | MAZE THERAPEUTICS INC | $44.77万 | 0.08% | 15,000 | 15,000 | — | $44.77万 | 新建仓 |
| MNKD | MANNKIND CORP | $45.72万 | 0.08% | 186,603 | -115,397 | -38.2% | -$28.27万 | 减仓 |
| QURE | UNIQURE NV | $51.01万 | 0.09% | 31,200 | -13,800 | -30.7% | -$22.56万 | 减仓 |
| EOLS | EVOLUS INC 看涨期权 | $51.46万 | 0.09% | 125,200 | 6,400 | 5.4% | $2.63万 | 加仓 |
| — | PELTHOS THERAPEUTICS INC | $52.05万 | 0.09% | 24,773 | -227 | -0.9% | -$4,769 | 减仓 |
| NVO | NOVO-NORDISK A S | $52.07万 | 0.09% | 14,577 | -10,423 | -41.7% | -$37.23万 | 重新持有 |
| — | CONNECT BIOPHARMA HLDGS LTD | $52.58万 | 0.09% | 200,690 | 200,690 | — | $52.58万 | 新建仓 |
| OCGN | OCUGEN INC 看涨期权 | $54.30万 | 0.09% | 300,000 | 300,000 | — | $54.30万 | 新建仓 |
| — | VOYAGER THERAPEUTICS INC 看涨期权 | $57.90万 | 0.10% | 150,000 | 150,000 | — | $57.90万 | 新建仓 |
| CELC | CELCUITY INC | $60.65万 | 0.10% | 5,314 | 5,314 | — | $60.65万 | 新建仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $60.72万 | 0.10% | 54,650 | 54,650 | — | $60.72万 | 新建仓 |
| — | SPRUCE BIOSCIENCES INC | $65.35万 | 0.11% | 10,000 | 10,000 | — | $65.35万 | 新建仓 |
| ALMS | ALUMIS INC 看跌期权 | $68.73万 | 0.12% | 31,200 | 31,200 | — | $68.73万 | 新建仓 |
| — | UNICYCIVE THERAPEUTICS INC | $69.80万 | 0.12% | 106,083 | 106,083 | — | $69.80万 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $71.37万 | 0.12% | 26,347 | 1,347 | 5.4% | $3.65万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $73.63万 | 0.13% | 35,144 | 25,955 | 282.5% | $54.38万 | 重新持有 |
| ANNX | ANNEXON INC | $73.64万 | 0.13% | 132,916 | -217,084 | -62.0% | -$120.26万 | 减仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $74.99万 | 0.13% | 166,637 | 166,637 | — | $74.99万 | 新建仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $76.99万 | 0.13% | 132,746 | -37,822 | -22.2% | -$21.94万 | 减仓 |
| REPL | REPLIMUNE GROUP INC | $77.00万 | 0.13% | 100,660 | -130,337 | -56.4% | -$99.71万 | 减仓 |
| VIR | VIR BIOTECHNOLOGY INC 看涨期权 | $79.56万 | 0.14% | 88,800 | -400 | -0.4% | -$3,584 | 减仓 |
| IBRX | IMMUNITYBIO INC 看跌期权 | $81.53万 | 0.14% | 106,300 | 106,300 | — | $81.53万 | 新建仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $82.03万 | 0.14% | 64,952 | -186 | -0.3% | -$2,349 | 减仓 |
| PHVS | PHARVARIS N V | $82.83万 | 0.14% | 29,321 | 29,321 | — | $82.83万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $83.92万 | 0.14% | 10,000 | 10,000 | — | $83.92万 | 新建仓 |
| EQ | EQUILLIUM INC | $86.77万 | 0.15% | 433,844 | 86,451 | 24.9% | $17.29万 | 加仓 |
| — | AYTU BIOPHARMA INC | $96.39万 | 0.16% | 353,077 | 47,289 | 15.5% | $12.91万 | 加仓 |
| — | INOVIO PHARMACEUTICALS INC | $97.90万 | 0.17% | 562,665 | 28,983 | 5.4% | $5.04万 | 加仓 |
| BIOA | BIOAGE LABS INC | $104.94万 | 0.18% | 60,000 | -211,164 | -77.9% | -$369.33万 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC 看涨期权 | $105.30万 | 0.18% | 300,000 | 300,000 | — | $105.30万 | 新建仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS 看涨期权 | $108.27万 | 0.18% | 115,300 | 115,300 | — | $108.27万 | 新建仓 |
| CRMD | CORMEDIX INC 看跌期权 | $113.73万 | 0.19% | 167,500 | 8,500 | 5.3% | $5.77万 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC 看涨期权 | $125.24万 | 0.21% | 84,000 | -12,100 | -12.6% | -$18.04万 | 减仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I 看涨期权 | $126.90万 | 0.22% | 300,000 | -124,900 | -29.4% | -$52.83万 | 减仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC 看涨期权 | $134.40万 | 0.23% | 241,300 | 241,300 | — | $134.40万 | 新建仓 |
| EYPT | EYEPOINT INC 看涨期权 | $137.02万 | 0.23% | 106,300 | 106,300 | — | $137.02万 | 新建仓 |
| RLMD | RELMADA THERAPEUTICS INC | $139.79万 | 0.24% | 200,842 | -188,553 | -48.4% | -$131.23万 | 减仓 |
| PCVX | VAXCYTE INC | $145.69万 | 0.25% | 25,071 | 2,099 | 9.1% | $12.20万 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP 看涨期权 | $146.62万 | 0.25% | 477,600 | 337,000 | 239.7% | $103.46万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. 看涨期权 | $148.52万 | 0.25% | 316,000 | 316,000 | — | $148.52万 | 新建仓 |
| CRVS | CORVUS PHARMACEUTICALS INC 看涨期权 | $155.52万 | 0.26% | 106,300 | 106,300 | — | $155.52万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC 看涨期权 | $157.21万 | 0.27% | 205,500 | -406,800 | -66.4% | -$311.20万 | 重新持有 |
| — | VOYAGER THERAPEUTICS INC | $163.53万 | 0.28% | 423,642 | 423,642 | — | $163.53万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $171.47万 | 0.29% | 3,840 | -6,160 | -61.6% | -$275.07万 | 减仓 |
| MGNX | MACROGENICS INC | $173.40万 | 0.29% | 600,000 | 600,000 | — | $173.40万 | 新建仓 |
| ALKS | ALKERMES PLC | $176.80万 | 0.30% | 50,000 | -22,079 | -30.6% | -$78.07万 | 重新持有 |
| TARS | TARSUS PHARMACEUTICALS INC | $181.98万 | 0.31% | 25,942 | 25,942 | — | $181.98万 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION 看跌期权 | $188.70万 | 0.32% | 50,000 | 50,000 | — | $188.70万 | 新建仓 |
| STTK | SHATTUCK LABS INC | $188.83万 | 0.32% | 293,664 | 293,664 | — | $188.83万 | 新建仓 |
| IVA | INVENTIVA SA | $193.50万 | 0.33% | 352,399 | 18,148 | 5.4% | $9.97万 | 加仓 |
| ANNX | ANNEXON INC 看涨期权 | $195.67万 | 0.33% | 353,200 | 44,100 | 14.3% | $24.43万 | 加仓 |
| CLYM | CLIMB BIO INC | $196.00万 | 0.33% | 286,126 | 149,638 | 109.6% | $102.50万 | 重新持有 |
| CELC | CELCUITY INC 看涨期权 | $202.03万 | 0.34% | 17,700 | 17,700 | — | $202.03万 | 新建仓 |
| NVO | NOVO-NORDISK A S 看跌期权 | $205.43万 | 0.35% | 55,900 | 2,800 | 5.3% | $10.29万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $217.55万 | 0.37% | 71,376 | 71,376 | — | $217.55万 | 新建仓 |
| ALMS | ALUMIS INC 看涨期权 | $220.30万 | 0.37% | 100,000 | 100,000 | — | $220.30万 | 新建仓 |
| BCYC | BICYCLE THERAPEUTICS PLC | $221.06万 | 0.38% | 476,424 | 476,424 | — | $221.06万 | 新建仓 |
| EYPT | EYEPOINT INC | $230.14万 | 0.39% | 178,545 | 178,545 | — | $230.14万 | 新建仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $239.71万 | 0.41% | 78,851 | -79,224 | -50.1% | -$240.84万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC 看涨期权 | $256.40万 | 0.44% | 200,000 | -12,400 | -5.8% | -$15.90万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $260.11万 | 0.44% | 92,864 | 85,364 | 1,138.2% | $239.10万 | 加仓 |
| BHVN | BIOHAVEN LTD 看涨期权 | $268.18万 | 0.46% | 317,000 | 117,000 | 58.5% | $98.98万 | 加仓 |
| TENX | TENAX THERAPEUTICS INC | $287.40万 | 0.49% | 179,738 | -63,432 | -26.1% | -$101.43万 | 减仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $308.12万 | 0.52% | 187,307 | 125,026 | 200.7% | $205.67万 | 加仓 |
| PCVX | VAXCYTE INC 看涨期权 | $308.56万 | 0.52% | 53,100 | 53,100 | — | $308.56万 | 新建仓 |
| CYTK | CYTOKINETICS INC 看涨期权 | $329.55万 | 0.56% | 50,000 | 50,000 | — | $329.55万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $348.17万 | 0.59% | 72,234 | 72,234 | — | $348.17万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC 看跌期权 | $351.82万 | 0.60% | 459,900 | 459,900 | — | $351.82万 | 新建仓 |
| ZYME | ZYMEWORKS INC | $355.90万 | 0.61% | 142,132 | 142,132 | — | $355.90万 | 新建仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $358.16万 | 0.61% | 244,811 | 244,811 | — | $358.16万 | 新建仓 |
| QURE | UNIQURE NV 看涨期权 | $408.75万 | 0.70% | 250,000 | 250,000 | — | $408.75万 | 新建仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $413.12万 | 0.70% | 439,957 | 439,957 | — | $413.12万 | 新建仓 |
| QURE | UNIQURE NV 看跌期权 | $488.87万 | 0.83% | 299,000 | -2,800 | -0.9% | -$4.58万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG 看涨期权 | $505.67万 | 0.86% | 106,300 | -6,400 | -5.7% | -$30.44万 | 减仓 |
| RCUS | ARCUS BIOSCIENCES INC | $514.39万 | 0.88% | 238,142 | 238,142 | — | $514.39万 | 新建仓 |
| ABBV | ABBVIE INC | $523.24万 | 0.89% | 24,058 | 24,058 | — | $523.24万 | 新建仓 |
| LLY | ELI LILLY & CO | $551.86万 | 0.94% | 6,000 | 4,000 | 200.0% | $367.91万 | 加仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $582.46万 | 0.99% | 193,189 | 122,889 | 174.8% | $370.51万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC 看跌期权 | $614.55万 | 1.05% | 127,500 | 127,500 | — | $614.55万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $633.52万 | 1.08% | 85,311 | 15,311 | 21.9% | $113.70万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC 看涨期权 | $638.91万 | 1.09% | 158,500 | 158,500 | — | $638.91万 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC 看涨期权 | $669.38万 | 1.14% | 212,500 | 212,500 | — | $669.38万 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $687.41万 | 1.17% | 206,928 | 83,645 | 67.8% | $277.87万 | 加仓 |
| INCY | INCYTE CORP | $734.41万 | 1.25% | 78,029 | 78,029 | — | $734.41万 | 新建仓 |
| KOD | KODIAK SCIENCES INC | $735.57万 | 1.25% | 192,962 | 192,962 | — | $735.57万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $786.48万 | 1.34% | 80,872 | 43,852 | 118.5% | $426.46万 | 加仓 |
| MRNA | MODERNA INC 看跌期权 | $809.75万 | 1.38% | 159,400 | 59,400 | 59.4% | $301.75万 | 重新持有 |
| ABVX | ABIVAX SA | $821.73万 | 1.40% | 75,944 | 300 | 0.4% | $3.25万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $837.35万 | 1.42% | 148,229 | 1,868 | 1.3% | $10.55万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD 看跌期权 | $930.17万 | 1.58% | 335,800 | 17,100 | 5.4% | $47.37万 | 加仓 |
| KOD | KODIAK SCIENCES INC 看跌期权 | $941.18万 | 1.60% | 246,900 | 245,800 | 22,345.5% | $936.99万 | 重新持有 |