13FBOX
DIADEMA PARTNERS LP · 13F 持仓分析
期权收益计算器 机构排行

DIADEMA PARTNERS LP

No.3171 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8.10亿
环比变动 Q1 2026
+$2.22亿+37.9%
持仓股票数
116
新买入
42
加仓
32
减仓
30
清仓
37
持股不变
12
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
ABIVAXABVX
12.56%5.19%$1.02亿76.5万股$3,048.7万27.6万股+48.9万股+177.32%加仓
VVIKING THERAPEUTICSVKTX
9.69%6.56%$7,853.1万201.3万股$3,854.0万118.4万股+82.9万股+69.97%加仓
百时美施贵宝BMY
6.62%$5,362.1万93.1万股$00股+93.1万股新买入
AMGEN COMAMGN
5.04%$4,079.8万11.3万股$00股+11.3万股新买入
United TherapeuticsUTHR
3.54%8.83%$2,871.1万5.3万股$5,188.8万8.8万股-3.5万股-39.44%减仓
RREVOLUTION MEDICINES COMRVMD
3.22%3.41%$2,607.3万13.9万股$2,007.0万20.6万股-6.7万股-32.54%减仓
UNIQUREQURE
3.04%1.61%$2,461.4万53.4万股$948.6万58.0万股-4.6万股-7.89%减仓
诺华NVS
2.9%$2,350.8万15.0万股$00股+15.0万股新买入
KKODIAK SCIENCESKOD
2.7%2.85%$2,188.4万56.2万股$1,677.5万44.0万股+12.2万股+27.64%加仓
CCAPRICOR THERAPEUTICS INC COM NEWCAPR
2.57%5.34%$2,079.8万86.4万股$3,135.9万103.2万股-16.8万股-16.27%减仓
COGENT BIOSCIENCESCOGT
2.36%2.11%$1,910.5万49.4万股$1,242.3万32.3万股+17.1万股+52.95%加仓
CCORCEPT THERAPEUTICSCORT
2.21%1.16%$1,793.8万20.6万股$679.2万16.9万股+3.8万股+22.43%加仓
BioMarin制药BMRN
2.21%1.42%$1,790.1万31.3万股$837.3万14.8万股+16.5万股+111.06%加仓
KYMERA THERAPEUTICSKYMR
2.12%$1,716.6万15.0万股$00股+15.0万股新买入
SSUMMIT THERAPEUTICS COMSMMT
2.01%$1,632.1万112.0万股$00股+112.0万股新买入
HHIMS & HERS HEALTHHIMS
1.68%$1,365.0万39.4万股$00股+39.4万股新买入
RREPLIMUNEREPL
1.64%1%$1,327.1万119.9万股$586.0万76.6万股+43.3万股+56.49%加仓
渤健BIIB
1.6%$1,296.4万6.0万股$00股+6.0万股新买入
礼来LLY
1.48%0.94%$1,199.4万1.0万股$551.9万6,000股+4,000股+66.67%加仓
因赛特INCY
1.47%2.94%$1,194.8万10.5万股$1,726.4万18.3万股-7.8万股-42.54%减仓
EDGEWISE THERAPEUTICSEWTX
1.37%1.14%$1,106.0万27.2万股$669.4万21.3万股+6.0万股+28.10%加仓
ARCUS BIOSCIENCESRCUS
1.32%0.88%$1,072.3万34.8万股$514.4万23.8万股+11.0万股+46.05%加仓
BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX
1.15%$930.5万10.0万股$00股+10.0万股新买入
CORBUS PHARMACEUTICALS HLDGS COM NEWCRBP
1.08%0.89%$877.1万93.5万股$521.4万55.5万股+38.0万股+68.40%加仓
VAXCYTEPCVX
1.06%0.77%$854.9万14.7万股$454.3万7.8万股+6.9万股+88.14%加仓
BBIOAGE LABSBIOA
1.05%0.18%$849.1万34.6万股$104.9万6.0万股+28.6万股+477.39%加仓
IIMMUNOCOREIMCR
1%0.99%$809.2万25.5万股$582.5万19.3万股+6.2万股+31.92%加仓
4D MOLECULAR THERAPEUTICS INFDMT
0.94%$759.6万57.1万股$00股+57.1万股新买入
诺和诺德NVO
0.92%0.44%$748.9万15.6万股$257.5万7.0万股+8.5万股+121.21%加仓
SSELLAS LIFE SCIENCES ISLS
0.91%0.22%$738.0万50.0万股$126.9万30.0万股+20.0万股+66.67%加仓
莫德纳MRNA
0.86%1.38%$700.3万10.0万股$809.8万15.9万股-5.9万股-37.26%减仓
CORVUS PHARMACEUTICALS ICRVS
0.79%0.87%$639.7万42.8万股$513.7万35.1万股+7.7万股+21.96%加仓
MMONTE ROSA THERAPEUTICSGLUE
0.74%0.52%$601.3万24.8万股$308.1万18.7万股+6.1万股+32.67%加仓
ALUMISALMS
0.69%0.49%$562.8万20.0万股$289.0万13.1万股+6.9万股+52.44%加仓
ROYALTY PHARMARPRX
0.69%$560.7万10.0万股$00股+10.0万股新买入
强生JNJ
0.69%2.24%$558.7万2.2万股$1,314.4万5.4万股-3.2万股-59.09%减仓
UUNICYCIVE THERAPEUTICSUNCY
0.63%0.12%$514.2万109.6万股$69.8万10.6万股+99.0万股+933.41%加仓
CCELLDEX THERAPEUTICS NEWCLDX
0.63%$509.4万13.7万股$00股+13.7万股新买入
BIOHAVENBHVN
0.58%0.46%$471.7万31.7万股$268.2万31.7万股00.00%持仓不变
VVERA THERAPEUTICSVERA
0.57%$461.7万10.8万股$00股+10.8万股新买入
TTENAX THERAPEUTICSTENX
0.55%0.49%$446.7万30.7万股$287.4万18.0万股+12.7万股+70.80%加仓
RELAY THERAPEUTICSRLAY
0.53%$431.6万23.1万股$00股+23.1万股新买入
TG THERAPEUTICSTGTX
0.51%1.17%$415.9万7.6万股$687.4万20.7万股-13.1万股-63.42%减仓
ZYMEWORKSZYME
0.46%0.61%$371.5万14.2万股$355.9万14.2万股00.00%持仓不变
TAYSHA GENE THERAPIESTSHA
0.44%$355.9万52.3万股$00股+52.3万股新买入
IINTELLIA THERAPEUTICSNTLA
0.42%0.44%$338.4万20.0万股$256.4万20.0万股00.00%持仓不变
NURIX THERAPEUTICSNRIX
0.36%$294.9万12.2万股$00股+12.2万股新买入
IINDIVIOR PHARMACEUTICALSINDV
0.34%0.37%$277.0万6.8万股$217.6万7.1万股-3,864股-5.41%减仓
IINVENTIVAIVA
0.34%0.33%$272.6万74.1万股$193.5万35.2万股+38.8万股+110.21%加仓
OORUKA THERAPEUTICS INC COMORKA
0.33%$264.6万2.8万股$00股+2.8万股新买入

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