Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cutter Capital Management, LP (CIK 1983313) reported $229.6M across 21 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: BMY ($18.0M, 7.83%), AMGN ($15.6M, 6.78%), BIIB ($15.5M, 6.76%), LLY ($14.9M, 6.47%), INSM ($14.2M, 6.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BMY | BRISTOL-MYERS SQUIBB CO | $18.0M | 7.83% | 295,000 | New |
| 2 | AMGN | AMGEN INC | $15.6M | 6.78% | 50,000 | Added |
| 3 | BIIB | BIOGEN INC | $15.5M | 6.76% | 113,500 | New |
| 4 | LLY | ELI LILLY & CO | $14.9M | 6.47% | 18,000 | New |
| 5 | INSM | INSMED INC | $14.2M | 6.19% | 186,384 | Trimmed |
| 6 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $13.7M | 5.98% | 379,303 | Trimmed |
| 7 | BBIO | BRIDGEBIO PHARMA INC | $13.5M | 5.88% | 390,644 | Trimmed |
| 8 | PRGO | PERRIGO CO PLC | $13.4M | 5.85% | 479,517 | Added |
| 9 | ROIV | ROIVANT SCIENCES LTD | $13.1M | 5.71% | 1.3M | New |
| 10 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $12.3M | 5.37% | 801,806 | Added |
| 11 | RPRX | ROYALTY PHARMA PLC | $11.1M | 4.84% | 356,894 | Trimmed |
| 12 | TARS | TARSUS PHARMACEUTICALS INC | $10.5M | 4.59% | 205,000 | Added |
| 13 | VRNA | VERONA PHARMA PLC | $10.2M | 4.42% | 160,000 | New |
| 14 | MDGL | MADRIGAL PHARMACEUTICALS INC | $7.9M | 3.46% | 24,000 | New |
| 15 | SMMT | SUMMIT THERAPEUTICS INC | $7.7M | 3.36% | 400,000 | New |
| 16 | HALO | HALOZYME THERAPEUTICS INC | $7.7M | 3.33% | 120,000 | New |
| 17 | CYTK | CYTOKINETICS INC | $7.0M | 3.06% | 175,000 | New |
| 18 | AGIO | AGIOS PHARMACEUTICALS INC | $6.9M | 3.00% | 235,350 | Trimmed |
| 19 | CNTA | CENTESSA PHARMACEUTICALS PLC | $6.0M | 2.62% | 418,127 | Added |
| 20 | RCUS | ARCUS BIOSCIENCES INC | $5.7M | 2.50% | 731,818 | New |
| 21 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $4.5M | 1.97% | 221,152 | Trimmed |
| 22 | ABBV | ABBVIE INC | $0 | 0.00% | 0 | Exited |
| 23 | AKRO | AKERO THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
| 24 | JANX | JANUX THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
| 25 | JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-03-31