Filed: 2/14/2025ACC: 0001214659-25-002829
📋 What this filing means
CUTTER CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $244.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$244.04M
Total AUM (reported)
5.70M
Total Shares
Allocation by class
COM$169.38M69.4%
SHS CLASS A$19.51M8.0%
SPONSORED ADS$15.35M6.3%
COM PAR $.01$14.56M6.0%
CL A$8.99M3.7%
ORDINARY SHARES$8.66M3.6%
SHS$7.57M3.1%
Portfolio Concentration
Top 3$62.42M25.6%
4–10$105.23M43.1%
11–25$76.39M31.3%
Top 3 weight
25.6%
Top 10 weight
68.7%
Voting Authority Distribution
Total shares with voting rights: 5.70M
Sole
Full voting authority
5.70M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
REGENERON PHARMACEUTICALS
SOLEShares31.50K
TypeSH
Market value$22.44M
9.19%
Sole
31.50K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares141.57K
TypeSH
Market value$20.47M
8.39%
Sole
141.57K
Shared
0.00
None
0.00
ROYALTY PHARMA PLC
SOLEShares764.86K
TypeSH
Market value$19.51M
8.00%
Sole
764.86K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares102K
TypeSH
Market value$18.12M
7.43%
Sole
102K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares406.80K
TypeSH
Market value$17.11M
7.01%
Sole
406.80K
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares560.34K
TypeSH
Market value$15.38M
6.30%
Sole
560.34K
Shared
0.00
None
0.00
SAREPTA THERAPEUTICS INC
SOLEShares124.26K
TypeSH
Market value$15.11M
6.19%
Sole
124.26K
Shared
0.00
None
0.00
INSMED INC
SOLEShares210.88K
TypeSH
Market value$14.56M
5.97%
Sole
210.88K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares584.88K
TypeSH
Market value$12.89M
5.28%
Sole
584.88K
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares628.68K
TypeSH
Market value$12.05M
4.94%
Sole
628.68K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares38.09K
TypeSH
Market value$9.93M
4.07%
Sole
38.09K
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares301.62K
TypeSH
Market value$9.91M
4.06%
Sole
301.62K
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares212.70K
TypeSH
Market value$8.99M
3.69%
Sole
212.70K
Shared
0.00
None
0.00
NEWAMSTERDAM PHARMA COMPANY
SOLEShares337.15K
TypeSH
Market value$8.66M
3.55%
Sole
337.15K
Shared
0.00
None
0.00
MODERNA INC
SOLEShares197.50K
TypeSH
Market value$8.21M
3.37%
Sole
197.50K
Shared
0.00
None
0.00
PERRIGO CO PLC
SOLEShares294.52K
TypeSH
Market value$7.57M
3.10%
Sole
294.52K
Shared
0.00
None
0.00
JANUX THERAPEUTICS INC
SOLEShares120K
TypeSH
Market value$6.42M
2.63%
Sole
120K
Shared
0.00
None
0.00
AKERO THERAPEUTICS INC
SOLEShares230K
TypeSH
Market value$6.40M
2.62%
Sole
230K
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares112.50K
TypeSH
Market value$6.23M
2.55%
Sole
112.50K
Shared
0.00
None
0.00
CENTESSA PHARMACEUTICALS PLC
SOLEShares147.08K
TypeSH
Market value$2.46M
1.01%
Sole
147.08K
Shared
0.00
None
0.00
NEUMORA THERAPEUTICS INC.
SOLEShares150K
TypeSH
Market value$1.59M
0.65%
Sole
150K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REGENERON PHARMACEUTICALSSOLE | COM | 31.50K | SH | $22.44M 9.19% | 31.50K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 141.57K | SH | $20.47M 8.39% | 141.57K | 0.00 | 0.00 |
ROYALTY PHARMA PLCSOLE | SHS CLASS A | 764.86K | SH | $19.51M 8.00% | 764.86K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 102K | SH | $18.12M 7.43% | 102K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 406.80K | SH | $17.11M 7.01% | 406.80K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 560.34K | SH | $15.38M 6.30% | 560.34K | 0.00 | 0.00 |
SAREPTA THERAPEUTICS INCSOLE | COM | 124.26K | SH | $15.11M 6.19% | 124.26K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 210.88K | SH | $14.56M 5.97% | 210.88K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 584.88K | SH | $12.89M 5.28% | 584.88K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 628.68K | SH | $12.05M 4.94% | 628.68K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 38.09K | SH | $9.93M 4.07% | 38.09K | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 301.62K | SH | $9.91M 4.06% | 301.62K | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 212.70K | SH | $8.99M 3.69% | 212.70K | 0.00 | 0.00 |
NEWAMSTERDAM PHARMA COMPANYSOLE | ORDINARY SHARES | 337.15K | SH | $8.66M 3.55% | 337.15K | 0.00 | 0.00 |
MODERNA INCSOLE | COM | 197.50K | SH | $8.21M 3.37% | 197.50K | 0.00 | 0.00 |
PERRIGO CO PLCSOLE | SHS | 294.52K | SH | $7.57M 3.10% | 294.52K | 0.00 | 0.00 |
JANUX THERAPEUTICS INCSOLE | COM | 120K | SH | $6.42M 2.63% | 120K | 0.00 | 0.00 |
AKERO THERAPEUTICS INCSOLE | COM | 230K | SH | $6.40M 2.62% | 230K | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 112.50K | SH | $6.23M 2.55% | 112.50K | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 147.08K | SH | $2.46M 1.01% | 147.08K | 0.00 | 0.00 |
NEUMORA THERAPEUTICS INC.SOLE | COM | 150K | SH | $1.59M 0.65% | 150K | 0.00 | 0.00 |