Filed: 5/15/2025ACC: 0001214659-25-007818
📋 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 $229.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$229.65M
Total AUM (reported)
7.06M
Total Shares
Allocation by class
COM$137.70M60.0%
SPONSORED ADS$28.49M12.4%
SHS$26.56M11.6%
COM PAR $.01$14.22M6.2%
SHS CLASS A$11.11M4.8%
COM NEW$7.03M3.1%
ORDINARY SHARES$4.53M2.0%
Portfolio Concentration
Top 3$49.10M21.4%
4–10$95.21M41.5%
11–25$85.34M37.2%
Top 3 weight
21.4%
Top 10 weight
62.8%
Voting Authority Distribution
Total shares with voting rights: 7.06M
Sole
Full voting authority
7.06M
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:
BRISTOL-MYERS SQUIBB CO
SOLEShares295K
TypeSH
Market value$17.99M
7.83%
Sole
295K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares50K
TypeSH
Market value$15.58M
6.78%
Sole
50K
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares113.50K
TypeSH
Market value$15.53M
6.76%
Sole
113.50K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares18K
TypeSH
Market value$14.87M
6.47%
Sole
18K
Shared
0.00
None
0.00
INSMED INC
SOLEShares186.38K
TypeSH
Market value$14.22M
6.19%
Sole
186.38K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares379.30K
TypeSH
Market value$13.73M
5.98%
Sole
379.30K
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares390.64K
TypeSH
Market value$13.50M
5.88%
Sole
390.64K
Shared
0.00
None
0.00
PERRIGO CO PLC
SOLEShares479.52K
TypeSH
Market value$13.45M
5.85%
Sole
479.52K
Shared
0.00
None
0.00
ROIVANT SCIENCES LTD
SOLEShares1.30M
TypeSH
Market value$13.12M
5.71%
Sole
1.30M
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares801.81K
TypeSH
Market value$12.32M
5.37%
Sole
801.81K
Shared
0.00
None
0.00
ROYALTY PHARMA PLC
SOLEShares356.89K
TypeSH
Market value$11.11M
4.84%
Sole
356.89K
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares205K
TypeSH
Market value$10.53M
4.59%
Sole
205K
Shared
0.00
None
0.00
VERONA PHARMA PLC
SOLEShares160K
TypeSH
Market value$10.16M
4.42%
Sole
160K
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
SOLEShares24K
TypeSH
Market value$7.95M
3.46%
Sole
24K
Shared
0.00
None
0.00
SUMMIT THERAPEUTICS INC
SOLEShares400K
TypeSH
Market value$7.72M
3.36%
Sole
400K
Shared
0.00
None
0.00
HALOZYME THERAPEUTICS INC
SOLEShares120K
TypeSH
Market value$7.66M
3.33%
Sole
120K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares175K
TypeSH
Market value$7.03M
3.06%
Sole
175K
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares235.35K
TypeSH
Market value$6.90M
3.00%
Sole
235.35K
Shared
0.00
None
0.00
CENTESSA PHARMACEUTICALS PLC
SOLEShares418.13K
TypeSH
Market value$6.01M
2.62%
Sole
418.13K
Shared
0.00
None
0.00
ARCUS BIOSCIENCES INC
SOLEShares731.82K
TypeSH
Market value$5.74M
2.50%
Sole
731.82K
Shared
0.00
None
0.00
NEWAMSTERDAM PHARMA COMPANY
SOLEShares221.15K
TypeSH
Market value$4.53M
1.97%
Sole
221.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BRISTOL-MYERS SQUIBB COSOLE | COM | 295K | SH | $17.99M 7.83% | 295K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 50K | SH | $15.58M 6.78% | 50K | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 113.50K | SH | $15.53M 6.76% | 113.50K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 18K | SH | $14.87M 6.47% | 18K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 186.38K | SH | $14.22M 6.19% | 186.38K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 379.30K | SH | $13.73M 5.98% | 379.30K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 390.64K | SH | $13.50M 5.88% | 390.64K | 0.00 | 0.00 |
PERRIGO CO PLCSOLE | SHS | 479.52K | SH | $13.45M 5.85% | 479.52K | 0.00 | 0.00 |
ROIVANT SCIENCES LTDSOLE | SHS | 1.30M | SH | $13.12M 5.71% | 1.30M | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 801.81K | SH | $12.32M 5.37% | 801.81K | 0.00 | 0.00 |
ROYALTY PHARMA PLCSOLE | SHS CLASS A | 356.89K | SH | $11.11M 4.84% | 356.89K | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 205K | SH | $10.53M 4.59% | 205K | 0.00 | 0.00 |
VERONA PHARMA PLCSOLE | SPONSORED ADS | 160K | SH | $10.16M 4.42% | 160K | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 24K | SH | $7.95M 3.46% | 24K | 0.00 | 0.00 |
SUMMIT THERAPEUTICS INCSOLE | COM | 400K | SH | $7.72M 3.36% | 400K | 0.00 | 0.00 |
HALOZYME THERAPEUTICS INCSOLE | COM | 120K | SH | $7.66M 3.33% | 120K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 175K | SH | $7.03M 3.06% | 175K | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 235.35K | SH | $6.90M 3.00% | 235.35K | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 418.13K | SH | $6.01M 2.62% | 418.13K | 0.00 | 0.00 |
ARCUS BIOSCIENCES INCSOLE | COM | 731.82K | SH | $5.74M 2.50% | 731.82K | 0.00 | 0.00 |
NEWAMSTERDAM PHARMA COMPANYSOLE | ORDINARY SHARES | 221.15K | SH | $4.53M 1.97% | 221.15K | 0.00 | 0.00 |