Cutter Capital Management, LP
Investment Portfolio & 13F Holdings Analysis
About
Cutter Capital Management, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 21 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
AI_NATIVE detailed information: This accession holds the following tickers:[ "CNTA", "INSM", "NAMS", "MDGL", "RCUS", "SMMT", "TARS", "TEVA", "AMGN", "AGIO", "PRGO", "ROIV", "VRNA", "BIIB", "RARE", "RPRX", "HALO", "BMY", "BBIO", "CYTK", "LLY" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 21
- Total Value
- 229647548
- Accession Number
- 0001214659-25-007818
- Form Type
- 13F-HR
- Manager Name
- Cutter-Capital-Management-Lp
Data Enrichment
100% identified21 identified0 unidentified
Holdings
21 positions • $229.6M total value
Manager:
Search and click to pin securities to the top
Page 1 of 2
Shares:379.3K
Value:$13.7M
% of Portfolio:6.0% ($13.7M/$229.6M)
Shares:801.8K
Value:$12.3M
% of Portfolio:5.4% ($12.3M/$229.6M)
Shares:205.0K
Value:$10.5M
% of Portfolio:4.6% ($10.5M/$229.6M)
Shares:24.0K
Value:$7.9M
% of Portfolio:3.5% ($7.9M/$229.6M)
Shares:120.0K
Value:$7.7M
% of Portfolio:3.3% ($7.7M/$229.6M)
Shares:235.3K
Value:$6.9M
% of Portfolio:3.0% ($6.9M/$229.6M)
Shares:418.1K
Value:$6.0M
% of Portfolio:2.6% ($6.0M/$229.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 295.0K | QoQ NEW(+295.0K) | All Managers (Combined) | $18.0M | 7.8% ($18.0M/$229.6M) | QoQ NEW(+$18.0M) | |
| 50.0K | YoY NEW(+50.0K) | All Managers (Combined) | $15.6M | 6.8% ($15.6M/$229.6M) | YoY NEW(+$15.6M) | |
BIOGEN INC.(BIIBcusip09062X103) | 113.5K | QoQ NEW(+113.5K) | All Managers (Combined) | $15.5M | 6.8% ($15.5M/$229.6M) | QoQ NEW(+$15.5M) |
ELI LILLY & Co(LLYcusip532457108) | 18.0K | QoQ NEW(+18.0K) | All Managers (Combined) | $14.9M | 6.5% ($14.9M/$229.6M) | QoQ NEW(+$14.9M) |
INSMED Inc(INSMcusip457669307) | 186.4K | All Managers (Combined) | $14.2M | 6.2% ($14.2M/$229.6M) | ||
| 379.3K | YoY NEW(+379.3K) | All Managers (Combined) | $13.7M | 6.0% ($13.7M/$229.6M) | YoY NEW(+$13.7M) | |
| 390.6K | YoY NEW(+390.6K) | All Managers (Combined) | $13.5M | 5.9% ($13.5M/$229.6M) | YoY NEW(+$13.5M) | |
PERRIGO Co plc(PRGOcusipG97822103) | 479.5K | All Managers (Combined) | $13.4M | 5.9% ($13.4M/$229.6M) | ||
| 1.3M | QoQ NEW(+1.3M) YoY NEW(+1.3M) | All Managers (Combined) | $13.1M | 5.7% ($13.1M/$229.6M) | QoQ NEW(+$13.1M) YoY NEW(+$13.1M) | |
| 801.8K | All Managers (Combined) | $12.3M | 5.4% ($12.3M/$229.6M) | |||
| 356.9K | All Managers (Combined) | $11.1M | 4.8% ($11.1M/$229.6M) | |||
| 205.0K | YoY NEW(+205.0K) | All Managers (Combined) | $10.5M | 4.6% ($10.5M/$229.6M) | YoY NEW(+$10.5M) | |
| 160.0K | QoQ NEW(+160.0K) YoY NEW(+160.0K) | All Managers (Combined) | $10.2M | 4.4% ($10.2M/$229.6M) | QoQ NEW(+$10.2M) YoY NEW(+$10.2M) | |
| 24.0K | QoQ NEW(+24.0K) YoY NEW(+24.0K) | All Managers (Combined) | $7.9M | 3.5% ($7.9M/$229.6M) | QoQ NEW(+$7.9M) YoY NEW(+$7.9M) | |
| 400.0K | QoQ NEW(+400.0K) YoY NEW(+400.0K) | All Managers (Combined) | $7.7M | 3.4% ($7.7M/$229.6M) | QoQ NEW(+$7.7M) YoY NEW(+$7.7M) | |
| 120.0K | QoQ NEW(+120.0K) | All Managers (Combined) | $7.7M | 3.3% ($7.7M/$229.6M) | QoQ NEW(+$7.7M) | |
| 175.0K | QoQ NEW(+175.0K) YoY NEW(+175.0K) | All Managers (Combined) | $7.0M | 3.1% ($7.0M/$229.6M) | QoQ NEW(+$7.0M) YoY NEW(+$7.0M) | |
| 235.3K | All Managers (Combined) | $6.9M | 3.0% ($6.9M/$229.6M) | |||
| 418.1K | YoY NEW(+418.1K) | All Managers (Combined) | $6.0M | 2.6% ($6.0M/$229.6M) | YoY NEW(+$6.0M) | |
| 731.8K | QoQ NEW(+731.8K) YoY NEW(+731.8K) | All Managers (Combined) | $5.7M | 2.5% ($5.7M/$229.6M) | QoQ NEW(+$5.7M) YoY NEW(+$5.7M) |