13FBOX
Cutter Capital Management, LP · 13F Holdings
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Cutter Capital Management, LP

No.6665 Data as of Q2 2025
Latest AUM (Q2 2025)
$229.6M
QoQ Change Q1 2025
$0+0.0%
Holdings
21
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
21
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2025 ValueQ2 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BRISTOL-MYERS SQUIBB COBMY
7.83%7.83%$18.0M295,000$18.0M295,00000.00%Unchanged
AMGEN INC COMAMGN
6.78%6.78%$15.6M50,000$15.6M50,00000.00%Unchanged
BIOGEN INCBIIB
6.76%6.76%$15.5M113,500$15.5M113,50000.00%Unchanged
ELI LILLY & COLLY
6.47%6.47%$14.9M18,000$14.9M18,00000.00%Unchanged
INSMED INCINSM
6.19%6.19%$14.2M186,384$14.2M186,38400.00%Unchanged
UULTRAGENYX PHARMACEUTICAL INRARE
5.98%5.98%$13.7M379,303$13.7M379,30300.00%Unchanged
BRIDGEBIO PHARMA INCBBIO
5.88%5.88%$13.5M390,644$13.5M390,64400.00%Unchanged
PPERRIGO CO PLCPRGO
5.85%5.85%$13.4M479,517$13.4M479,51700.00%Unchanged
ROIVANT SCIENCES LTDROIV
5.71%5.71%$13.1M1.3M$13.1M1.3M00.00%Unchanged
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVA
5.37%5.37%$12.3M801,806$12.3M801,80600.00%Unchanged
ROYALTY PHARMA PLCRPRX
4.84%4.84%$11.1M356,894$11.1M356,89400.00%Unchanged
TTARSUS PHARMACEUTICALS INCTARS
4.59%4.59%$10.5M205,000$10.5M205,00000.00%Unchanged
VVERONA PHARMA PLC
4.42%4.42%$10.2M160,000$10.2M160,00000.00%Unchanged
MADRIGAL PHARMACEUTICALS INCMDGL
3.46%3.46%$7.9M24,000$7.9M24,00000.00%Unchanged
SSUMMIT THERAPEUTICS INC COMSMMT
3.36%3.36%$7.7M400,000$7.7M400,00000.00%Unchanged
HALOZYME THERAPEUTICS INCHALO
3.33%3.33%$7.7M120,000$7.7M120,00000.00%Unchanged
CYTOKINETICS INCCYTK
3.06%3.06%$7.0M175,000$7.0M175,00000.00%Unchanged
AGIOS PHARMACEUTICALS INCAGIO
3%3%$6.9M235,350$6.9M235,35000.00%Unchanged
CCENTESSA PHARMACEUTICALS PLC SPON ADS EACH REPR 1 ORD SHSCNTA
2.62%2.62%$6.0M418,127$6.0M418,12700.00%Unchanged
ARCUS BIOSCIENCES INCRCUS
2.5%2.5%$5.7M731,818$5.7M731,81800.00%Unchanged
NNEWAMSTERDAM PHARMA COMPANYNAMS
1.97%1.97%$4.5M221,152$4.5M221,15200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow