Institutional Manager · CIK 0001983313
Cutter Capital Management, LP
NEW YORK, NY · File #028-23904
Latest AUM
$0
Positions
1
Top-10 Concentration
0.0%
Filings
7
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | BRISTOL-MYERS SQUIBB CO | 110122108 | -295,000 | -$18.0M | $0 |
| EXITED | AMGEN INC | 031162100 | -50,000 | -$15.6M | $0 |
| EXITED | BIOGEN INC | 09062X103 | -113,500 | -$15.5M | $0 |
| EXITED | ELI LILLY & CO | 532457108 | -18,000 | -$14.9M | $0 |
| EXITED | INSMED INC | 457669307 | -186,384 | -$14.2M | $0 |
| EXITED | ULTRAGENYX PHARMACEUTICAL IN | 90400D108 | -379,303 | -$13.7M | $0 |
| EXITED | BRIDGEBIO PHARMA INC | 10806X102 | -390,644 | -$13.5M | $0 |
| EXITED | PERRIGO CO PLC | G97822103 | -479,517 | -$13.4M | $0 |
| EXITED | ROIVANT SCIENCES LTD | G76279101 | -1,300,000 | -$13.1M | $0 |
| EXITED | TEVA PHARMACEUTICAL INDS LTD | 881624209 | -801,806 | -$12.3M | $0 |
Filing History
- 13F HOLDINGS REPORTQ/E Jun 20250 pos · $0
- 13F HOLDINGS REPORTQ/E Mar 202521 pos · $229.6M
- 13F HOLDINGS REPORTQ/E Dec 202421 pos · $244.0M
- 13F HOLDINGS REPORTQ/E Sep 202427 pos · $338.8M
- 13F HOLDINGS REPORTQ/E Jun 202427 pos · $331.3M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202426 pos · $261.5M
- 13F HOLDINGS REPORTQ/E Mar 202425 pos · $259.3M
Top 1 Holdings — Jun 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | N/A | 000000000 | 0 | $0 | 0.00% |