Cutter Capital Management, LP
CIK 1983313 · Holdings on Mar 31, 2024 · First reported Aug 6, 2024
Top ten holdings
Q1 2024- BMY9.34%
- GILD7.50%
- TEVAN6.18%
- REGN6.07%
- BMRN5.89%
- IONS4.84%
- RPRX4.82%
- SRPT4.71%
- ACAD4.69%
- BIIB4.32%
Share classes counted separately58.36%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BMYWeight increased · +5.91 pp3.43% → 9.34%Shares +306.90K (+219.21%)
- INSMWeight decreased · -3.75 pp6.13% → 2.38%Shares -186.16K (-45.02%)
- EXELWeight decreased · -1.65 pp5.30% → 3.65%Shares -63.54K (-13.74%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BMYBRISTOL-MYERS SQUIBB CO View history and evidence | $24.24M | 9.34% | 446.90K shares | 3.43% → 9.34%+5.91 pp +306.90K (+219.21%) | Added | ↗▾ |
| 02 | GILDGILEAD SCIENCES INC View history and evidence | $19.44M | 7.50% | 265.44K shares | Prior unavailable +265.44K | New | ↗▾ |
| 03 | TEVANTEVA PHARMACEUTICAL-SP ADRSPONSORED ADS View history and evidence | $16.02M | 6.18% | 1.14M shares | 5.30% → 6.18%+0.88 pp +74.04K (+6.97%) | Added | ↗▾ |
| 04 | REGNREGENERON PHARMACEUTICALS View history and evidence | $15.75M | 6.07% | 16.36K shares | Prior unavailable +16.36K | New | ↗▾ |
| 05 | BMRNBIOMARIN PHARMACEUTICAL INC View history and evidence | $15.28M | 5.89% | 175.00K shares | 5.99% → 5.89%-0.10 pp +45.09K (+34.71%) | Added | ↗▾ |
| 06 | IONSIONIS PHARMACEUTICALS INC View history and evidence | $12.54M | 4.84% | 289.37K shares | Prior unavailable +289.37K | New | ↗▾ |
| 07 | RPRXROYALTY PHARMA PLC- CL ASHS CLASS A View history and evidence | $12.50M | 4.82% | 411.54K shares | 4.97% → 4.82%-0.15 pp +41.54K (+11.23%) | Added | ↗▾ |
| 08 | SRPTSAREPTA THERAPEUTICS INC View history and evidence | $12.22M | 4.71% | 94.38K shares | Prior unavailable +94.38K | New | ↗▾ |
| 09 | ACADACADIA PHARMACEUTICALS INC View history and evidence | $12.17M | 4.69% | 658.41K shares | 4.95% → 4.69%-0.26 pp +327.44K (+98.93%) | Added | ↗▾ |
| 10 | BIIBBIOGEN INC View history and evidence | $11.21M | 4.32% | 52.00K shares | Prior unavailable +52.00K | New | ↗▾ |
Options overlay 1
$2.18M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
IRWDIRONWOOD PHARMACEUTICALS INCCOM CL A View history and evidence | Call | 250.00K | $2.18M | +250.00K | ▾ |
1 / 1 options · preview only
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AMGN AMGEN INC | Non-derivative | -57,381 | -$16.53M | SEC filing ↗ | SEC filing ↗ |
| MRK MERCK & CO. INC. | Non-derivative | -136,098 | -$14.84M | SEC filing ↗ | SEC filing ↗ |
| 03152W109 AMICUS THERAPEUTICS INC | Non-derivative | -947,418 | -$13.44M | SEC filing ↗ | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1983313 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-08-06
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001214659-24-013872",
"cover_total": 261523171,
"filing_date": "2024-08-06",
"claimed_type": "NEW HOLDINGS",
"confidential": false,
"positions_added": 1,
"positions_restated": 0,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0001214659-24-009296",
"filing_date": "2024-05-15",
"confidential": false,
"cover_table_value_total_raw": 259345671
}
],
"cover_table_value": 261523171
}Take these holdings further.
This page includes 26 of 26 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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