Cutter Capital Management, Lp Top Holdings and 13F Report (2025) About Cutter Capital Management, LpInvestment ActivityCutter Capital Management, Lp has $229.65 million in total holdings as of March 31, 2025.Cutter Capital Management, Lp owns shares of 21 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 56.02% of the portfolio was purchased this quarter.About 63.39% of the portfolio was sold this quarter.This quarter, Cutter Capital Management, Lp has purchased 21 new stocks and bought additional shares in 5 stocks.Cutter Capital Management, Lp sold shares of 6 stocks and completely divested from 10 stocks this quarter.Largest Holdings Bristol-Myers Squibb $17,992,050Amgen $15,577,500Biogen $15,531,340Eli Lilly and Company $14,866,380Insmed $14,219,235 Largest New Holdings this Quarter 110122108 - Bristol-Myers Squibb $17,992,050 Holding09062X103 - Biogen $15,531,340 Holding532457108 - Eli Lilly and Company $14,866,380 HoldingG76279101 - Roivant Sciences $13,117,000 Holding925050106 - Verona Pharma $10,158,400 Holding Largest Purchases this Quarter Bristol-Myers Squibb 295,000 shares (about $17.99M)Biogen 113,500 shares (about $15.53M)Eli Lilly and Company 18,000 shares (about $14.87M)Roivant Sciences 1,300,000 shares (about $13.12M)Verona Pharma 160,000 shares (about $10.16M) Largest Sales this Quarter Royalty Pharma 407,965 shares (about $12.70M)BridgeBio Pharma 169,700 shares (about $5.87M)NewAmsterdam Pharma 116,000 shares (about $2.37M)Agios Pharmaceuticals 66,273 shares (about $1.94M)Insmed 24,500 shares (about $1.87M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCutter Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBMYBristol-Myers Squibb$17,992,050$17,992,050 ▲New Holding295,0007.8%MedicalAMGNAmgen$15,577,500$3,710,561 ▲31.3%50,0006.8%MedicalBIIBBiogen$15,531,340$15,531,340 ▲New Holding113,5006.8%MedicalLLYEli Lilly and Company$14,866,380$14,866,380 ▲New Holding18,0006.5%MedicalINSMInsmed$14,219,235$1,869,105 ▼-11.6%186,3846.2%MedicalRAREUltragenyx Pharmaceutical$13,734,562$995,775 ▼-6.8%379,3036.0%MedicalBBIOBridgeBio Pharma$13,504,563$5,866,529 ▼-30.3%390,6445.9%MedicalPRGOPerrigo$13,445,657$5,187,400 ▲62.8%479,5175.9%MedicalROIVRoivant Sciences$13,117,000$13,117,000 ▲New Holding1,300,0005.7%MedicalTEVATeva Pharmaceutical Industries$12,323,758$3,334,106 ▲37.1%801,8065.4%MedicalRPRXRoyalty Pharma$11,110,110$12,699,950 ▼-53.3%356,8944.8%FinanceTARSTarsus Pharmaceuticals$10,530,850$4,751,725 ▲82.2%205,0004.6%MedicalVRNAVerona Pharma$10,158,400$10,158,400 ▲New Holding160,0004.4%MedicalMDGLMadrigal Pharmaceuticals$7,949,520$7,949,520 ▲New Holding24,0003.5%MedicalSMMTSummit Therapeutics$7,716,000$7,716,000 ▲New Holding400,0003.4%MedicalHALOHalozyme Therapeutics$7,657,200$7,657,200 ▲New Holding120,0003.3%MedicalCYTKCytokinetics$7,033,250$7,033,250 ▲New Holding175,0003.1%MedicalAGIOAgios Pharmaceuticals$6,895,755$1,941,799 ▼-22.0%235,3503.0%MedicalCNTACentessa Pharmaceuticals$6,012,666$3,897,713 ▲184.3%418,1272.6%MedicalRCUSArcus Biosciences$5,744,771$5,744,771 ▲New Holding731,8182.5%MedicalNAMSNewAmsterdam Pharma$4,526,981$2,374,520 ▼-34.4%221,1522.0%MedicalREGNRegeneron Pharmaceuticals$0$22,438,395 ▼-100.0%00.0%MedicalJNJJohnson & Johnson$0$20,474,143 ▼-100.0%00.0%MedicalABBVAbbVie$0$18,124,689 ▼-100.0%00.0%MedicalSRPTSarepta Therapeutics$0$15,108,287 ▼-100.0%00.0%MedicalVRDNViridian Therapeutics$0$12,051,738 ▼-100.0%00.0%MedicalVERAVera Therapeutics$0$8,994,914 ▼-100.0%00.0%MedicalMRNAModerna$0$8,212,050 ▼-100.0%00.0%MedicalJANXJanux Therapeutics$0$6,424,800 ▼-100.0%00.0%MedicalAKROAkero Therapeutics$0$6,398,600 ▼-100.0%00.0%MedicalNEUMORA THERAPEUTICS INC.$0$1,590,000 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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