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CIK: 0001983313
Total reported value
—
$338.8M
27 檔
33.2%
According to the latest 13F quarterly dataset, Cutter Capital Management, LP managed an equity portfolio of $338.8M at the end of Q3 2024, spanning 27 distinct U.S. exchange-listed positions.
During Q3 2024, Cutter Capital Management, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GILD | Gilead Sciences Inc | Stock-Healthcare | 8.88% | — | +22.55% | |
| 2 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 8.77% | — | — | |
| 3 | RPRX | Royalty Pharma plc | Stock-Healthcare | 5.55% | — | -3.96% | |
| 4 | A | Agilent Technologies Inc | Stock-Healthcare | 5.28% | — | — | |
| 5 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 4.70% | — | -21.42% | |
| 6 | LEGN | Legend Biotech Corp-adr | Stock-Other | 4.69% | — | -5.01% | |
| 7 | INSM | Insmed Inc | Stock-Healthcare | 4.65% | — | -5.16% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.52% | — | — | |
| 9 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 4.49% | — | — | |
| 10 | HRMY | Harmony Biosciences Holdings | Stock-Other | 4.44% | — | +27.23% | |
| 11 | PRGO | Perrigo Company plc | Stock-Healthcare | 4.32% | — | +457.94% | |
| 12 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 3.86% | — | — | |
| 13 | SWTXUSD | Springworks Therapeutics Inc | Stock-Other | 3.58% | — | — | |
| 14 | VRDN | Viridian Therapeutics Inc | Stock-Other | 3.48% | — | — | |
| 15 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 3.09% | — | -23.43% | |
| 16 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 2.98% | — | +27.17% | |
| 17 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 2.81% | — | — | |
| 18 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 2.45% | — | — | |
| 19 | IOVA | Iovance Biotherapeutics Inc | Stock-Other | 2.43% | — | — | |
| 20 | NTLA | Intellia Therapeutics Inc | Stock-Other | 2.37% | — | — | |
| 21 | VERA | Vera Therapeutics Inc | Stock-Other | 2.26% | — | -24.84% | |
| 22 | ACLXGBX | Arcellx Inc | Stock-Other | 2.22% | — | -51.94% | |
| 23 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 2.18% | — | — | |
| 24 | BCRX | Biocryst Pharmaceuticals Inc | Stock-Other | 1.79% | — | -59.59% | |
| 25 | ELVN | Enliven Therapeutics Inc | Stock-Other | 1.57% | — | -6.77% | |
| 26 | ✓ | Avadel Pharmaceuticals PLC ADR | Stock-Other | 1.49% | — | -47.45% | |
| 27 | IONS | Ionis Pharmaceuticals Inc | Stock-Healthcare | 1.15% | — | -39.25% |
According to official SEC Form 13F filings, Cutter Capital Management, LP reported a total U.S. public equity portfolio value of $338.8M across 27 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GILD, BMY, RPRX) accounted for 33.2% of total reported equity market value during Q3 2024.
During Q3 2024, Cutter Capital Management, LP's top holdings by market value included GILD (8.9%)、BMY (8.8%)、RPRX (5.5%). The largest single position, GILD, represented 8.9% of total portfolio value.
In Q3 2024, Cutter Capital Management, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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