Cutter Capital Management, Lp Top Holdings and 13F Report (2025) About Cutter Capital Management, LpInvestment ActivityCutter Capital Management, Lp has $244.04 million in total holdings as of December 31, 2024.Cutter Capital Management, Lp owns shares of 21 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 56.60% of the portfolio was purchased this quarter.About 89.03% of the portfolio was sold this quarter.This quarter, Cutter Capital Management, Lp has purchased 27 new stocks and bought additional shares in 8 stocks.Cutter Capital Management, Lp sold shares of 2 stocks and completely divested from 17 stocks this quarter.Largest Holdings Regeneron Pharmaceuticals $22,438,395Johnson & Johnson $20,474,143Royalty Pharma $19,511,553AbbVie $18,124,689Ultragenyx Pharmaceutical $17,114,202 Largest New Holdings this Quarter Johnson & Johnson $20,474,143 HoldingAbbVie $18,124,689 HoldingTeva Pharmaceutical Industries $12,890,821 HoldingAmgen $9,927,778 HoldingNewAmsterdam Pharma $8,664,806 Holding Largest Purchases this Quarter Johnson & Johnson 141,572 shares (about $20.47M)AbbVie 101,996 shares (about $18.12M)Teva Pharmaceutical Industries 584,883 shares (about $12.89M)Regeneron Pharmaceuticals 17,024 shares (about $12.13M)Amgen 38,090 shares (about $9.93M) Largest Sales this Quarter Perrigo 263,420 shares (about $6.77M)Insmed 5,000 shares (about $345.20K) 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 PortfolioSectorREGNRegeneron Pharmaceuticals$22,438,395$12,126,706 ▲117.6%31,5009.2%MedicalJNJJohnson & Johnson$20,474,143$20,474,143 ▲New Holding141,5728.4%MedicalRPRXRoyalty Pharma$19,511,553$2,551,000 ▲15.0%764,8598.0%FinanceABBVAbbVie$18,124,689$18,124,689 ▲New Holding101,9967.4%MedicalRAREUltragenyx Pharmaceutical$17,114,202$5,048,400 ▲41.8%406,8037.0%MedicalBBIOBridgeBio Pharma$15,375,839$4,498,953 ▲41.4%560,3446.3%MedicalSRPTSarepta Therapeutics$15,108,287$4,924,395 ▲48.4%124,2566.2%MedicalINSMInsmed$14,559,431$345,200 ▼-2.3%210,8846.0%MedicalTEVATeva Pharmaceutical Industries$12,890,821$12,890,821 ▲New Holding584,8835.3%MedicalVRDNViridian Therapeutics$12,051,738$2,108,700 ▲21.2%628,6774.9%MedicalAMGNAmgen$9,927,778$9,927,778 ▲New Holding38,0904.1%MedicalAGIOAgios Pharmaceuticals$9,911,332$3,778,900 ▲61.6%301,6234.1%MedicalVERAVera Therapeutics$8,994,914$1,683,988 ▲23.0%212,6963.7%MedicalNAMSNewAmsterdam Pharma$8,664,806$8,664,806 ▲New Holding337,1523.6%MedicalMRNAModerna$8,212,050$8,212,050 ▲New Holding197,5003.4%MedicalPRGOPerrigo$7,572,032$6,772,528 ▼-47.2%294,5173.1%MedicalJANXJanux Therapeutics$6,424,800$6,424,800 ▲New Holding120,0002.6%MedicalAKROAkero Therapeutics$6,398,600$6,398,600 ▲New Holding230,0002.6%MedicalTARSTarsus Pharmaceuticals$6,229,125$6,229,125 ▲New Holding112,5002.6%MedicalCNTACentessa Pharmaceuticals$2,463,523$2,463,523 ▲New Holding147,0761.0%MedicalNEUMORA THERAPEUTICS INC.$1,590,000$1,590,000 ▲New Holding150,0000.7%COMGILDGilead Sciences$0$30,100,656 ▼-100.0%00.0%MedicalBMYBristol-Myers Squibb$0$29,701,709 ▼-100.0%00.0%MedicalAAgilent Technologies$0$17,889,613 ▼-100.0%00.0%MedicalLEGNLegend Biotech$0$15,883,690 ▼-100.0%00.0%MedicalLLYEli Lilly and Company$0$15,325,876 ▼-100.0%00.0%MedicalHRMYHarmony Biosciences$0$15,052,600 ▼-100.0%00.0%MedicalJAZZJazz Pharmaceuticals$0$13,090,675 ▼-100.0%00.0%MedicalSWTXSpringWorks Therapeutics$0$12,125,634 ▼-100.0%00.0%MedicalAXSMAxsome Therapeutics$0$9,505,280 ▼-100.0%00.0%MedicalIOVAIovance Biotherapeutics$0$8,225,725 ▼-100.0%00.0%MedicalNTLAIntellia Therapeutics$0$8,027,282 ▼-100.0%00.0%MedicalACLXArcellx$0$7,504,459 ▼-100.0%00.0%MedicalRNAAvidity Biosciences$0$7,392,296 ▼-100.0%00.0%MedicalBCRXBioCryst Pharmaceuticals$0$6,065,841 ▼-100.0%00.0%MedicalELVNEnliven Therapeutics$0$5,309,664 ▼-100.0%00.0%MedicalAVADEL PHARMACEUTICALS PLC$0$5,051,531 ▼-100.0%00.0%COM SHSIONSIonis Pharmaceuticals$0$3,897,838 ▼-100.0%00.0%MedicalShowing 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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