Cutter Capital Management, LP historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 6 quarters from 2023-12-31 to 2025-06-30, Cutter Capital Management, LP opened 53 positions, added to 30, reduced 26 and sold out of 75.
- Q1 2025: Stock PRGO; Country of operation Ireland; Class SHS; Shares before 294,517.
- Q1 2025: Stock AMGN; Country of operation United States; Class COM; Shares before 38,090.
- Q1 2025: Stock TARS; Country of operation United States; Class COM; Shares before 112,500.
- Q4 2024: Stock REGN; Country of operation United States; Class COM; Shares before 14,476.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1983313), 6 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2025 | PRGO
PERRIGO CO PLC | Ireland | SHS | 294,517 | 479,517 | +185,000 | $7,572,032 | $13,445,657 | +$5,873,625 | 2025-05-15 |
|---|
| Q1 2025 | AMGN
AMGEN INC | United States | COM | 38,090 | 50,000 | +11,910 | $9,927,778 | $15,577,500 | +$5,649,722 | 2025-05-15 |
|---|
| Q1 2025 | TARS
TARSUS PHARMACEUTICALS INC | United States | COM | 112,500 | 205,000 | +92,500 | $6,229,125 | $10,530,850 | +$4,301,725 | 2025-05-15 |
|---|
| Q4 2024 | REGN
REGENERON PHARMACEUTICALS | United States | COM | 14,476 | 31,500 | +17,024 | $15,217,750 | $22,438,395 | +$7,220,645 | 2025-02-14 |
|---|
| Q4 2024 | BBIO
BRIDGEBIO PHARMA INC | United States | COM | 396,388 | 560,344 | +163,956 | $10,092,038 | $15,375,839 | +$5,283,801 | 2025-02-14 |
|---|
| Q4 2024 | SRPT
SAREPTA THERAPEUTICS INC | United States | COM | 83,756 | 124,256 | +40,500 | $10,460,287 | $15,108,287 | +$4,648,000 | 2025-02-14 |
|---|
| Q4 2024 | AGIO
AGIOS PHARMACEUTICALS INC | United States | COM | 186,623 | 301,623 | +115,000 | $8,291,660 | $9,911,332 | +$1,619,672 | 2025-02-14 |
|---|
| Q4 2024 | VERA
VERA THERAPEUTICS INC | United States | CL A | 172,876 | 212,696 | +39,820 | $7,641,119 | $8,994,914 | +$1,353,795 | 2025-02-14 |
|---|
| Q4 2024 | RARE
ULTRAGENYX PHARMACEUTICAL IN | United States | COM | 286,803 | 406,803 | +120,000 | $15,931,907 | $17,114,202 | +$1,182,295 | 2025-02-14 |
|---|
| Q4 2024 | RPRX
ROYALTY PHARMA PLC | United States | SHS CLASS A | 664,859 | 764,859 | +100,000 | $18,808,861 | $19,511,553 | +$702,692 | 2025-02-14 |
|---|
| Q4 2024 | VRDN
VIRIDIAN THERAPEUTICS INC | United States | COM | 518,677 | 628,677 | +110,000 | $11,799,902 | $12,051,738 | +$251,836 | 2025-02-14 |
|---|
| Q3 2024 | PRGO
PERRIGO CO PLC | Ireland | SHS | 100,000 | 557,937 | +457,937 | $2,568,000 | $14,634,688 | +$12,066,688 | 2024-11-14 |
|---|
| Q3 2024 | GILD
GILEAD SCIENCES INC | United States | COM | 292,959 | 359,025 | +66,066 | $20,099,917 | $30,100,656 | +$10,000,739 | 2024-11-14 |
|---|
| Q3 2024 | HRMY
HARMONY BIOSCIENCES HLDGS IN | United States | COM | 295,771 | 376,315 | +80,544 | $8,923,411 | $15,052,600 | +$6,129,189 | 2024-11-14 |
|---|
| Q3 2024 | BBIO
BRIDGEBIO PHARMA INC | United States | COM | 311,700 | 396,388 | +84,688 | $7,895,361 | $10,092,038 | +$2,196,677 | 2024-11-14 |
|---|
| Q2 2024 | INSM
INSMED INC | United States | COM PAR $.01 | 227,337 | 227,637 | +300 | $6,167,653 | $15,251,679 | +$9,084,026 | 2024-08-14 |
|---|
| Q2 2024 | BMRN
BIOMARIN PHARMACEUTICAL INC | United States | COM | 175,000 | 273,533 | +98,533 | $15,284,500 | $22,519,972 | +$7,235,472 | 2024-08-14 |
|---|
| Q2 2024 | BIIB
BIOGEN INC | United States | COM | 52,000 | 76,726 | +24,726 | $11,212,760 | $17,786,621 | +$6,573,861 | 2024-08-14 |
|---|
| Q2 2024 | RPRX
ROYALTY PHARMA PLC | United States | SHS CLASS A | 411,540 | 692,300 | +280,760 | $12,498,470 | $18,255,951 | +$5,757,481 | 2024-08-14 |
|---|
| Q2 2024 | ACLX
ARCELLX INC | United States | COMMON STOCK | 107,000 | 187,000 | +80,000 | $7,441,850 | $10,320,530 | +$2,878,680 | 2024-08-14 |
|---|
| Q2 2024 | CRSP
CRISPR THERAPEUTICS AG | | NAMEN AKT | 120,185 | 201,497 | +81,312 | $8,191,810 | $10,882,853 | +$2,691,043 | 2024-08-14 |
|---|
| Q2 2024 | GILD
GILEAD SCIENCES INC | United States | COM | 265,436 | 292,959 | +27,523 | $19,443,187 | $20,099,917 | +$656,730 | 2024-08-14 |
|---|
| Q1 2024 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 140,000 | 446,900 | +306,900 | $7,183,400 | $24,235,387 | +$17,051,987 | 2024-05-15 |
|---|
| Q1 2024 | BMRN
BIOMARIN PHARMACEUTICAL INC | United States | COM | 129,906 | 175,000 | +45,094 | $12,525,537 | $15,284,500 | +$2,758,963 | 2024-05-15 |
|---|
| Q1 2024 | RPRX
ROYALTY PHARMA PLC | United States | SHS CLASS A | 370,000 | 411,540 | +41,540 | $10,393,300 | $12,498,470 | +$2,105,170 | 2024-05-15 |
|---|
| Q1 2024 | PRGO
PERRIGO CO PLC | Ireland | SHS | 260,000 | 322,114 | +62,114 | $8,366,800 | $10,368,850 | +$2,002,050 | 2024-05-15 |
|---|
| Q1 2024 | ACAD
ACADIA PHARMACEUTICALS INC | United States | COM | 330,973 | 658,409 | +327,436 | $10,362,765 | $12,173,982 | +$1,811,217 | 2024-05-15 |
|---|
| Q1 2024 | BCRX
BIOCRYST PHARMACEUTICALS INC | United States | COM | 1,521,812 | 2,105,459 | +583,647 | $9,115,654 | $10,695,732 | +$1,580,078 | 2024-05-15 |
|---|
| Q1 2024 | HALO
HALOZYME THERAPEUTICS INC | United States | COM | 240,448 | 255,049 | +14,601 | $8,886,958 | $10,375,393 | +$1,488,435 | 2024-05-15 |
|---|
| Q1 2024 | CRSP
CRISPR THERAPEUTICS AG | | NAMEN AKT | 107,500 | 120,185 | +12,685 | $6,729,500 | $8,191,810 | +$1,462,310 | 2024-05-15 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |