Cutter Capital Management as of June 30, 2024
Portfolio Holdings for Cutter Capital Management
Cutter Capital Management holds 26 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical (BMRN) | 6.8 | $23M | 274k | 82.33 | |
| Merck & Co (MRK) | 6.6 | $22M | 176k | 123.80 | |
| Gilead Sciences (GILD) | 6.1 | $20M | 293k | 68.61 | |
| Amgen (AMGN) | 6.1 | $20M | 64k | 312.45 | |
| Royalty Pharma Shs Class A (RPRX) | 5.5 | $18M | 692k | 26.37 | |
| Biogen Idec (BIIB) | 5.4 | $18M | 77k | 231.82 | |
| Kenvue (KVUE) | 5.3 | $18M | 960k | 18.18 | |
| Sarepta Therapeutics (SRPT) | 5.2 | $17M | 109k | 158.00 | |
| Insmed Com Par $.01 (INSM) | 4.6 | $15M | 228k | 67.00 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 4.6 | $15M | 343k | 44.29 | |
| Ultragenyx Pharmaceutical (RARE) | 4.5 | $15M | 365k | 41.10 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 4.5 | $15M | 912k | 16.25 | |
| Cytokinetics Com New (CYTK) | 3.9 | $13M | 237k | 54.18 | |
| BioCryst Pharmaceuticals (BCRX) | 3.7 | $12M | 2.0M | 6.18 | |
| Crispr Therapeutics Namen Akt (CRSP) | 3.3 | $11M | 202k | 54.01 | |
| Arcellx Common Stock (ACLX) | 3.1 | $10M | 187k | 55.19 | |
| Avadel Pharmaceuticals Com Shs (AVDL) | 3.1 | $10M | 733k | 14.06 | |
| Harmony Biosciences Hldgs In (HRMY) | 2.7 | $8.9M | 296k | 30.17 | |
| Avantor (AVTR) | 2.6 | $8.5M | 400k | 21.20 | |
| Vera Therapeutics Cl A (VERA) | 2.5 | $8.3M | 230k | 36.18 | |
| Bridgebio Pharma (BBIO) | 2.4 | $7.9M | 312k | 25.33 | |
| Ionis Pharmaceuticals (IONS) | 2.3 | $7.6M | 160k | 47.66 | |
| Enliven Therapeutics (ELVN) | 1.6 | $5.2M | 223k | 23.37 | |
| Pfizer (PFE) | 1.6 | $5.2M | 185k | 27.98 | |
| Evolus (EOLS) | 1.5 | $5.0M | 465k | 10.85 | |
| Perrigo SHS (PRGO) | 0.8 | $2.6M | 100k | 25.68 |
