Cutter Capital Management, LP BBIO — BRIDGEBIO PHARMA INC

Ownership history in Cutter Capital Management, LP  ·  6 quarters on record

AI Ownership Summary

Cutter Capital Management, LP reported BRIDGEBIO PHARMA INC (BBIO) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 6.3% in 2024 Q4. The latest visible filing shows BBIO at 5.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cutter Capital Management, LP's position in BRIDGEBIO PHARMA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

BBIO was reported at 5.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.3% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BBIO stock page Cutter Capital Management, LP fund profile Cutter Capital Management, LP full holdings
How Cutter Capital Management, LP held BBIO — position size vs. price
% of Fund (quarterly)    BBIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED — — — 390,644 — 0% 5.88% $13.5M 2025-08-14 (Est.) $51.18
2025 Q1 REDUCED 30.3% +24.9% ❌ 390,644 -169,700 -30.3% 5.88% $13.5M 2025-05-15 $33.74
2024 Q4 ADDED — — — 560,344 +163,956 +41.4% 6.30% $15.4M 2025-02-14 $34.90
2024 Q3 ADDED — — — 396,388 +84,688 +27.2% 2.98% $10.1M 2024-11-14 $24.11
2024 Q2 ADDED — — — 311,700 +208,376 +201.7% 2.38% $7.9M 2024-08-14 $24.25
2023 Q4 INITIATED — — — 103,324 — — 1.99% $4.2M 2024-02-14 $34.37

🏢 Other funds also holding BBIO

As of 2026 Q1 — sorted by position size

MOODY ALDRICH PARTNERS LLC 3Y 7Y 1.02% TEMA ETFS LLC 0.56% DIAMANT ASSET MANAGEMENT, INC. 3Y 7Y 0.38% Portman Square Capital LLP 3Y 0.38% PSP Research LLC 0.32% Total Clarity Wealth Management, Inc. 3Y 0.24% Yorktown Management & Research Co Inc 3Y 7Y 0.2% China Universal Asset Management Co., Ltd. 3Y 0.19% OAK RIDGE INVESTMENTS LLC 3Y 7Y 0.19% DMC Group, LLC 3Y 0.18%

FAQ About Cutter Capital Management, LP and BBIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cutter Capital Management, LP reported owning BBIO?

Cutter Capital Management, LP reported BBIO across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported BBIO position in Cutter Capital Management, LP's portfolio?

The largest reported portfolio weight for BBIO was 6.30% in 2024 Q4.

What is the latest reported BBIO position on this page?

The most recent filing on this page is 2025 Q2, when Cutter Capital Management, LP reported 390,644 shares, equal to 5.88% of portfolio, with an estimated market value of $13.5M.

What does the chart on this BBIO ownership page compare?

The chart compares Cutter Capital Management, LP's quarterly BBIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cutter Capital Management, LP time their BBIO position?

Based on 13F filing dates vs. subsequent BBIO price moves, Cutter Capital Management, LP correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on BBIO relative to SPY over the holding period was +8.5%.

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