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CHECKPOINT CAPITAL L.P. 13F portfolio summary

CHECKPOINT CAPITAL L.P. of CHECKPOINT CAPITAL L.P. has 6 current stock holdings with a reported portfolio value of $389.8M. The portfolio 1 year return is +76.20%. Top holdings include RYTM (33.79%), ARGX (31.25%), RVMD (19.72%), CYTK (10.38%), IRON (4.51%).

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CHECKPOINT CAPITAL L.P.

CHECKPOINT CAPITAL L.P.
Latest filing: 2026-06-30

CHECKPOINT CAPITAL L.P. runs CHECKPOINT CAPITAL L.P. and currently holds 6 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $389.76M. Their top holdings are RYTM, ARGX, RVMD, CYTK, IRON. The top five represent 99.6% of reported portfolio weight. CHECKPOINT CAPITAL L.P. ranks #212 out of 1000 investors tracked by Alpha Score. They added to 3 existing positions. They trimmed 3 positions. Their current best-performing preview position is RVMD with returns of +92.58%.

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Top 5 Holdings
RYTM33.8%
ARGX31.3%
RVMD19.7%
CYTK10.4%
IRON4.5%
Top 5: 99.6%
Portfolio Returns
1 Year
+76.20%
#94/1000
3 Year
+99.13%
#257/1000
5 Year
+99.13%
#285/1000

Portfolio Value

$389.76M

Alpha Score

87.9

#212 of 1000

Holdings

6

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6 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
RYTM
RHYTHM PHARMACEUTICALS INC
33.79%$67.59$109.95+62.67%
Trimmed
-3.36%
ARGX
ARGENX SE
31.25%$483.69$1,039.78+114.97%
Trimmed
-14.19%
RVMD
REVOLUTION MEDICINES INC
19.72%$94.85$209.46+120.83%
Added
+56.30%
CYTK
CYTOKINETICS INC
10.38%$76.37$76.84+0.62%
Added
+163.89%
IRON
DISC MEDICINE INC
4.51%$62.11$79.81+28.50%
Trimmed
-16.23%
TRVI
TREVI THERAPEUTICS INC
0.36%$14.17$17.96+26.75%
Added
+50.00%