CHECKPOINT CAPITAL L.P. 13F Portfolio
CHECKPOINT CAPITAL L.P. runs CHECKPOINT CAPITAL L.P. and currently holds 6 stock positions, which is fewer than the average of 231 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 #214 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%.
Portfolio Value
$389.76M
Alpha Score
87.9
#214 of 1000
Holdings
6
CHECKPOINT CAPITAL L.P. Current 13F Holdings
Reported holdings from CHECKPOINT CAPITAL L.P.'s latest SEC 13F filing, ranked by portfolio weight.
6 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
RYTM RHYTHM PHARMACEUTICALS INC | 33.79% | $67.59 | $90.78 | +34.31% | Trimmed -3.36% |
ARGX ARGENX SE | 31.25% | $483.69 | $825.03 | +70.57% | Trimmed -14.19% |
RVMD REVOLUTION MEDICINES INC | 19.72% | $94.85 | $189.76 | +100.06% | Added +56.30% |
CYTK CYTOKINETICS INC | 10.38% | $76.37 | $62.91 | -17.62% | Added +163.89% |
IRON DISC MEDICINE INC | 4.51% | $62.11 | $62.06 | -0.08% | Trimmed -16.23% |
TRVI TREVI THERAPEUTICS INC | 0.36% | $14.17 | $13.19 | -6.92% | Added +50.00% |