CHECKPOINT CAPITAL L.P.
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%.
6 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter 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% |