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Checkpoint Capital L P

Portfolio Manager
Checkpoint Capital L P
Performance
-11.85% (2026 Q1)
AUM (13F)
$278.65M
# of Holdings
8
Performance Rank
Allocation (Top 20)
99.99%

Checkpoint Capital L P Holdings Map

Top 8 Checkpoint Capital L P Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ARGX
ARGENX SE
40.1%153.0K$111.7M
+7.75%(+11.00K)
2025-Q1: 115.0K shares2025-Q2: 150.0K shares2025-Q3: 150.0K shares2025-Q4: 142.0K shares2026-Q1: 153.0K shares
$513.08(+83.15%)
2026-03-31
RYTM
RHYTHM PHARMACEUTICALS INC
38.3%1.23M$106.7M
+23.68%(+235.00K)
2025-Q1: 907.2K shares2025-Q2: 1.06M shares2025-Q3: 763.7K shares2025-Q4: 992.2K shares2026-Q1: 1.23M shares
$65.17(+75.20%)
2026-03-31
RVMD
REVOLUTION MEDICINES INC
9.16%262.5K$25.5M
-29.04%(-107.46K)
2025-Q1: 392.0K shares2025-Q2: 280.0K shares2025-Q3: 492.3K shares2025-Q4: 370.0K shares2026-Q1: 262.5K shares
$42.02(+350.37%)
2026-03-31
IRON
DISC MEDICINE INC
6.58%286.7K$18.3M
-36.72%(-166.33K)
2025-Q1: 243.3K shares2025-Q2: 265.0K shares2025-Q3: 430.0K shares2025-Q4: 453.0K shares2026-Q1: 286.7K shares
$57.75(+32.05%)
2026-03-31
CYTK
CYTOKINETICS INC
4.26%180.0K$11.9M
+7.90%(+13.18K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 37.6K shares2025-Q4: 166.8K shares2026-Q1: 180.0K shares
$57.66(+50.01%)
2026-03-31
SEPN
SEPTERNA INC
0.86%100.3K$2.4Mnew2025-Q1: 824.9K shares2025-Q2: 586.5K shares2025-Q3: 283.2K shares2025-Q4: 0 shares2026-Q1: 100.3K shares
$14.34(+137.02%)
2026-03-31
CRNX
CRINETICS PHARMACEUTICALS IN
0.52%40.2K$1.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 260.0K shares2025-Q4: 0 shares2026-Q1: 40.2K shares
$35.21(+19.95%)
2026-03-31
TRVI
TREVI THERAPEUTICS INC
0.21%50.0K$597Knew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 50.0K shares
$3.28(+447.36%)
2026-03-31

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