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Checkpoint Capital L.P.13F | |
| Checkpoint Capital L.P. | |
| Last update 2025-05-15 | 14 Stocks (5 new) |
| Value $182.00 Mil | Turnover 32 % |
Checkpoint Capital L.P. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARGX | argenx SE | 115,000 | 68,064.5 | +24.32% | 37.340 | +7.31% | 0.190 | -7.89% | -11.63% | 33,171.9 | Biotechnology | |
RYTM | Rhythm Pharmaceuticals Inc | 907,240 | 48,056.5 | +24.62% | 26.370 | +5.21% | 1.430 | +32.02% | +17.49% | 4,184.4 | Biotechnology | |
RVMD | Revolution Medicines Inc | 392,011 | 13,861.5 | +86.67% | 7.610 | +3.53% | 0.210 | +15.21% | -13.42% | 7,054.0 | Biotechnology | |
SLNO | Soleno Therapeutics Inc | 172,902 | 12,353.9 | +146.91% | 6.780 | +4.03% | 0.340 | +20.08% | +92.77% | 4,366.6 | Biotechnology | |
IRON | Disc Medicine Inc | 243,311 | 12,078.0 | +31.52% | 6.630 | +1.59% | 0.700 | +19.62% | -13.64% | 1,896.2 | Biotechnology | |
PTGX | Protagonist Therapeutics Inc | 175,184 | 8,471.9 | New Holding | 4.650 | +4.65% | 0.280 | +9.78% | +32.25% | 3,164.2 | Biotechnology | |
STOK | Stoke Therapeutics Inc | 730,717 | 4,859.3 | +139.28% | 2.670 | +1.55% | 1.340 | +82.22% | +4.08% | 626.8 | Biotechnology | |
SEPN | Septerna Inc | 824,878 | 4,776.0 | New Holding | 2.620 | +2.62% | 1.850 | +96.03% | -50.35% | 506.6 | Biotechnology | |
KYMR | Kymera Therapeutics Inc | 136,605 | 3,738.9 | +76.18% | 2.050 | +0.89% | 0.210 | +89.07% | +11.33% | 3,142.3 | Biotechnology | |
TCRX | TScan Therapeutics Inc | 2,017,650 | 2,784.4 | +14.90% | 1.530 | +0.20% | 3.570 | +24.79% | -50.33% | 85.5 | Biotechnology |
Checkpoint Capital L.P.'s Historical Top Holdings Breakdowns
Checkpoint Capital L.P.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PHAT | Phathom Pharmaceuticals Inc | 2025-03-31 | Sold Out Sold Out | -9.40% | 4.22 ($6.07) 7.74 | $8.92 | 46.95% | Sold Out | 0 | -2,274,157 | |
AXSM | Axsome Therapeutics Inc | 2025-03-31 | Sold Out Sold Out | -7.53% | 80.05 ($113.93) 137.75 | $105.44 | -7.45% | Sold Out | 0 | -174,769 | |
ARGX | argenx SE | 2025-03-31 | Add Add | +7.31% | 571 ($631.12) 671.75 | $543.48 | -13.89% | Add 24.32% | 115,000 | 22,500 | |
AVDL | Avadel Pharmaceuticals PLC | 2025-03-31 | Sold Out Sold Out | -5.37% | 7.49 ($8.37) 11.06 | $8.93 | 6.69% | Sold Out | 0 | -1,004,790 | |
RYTM | Rhythm Pharmaceuticals Inc | 2025-03-31 | Add Add | +5.21% | 48.56 ($55.48) 61.02 | $65.77 | 18.55% | Add 24.62% | 907,240 | 179,258 | |
PTGX | Protagonist Therapeutics Inc | 2025-03-31 | New Buy New Buy | +4.65% | 35.09 ($41.9) 59.76 | $51.05 | 21.84% | New holding | 175,184 | 175,184 | |
SLNO | Soleno Therapeutics Inc | 2025-03-31 | Add Add | +4.03% | 42.54 ($48.69) 71.99 | $86.65 | 77.96% | Add 146.91% | 172,902 | 102,875 | |
PLRX | Pliant Therapeutics Inc | 2025-03-31 | Sold Out Sold Out | -3.59% | 1.35 ($6.07) 13.53 | $1.26 | -79.24% | Sold Out | 0 | -535,494 | |
RVMD | Revolution Medicines Inc | 2025-03-31 | Add Add | +3.53% | 35.36 ($40.59) 44.42 | $37.87 | -6.70% | Add 86.67% | 392,011 | 182,011 | |
SEPN | Septerna Inc | 2025-03-31 | New Buy New Buy | +2.62% | 5.52 ($11.42) 23.69 | $11.37 | -0.44% | New holding | 824,878 | 824,878 |
Checkpoint Capital L.P. Total Holding History ($B)
Checkpoint Capital L.P.'s Asset Allocation
Checkpoint Capital L.P. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Checkpoint Capital L.P.'s Hypothetical Growth since 2025-03-31
Checkpoint Capital L.P.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Checkpoint Capital L.P.'s Holdings Heat Map
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Checkpoint Capital L.P.'s Holdings Bubble Chart
Checkpoint Capital L.P. News
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