CC

Checkpoint Capital L.P.

13F
Checkpoint Capital L.P.
Last update 2024-08-14 16 Stocks (4 new)
Value $166.00 Mil Turnover 23 %
Countries:
Top Holdings: RYTM(22.82%)ARGX(21.30%)AXSM(14.11%)AVDL(9.65%)PTGX(7.42%)
Portfolio Report
Summary Stock Picks Current Portfolio
Checkpoint Capital L.P. Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RYTM 		Rhythm Pharmaceuticals Inc
922,100
37861.430
+11.70%
22.820
+2.39%
1.510
+46.56%
+38.87%
3927.107
Biotechnology
ARGX 		argenx SE
82,150
35327.790
+0.18%
21.300
+0.04%
0.140
+18.93%
+55.43%
36342.008
Biotechnology
AXSM 		Axsome Therapeutics Inc
290,772
23407.150
+119.55%
14.110
+7.68%
0.610
+8.17%
+13.96%
4353.619
Biotechnology
AVDL 		Avadel Pharmaceuticals PLC
1,138,178
16002.780
+62.28%
9.650
+3.70%
1.180
-2.36%
+11.33%
1513.375
Drug Manufacturers
PTGX 		Protagonist Therapeutics Inc
355,000
12300.750
+26.65%
7.420
+1.56%
0.600
+33.08%
+107.72%
2804.446
Biotechnology
CYTK 		Cytokinetics Inc
190,000
10294.200
0%
6.210
0%
0.160
+9.02%
-33.12%
6570.112
Biotechnology
PHAT 		Phathom Pharmaceuticals Inc
875,000
9012.500
+96.56%
5.430
+2.67%
1.470
+71.14%
+102.63%
1263.357
Biotechnology
CORT 		Corcept Therapeutics Inc
244,750
7951.930
-10.60%
4.790
-0.49%
0.230
+59.47%
+67.18%
5689.292
Biotechnology
ATYR 		aTyr Pharma Inc
1,946,477
3036.500
+34.57%
1.830
+0.47%
2.820
+74.16%
+119.86%
234.968
Biotechnology
PLRX 		Pliant Therapeutics Inc
232,200
2496.150
New Holding
1.500
+1.50%
0.380
+21.13%
-16.12%
923.575
Biotechnology

Checkpoint Capital L.P.'s Historical Top Holdings Breakdowns

Checkpoint Capital L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AXSM 		Axsome Therapeutics Inc2024-06-30Add
+7.68%
●
65.72 ($74.04) 80.5
$90.70
22.50%
Add 119.55%
290,772
158,335
MIRM 		Mirum Pharmaceuticals Inc2024-06-30Sold Out
-6.08%
●
23.57 ($26.22) 34.85
$41.08
56.67%
Sold Out
0
-362,193
AVDL 		Avadel Pharmaceuticals PLC2024-06-30Add
+3.70%
●
14.06 ($16.3) 18.82
$15.72
-3.56%
Add 62.28%
1,138,178
436,791
IRWD 		Ironwood Pharmaceuticals Inc2024-06-30Sold Out
-3.60%
●
5.58 ($7.07) 8.61
$4.66
-34.09%
Sold Out
0
-618,528
PHAT 		Phathom Pharmaceuticals Inc2024-06-30Add
+2.67%
●
8.97 ($10.3) 12.05
$18.50
79.61%
Add 96.56%
875,000
429,839
RYTM 		Rhythm Pharmaceuticals Inc2024-06-30Add
+2.39%
●
35.41 ($39.92) 44.37
$63.90
60.07%
Add 11.7%
922,100
96,600
PTGX 		Protagonist Therapeutics Inc2024-06-30Add
+1.56%
●
24.66 ($29.29) 34.8
$47.61
62.55%
Add 26.65%
355,000
74,699
PLRX 		Pliant Therapeutics Inc2024-06-30New Buy
+1.50%
●
10.58 ($12.89) 15.61
$15.19
17.84%
New holding
232,200
232,200
KYMR 		Kymera Therapeutics Inc2024-06-30New Buy
+1.48%
●
29.85 ($34.62) 39.42
$49.86
44.02%
New holding
82,000
82,000
VSTM 		Verastem Inc2024-06-30Sold Out
-1.33%
●
2.9 ($8.24) 13.16
$3.60
-56.31%
Sold Out
0
-168,739

Checkpoint Capital L.P. Total Holding History ($B)

To

Checkpoint Capital L.P.'s Asset Allocation

To

Checkpoint Capital L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Checkpoint Capital L.P.'s Hypothetical Growth since 2024-06-30

Checkpoint Capital L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

Checkpoint Capital L.P.'s Holdings Heat Map

Size field:

Checkpoint Capital L.P.'s Holdings Bubble Chart

Checkpoint Capital L.P. News

  • 1

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