Checkpoint Capital L.P. Top Holdings and 13F Report (2025) About Checkpoint Capital L.P.Investment ActivityCheckpoint Capital L.P. has $196.48 million in total holdings as of December 31, 2024.Checkpoint Capital L.P. owns shares of 16 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 21.96% of the portfolio was purchased this quarter.About 20.82% of the portfolio was sold this quarter.This quarter, Checkpoint Capital L.P. has purchased 16 new stocks and bought additional shares in 9 stocks.Checkpoint Capital L.P. sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings argenx $56,887,500Rhythm Pharmaceuticals $40,752,432Phathom Pharmaceuticals $18,466,155Axsome Therapeutics $14,787,205Disc Medicine $11,729,000 Largest New Holdings this Quarter Revolution Medicines $9,185,400 HoldingKymera Therapeutics $3,119,233 Holding Largest Purchases this Quarter Disc Medicine 159,457 shares (about $10.11M)Revolution Medicines 210,000 shares (about $9.19M)Phathom Pharmaceuticals 769,850 shares (about $6.25M)Rhythm Pharmaceuticals 64,601 shares (about $3.62M)Trevi Therapeutics 834,135 shares (about $3.44M) Largest Sales this Quarter Cytokinetics 446,813 shares (about $21.02M)aTyr Pharma 1,303,916 shares (about $4.72M)Axsome Therapeutics 34,863 shares (about $2.95M)AVADEL PHARMACEUTICALS PLC 95,210 shares (about $1.00M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCheckpoint Capital L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorARGXargenx$56,887,5000.0%92,50029.0%MedicalRYTMRhythm Pharmaceuticals$40,752,432$3,616,364 ▲9.7%727,98220.7%MedicalPHATPhathom Pharmaceuticals$18,466,155$6,251,182 ▲51.2%2,274,1579.4%MedicalAXSMAxsome Therapeutics$14,787,205$2,949,758 ▼-16.6%174,7697.5%MedicalIRONDisc Medicine$11,729,000$10,109,574 ▲624.3%185,0006.0%MedicalAVADEL PHARMACEUTICALS PLC$10,560,343$1,000,657 ▼-8.7%1,004,7905.4%COM SHSRVMDRevolution Medicines$9,185,400$9,185,400 ▲New Holding210,0004.7%MedicalPLRXPliant Therapeutics$7,052,456$2,047,856 ▲40.9%535,4943.6%MedicalTCRXTScan Therapeutics$5,338,200$2,829,164 ▲112.8%1,755,9872.7%MedicalCIDARA THERAPEUTICS INC$5,113,728$377,086 ▲8.0%196,9492.6%COM NEWTRVITrevi Therapeutics$4,466,636$3,436,636 ▲333.7%1,084,1352.3%MedicalSTOKStoke Therapeutics$3,368,419$1,631,039 ▲93.9%305,3871.7%MedicalSLNOSoleno Therapeutics$3,147,714$541,378 ▲20.8%70,0271.6%MedicalKYMRKymera Therapeutics$3,119,233$3,119,233 ▲New Holding77,5351.6%MedicalLIFEaTyr Pharma$1,565,871$4,720,176 ▼-75.1%432,5610.8%MedicalCYTKCytokinetics$940,800$21,018,084 ▼-95.7%20,0000.5%MedicalPTGXProtagonist Therapeutics$0$10,800,000 ▼-100.0%00.0%MedicalALLKAllakos$0$424,552 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
