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CIK: 0001977548
Total reported value
$389.8M
$389.8M
16 檔
32.0%
In Q2 2024, Checkpoint Capital L.P.'s U.S. equity holdings reached a combined market value of $389.8M, distributed across 16 disclosed stock positions.
During Q2 2024, Checkpoint Capital L.P.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 22.82% | -4.51% | +11.70% | |
| 2 | ARGX | Argenx Se - Adr | Stock-Healthcare | 21.30% | -8.85% | +0.18% | |
| 3 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 14.11% | — | +119.56% | |
| 4 | ✓ | Avadel Pharmaceuticals PLC ADR | Stock-Other | 9.65% | — | — | |
| 5 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 7.42% | — | +26.65% | |
| 6 | CYTK | Cytokinetics Inc | Stock-Healthcare | 6.21% | +6.12% | — | |
| 7 | PHAT | Phathom Pharmaceuticals Inc | Stock-Other | 5.43% | — | +96.56% | |
| 8 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 4.79% | — | -10.60% | |
| 9 | ATYR | Atyr Pharma Inc | Stock-Other | 1.83% | — | +34.57% | |
| 10 | PLRX | Pliant Therapeutics Inc | Stock-Other | 1.50% | — | — | |
| 11 | KYMR | Kymera Therapeutics Inc | Stock-Other | 1.48% | — | — | |
| 12 | CDTX | Cidara Therapeutics Inc | Stock-Other | 1.05% | — | — | |
| 13 | TRVI | Trevi Therapeutics Inc | Stock-Other | 0.90% | +0.15% | -1.18% | |
| 14 | APLT | Applied Therapeutics Inc | Stock-Other | 0.64% | — | +3.40% | |
| 15 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 0.48% | — | — | |
| 16 | ALLKGUSD | Allakos Inc | Stock-Other | 0.39% | — | -15.37% |
According to official SEC Form 13F filings, Checkpoint Capital L.P. reported a total U.S. public equity portfolio value of $389.8M across 16 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including RYTM, ARGX, AXSM) accounted for 32.0% of total reported equity market value during Q2 2024.
During Q2 2024, Checkpoint Capital L.P.'s top holdings by market value included RYTM (22.8%)、ARGX (21.3%)、AXSM (14.1%). The largest single position, RYTM, represented 22.8% of total portfolio value.
In Q2 2024, Checkpoint Capital L.P. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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