Checkpoint Capital L.P.
SAN FRANCISCO CA · SEC CIK 0001977548
$3.90亿2026Q2 申报市值
6持仓数
100.0%前十大占比 · 第一大 33.8%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RVMD 加仓+$2,768.26万
CYTK 加仓+$2,513.11万
TRVI 加仓+$46.62万
2026Q2 卖出最多 按季末市值估算
ARGX 减仓-$2,014.84万
RYTM 减仓-$457.44万
IRON 减仓-$340.36万
SEPN 清仓-$241.02万
CRINETICS PHARMA 清仓-$146.12万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SEPN | SEPTERNA INC | $0 | 0.00% | 0 | -100,300 | -100.0% | -$241.02万 | 清仓 |
| — | CRINETICS PHARMACEUTICALS IN | $0 | 0.00% | 0 | -40,230 | -100.0% | -$146.12万 | 清仓 |
| TRVI | TREVI THERAPEUTICS INC | $139.88万 | 0.36% | 75,000 | 25,000 | 50.0% | $46.62万 | 加仓 |
| IRON | DISC MEDICINE INC | $1,756.27万 | 4.51% | 240,125 | -46,536 | -16.2% | -$340.36万 | 减仓 |
| CYTK | CYTOKINETICS INC | $4,046.53万 | 10.38% | 475,000 | 295,000 | 163.9% | $2,513.11万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $7,685.09万 | 19.72% | 410,353 | 147,814 | 56.3% | $2,768.26万 | 加仓 |
| ARGX | ARGENX SE | $1.22亿 | 31.25% | 131,283 | -21,717 | -14.2% | -$2,014.84万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1.32亿 | 33.79% | 1,186,000 | -41,200 | -3.4% | -$457.44万 | 减仓 |