Checkpoint Capital L.P.
SAN FRANCISCO CA · SEC CIK 0001977548
$2.79亿2026Q1 申报市值
8持仓数
100.0%前十大占比 · 第一大 40.1%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RYTM 加仓+$2,043.80万
ARGX 加仓+$803.27万
CYTK 加仓+$86.85万
TRVI 新建仓+$59.65万
2026Q1 卖出最多 按季末市值估算
CORT 清仓-$1,396.85万
IRON 减仓-$1,063.52万
RVMD 减仓-$1,045.06万
CRINETICS PHARMA 重新持有-$798.20万
SEPN 重新持有-$439.41万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ARGX | ARGENX SE | $1.12亿 | 40.10% | 153,000 | 11,000 | 7.7% | $803.27万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1.07亿 | 38.30% | 1,227,200 | 235,000 | 23.7% | $2,043.80万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $2,553.19万 | 9.16% | 262,539 | -107,461 | -29.0% | -$1,045.06万 | 减仓 |
| IRON | DISC MEDICINE INC | $1,832.91万 | 6.58% | 286,661 | -166,331 | -36.7% | -$1,063.52万 | 减仓 |
| CYTK | CYTOKINETICS INC | $1,186.38万 | 4.26% | 180,000 | 13,177 | 7.9% | $86.85万 | 加仓 |
| SEPN | SEPTERNA INC | $241.02万 | 0.86% | 100,300 | -182,858 | -64.6% | -$439.41万 | 重新持有 |
| — | CRINETICS PHARMACEUTICALS IN | $146.12万 | 0.52% | 40,230 | -219,770 | -84.5% | -$798.20万 | 重新持有 |
| TRVI | TREVI THERAPEUTICS INC | $59.65万 | 0.21% | 50,000 | 50,000 | — | $59.65万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -401,395 | -100.0% | -$1,396.85万 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -128,300 | -100.0% | -$446.48万 | 清仓 |