Ownership history in Checkpoint Capital L.P. Β· 5 quarters on record
This page tracks every 13F SEC filing in which Checkpoint Capital L.P. reported a position in REVOLUTION MEDICINES INC (RVMD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Checkpoint Capital L.P. outperformed the S&P 500 by +65.1% annually on this RVMD position. Timing score: 50% (2/4 decisions correct). Average cost basis: $42.26. Maximum drawdown during holding period: β19.2%.
π₯ Exceptional β beat the S&P 500 by 65.1% per year on this position.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $35.36 (2025 Q1) Β· Worst: $46.70 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
π Checkpoint Capital L.P. has been actively increasing its RVMD allocation β a bullish signal from insiders.
Currently 9.21% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size