Checkpoint Capital’s Cytokinetics CYTK Stock Holding History

Checkpoint Capital’s Portfolio CYTK Stock Details CYTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.5M	Buy	475,000 +295,000	+164%	+$21.2M	10.38%	4
2026 Q1	$11.9M	Buy	180,000 +13,177	+8%	+$837K	4.26%	5
2025 Q4	$10.6M	Buy	166,823 +129,236	+344%	+$8.04M	3.31%	6
2025 Q3	$2.07M	Buy	+37,587	New	+$1.55M	0.69%	10
2025 Q1	–	Sell	-20,000	Closed	-$941K	–	17
2024 Q4	$941K	Sell	20,000 -446,813	-96%	-$23.2M	0.48%	16
2024 Q3	$24.6M	Buy	466,813 +276,813	+146%	+$15.4M	12.23%	4
2024 Q2	$10.3M	Hold	190,000	–	–	6.21%	6
2024 Q1	$13.3M	Sell	190,000 -40,000	-17%	-$3.09M	8.9%	3
2023 Q4	$19.2M	Buy	+230,000	New	+$8.33M	11.63%	3

Other funds holding CYTK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Checkpoint Capital's CYTK Position: Q2 2026 in Review

Checkpoint Capital increased its Cytokinetics (CYTK) stake by 164% in Q2 2026, buying an estimated $21.2M and bringing the position to 475,000 shares worth $40.5M. The position accounts for 10.38% of the portfolio, ranked #4.

Checkpoint Capital first reported a position in CYTK in Q4 2023 and has held it in 9 quarters since. 482 funds tracked by Wall St. Rank hold CYTK as of Q2 2026.

Checkpoint Capital held 475,000 shares of Cytokinetics worth $40.5M as of Q2 2026.
Checkpoint Capital bought 295,000 Cytokinetics shares in Q2 2026, an estimated $21.2M.
Cytokinetics made up 10.38% of Checkpoint Capital's portfolio in Q2 2026, its #4 holding.
Checkpoint Capital first reported a position in Cytokinetics in Q4 2023 and has held it in 9 quarters since.
482 funds tracked by Wall St. Rank held Cytokinetics as of Q2 2026.

Based on Checkpoint Capital's 13F filing for Q2 2026, filed 14 Aug 2026.