Checkpoint Capital L.P.
- SEC CIK
- 0001977548
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 16
- 0 vs. Q3 2024
- Portfolio value
- $196.5M
- −$5.09M (−2.5%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ARGXArgenx SE | SPONSORED ADR | 92,500 | $56.9M | 29.0% | 00.0% | Unchanged | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 727,982 | $40.8M | 20.7% | +64,601+9.7% | Added | History |
| PHATPhathom Pharmaceuticals, Inc. | COM | 2,274,157 | $18.5M | 9.4% | +769,850+51.2% | Added | History |
| AXSMAxsome Therapeutics, Inc. | COM | 174,769 | $14.8M | 7.5% | −34,863−16.6% | Reduced | History |
| IRONDisc Medicine, Inc. | COM | 185,000 | $11.7M | 6.0% | +159,457+624.3% | Added | History |
| AVDLAvadel Pharmaceuticals PLC | Stock | 1,004,790 | $10.6M | 5.4% | −95,210−8.7% | Reduced | History |
| RVMDRevolution Medicines, Inc. | COM | 210,000 | $9.19M | 4.7% | +210,000 | New | History |
| PLRXPliant Therapeutics, Inc. | COM | 535,494 | $7.05M | 3.6% | +155,494+40.9% | Added | History |
| TCRXTScan Therapeutics, Inc. | COM | 1,755,987 | $5.34M | 2.7% | +930,646+112.8% | Added | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 196,949 | $5.11M | 2.6% | +14,523+8.0% | Added | History |
| TRVITrevi Therapeutics, Inc. | COM | 1,084,135 | $4.47M | 2.3% | +834,135+333.7% | Added | History |
| STOKStoke Therapeutics, Inc. | COM | 305,387 | $3.37M | 1.7% | +147,873+93.9% | Added | History |
| SLNOSoleno Therapeutics Inc | COM | 70,027 | $3.15M | 1.6% | +12,044+20.8% | Added | History |
| KYMRKymera Therapeutics, Inc. | COM | 77,535 | $3.12M | 1.6% | +77,535 | New | History |
| ATYRaTYR PHARMA INC | COM NEW | 432,561 | $1.57M | 0.8% | −1,303,916−75.1% | Reduced | History |
| CYTKCytokinetics Inc | COM NEW | 20,000 | $940.8K | 0.5% | −446,813−95.7% | Reduced | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.