Checkpoint Capital L.P.
- SEC CIK
- 0001977548
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 10
- +2 vs. Q2 2025
- Portfolio value
- $298.5M
- +$83.9M (+39.1%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ARGXArgenx SE | SPONSORED ADR | 150,000 | $110.6M | 37.1% | +230.0% | Added | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 763,707 | $77.1M | 25.8% | −296,293−28.0% | Reduced | History |
| CORTCorcept Therapeutics Inc | COM | 392,331 | $32.6M | 10.9% | +48,414+14.1% | Added | History |
| IRONDisc Medicine, Inc. | COM | 430,000 | $28.4M | 9.5% | +165,000+62.3% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 492,300 | $23.0M | 7.7% | +212,300+75.8% | Added | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 260,000 | $10.8M | 3.6% | +260,000 | New | History |
| SEPNSepterna, Inc. | COM | 283,158 | $5.33M | 1.8% | −303,315−51.7% | Reduced | History |
| STOKStoke Therapeutics, Inc. | COM | 212,049 | $4.98M | 1.7% | +212,049 | New | History |
| KYMRKymera Therapeutics, Inc. | COM | 61,750 | $3.50M | 1.2% | −45,241−42.3% | Reduced | History |
| CYTKCytokinetics Inc | COM NEW | 37,587 | $2.07M | 0.7% | +37,587 | New | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.