Checkpoint Capital L.P.
- SEC CIK
- 0001977548
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 6
- −4 vs. Q3 2025
- Portfolio value
- $315.6M
- +$17.2M (+5.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ARGXArgenx SE | SPONSORED ADR | 142,000 | $119.4M | 37.8% | −8,000−5.3% | Reduced | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 992,200 | $106.2M | 33.6% | +228,493+29.9% | Added | History |
| IRONDisc Medicine, Inc. | COM | 452,992 | $36.0M | 11.4% | +22,992+5.3% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 370,000 | $29.5M | 9.3% | −122,300−24.8% | Reduced | History |
| CORTCorcept Therapeutics Inc | COM | 401,395 | $14.0M | 4.4% | +9,064+2.3% | Added | History |
| CYTKCytokinetics Inc | COM NEW | 166,823 | $10.6M | 3.4% | +129,236+343.8% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| CORTCorcept Therapeutics Inc | COM | – | $4.46M |
Sold out since Q3 2025 (4)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 260,000 | $10.8M | 3.6% | History |
| SEPNSepterna, Inc. | COM | 283,158 | $5.33M | 1.8% | History |
| STOKStoke Therapeutics, Inc. | COM | 212,049 | $4.98M | 1.7% | History |
| KYMRKymera Therapeutics, Inc. | COM | 61,750 | $3.50M | 1.2% | History |