Checkpoint Capital L.P.
- SEC CIK
- 0001977548
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 8
- +2 vs. Q4 2025
- Portfolio value
- $278.7M
- −$37.0M (−11.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ARGXArgenx SE | SPONSORED ADR | 153,000 | $111.7M | 40.1% | +11,000+7.7% | Added | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 1,227,200 | $106.7M | 38.3% | +235,000+23.7% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 262,539 | $25.5M | 9.2% | −107,461−29.0% | Reduced | History |
| IRONDisc Medicine, Inc. | COM | 286,661 | $18.3M | 6.6% | −166,331−36.7% | Reduced | History |
| CYTKCytokinetics Inc | COM NEW | 180,000 | $11.9M | 4.3% | +13,177+7.9% | Added | History |
| SEPNSepterna, Inc. | COM | 100,300 | $2.41M | 0.9% | +100,300 | New | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 40,230 | $1.46M | 0.5% | +40,230 | New | History |
| TRVITrevi Therapeutics, Inc. | COM | 50,000 | $596.5K | 0.2% | +50,000 | New | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.