Checkpoint Capital L.P.
- SEC CIK
- 0001977548
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 6
- −2 vs. Q1 2026
- Portfolio value
- $389.8M
- +$111.1M (+39.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RYTMRhythm Pharmaceuticals, Inc. | COM | 1,186,000 | $131.7M | 33.8% | −41,200−3.4% | Reduced | History |
| ARGXArgenx SE | SPONSORED ADR | 131,283 | $121.8M | 31.3% | −21,717−14.2% | Reduced | History |
| RVMDRevolution Medicines, Inc. | COM | 410,353 | $76.9M | 19.7% | +147,814+56.3% | Added | History |
| CYTKCytokinetics Inc | COM NEW | 475,000 | $40.5M | 10.4% | +295,000+163.9% | Added | History |
| IRONDisc Medicine, Inc. | COM | 240,125 | $17.6M | 4.5% | −46,536−16.2% | Reduced | History |
| TRVITrevi Therapeutics, Inc. | COM | 75,000 | $1.40M | 0.4% | +25,000+50.0% | Added | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.