Checkpoint Capital L.P. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Checkpoint Capital L.P. disclosed 6 stock positions valued at approximately $389.76M as of quarter-end June 30, 2026. The largest holdings include RHYTHM PHARMACEUTICALS INC, ARGENX SE, and REVOLUTION MEDICINES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 6
- Portfolio Value
- $389.76M
Holdings by Sector
Checkpoint Capital L.P. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| RHYTHM PHARMACEUTICALS INC | RYTM | Healthcare | 33.79% | 1,186,000 | -41,200 | -3.36% | $131,681,580 |
| ARGENX SE | ARGX | Healthcare | 31.25% | 131,283 | -21,717 | -14.19% | $121,800,429 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 19.72% | 410,353 | +147,814 | +56.30% | $76,850,910 |
| CYTOKINETICS INC | CYTK | Healthcare | 10.38% | 475,000 | +295,000 | +163.89% | $40,465,250 |
| DISC MEDICINE INC | IRON | Healthcare | 4.51% | 240,125 | -46,536 | -16.23% | $17,562,743 |
| TREVI THERAPEUTICS INC | TRVI | Healthcare | 0.36% | 75,000 | +25,000 | +50.00% | $1,398,750 |
Showing 6 of 6 holdings in the latest reporting period.