Checkpoint Capital L.P. Portfolio Stock Holdings
Checkpoint Capital L.P. disclosed 8 stock positions valued at approximately $278.7 million in its latest SEC 13F filing. The largest holdings include ARGENX SE, RHYTHM PHARMACEUTICALS INC, and REVOLUTION MEDICINES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 8
- Portfolio Value
- $278.7M
Holdings by Sector
Checkpoint Capital L.P. Portfolio Holdings in Q1 2026
7 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ARGENX SE | ARGX | Healthcare | 40.10% | 153,000 | +11,000 | +7.75% | $111,728,250 |
| RHYTHM PHARMACEUTICALS INC | RYTM | Healthcare | 38.30% | 1,227,200 | +235,000 | +23.68% | $106,729,584 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 9.16% | 262,539 | -107,461 | -29.04% | $25,531,918 |
| DISC MEDICINE INC | IRON | Healthcare | 6.58% | 286,661 | -166,331 | -36.72% | $18,329,104 |
| CYTOKINETICS INC | CYTK | Healthcare | 4.26% | 180,000 | +13,177 | +7.90% | $11,863,800 |
| CRINETICS PHARMACEUTICALS IN | CRNX | Healthcare | 0.52% | 40,230 | +40,230 | +100.00% | $1,461,154 |
| TREVI THERAPEUTICS INC | TRVI | Healthcare | 0.21% | 50,000 | +50,000 | +100.00% | $596,500 |