Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Checkpoint Capital L.P. (CIK 1977548) reported $278.7M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ARGX ($111.7M, 40.10%), RYTM ($106.7M, 38.30%), RVMD ($25.5M, 9.16%), IRON ($18.3M, 6.58%), CYTK ($11.9M, 4.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ARGX | ARGENX SE | $111.7M | 40.10% | 153,000 | Added |
| 2 | RYTM | RHYTHM PHARMACEUTICALS INC | $106.7M | 38.30% | 1.2M | Added |
| 3 | RVMD | REVOLUTION MEDICINES INC | $25.5M | 9.16% | 262,539 | Trimmed |
| 4 | IRON | DISC MEDICINE INC | $18.3M | 6.58% | 286,661 | Trimmed |
| 5 | CYTK | CYTOKINETICS INC | $11.9M | 4.26% | 180,000 | Added |
| 6 | SEPN | SEPTERNA INC | $2.4M | 0.86% | 100,300 | New |
| 7 | CRNX | CRINETICS PHARMACEUTICALS IN | $1.5M | 0.52% | 40,230 | New |
| 8 | TRVI | TREVI THERAPEUTICS INC | $596,500 | 0.21% | 50,000 | New |
| 9 | CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31