Checkpoint Capital L.P. 13F Holdings · Q2 2026
Checkpoint Capital L.P. reported 6 securities worth $389.76M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: RYTM (33.79%), ARGX (31.25%), RVMD (19.72%). Among its top 25 positions this quarter: 3 added, 3 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RYTM | RHYTHM PHARMACEUTICALS INC | $131.7M | 33.79% | 1.2M | Trimmed |
| 2 | ARGX | ARGENX SE | $121.8M | 31.25% | 131,283 | Trimmed |
| 3 | RVMD | REVOLUTION MEDICINES INC | $76.9M | 19.72% | 410,353 | Added |
| 4 | CYTK | CYTOKINETICS INC | $40.5M | 10.38% | 475,000 | Added |
| 5 | IRON | DISC MEDICINE INC | $17.6M | 4.51% | 240,125 | Trimmed |
| 6 | TRVI | TREVI THERAPEUTICS INC | $1.4M | 0.36% | 75,000 | Added |
| 7 | CRNX | CRINETICS PHARMACEUTICALS IN | $0 | 0.00% | 0 | Exited |
| 8 | SEPN | SEPTERNA INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR