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Checkpoint Capital L.P. Top Holdings and 13F Report (2026)

About Checkpoint Capital L.P.

Investment Activity

  • Checkpoint Capital L.P. has $278.65 million in total holdings as of March 31, 2026.
  • Checkpoint Capital L.P. owns shares of 8 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 12.13% of the portfolio was purchased this quarter.
  • About 14.18% of the portfolio was sold this quarter.
  • This quarter, Checkpoint Capital L.P. has purchased 6 new stocks and bought additional shares in 3 stocks.
  • Checkpoint Capital L.P. sold shares of 2 stocks and completely divested from 1 stock this quarter.

Largest Holdings

argenex
$111,728,250
Disc Medicine
$18,329,104
Cytokinetics
$11,863,800

Largest New Holdings this Quarter

81734D104 - SEPTERNA INC
$2,410,209 Holding
22663K107 - Crinetics Pharmaceuticals
$1,461,154 Holding
89532M101 - Trevi Therapeutics
$596,500 Holding

Largest Purchases this Quarter

Rhythm Pharmaceuticals
235,000 shares (about $20.44M)
argenex
11,000 shares (about $8.03M)
SEPTERNA INC
100,300 shares (about $2.41M)
Crinetics Pharmaceuticals
40,230 shares (about $1.46M)
Cytokinetics
13,177 shares (about $868.50K)

Largest Sales this Quarter

Disc Medicine
166,331 shares (about $10.64M)
Revolution Medicines
107,461 shares (about $10.45M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCheckpoint Capital L.P.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
argenex SE stock logo
ARGX
argenex
$111,728,250$8,032,750 â–²7.7%153,00040.1%Medical
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$106,729,584$20,437,950 â–²23.7%1,227,20038.3%Medical
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$25,531,918$10,450,582 â–¼-29.0%262,5399.2%Medical
Disc Medicine, Inc. stock logo
IRON
Disc Medicine
$18,329,104$10,635,204 â–¼-36.7%286,6616.6%Medical
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$11,863,800$868,496 â–²7.9%180,0004.3%Medical
SEPTERNA INC
$2,410,209$2,410,209 â–²New Holding100,3000.9%COM
Crinetics Pharmaceuticals, Inc. stock logo
CRNX
Crinetics Pharmaceuticals
$1,461,154$1,461,154 â–²New Holding40,2300.5%Medical
Trevi Therapeutics, Inc. stock logo
TRVI
Trevi Therapeutics
$596,500$596,500 â–²New Holding50,0000.2%Medical
Corcept Therapeutics Incorporated stock logo
CORT
Corcept Therapeutics
$0$18,433,386 â–¼-100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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