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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 $389.76 million in total holdings as of June 30, 2026.
  • Checkpoint Capital L.P. owns shares of 6 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 13.67% of the portfolio was purchased this quarter.
  • About 8.21% of the portfolio was sold this quarter.
  • This quarter, Checkpoint Capital L.P. has purchased 8 new stocks and bought additional shares in 3 stocks.
  • Checkpoint Capital L.P. sold shares of 3 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

argenex
$121,800,429
Cytokinetics
$40,465,250
Disc Medicine
$17,562,743

Largest Purchases this Quarter

Revolution Medicines
147,814 shares (about $27.68M)
Cytokinetics
295,000 shares (about $25.13M)
Trevi Therapeutics
25,000 shares (about $466.25K)

Largest Sales this Quarter

argenex
21,717 shares (about $20.15M)
Rhythm Pharmaceuticals
41,200 shares (about $4.57M)
Disc Medicine
46,536 shares (about $3.40M)

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
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$131,681,580$4,574,436 â–¼-3.4%1,186,00033.8%Healthcare
argenex SE stock logo
ARGX
argenex
$121,800,429$20,148,381 â–¼-14.2%131,28331.3%Healthcare
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$76,850,910$27,682,606 â–²56.3%410,35319.7%Healthcare
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$40,465,250$25,131,050 â–²163.9%475,00010.4%Healthcare
Disc Medicine, Inc. stock logo
IRON
Disc Medicine
$17,562,743$3,403,643 â–¼-16.2%240,1254.5%Healthcare
Trevi Therapeutics, Inc. stock logo
TRVI
Trevi Therapeutics
$1,398,750$466,250 â–²50.0%75,0000.4%Healthcare
SEPTERNA INC
$0$2,410,209 â–¼-100.0%00.0%COM
Crinetics Pharmaceuticals, Inc. stock logo
CRNX
Crinetics Pharmaceuticals
$0$1,461,154 â–¼-100.0%00.0%Healthcare

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data