Checkpoint Capital L.P.

CIK 0001977548 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Checkpoint Capital L.P. reported 6 positions worth $389.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: RYTM (33.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$389.8M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

6 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	RYTM	RHYTHM PHARMACEUTICALS INC	SH	$131.7M	33.79%	1,186,000	—	—
▸ 2	ARGX	ARGENX SE	SH	$121.8M	31.25%	131,283	—	—
▸ 3	RVMD	REVOLUTION MEDICINES INC	SH	$76.9M	19.72%	410,353	—	—
▸ 4	CYTK	CYTOKINETICS INC	SH	$40.5M	10.38%	475,000	—	—
▸ 5	IRON	DISC MEDICINE INC	SH	$17.6M	4.51%	240,125	—	—
▸ 6	TRVI	TREVI THERAPEUTICS INC	SH	$1.4M	0.36%	75,000	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Checkpoint Capital L.P. hold as of Q2 2026?

Checkpoint Capital L.P. reported 6 positions worth $389.8M in its Q2 2026 13F filing. Largest positions: RYTM (33.8%), ARGX (31.3%), RVMD (19.7%), CYTK (10.4%) and IRON (4.5%).

What did Checkpoint Capital L.P. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Checkpoint Capital L.P. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.