Checkpoint Capital L.P.

CIK: 0001977548SEC EDGAR →

Portfolio Value

$320.1M

Holdings

6

As of

Q4 2025

New Positions

3

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
ARGX

ARGENX SE

142,000$119.4M
37.31%
2
RYTM

RHYTHM PHARMACEUTICALS INC

992,200$106.2M
33.18%
3
IRON

DISC MEDICINE INC

452,992$36.0M
11.24%
4
RVMD

REVOLUTION MEDICINES INC

370,000$29.5M
9.21%
5
HTDCall

CORCEPT THERAPEUTICS INC

529,695$18.4M
5.76%
6
CYTK

CYTOKINETICS INC

166,823$10.6M
3.31%

Quarterly Changes

Top Buys

RYTM↑ Increased
$29.1M
HTDNEW
$18.4M
CYTK↑ Increased
$8.5M
IRON↑ Increased
$7.6M

Top Sells

HTDCLOSED
$32.6M
CRNXCLOSED
$10.8M
ARGX↓ Decreased
$8.8M
RVMD↓ Decreased
$6.5M
SEPNCLOSED
$5.3M

New Positions (1)

HTD
$18.4M · 530K shares

Closed Positions (5)

HTD
$32.6M · 392K shares
CRNX
$10.8M · 260K shares
SEPN
$5.3M · 283K shares
STOK
$5.0M · 212K shares
KYMR
$3.5M · 62K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare5$301.7M94.2%
Financial Services1$18.4M5.8%