Checkpoint Capital L.P. — 13F Holdings & Portfolio
CIK 1977548 · latest 13F-HR filed 2026-05-15
Checkpoint Capital L.P. manages $278.7M in 13F-reported U.S. long-equity assets across 8 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ARGX (40.10%), RYTM (38.30%), RVMD (9.16%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 1, added to 1, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$278.7M
Long-equity book
8
Distinct positions
2026-03-31
Filed 2026-05-15
+3 / −1 / ↑1 / ↓3
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- DISC MEDICINE INC-$17.6M -49.0%
- ARGENX SE-$7.7M -6.4%
- REVOLUTION MEDICINES INC-$3.9M -13.4%
New Positions
- SEPTERNA INC$2.4M
- CRINETICS PHARMACEUTICALS IN$1.5M
- TREVI THERAPEUTICS INC$596.5K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ARGENX SE | ARGX | 04016X101 | $111.7M | 40.10% | 153,000 | SH |
| 2 | RHYTHM PHARMACEUTICALS INC | RYTM | 76243J105 | $106.7M | 38.30% | 1,227,200 | SH |
| 3 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $25.5M | 9.16% | 262,539 | SH |
| 4 | DISC MEDICINE INC | IRON | 254604101 | $18.3M | 6.58% | 286,661 | SH |
| 5 | CYTOKINETICS INC | CYTK | 23282W605 | $11.9M | 4.26% | 180,000 | SH |
| 6 | SEPTERNA INC | SEPN | 81734D104 | $2.4M | 0.86% | 100,300 | SH |
| 7 | CRINETICS PHARMACEUTICALS IN | CRNX | 22663K107 | $1.5M | 0.52% | 40,230 | SH |
| 8 | TREVI THERAPEUTICS INC | TRVI | 89532M101 | $596.5K | 0.21% | 50,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $278.7M | 8 | 0001977548-26-000004 |
| 2025-12-31 | 2026-02-17 | $320.1M | 7 | 0001977548-26-000002 |
| 2025-09-30 | 2025-11-14 | $298.5M | 10 | 0001977548-25-000008 |