Checkpoint Capital L.P. reported 6 positions worth $389.76M for the quarter ended Jun 30, 2026, up 40.6% on the prior quarter. It opened 0 new positions, added to 3, trimmed 3 and exited 1. Its largest holding is Rhythm Pharmaceuticals, Inc. at 33.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SEPN Septerna, Inc. | -100.3K | $2.41M | 0.87% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | RYTM Rhythm Pharmaceuticals, Inc. | Healthcare | 1.19M | $131.68M | 33.79% | -41.2K | -3.4% | Reduced | 1.72% |
| 2 | ARGX Argenx Se | Healthcare | 131.3K | $121.80M | 31.25% | -21.7K | -14.2% | Reduced | 0.21% |
| 3 | RVMD Revolution Medicines, Inc. | Healthcare | 410.4K | $76.85M | 19.72% | +147.8K | +56.3% | Added | 0.19% |
| 4 | CYTK Cytokinetics Inc | Healthcare | 475.0K | $40.47M | 10.38% | +295.0K | +163.9% | Added | 0.34% |
| 5 | IRON Disc Medicine, Inc. | Healthcare | 240.1K | $17.56M | 4.51% | -46.5K | -16.2% | Reduced | 0.62% |
| 6 | TRVI Trevi Therapeutics, Inc. | Healthcare | 75.0K | $1.40M | 0.359% | +25.0K | +50.0% | Added | 0.05% |
Tip. Select a row to see that position’s full history at Checkpoint Capital.
As of its Q2 2026 13F filing, Checkpoint Capital L.P.’s five largest positions were Rhythm Pharmaceuticals, Inc. (RYTM) at 33.8%, Argenx Se (ARGX) at 31.3%, Revolution Medicines, Inc. (RVMD) at 19.7%, Cytokinetics Inc (CYTK) at 10.4%, Disc Medicine, Inc. (IRON) at 4.5% of the reported portfolio.
Checkpoint Capital L.P. reported a 13F portfolio worth $389.76M across 6 positions for Q2 2026. That is up 40.6% from the previous quarter.
Its largest purchases by value were Revolution Medicines, Inc. ($27.68M), Cytokinetics Inc ($25.13M), Trevi Therapeutics, Inc. ($466.25K). It opened 0 new positions.
Its largest sales by value were Argenx Se ($20.15M), Rhythm Pharmaceuticals, Inc. ($4.57M), Disc Medicine, Inc. ($3.40M). It exited 1 positions entirely.
From the Form 13F-HR reports Checkpoint Capital L.P. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.