Checkpoint Capital L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$278.7M
Q ending 2026-03-31
Prior quarter
$320.1M
Q ending 2025-12-31
Change
-12.9% QoQ · +52.9% YoY
Positions
8
reported holdings
Largest positions
All 8 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Argenx Se | ARGX | Shares | $111.7M | 153K |
| Rhythm Pharmaceuticals Inc | RYTM | Shares | $106.7M | 1.2M |
| Revolution Medicines Inc | RVMD | Shares | $25.5M | 263K |
| Disc Medicine Inc | IRON | Shares | $18.3M | 287K |
| Cytokinetics Inc | CYTK | Shares | $11.9M | 180K |
| Septerna Inc | SEPN | Shares | $2.4M | 100K |
| Crinetics Pharmaceuticals In | CRNX | Shares | $1.5M | 40K |
| Trevi Therapeutics Inc | TRVI | Shares | $597K | 50K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.