Checkpoint Capital L.P. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Checkpoint Capital L.P. disclosed 14 US equity positions worth $182.3m in its Q1 2025 13F filing. The largest position was ARGX at 37.3% of the reported book, followed by RYTM and RVMD. Against the Q4 2024 filing, it opened 5 new positions, added to 8 and reduced 1 among the top 14 holdings.
What did Checkpoint Capital L.P. own in Q1 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ARGX ARGENX SE | Healthcare | 37.3% | $68.1m | 115,000 | 24% | added |
| 2 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 26.4% | $48.1m | 907,240 | 25% | added |
| 3 | RVMD REVOLUTION MEDICINES INC | Healthcare | 7.6% | $13.9m | 392,011 | 87% | added |
| 4 | SLNOEUR SOLENO THERAPEUTICS INC | 6.8% | $12.4m | 172,902 | 147% | added | |
| 5 | IRON DISC MEDICINE INC | Healthcare | 6.6% | $12.1m | 243,311 | 32% | added |
| 6 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 4.6% | $8.5m | 175,184 | – | new |
| 7 | STOK STOKE THERAPEUTICS INC | Healthcare | 2.7% | $4.9m | 730,717 | 139% | added |
| 8 | SEPN SEPTERNA INC | 2.6% | $4.8m | 824,878 | – | new | |
| 9 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 2.1% | $3.7m | 136,605 | 76% | added |
| 10 | TCRX TSCAN THERAPEUTICS INC | 1.5% | $2.8m | 2,017,650 | 15% | added | |
| 11 | CDTX CIDARA THERAPEUTICS INC | 1.2% | $2.2m | 104,380 | -47% | reduced | |
| 12 | CORT CORCEPT THERAPEUTICS INC | Healthcare | 0.3% | $571.1k | 5,000 | – | new |
| 13 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 0.1% | $267.4k | 9,011 | – | new |
| 14 | RAPT THERAPEUTICS INC | 0.1% | $134.0k | 109,830 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.