Checkpoint Capital L.P. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Checkpoint Capital L.P. disclosed 8 US equity positions worth $214.6m in its Q2 2025 13F filing. The largest position was ARGX at 38.5% of the reported book, followed by RYTM and CORT. Against the Q1 2025 filing, it opened 0 new positions, added to 4 and reduced 4 among the top 8 holdings.
What did Checkpoint Capital L.P. own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ARGX ARGENX SE | Healthcare | 38.5% | $82.7m | 149,977 | 30% | added |
| 2 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 31.2% | $67.0m | 1,060,000 | 17% | added |
| 3 | CORT CORCEPT THERAPEUTICS INC | Healthcare | 11.8% | $25.2m | 343,917 | 6778% | added |
| 4 | IRON DISC MEDICINE INC | Healthcare | 6.5% | $14.0m | 265,000 | 9% | added |
| 5 | RVMD REVOLUTION MEDICINES INC | Healthcare | 4.8% | $10.3m | 280,000 | -29% | reduced |
| 6 | SEPN SEPTERNA INC | 2.9% | $6.2m | 586,473 | -29% | reduced | |
| 7 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 2.2% | $4.7m | 106,991 | -22% | reduced |
| 8 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 2.1% | $4.5m | 81,311 | -54% | reduced |
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.