Checkpoint Capital L.P. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Checkpoint Capital L.P. disclosed 10 US equity positions worth $298.5m in its Q3 2025 13F filing. The largest position was ARGX at 37.1% of the reported book, followed by RYTM and CORT. Against the Q2 2025 filing, it opened 3 new positions, added to 3 and reduced 3 among the top 10 holdings.
What did Checkpoint Capital L.P. own in Q3 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ARGX ARGENX SE | Healthcare | 37.1% | $110.6m | 150,000 | 0% | held |
| 2 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 25.8% | $77.1m | 763,707 | -28% | reduced |
| 3 | CORT CORCEPT THERAPEUTICS INC | Healthcare | 10.9% | $32.6m | 392,331 | 14% | added |
| 4 | IRON DISC MEDICINE INC | Healthcare | 9.5% | $28.4m | 430,000 | 62% | added |
| 5 | RVMD REVOLUTION MEDICINES INC | Healthcare | 7.7% | $23.0m | 492,300 | 76% | added |
| 6 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 3.6% | $10.8m | 260,000 | – | new | |
| 7 | SEPN SEPTERNA INC | 1.8% | $5.3m | 283,158 | -52% | reduced | |
| 8 | STOK STOKE THERAPEUTICS INC | Healthcare | 1.7% | $5.0m | 212,049 | – | new |
| 9 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 1.2% | $3.5m | 61,750 | -42% | reduced |
| 10 | CYTK CYTOKINETICS INC | Healthcare | 0.7% | $2.1m | 37,587 | – | 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.