Checkpoint Capital L.P. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Checkpoint Capital L.P. disclosed 6 US equity positions worth $315.6m in its Q4 2025 13F filing. The largest position was ARGX at 37.8% of the reported book, followed by RYTM and IRON. Against the Q3 2025 filing, it opened 0 new positions, added to 4 and reduced 2 among the top 6 holdings.
What did Checkpoint Capital L.P. own in Q4 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ARGX ARGENX SE | Healthcare | 37.8% | $119.4m | 142,000 | -5% | reduced |
| 2 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 33.6% | $106.2m | 992,200 | 30% | added |
| 3 | IRON DISC MEDICINE INC | Healthcare | 11.4% | $36.0m | 452,992 | 5% | added |
| 4 | RVMD REVOLUTION MEDICINES INC | Healthcare | 9.3% | $29.5m | 370,000 | -25% | reduced |
| 5 | CORT CORCEPT THERAPEUTICS INC | Healthcare | 4.4% | $14.0m | 401,395 | 2% | added |
| 6 | CYTK CYTOKINETICS INC | Healthcare | 3.4% | $10.6m | 166,823 | 344% | added |
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.