Checkpoint Capital L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Checkpoint Capital L.P. disclosed 8 US equity positions worth $278.7m in its Q1 2026 13F filing. The largest position was ARGX at 40.1% of the reported book, followed by RYTM and RVMD.
What did Checkpoint Capital L.P. own in Q1 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ARGX ARGENX SE | Healthcare | 40.1% | $111.7m | 153,000 | – | |
| 2 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 38.3% | $106.7m | 1,227,200 | – | |
| 3 | RVMD REVOLUTION MEDICINES INC | Healthcare | 9.2% | $25.5m | 262,539 | – | |
| 4 | IRON DISC MEDICINE INC | Healthcare | 6.6% | $18.3m | 286,661 | – | |
| 5 | CYTK CYTOKINETICS INC | Healthcare | 4.3% | $11.9m | 180,000 | – | |
| 6 | SEPN SEPTERNA INC | Healthcare | 0.9% | $2.4m | 100,300 | – | |
| 7 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 0.5% | $1.5m | 40,230 | – | ||
| 8 | TRVI TREVI THERAPEUTICS INC | Healthcare | 0.2% | $596.5k | 50,000 | – |
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.