Checkpoint Capital L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Checkpoint Capital L.P. disclosed 6 US equity positions worth $389.8m in its Q2 2026 13F filing. The largest position was RYTM at 33.8% of the reported book, followed by ARGX and RVMD. Against the Q1 2026 filing, it opened 0 new positions, added to 3 and reduced 3 among the top 6 holdings.
What did Checkpoint Capital L.P. own in Q2 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 33.8% | $131.7m | 1,186,000 | -3% | reduced |
| 2 | ARGX ARGENX SE | Healthcare | 31.3% | $121.8m | 131,283 | -14% | reduced |
| 3 | RVMD REVOLUTION MEDICINES INC | Healthcare | 19.7% | $76.9m | 410,353 | 56% | added |
| 4 | CYTK CYTOKINETICS INC | Healthcare | 10.4% | $40.5m | 475,000 | 164% | added |
| 5 | IRON DISC MEDICINE INC | Healthcare | 4.5% | $17.6m | 240,125 | -16% | reduced |
| 6 | TRVI TREVI THERAPEUTICS INC | Healthcare | 0.4% | $1.4m | 75,000 | 50% | 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.