Institutional Fund
Checkpoint Capital L.P.
San Francisco, CACIK 19775485 filings on record
Portfolio Value
$278.65M
Q1 2026
Holdings
8
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-11.7%
from $315.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Argenx Se40.1%
- Rhythm Pharmaceuticals Inc38.3%
- Revolution Medicines Inc9.2%
- Disc Medicine Inc6.6%
- Cytokinetics Inc4.3%
- Septerna Inc0.9%
- Other0.7%
Portfolio Holdings
8 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Argenx Se | 153.0K | $111.73M | 40.1% | +11.0K | Added |
| 2 | Rhythm Pharmaceuticals Inc | 1.23M | $106.73M | 38.3% | +235.0K | Added |
| 3 | Revolution Medicines Inc | 262.5K | $25.53M | 9.2% | −107.5K | Reduced |
| 4 | Disc Medicine Inc | 286.7K | $18.33M | 6.6% | −166.3K | Reduced |
| 5 | Cytokinetics Inc | 180.0K | $11.86M | 4.3% | +13.2K | Added |
| 6 | Septerna Inc | 100.3K | $2.41M | 0.9% | +100.3K | New |
| 7 | Crinetics Pharmaceuticals In | 40.2K | $1.46M | 0.5% | +40.2K | New |
| 8 | Trevi Therapeutics Inc | 50.0K | $596.5K | 0.2% | +50.0K | New |