Checkpoint Capital

Latest statistics and disclosures from Checkpoint Capital's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are RYTM, ARGX, RVMD, CYTK, IRON, and represent 99.64% of Checkpoint Capital's stock portfolio.
  • Added to shares of these 3 stocks: RVMD (+$28M), CYTK (+$25M), TRVI.
  • Reduced shares in these 5 stocks: ARGX (-$20M), RYTM, IRON, SEPN, CRNX.
  • Sold out of its positions in CRNX, SEPN.
  • Checkpoint Capital was a net buyer of stock by $21M.
  • Checkpoint Capital has $390M in assets under management (AUM), dropping by 39.87%.
  • Central Index Key (CIK): 0001977548

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Portfolio Holdings for Checkpoint Capital

Checkpoint Capital holds 6 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Rhythm Pharmaceuticals (RYTM) 33.8 $132M -3% 1.2M 111.03
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Argenx Se Sponsored Adr (ARGX) 31.3 $122M -14% 131k 927.77
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Revolution Medicines (RVMD) 19.7 $77M +56% 410k 187.28
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Cytokinetics Com New (CYTK) 10.4 $41M +163% 475k 85.19
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Disc Medicine (IRON) 4.5 $18M -16% 240k 73.14
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Trevi Therapeutics (TRVI) 0.4 $1.4M +50% 75k 18.65
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Past Filings by Checkpoint Capital

SEC 13F filings are viewable for Checkpoint Capital going back to 2023