Checkpoint Capital L.P.
Net buyer this quarter
$390M
6
+$20.3M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RYTM | $132M | 33.79% | 1.72% | -3.4% | Q4 2023 |
 ARGX | $122M | 31.25% | 0.21% | -14.2% | Q4 2023 |
 RVMD | $76.9M | 19.72% | 0.19% | +56.3% | Q4 2024 |
 CYTK | $40.5M | 10.38% | 0.38% | +163.9% | Q4 2023 |
 IRON | $17.6M | 4.51% | 0.63% | -16.2% | Q4 2023 |
 TRVI | $1.4M | 0.36% | 0.05% | +50.0% | Q4 2023 |
| Q1 2026 | |||||
| ARGX | $112M | 40.10% | 0.25% | +7.8% | Q4 2023 |
| RYTM | $107M | 38.30% | 1.79% | +23.7% | Q4 2023 |
| RVMD | $25.5M | 9.16% | 0.13% | -29.0% | Q4 2024 |
| IRON | $18.3M | 6.58% | 0.75% | -36.7% | Q4 2023 |
| CYTK | $11.9M | 4.26% | 0.15% | +7.9% | Q4 2023 |
 SEPN | $2.41M | 0.86% | 0.22% | Not reported | Q1 2025 |
| CRNX | $1.46M | 0.52% | 0.04% | Not reported | Q3 2025 |
| TRVI | $597K | 0.21% | 0.04% | Not reported | Q4 2023 |
| Q4 2025 | |||||
| ARGX | $119M | 37.31% | 0.23% | -5.3% | Q4 2023 |
| RYTM | $106M | 33.18% | 1.48% | +29.9% | Q4 2023 |
| IRON | $36M | 11.24% | 1.20% | +5.4% | Q4 2023 |
| RVMD | $29.5M | 9.21% | 0.19% | -24.8% | Q4 2024 |
 CORT | $14M | 4.36% | 0.38% | +2.3% | Q1 2024 |
| CYTK | $10.6M | 3.31% | 0.14% | +343.8% | Q4 2023 |
| Q3 2025 | |||||
| ARGX | $111M | 37.07% | 0.25% | 0.0% | Q4 2023 |
| RYTM | $77.1M | 25.84% | 1.15% | -28.0% | Q4 2023 |
| CORT | $32.6M | 10.92% | 0.37% | +14.1% | Q1 2024 |
| IRON | $28.4M | 9.52% | 1.23% | +62.3% | Q4 2023 |
| RVMD | $23M | 7.70% | 0.26% | +75.8% | Q4 2024 |
| CRNX | $10.8M | 3.63% | 0.28% | New | Q3 2025 |
| SEPN | $5.33M | 1.78% | 0.63% | -51.7% | Q1 2025 |
 STOK | $4.98M | 1.67% | 0.38% | Not reported | Q3 2024 |
 KYMR | $3.5M | 1.17% | 0.09% | -42.3% | Q2 2024 |
| CYTK | $2.07M | 0.69% | 0.03% | Not reported | Q4 2023 |