Checkpoint Capital L.P.
CIK 1977548 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- ARGX37.07%
- RYTM25.84%
- CORT10.92%
- IRON9.52%
- RVMD7.70%
- CRNX3.63%
- SEPN1.78%
- STOK1.67%
- KYMR1.17%
- CYTK0.69%
Share classes counted separately99.99%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- RYTMWeight decreased · -5.37 pp31.21% → 25.84%Shares -296.29K (-27.95%)
- IRONWeight increased · +2.98 pp6.54% → 9.52%Shares +165.00K (+62.26%)
- RVMDWeight increased · +2.90 pp4.80% → 7.70%Shares +212.30K (+75.82%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ARGXARGENX SE - ADRSPONSORED ADR View history and evidence | $110.63M | 37.07% | 150.00K shares | 38.52% → 37.07%-1.45 pp +23 (+0.02%) | Added | ↗▾ |
| 02 | RYTMRHYTHM PHARMACEUTICALS INC View history and evidence | $77.13M | 25.84% | 763.71K shares | 31.21% → 25.84%-5.37 pp -296.29K (-27.95%) | Reduced | ↗▾ |
| 03 | CORTCORCEPT THERAPEUTICS INC View history and evidence | $32.61M | 10.92% | 392.33K shares | 11.76% → 10.92%-0.84 pp +48.41K (+14.08%) | Added | ↗▾ |
| 04 | IRONDISC MEDICINE INC View history and evidence | $28.41M | 9.52% | 430.00K shares | 6.54% → 9.52%+2.98 pp +165.00K (+62.26%) | Added | ↗▾ |
| 05 | RVMDREVOLUTION MEDICINES INC View history and evidence | $22.99M | 7.70% | 492.30K shares | 4.80% → 7.70%+2.90 pp +212.30K (+75.82%) | Added | ↗▾ |
| 06 | CRNXCRINETICS PHARMACEUTICALS IN View history and evidence | $10.83M | 3.63% | 260.00K shares | Prior unavailable +260.00K | New | ↗▾ |
| 07 | SEPNSEPTERNA INC View history and evidence | $5.33M | 1.78% | 283.16K shares | 2.89% → 1.78%-1.11 pp -303.31K (-51.72%) | Reduced | ↗▾ |
| 08 | STOKSTOKE THERAPEUTICS INC View history and evidence | $4.98M | 1.67% | 212.05K shares | Prior unavailable +212.05K | New | ↗▾ |
| 09 | KYMRKYMERA THERAPEUTICS INC View history and evidence | $3.50M | 1.17% | 61.75K shares | 2.18% → 1.17%-1.01 pp -45.24K (-42.28%) | Reduced | ↗▾ |
| 10 | CYTKCYTOKINETICS INCCOM NEW View history and evidence | $2.07M | 0.69% | 37.59K shares | Prior unavailable +37.59K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PTGX PROTAGONIST THERAPEUTICS INC | Non-derivative | -81,311 | -$4.49M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1977548 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 298471395
}Take these holdings further.
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