Q4 2025 · 13F-HR
Checkpoint Capital L.P.holdings as filed
Filed 2026-02-17 · accession 0001977548-26-000002
$320.1M
Reported value
7
Positions
2025-12-31
Period end
The Brief · Checkpoint Capital L.P. · Q4 2025
AI · grounded in 13F
Checkpoint Capital L.P. established a new position in ARGENX SE valued at $119.4M. The fund also initiated a $106.2M stake in Rhythm Pharmaceuticals Inc RYTM. Additional new positions include Disc Medicine Inc for $36M and Revolution Medicines Inc RVMD for $29.5M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 04016X101 | ARGX | ARGENX SE | $119.4M | 37.3% | 142,000 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $106.2M | 33.2% | 992,200 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $36.0M | 11.2% | 452,992 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $29.5M | 9.21% | 370,000 | Common | SOLE |
| 218352102 | CORT | CORCEPT THERAPEUTICS INC | $14.0M | 4.36% | 401,395 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $10.6M | 3.31% | 166,823 | Common | SOLE |
| 218352102 | CORT | CORCEPT THERAPEUTICS INC | $4.5M | 1.39% | 128,300 | CALL | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.