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Checkpoint Capital L.P.

hedge fundUpdated 27 days ago

Managed by Checkpoint Capital L.P. • Latest filing Q2 2026

Portfolio value
$389.8M
Q2 2026
Filings
11
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
39.2%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 11 quarters

Show data table
PeriodPortfolio value
Q4 2023$165.1M
Q1 2024$149.6M
Q2 2024$165.9M
Q3 2024$201.6M
Q4 2024$196.5M
Q1 2025$182.3M
Q2 2025$214.6M
Q3 2025$298.5M
Q4 2025$320.1M
Q1 2026$278.7M
Q2 2026$389.8M

Top holdings

6 positions as of Q2 2026

View filing
R

RHYTHM PHARMACEUTICALS INC

Value
$131.7M
Shares
1.19M
% Port
33.79%
A

ARGENX SE

Value
$121.8M
Shares
131.3K
% Port
31.25%
R

REVOLUTION MEDICINES INC

Value
$76.9M
Shares
410.4K
% Port
19.72%
C

CYTOKINETICS INC

Value
$40.5M
Shares
475.0K
% Port
10.38%
I

DISC MEDICINE INC

Value
$17.6M
Shares
240.1K
% Port
4.51%
T

TREVI THERAPEUTICS INC

Value
$1.4M
Shares
75.0K
% Port
0.36%

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