Filed: 11/14/2025ACC: 0001977548-25-000008
📋 What this filing means
CHECKPOINT CAPITAL L.P. filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $298.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$298.47M
Total AUM (reported)
3.08M
Total Shares
Allocation by class
COM$185.77M62.2%
SPONSORED ADR$110.63M37.1%
COM NEW$2.07M0.7%
Portfolio Concentration
Top 3$220.37M73.8%
4–10$78.10M26.2%
Top 3 weight
73.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.08M
Sole
Full voting authority
3.08M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
ARGENX SE
SOLEShares150K
TypeSH
Market value$110.63M
37.07%
Sole
150K
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares763.71K
TypeSH
Market value$77.13M
25.84%
Sole
763.71K
Shared
0.00
None
0.00
CORCEPT THERAPEUTICS INC
SOLEShares392.33K
TypeSH
Market value$32.61M
10.92%
Sole
392.33K
Shared
0.00
None
0.00
DISC MEDICINE INC
SOLEShares430K
TypeSH
Market value$28.41M
9.52%
Sole
430K
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares492.30K
TypeSH
Market value$22.99M
7.70%
Sole
492.30K
Shared
0.00
None
0.00
CRINETICS PHARMACEUTICALS IN
SOLEShares260K
TypeSH
Market value$10.83M
3.63%
Sole
260K
Shared
0.00
None
0.00
SEPTERNA INC
SOLEShares283.16K
TypeSH
Market value$5.33M
1.78%
Sole
283.16K
Shared
0.00
None
0.00
STOKE THERAPEUTICS INC
SOLEShares212.05K
TypeSH
Market value$4.98M
1.67%
Sole
212.05K
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares61.75K
TypeSH
Market value$3.50M
1.17%
Sole
61.75K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares37.59K
TypeSH
Market value$2.07M
0.69%
Sole
37.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARGENX SESOLE | SPONSORED ADR | 150K | SH | $110.63M 37.07% | 150K | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 763.71K | SH | $77.13M 25.84% | 763.71K | 0.00 | 0.00 |
CORCEPT THERAPEUTICS INCSOLE | COM | 392.33K | SH | $32.61M 10.92% | 392.33K | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COM | 430K | SH | $28.41M 9.52% | 430K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 492.30K | SH | $22.99M 7.70% | 492.30K | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INSOLE | COM | 260K | SH | $10.83M 3.63% | 260K | 0.00 | 0.00 |
SEPTERNA INCSOLE | COM | 283.16K | SH | $5.33M 1.78% | 283.16K | 0.00 | 0.00 |
STOKE THERAPEUTICS INCSOLE | COM | 212.05K | SH | $4.98M 1.67% | 212.05K | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 61.75K | SH | $3.50M 1.17% | 61.75K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 37.59K | SH | $2.07M 0.69% | 37.59K | 0.00 | 0.00 |