Filed: 2/17/2026ACC: 0001977548-26-000002
📋 What this filing means
CHECKPOINT CAPITAL L.P. filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $320.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$320.10M
Total AUM (reported)
2.65M
Total Shares
Allocation by class
COM$190.08M59.4%
SPONSORED ADR$119.41M37.3%
COM NEW$10.60M3.3%
Portfolio Concentration
Top 3$261.59M81.7%
4–10$58.50M18.3%
Top 3 weight
81.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.65M
Sole
Full voting authority
2.53M
shares
% of voting shares95.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
128.30K
shares
% of voting shares4.8%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole · 95.2% of voting shares
Institutional Holdings6
Rows:
ARGENX SE
SOLEShares142K
TypeSH
Market value$119.41M
37.31%
Sole
142K
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares992.20K
TypeSH
Market value$106.21M
33.18%
Sole
992.20K
Shared
0.00
None
0.00
DISC MEDICINE INC
SOLEShares452.99K
TypeSH
Market value$35.97M
11.24%
Sole
452.99K
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares370K
TypeSH
Market value$29.47M
9.21%
Sole
370K
Shared
0.00
None
0.00
CORCEPT THERAPEUTICS INC
SOLEShares529.70K
TypeSH
Market value$18.43M
5.76%
Sole
401.39K
Shared
0.00
None
128.30K
CYTOKINETICS INC
SOLEShares166.82K
TypeSH
Market value$10.60M
3.31%
Sole
166.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARGENX SESOLE | SPONSORED ADR | 142K | SH | $119.41M 37.31% | 142K | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 992.20K | SH | $106.21M 33.18% | 992.20K | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COM | 452.99K | SH | $35.97M 11.24% | 452.99K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 370K | SH | $29.47M 9.21% | 370K | 0.00 | 0.00 |
CORCEPT THERAPEUTICS INCSOLE | COM | 529.70K | SH | $18.43M 5.76% | 401.39K | 0.00 | 128.30K |
CYTOKINETICS INCSOLE | COM NEW | 166.82K | SH | $10.60M 3.31% | 166.82K | 0.00 | 0.00 |