Filed: 5/15/2026ACC: 0001977548-26-000004
📋 What this filing means
CHECKPOINT CAPITAL L.P. filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $278.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$278.65M
Total AUM (reported)
2.30M
Total Shares
Allocation by class
COM$155.06M55.6%
SPONSORED ADR$111.73M40.1%
COM NEW$11.86M4.3%
Portfolio Concentration
Top 3$243.99M87.6%
4–10$34.66M12.4%
Top 3 weight
87.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.30M
Sole
Full voting authority
2.30M
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)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
ARGENX SE
SOLEShares153K
TypeSH
Market value$111.73M
40.10%
Sole
153K
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares1.23M
TypeSH
Market value$106.73M
38.30%
Sole
1.23M
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares262.54K
TypeSH
Market value$25.53M
9.16%
Sole
262.54K
Shared
0.00
None
0.00
DISC MEDICINE INC
SOLEShares286.66K
TypeSH
Market value$18.33M
6.58%
Sole
286.66K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares180K
TypeSH
Market value$11.86M
4.26%
Sole
180K
Shared
0.00
None
0.00
SEPTERNA INC
SOLEShares100.30K
TypeSH
Market value$2.41M
0.86%
Sole
100.30K
Shared
0.00
None
0.00
CRINETICS PHARMACEUTICALS IN
SOLEShares40.23K
TypeSH
Market value$1.46M
0.52%
Sole
40.23K
Shared
0.00
None
0.00
TREVI THERAPEUTICS INC
SOLEShares50K
TypeSH
Market value$596.5K
0.21%
Sole
50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARGENX SESOLE | SPONSORED ADR | 153K | SH | $111.73M 40.10% | 153K | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 1.23M | SH | $106.73M 38.30% | 1.23M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 262.54K | SH | $25.53M 9.16% | 262.54K | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COM | 286.66K | SH | $18.33M 6.58% | 286.66K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 180K | SH | $11.86M 4.26% | 180K | 0.00 | 0.00 |
SEPTERNA INCSOLE | COM | 100.30K | SH | $2.41M 0.86% | 100.30K | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INSOLE | COM | 40.23K | SH | $1.46M 0.52% | 40.23K | 0.00 | 0.00 |
TREVI THERAPEUTICS INCSOLE | COM | 50K | SH | $596.5K 0.21% | 50K | 0.00 | 0.00 |