Investor
Checkpoint Capital L.P.
CIK 0001977548 · filed 2026-05-15 · SEC filing
13F book
$278.7M
Positions
8
3 new · 1 sold
Largest name
40.1%
Argenx SE · ARGX
Est. mark
−$35.1M
Price effect on 5 names still held. Flow −$1.93M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Argenx SE | ARGX | 153K | $111.7M | 40.1% | −$15.7M | Added−$7.69M |
| Rhythm Pharmaceuticals, Inc. | RYTM | 1.23M | $106.7M | 38.3% | −$19.9M | Added$524.5K |
| Revolution Medicines Inc | — | 262.5K | $25.5M | 9.2% | $4.62M | Cut−$3.94M |
| Disc Medicine, Inc. | IRON | 286.7K | $18.3M | 6.6% | −$4.43M | Cut−$17.6M |
| Cytokinetics Inc | CYTK | 180K | $11.9M | 4.3% | $395.4K | Added$1.26M |
| Septerna, Inc. | SEPN | 100.3K | $2.41M | 0.9% | — | New |
| Crinetics Pharmaceuticals In | — | 40.2K | $1.46M | 0.5% | — | New |
| Trevi Therapeutics, Inc. | TRVI | 50K | $596.5K | 0.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.