13F HOLDINGS REPORT
Checkpoint Capital L.P.
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001977548-26-000002
Total Value
$320.1M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARGENX SE | ARGX | 142,000 | $119.4M | 37.31% |
| 2 | RHYTHM PHARMACEUTICALS INC | RYTM | 992,200 | $106.2M | 33.18% |
| 3 | DISC MEDICINE INC | IRON | 452,992 | $36.0M | 11.24% |
| 4 | REVOLUTION MEDICINES INC | RVMDW | 370,000 | $29.5M | 9.21% |
| 5 | CORCEPT THERAPEUTICS INC | CORT | 401,395 | $14.0M | 4.36% |
| 6 | CYTOKINETICS INC | CYTK | 166,823 | $10.6M | 3.31% |
| 7 | CORCEPT THERAPEUTICS INC | CORT | 128,300 | $4.5M | 1.39% |