2026 Q2 Portfolio Activity
In 2026 Q2, Checkpoint Capital L.P. maintained a portfolio of 8 distinct positions. They heavily accumulated shares in REVOLUTION MEDICINES INC, increasing the position by 56.3%. Conversely, Checkpoint Capital L.P. completely exited their position in SEPTERNA INC.
Position History
hover any row below to update
Loading…
Total Positions
8
Quarter
2026 Q2
Top Holding
RYTM (33.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Checkpoint Capital L.P. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RYTM
RHYTHM PHARMACE...
|
Healthcare | 33.79% | 38.30% |
#1
1
Prev: #2
|
6.5 |
—
|
-41,200 | -3.4% |
P
S
|
1,186,000 | $131,681,580 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARGX
ARGENX SE
|
Healthcare | 31.25% | 40.10% |
#2
1
Prev: #1
|
6.0 |
—
|
-21,717 | -14.2% |
P
S
|
131,283 | $121,800,429 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 19.72% | 9.16% |
#3
Prev: #3
|
8.0 |
—
|
147,814 | 56.3% |
P
S
|
410,353 | $76,850,910 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CYTK
CYTOKINETICS IN...
|
Healthcare | 10.38% | 4.26% |
#4
1
Prev: #5
|
7.5 |
—
|
295,000 | 163.9% |
P
S
|
475,000 | $40,465,250 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IRON
DISC MEDICINE I...
|
Healthcare | 4.51% | 6.58% |
#5
1
Prev: #4
|
2.8 |
—
|
-46,536 | -16.2% |
P
S
|
240,125 | $17,562,743 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TRVI
TREVI THERAPEUT...
|
Healthcare | 0.36% | 0.21% |
#6
2
Prev: #8
|
3.1 |
—
|
25,000 | 50.0% |
P
S
|
75,000 | $1,398,750 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRNX
CRINETICS PHARM...
|
Healthcare | 0.00% | 0.52% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-40,230 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SEPN
SEPTERNA INC
|
Healthcare | 0.00% | 0.86% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-100,300 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-8 of 8 holdings