StockDriftsStockDriftsTop 6 Checkpoint Capital L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RYTM | RHYTHM PHARMACEUTICALS INC | 33.79% | 1.19M | $131.7M | -3.36%(-41.20K) | $65.17(+77.21%) | 2026-06-30 | |
| ARGX | ARGENX SE | 31.25% | 131.3K | $121.8M | -14.19%(-21.72K) | $513.08(+65.92%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 19.72% | 410.4K | $76.9M | +56.30%(+147.81K) | $77.31(+163.49%) | 2026-06-30 | |
| CYTK | CYTOKINETICS INC | 10.38% | 475.0K | $40.5M | +163.89%(+295.00K) | $67.86(+9.25%) | 2026-06-30 | |
| IRON | DISC MEDICINE INC | 4.51% | 240.1K | $17.6M | -16.23%(-46.54K) | $57.75(+36.52%) | 2026-06-30 | |
| TRVI | TREVI THERAPEUTICS INC | 0.36% | 75.0K | $1.4M | +50.00%(+25.00K) | $7.16(+157.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +134.22% |
| Top 20 Holdings Unweighted | — | — | — | — | +255.07% |
Checkpoint Capital L P reports $389.76M in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are RYTM (33.8%), ARGX (31.3%) and RVMD (19.7%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +134.22% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Checkpoint Capital L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1977548). View Checkpoint Capital L P’s 13F filings on SEC