Latest Checkpoint Capital L.P. Stock Portfolio
About Checkpoint Capital L.P. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Checkpoint Capital L.P. reported an equity portfolio of $298.5 Millions as of 30 Sep, 2025.
The top stock holdings of Checkpoint Capital L.P. are , RYTM, CORT. The fund has invested 37.1% of it's portfolio in ARGENX SE and 25.8% of portfolio in RHYTHM PHARMACEUTICALS INC.
The fund managers got completely rid off PROTAGONIST THERAPEUTICS INC (PTGX) stocks. They significantly reduced their stock positions in SEPTERNA INC, KYMERA THERAPEUTICS INC (KYMR) and RHYTHM PHARMACEUTICALS INC (RYTM). Checkpoint Capital L.P. opened new stock positions in CRINETICS PHARMACEUTICALS IN (CRNX), STOKE THERAPEUTICS INC (STOK) and CYTOKINETICS INC (CYTK). The fund showed a lot of confidence in some stocks as they added substantially to REVOLUTION MEDICINES INC (RVMD), DISC MEDICINE INC and CORCEPT THERAPEUTICS INC (CORT).
The top stock holdings of Checkpoint Capital L.P. are , RYTM, CORT. The fund has invested 37.1% of it's portfolio in ARGENX SE and 25.8% of portfolio in RHYTHM PHARMACEUTICALS INC.
The fund managers got completely rid off PROTAGONIST THERAPEUTICS INC (PTGX) stocks. They significantly reduced their stock positions in SEPTERNA INC, KYMERA THERAPEUTICS INC (KYMR) and RHYTHM PHARMACEUTICALS INC (RYTM). Checkpoint Capital L.P. opened new stock positions in CRINETICS PHARMACEUTICALS IN (CRNX), STOKE THERAPEUTICS INC (STOK) and CYTOKINETICS INC (CYTK). The fund showed a lot of confidence in some stocks as they added substantially to REVOLUTION MEDICINES INC (RVMD), DISC MEDICINE INC and CORCEPT THERAPEUTICS INC (CORT).
Checkpoint Capital L.P. Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| crinetics pharmaceuticals in | 10,829,000 |
| stoke therapeutics inc | 4,983,150 |
| cytokinetics inc | 2,065,780 |
New stocks bought by Checkpoint Capital L.P.
Additions
| Ticker | % Inc. |
|---|---|
| revolution medicines inc | 75.82 |
| disc medicine inc | 62.26 |
| corcept therapeutics inc | 14.08 |
| argenx se | 0.02 |
Additions to existing portfolio by Checkpoint Capital L.P.
Reductions
| Ticker | % Reduced |
|---|---|
| septerna inc | -51.72 |
| kymera therapeutics inc | -42.28 |
| rhythm pharmaceuticals inc | -27.95 |
Checkpoint Capital L.P. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| protagonist therapeutics inc | -4,494,060 |
Checkpoint Capital L.P. got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Healthcare | 51.6 |
| Others | 48.4 |
Market Cap. Distribution
| Category | % |
|---|---|
| MID-CAP | 50 |
| UNALLOCATED | 48.4 |
| SMALL-CAP | 1.7 |
Stocks belong to which Index?
| Index | % |
|---|---|
| RUSSELL 2000 | 51.6 |
| Others | 48.4 |
Checkpoint Capital L.P. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Checkpoint Capital L.P.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| CORT | corcept therapeutics inc | 10.93 | 392,331 | 32,606,600 | added | 14.08 | ||
| CRNX | crinetics pharmaceuticals in | 3.63 | 260,000 | 10,829,000 | new | |||
| CYTK | cytokinetics inc | 0.69 | 37,587 | 2,065,780 | new | |||
| KYMR | kymera therapeutics inc | 1.17 | 61,750 | 3,495,050 | reduced | -42.28 | ||
| PTGX | protagonist therapeutics inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| RVMD | revolution medicines inc | 7.70 | 492,300 | 22,990,400 | added | 75.82 | ||
| RYTM | rhythm pharmaceuticals inc | 25.84 | 763,707 | 77,126,800 | reduced | -27.95 | ||
| STOK | stoke therapeutics inc | 1.67 | 212,049 | 4,983,150 | new | |||
| argenx se | 37.07 | 150,000 | 110,634,000 | added | 0.02 | |||
| disc medicine inc | 9.52 | 430,000 | 28,414,400 | added | 62.26 | |||
| septerna inc | 1.78 | 283,158 | 5,326,200 | reduced | -51.72 | |||