Checkpoint Capital L.P.
โขCIK: 1977548โขFiling: Q4 2025
**Checkpoint Capital L.P.** manages $316M across a concentrated portfolio of six positions. The fund exhibits significant conviction in its top holdings, led by ARGX, representing $119.4M, and RYTM, at $106.2M. These two names alone account for over 70% of the reported assets. The remaining allocation includes strategic bets on IRON ($36.0M), RVMD ($29.5M), HTD ($14.0M), and CYTK ($10.6M).
Total AUM
$315.6M
QoQ Performance
+5.8%
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
ARGX
RYTM
IRON
RVMD
ARGX37.8%
RYTM33.6%
IRON11.4%
RVMD9.3%
HTD4.4%
CYTK3.4%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other100.0%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
โ4 increased
โ2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023