Checkpoint Capital L.P.
Top Portfolio Positions
8 positions ·
$278,650,517 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ARGX |
Argenx SE
Healthcare
|
153,000 | $111,728,250 | 40.10% | |
| RYTM |
Rhythm Pharmaceuticals, Inc.
Healthcare
|
1,227,200 | $106,729,584 | 38.30% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
262,539 | $25,531,917 | 9.16% | |
| IRON |
Disc Medicine, Inc.
Healthcare
|
286,661 | $18,329,104 | 6.58% | |
| CYTK |
Cytokinetics Inc
Healthcare
|
180,000 | $11,863,800 | 4.26% | |
| SEPN |
Septerna, Inc.
Healthcare
|
100,300 | $2,410,209 | 0.86% | |
| CRNX |
Crinetics Pharmaceuticals, Inc.
Healthcare
|
40,230 | $1,461,153 | 0.52% | |
| TRVI |
Trevi Therapeutics, Inc.
Healthcare
|
50,000 | $596,500 | 0.21% |
Portfolio Trend
10 quarters · across all stocks
Holdings in IRON
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,329,104 | 286,661 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,972,094 | 452,992 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,414,400 | 430,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,034,400 | 265,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,077,958 | 243,311 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,729,000 | 185,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,255,183 | 25,543 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $577,600 | 10,000 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||