Checkpoint Capital L.P..

AUM · $390M (13F)Positions · 6Turnover · n/a · Q2Filed · Aug 14, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

No new positions

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	RYTM	RHYTHM PHARMACEUTICALS INC	1.19M	$132M	33.8%	−3%
2	ARGX	ARGENX SE	131K	$122M	31.3%	−14%
3	RVMD	REVOLUTION MEDICINES INC	410K	$77M	19.7%	+56%
4	CYTK	CYTOKINETICS INC	475K	$40M	10.4%	+164%
5	IRON	DISC MEDICINE INC	240K	$18M	4.5%	−16%
6	TRVI	TREVI THERAPEUTICS INC	75K	$1M	0.4%	+50%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE CHECKPOINT SIGNAL

Checkpoint Capital L.P. is a Other fund managing $390 million in assets. The fund runs a focused portfolio of just 6 positions.