Vault-13

Checkpoint Capital L.P.

SAN FRANCISCO, CA · CIK 1977548 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2025 · limited partnership

As an employer

$389.8m reported value +39.9% vs Q1 2026
6positions
100.0%in top 10
0 new 3 added 3 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 RHYTHM PHARMACEUTICALS INC COM RYTM RYTM 1,186,000 $131.7m33.79% 33.79% ReducedShares held: Q3 2025 763.7k, Q4 2025 992.2k, Q1 2026 1.2m, Q2 2026 1.2m -41.2k -41,200 -3.4%
2 ARGENX SE SPONSORED ADR ARGX ARGX 131,283 $121.8m31.25% 31.25% ReducedShares held: Q3 2025 150.0k, Q4 2025 142.0k, Q1 2026 153.0k, Q2 2026 131.3k -21.7k -21,717 -14.2%
3 REVOLUTION MEDICINES INC COM RVMD RVMD 410,353 $76.9m19.72% 19.72% AddedShares held: Q3 2025 492.3k, Q4 2025 370.0k, Q1 2026 262.5k, Q2 2026 410.4k +147.8k +147,814 56.3%
4 CYTOKINETICS INC COM NEW CYTK CYTK 475,000 $40.5m10.38% 10.38% AddedShares held: Q3 2025 37.6k, Q4 2025 166.8k, Q1 2026 180.0k, Q2 2026 475.0k +295.0k +295,000 163.9%
5 DISC MEDICINE INC COM IRON IRON 240,125 $17.6m4.51% 4.51% ReducedShares held: Q3 2025 430.0k, Q4 2025 453.0k, Q1 2026 286.7k, Q2 2026 240.1k -46.5k -46,536 -16.2%
6 TREVI THERAPEUTICS INC COM TRVI TRVI 75,000 $1.4m0.36% 0.36% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 50.0k, Q2 2026 75.0k +25.0k +25,000 50.0%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
SEPTERNA INC SEPN SEPN 100,300 $2.4m100.3k shares
CRINETICS PHARMACEUTICALS IN CRNX CRNX 40,230 $1.5m40.2k shares