Checkpoint Capital L.P. holds a concentrated book of 6 stocks worth $389.8M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Corcept Therapeutics Inc and trimmed Rhythm Pharmaceuticals Inc. Their largest long position is Rhythm Pharmaceuticals Inc at 34% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Checkpoint Capital L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 9 / 6 | $6.5B |
| BlackRock, Inc. | 9 / 6 | $4.4B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 9 / 6 | $3.3B |
| JANUS HENDERSON GROUP PLC | 9 / 6 | $3.1B |
| STATE STREET CORP | 9 / 6 | $2.3B |
| GEODE CAPITAL MANAGEMENT, LLC | 9 / 6 | $1.7B |
| GOLDMAN SACHS GROUP INC | 9 / 6 | $875.7M |
| MORGAN STANLEY | 9 / 6 | $730.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Checkpoint Capital L.P.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Rhythm Pharmaceuticals Inc COM | $131.7M | 1.19M | 33.8% | ▼−3.4% Reduced · −41K sh | |
| 2 | Argenx SE SPONSORED ADR | $121.8M | 131.3K | 31.3% | ▼−14% Reduced · −22K sh | |
| 3 | Revolution Medicines Inc COM | $76.9M | 410.4K | 19.7% | ▲+56% Added · +148K sh | |
| 4 | Cytokinetics Inc COM NEW | $40.5M | 475.0K | 10.4% | ▲+164% Added · +295K sh | |
| 5 | Disc Medicine Inc COM | $17.6M | 240.1K | 4.5% | ▼−16% Reduced · −47K sh | |
| 6 | Trevi Therapeutics Inc COM | $1.4M | 75.0K | 0.4% | ▲+50% Added · +25K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1977548/holdings"
Use Arkolith to show Checkpoint Capital L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.