Checkpoint Capital L.P. holds a concentrated book of 8 stocks worth $278.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Septerna Inc and trimmed Revolution Medicines Inc. Their largest long position is Argenx SE - ADR at 40% of the equity book.
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.
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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Argenx SE SPONSORED ADR | $111.7M | 153.0K | 40.1% | ▲+7.7% Added · +11K sh | |
| 2 | Rhythm Pharmaceuticals Inc COM | $106.7M | 1.23M | 38.3% | ▲+24% Added · +235K sh | |
| 3 | Revolution Medicines Inc COM | $25.5M | 262.5K | 9.2% | ▼−29% Reduced · −107K sh | |
| 4 | Disc Medicine Inc COM | $18.3M | 286.7K | 6.6% | ▼−37% Reduced · −166K sh | |
| 5 | Cytokinetics Inc COM NEW | $11.9M | 180.0K | 4.3% | ▲+7.9% Added · +13K sh | |
| 6 | Septerna Inc COM | $2.4M | 100.3K | 0.9% | ▲New New position | |
| 7 | Crinetics Pharmaceuticals In COM | $1.5M | 40.2K | 0.5% | ▲New New position | |
| 8 | Trevi Therapeutics Inc COM | $597K | 50.0K | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.