SEC 13F Intelligence

Checkpoint Capital L.P. / IRON

Checkpoint Capital L.P.’s Disc Medicine Inc Position

Does Checkpoint Capital L.P. own Disc Medicine Inc (IRON)? Yes — 286.7K shares worth $18M (+6.58% of its 13F portfolio) as of Q1 2026, down from 453.0K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
286.7K
% of Portfolio
+6.58%
Quarters Held
8
currently held

Position History IRON

Reported value by quarter
Q4 ’23: $577,600Q4 ’23Q3 ’24: $1MQ3 ’24Q4 ’24: $12MQ4 ’24Q1 ’25: $12MQ1 ’25Q2 ’25: $14MQ2 ’25Q3 ’25: $28MQ3 ’25Q4 ’25: $36MQ4 ’25Q1 ’26: $18MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026286.7K$18M+6.58%
Q4 2025453.0K$36M+11.24%
Q3 2025430.0K$28M+9.52%
Q2 2025265.0K$14M+6.54%
Q1 2025243.3K$12M+6.63%
Q4 2024185.0K$12M+5.97%
Q3 202425.5K$1M+0.62%
Q4 202310.0K$577,600+0.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Checkpoint Capital L.P.’s full portfolio or all institutional holders of IRON.