Q2 2025 · 13F-HR
Eagle Health Investments LPholdings as filed
Filed 2025-08-12 · accession 0001172661-25-003039
$405.2M
Reported value
21
Positions
2025-06-30
Period end
The Brief · Eagle Health Investments LP · Q2 2025
AI · grounded in 13F
Eagle Health Investments LP established a new position in INSM valued at $43.1M. The fund also initiated new stakes in ARGX for $42.7M and NTRA for $39.9M. Additional new positions include ILMN, ICLR, and NBIX. The fund ended the period with 21 positions and total AUM of $405.2M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 457669307 | INSM | INSMED INC | $43.1M | 10.6% | 428,600 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $42.7M | 10.5% | 77,430 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $39.9M | 9.84% | 235,964 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $32.8M | 8.09% | 343,361 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $29.5M | 7.28% | 202,790 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $27.3M | 6.74% | 217,200 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $23.9M | 5.90% | 273,821 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $22.8M | 5.63% | 627,600 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $20.2M | 4.98% | 366,812 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $19.0M | 4.69% | 60,888 | Common | SOLE |
| 74276L105 | PRCT | PROCEPT BIOROBOTICS CORP | $17.2M | 4.25% | 299,089 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $15.0M | 3.71% | 46,086 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $12.1M | 2.98% | 226,400 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $11.9M | 2.93% | 223,750 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $11.2M | 2.76% | 259,300 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $11.0M | 2.72% | 212,000 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $11.0M | 2.72% | 330,830 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $9.5M | 2.36% | 269,400 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $2.4M | 0.59% | 4,390 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $1.5M | 0.36% | 46,300 | Common | SOLE |
| 92764N102 | VIR | VIR BIOTECHNOLOGY INC | $1.2M | 0.30% | 240,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.