Q3 2025 · 13F-HR
Eagle Health Investments LPholdings as filed
Filed 2025-11-07 · accession 0001172661-25-004632
$380.9M
Reported value
23
Positions
2025-09-30
Period end
The Brief · Eagle Health Investments LP · Q3 2025
AI · grounded in 13F
Eagle Health Investments LP established a new position in ARGX valued at $57.1M. The fund also initiated new stakes in INSM for $39.1M and NTRA for $32.8M. Other new additions include ICLR, ILMN, and NBIX. The fund ended the period with 23 positions and total AUM of $380.9M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 04016X101 | ARGX | ARGENX SE | $57.1M | 15.0% | 77,430 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $39.1M | 10.3% | 271,600 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $32.8M | 8.61% | 203,664 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $32.0M | 8.39% | 182,590 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $30.6M | 8.03% | 322,261 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $22.9M | 6.00% | 162,800 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $21.0M | 5.50% | 697,000 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $19.9M | 5.22% | 366,812 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $17.8M | 4.66% | 284,100 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $14.8M | 3.89% | 270,950 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $13.5M | 3.55% | 363,300 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $13.5M | 3.54% | 259,300 | Common | SOLE |
| 74276L105 | PRCT | PROCEPT BIOROBOTICS CORP | $11.0M | 2.89% | 308,434 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $10.8M | 2.84% | 23,686 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $10.7M | 2.82% | 226,400 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $9.9M | 2.59% | 246,230 | Common | SOLE |
| 34965K107 | FTRE | FORTREA HLDGS INC | $8.3M | 2.19% | 988,772 | Common | SOLE |
| 20451W101 | CMPS | COMPASS PATHWAYS PLC | $5.4M | 1.41% | 935,450 | Common | SOLE |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $2.5M | 0.66% | 103,100 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $2.5M | 0.64% | 81,800 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $2.0M | 0.52% | 4,390 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $1.7M | 0.44% | 46,300 | Common | SOLE |
| 92764N102 | VIR | VIR BIOTECHNOLOGY INC | $1.4M | 0.36% | 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.