Q4 2025 · 13F-HR
Eagle Health Investments LPholdings as filed
Filed 2026-02-06 · accession 0001172661-26-000509
$455.1M
Reported value
30
Positions
2025-12-31
Period end
The Brief · Eagle Health Investments LP · Q4 2025
AI · grounded in 13F
Eagle Health Investments LP closed its position in RARE, reducing exposure by $20.97M. The fund established new positions in 430 for $11.11M, KYMR for $10.61M, and RVMD for $9.23M. Additionally, the fund increased its holdings in ICLR by 35.33% and FTRE by 23.24%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 04016X101 | ARGX | ARGENX SE | $52.8M | 11.6% | 62,730 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $45.0M | 9.89% | 247,090 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $42.0M | 9.23% | 183,264 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $36.7M | 8.07% | 210,900 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $30.3M | 6.66% | 231,161 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $29.0M | 6.38% | 284,100 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $23.1M | 5.07% | 162,800 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $21.8M | 4.79% | 366,812 | Common | SOLE |
| 34965K107 | FTRE | FORTREA HLDGS INC | $21.0M | 4.62% | 1,218,560 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $19.8M | 4.36% | 259,300 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $16.0M | 3.52% | 363,300 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $15.0M | 3.30% | 147,750 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $11.1M | 2.44% | 275,090 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $10.6M | 2.33% | 136,300 | Common | SOLE |
| 20451W101 | CMPS | COMPASS PATHWAYS PLC | $10.5M | 2.30% | 1,519,388 | Common | SOLE |
| 74276L105 | PRCT | PROCEPT BIOROBOTICS CORP | $9.7M | 2.13% | 308,434 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $9.2M | 2.03% | 115,900 | Common | SOLE |
| 52490G102 | LEGN | LEGEND BIOTECH CORP | $8.9M | 1.95% | 408,652 | Common | SOLE |
| N0731H103 | ATAI | ATAI BECKLEY NV | $6.9M | 1.51% | 1,678,400 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $6.3M | 1.37% | 135,100 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $5.0M | 1.10% | 57,300 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $4.9M | 1.08% | 205,247 | Common | SOLE |
| 74006W207 | PRAX | PRAXIS PRECISION MEDICINES I | $4.4M | 0.97% | 14,951 | Common | SOLE |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $2.6M | 0.57% | 103,100 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $2.5M | 0.55% | 4,390 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $2.5M | 0.54% | 187,600 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $2.3M | 0.50% | 81,800 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $2.2M | 0.47% | 27,100 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $1.6M | 0.35% | 46,300 | Common | SOLE |
| 92764N102 | VIR | VIR BIOTECHNOLOGY INC | $1.5M | 0.32% | 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.