Eagle Health Investments LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Eagle Health Investments LP disclosed 18 US equity positions worth $407.9m in its Q4 2024 13F filing. The largest position was NTRA at 13.2% of the reported book, followed by ARGX and ILMN. Against the Q3 2024 filing, it opened 0 new positions, added to 3 and reduced 5 among the top 18 holdings.
What did Eagle Health Investments LP own in Q4 2024? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | NTRA NATERA INC | Healthcare | 13.2% | $53.8m | 339,764 | -21% | reduced |
| 2 | ARGX ARGENX SE | Healthcare | 11.3% | $46.1m | 74,990 | 0% | held |
| 3 | ILMN ILLUMINA INC | Healthcare | 11.2% | $45.9m | 343,361 | -11% | reduced |
| 4 | ICLR ICON PLC | Healthcare | 10.8% | $43.9m | 209,190 | 60% | added |
| 5 | INSM INSMED INC | Healthcare | 8.7% | $35.5m | 513,700 | 0% | held |
| 6 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 6.8% | $27.6m | 419,212 | 0% | held |
| 7 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 6.5% | $26.4m | 627,600 | 12% | added |
| 8 | INSP INSPIRE MED SYS INC | Healthcare | 6.2% | $25.3m | 136,603 | 0% | held |
| 9 | DXCM DEXCOM INC | Healthcare | 5.2% | $21.4m | 274,551 | -39% | reduced |
| 10 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 5.2% | $21.2m | 155,000 | 21% | added |
| 11 | PRCT PROCEPT BIOROBOTICS CORP | Healthcare | 4.6% | $18.8m | 233,089 | 0% | held |
| 12 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 4.4% | $17.9m | 76,256 | 0% | held |
| 13 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 2.7% | $10.9m | 330,830 | 0% | held |
| 14 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 1.9% | $7.7m | 21,802 | -60% | reduced |
| 15 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.6% | $2.3m | 4,390 | -41% | reduced |
| 16 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 0.3% | $1.4m | 46,300 | 0% | held |
| 17 | TMDX TRANSMEDICS GROUP INC | Healthcare | 0.3% | $1.1m | 18,061 | 0% | held |
| 18 | GRAL GRAIL INC | 0.2% | $948.3k | 53,124 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.