Eagle Health Investments LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Eagle Health Investments LP disclosed 20 US equity positions worth $385.1m in its Q1 2025 13F filing. The largest position was ARGX at 11.5% of the reported book, followed by NTRA and ICLR. Against the Q4 2024 filing, it opened 4 new positions, added to 4 and reduced 5 among the top 20 holdings.
What did Eagle Health Investments LP own in Q1 2025? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ARGX ARGENX SE | Healthcare | 11.5% | $44.4m | 74,990 | 0% | held |
| 2 | NTRA NATERA INC | Healthcare | 10.3% | $39.6m | 279,764 | -18% | reduced |
| 3 | ICLR ICON PLC | Healthcare | 9.5% | $36.6m | 209,190 | 0% | held |
| 4 | INSM INSMED INC | Healthcare | 8.8% | $33.8m | 443,300 | -14% | reduced |
| 5 | ILMN ILLUMINA INC | Healthcare | 7.1% | $27.2m | 343,361 | 0% | held |
| 6 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 7.0% | $27.0m | 382,612 | -9% | reduced |
| 7 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 6.5% | $24.9m | 225,100 | 45% | added |
| 8 | DXCM DEXCOM INC | Healthcare | 6.3% | $24.4m | 356,921 | 30% | added |
| 9 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 5.9% | $22.7m | 627,600 | 0% | held |
| 10 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 4.6% | $17.7m | 65,656 | -14% | reduced |
| 11 | PRCT PROCEPT BIOROBOTICS CORP | Healthcare | 4.5% | $17.4m | 299,089 | 28% | added |
| 12 | EXK EXACT SCIENCES CORP | Basic Materials | 4.4% | $16.8m | 388,650 | – | new |
| 13 | INSP INSPIRE MED SYS INC | Healthcare | 3.4% | $12.9m | 81,121 | -41% | reduced |
| 14 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 2.5% | $9.7m | 330,830 | 0% | held |
| 15 | AKERO THERAPEUTICS INC | 2.4% | $9.2m | 226,400 | – | new | |
| 16 | ASND ASCENDIS PHARMA A/S | Healthcare | 2.3% | $8.8m | 56,500 | – | new |
| 17 | TMDX TRANSMEDICS GROUP INC | Healthcare | 1.8% | $6.8m | 100,661 | 457% | added |
| 18 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.6% | $2.2m | 4,390 | 0% | held |
| 19 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 0.4% | $1.6m | 240,500 | – | new |
| 20 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 0.4% | $1.4m | 46,300 | 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.