Eagle Health Investments LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Eagle Health Investments LP disclosed 21 US equity positions worth $405.2m in its Q2 2025 13F filing. The largest position was INSM at 10.6% of the reported book, followed by ARGX and NTRA. Against the Q1 2025 filing, it opened 4 new positions, added to 1 and reduced 8 among the top 21 holdings.
What did Eagle Health Investments LP own in Q2 2025? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | INSM INSMED INC | Healthcare | 10.6% | $43.1m | 428,600 | -3% | reduced |
| 2 | ARGX ARGENX SE | Healthcare | 10.5% | $42.7m | 77,430 | 3% | added |
| 3 | NTRA NATERA INC | Healthcare | 9.8% | $39.9m | 235,964 | -16% | reduced |
| 4 | ILMN ILLUMINA INC | Healthcare | 8.1% | $32.8m | 343,361 | 0% | held |
| 5 | ICLR ICON PLC | Healthcare | 7.3% | $29.5m | 202,790 | -3% | reduced |
| 6 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 6.7% | $27.3m | 217,200 | -4% | reduced |
| 7 | DXCM DEXCOM INC | Healthcare | 5.9% | $23.9m | 273,821 | -23% | reduced |
| 8 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 5.6% | $22.8m | 627,600 | 0% | held |
| 9 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 5.0% | $20.2m | 366,812 | -4% | reduced |
| 10 | UNH UNITEDHEALTH GROUP INC | Healthcare | 4.7% | $19.0m | 60,888 | – | new |
| 11 | PRCT PROCEPT BIOROBOTICS CORP | Healthcare | 4.3% | $17.2m | 299,089 | 0% | held |
| 12 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 3.7% | $15.0m | 46,086 | -30% | reduced |
| 13 | AKERO THERAPEUTICS INC | 3.0% | $12.1m | 226,400 | 0% | held | |
| 14 | EXK EXACT SCIENCES CORP | Basic Materials | 2.9% | $11.9m | 223,750 | -42% | reduced |
| 15 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 2.8% | $11.2m | 259,300 | – | new |
| 16 | GH GUARDANT HEALTH INC | Healthcare | 2.7% | $11.0m | 212,000 | – | new |
| 17 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 2.7% | $11.0m | 330,830 | 0% | held |
| 18 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 2.4% | $9.5m | 269,400 | – | new |
| 19 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.6% | $2.4m | 4,390 | 0% | held |
| 20 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 0.4% | $1.5m | 46,300 | 0% | held |
| 21 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 0.3% | $1.2m | 240,500 | 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.