Eagle Health Investments LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Eagle Health Investments LP disclosed 23 US equity positions worth $380.9m in its Q3 2025 13F filing. The largest position was ARGX at 15.0% of the reported book, followed by INSM and NTRA. Against the Q2 2025 filing, it opened 4 new positions, added to 5 and reduced 7 among the top 23 holdings.
What did Eagle Health Investments LP own in Q3 2025? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ARGX ARGENX SE | Healthcare | 15.0% | $57.1m | 77,430 | 0% | held |
| 2 | INSM INSMED INC | Healthcare | 10.3% | $39.1m | 271,600 | -37% | reduced |
| 3 | NTRA NATERA INC | Healthcare | 8.6% | $32.8m | 203,664 | -14% | reduced |
| 4 | ICLR ICON PLC | Healthcare | 8.4% | $32.0m | 182,590 | -10% | reduced |
| 5 | ILMN ILLUMINA INC | Healthcare | 8.0% | $30.6m | 322,261 | -6% | reduced |
| 6 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 6.0% | $22.9m | 162,800 | -25% | reduced |
| 7 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 5.5% | $21.0m | 697,000 | 11% | added |
| 8 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 5.2% | $19.9m | 366,812 | 0% | held |
| 9 | GH GUARDANT HEALTH INC | Healthcare | 4.7% | $17.8m | 284,100 | 34% | added |
| 10 | EXK EXACT SCIENCES CORP | Basic Materials | 3.9% | $14.8m | 270,950 | 21% | added |
| 11 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 3.6% | $13.5m | 363,300 | 35% | added |
| 12 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 3.5% | $13.5m | 259,300 | 0% | held |
| 13 | PRCT PROCEPT BIOROBOTICS CORP | Healthcare | 2.9% | $11.0m | 308,434 | 3% | added |
| 14 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.8% | $10.8m | 23,686 | -49% | reduced |
| 15 | AKERO THERAPEUTICS INC | 2.8% | $10.7m | 226,400 | 0% | held | |
| 16 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 2.6% | $9.9m | 246,230 | -26% | reduced |
| 17 | FTRE FORTREA HLDGS INC | Healthcare | 2.2% | $8.3m | 988,772 | – | new |
| 18 | CMPS COMPASS PATHWAYS PLC | Healthcare | 1.4% | $5.4m | 935,450 | – | new |
| 19 | CNTA CENTESSA PHARMACEUTICALS PLC | 0.7% | $2.5m | 103,100 | – | new | |
| 20 | ALKS ALKERMES PLC | Healthcare | 0.6% | $2.5m | 81,800 | – | new |
| 21 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.5% | $2.0m | 4,390 | 0% | held |
| 22 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 0.4% | $1.7m | 46,300 | 0% | held |
| 23 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 0.4% | $1.4m | 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.