Eagle Health Investments LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Eagle Health Investments LP disclosed 30 US equity positions worth $455.1m in its Q4 2025 13F filing. The largest position was ARGX at 11.6% of the reported book, followed by ICLR and NTRA. Against the Q3 2025 filing, it opened 11 new positions, added to 3 and reduced 5 among the top 30 holdings.
What did Eagle Health Investments LP own in Q4 2025? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ARGX ARGENX SE | Healthcare | 11.6% | $52.8m | 62,730 | -19% | reduced |
| 2 | ICLR ICON PLC | Healthcare | 9.9% | $45.0m | 247,090 | 35% | added |
| 3 | NTRA NATERA INC | Healthcare | 9.2% | $42.0m | 183,264 | -10% | reduced |
| 4 | INSM INSMED INC | Healthcare | 8.1% | $36.7m | 210,900 | -22% | reduced |
| 5 | ILMN ILLUMINA INC | Healthcare | 6.7% | $30.3m | 231,161 | -28% | reduced |
| 6 | GH GUARDANT HEALTH INC | Healthcare | 6.4% | $29.0m | 284,100 | 0% | held |
| 7 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 5.1% | $23.1m | 162,800 | 0% | held |
| 8 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 4.8% | $21.8m | 366,812 | 0% | held |
| 9 | FTRE FORTREA HLDGS INC | Healthcare | 4.6% | $21.0m | 1,218,560 | 23% | added |
| 10 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 4.4% | $19.8m | 259,300 | 0% | held |
| 11 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 3.5% | $16.0m | 363,300 | 0% | held |
| 12 | EXK EXACT SCIENCES CORP | Basic Materials | 3.3% | $15.0m | 147,750 | -45% | reduced |
| 13 | 430 TERNS PHARMACEUTICALS INC | 2.4% | $11.1m | 275,090 | – | new | |
| 14 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 2.3% | $10.6m | 136,300 | – | new |
| 15 | CMPS COMPASS PATHWAYS PLC | Healthcare | 2.3% | $10.5m | 1,519,388 | 62% | added |
| 16 | PRCT PROCEPT BIOROBOTICS CORP | Healthcare | 2.1% | $9.7m | 308,434 | 0% | held |
| 17 | RVMD REVOLUTION MEDICINES INC | Healthcare | 2.0% | $9.2m | 115,900 | – | new |
| 18 | LEGN LEGEND BIOTECH CORP | Healthcare | 2.0% | $8.9m | 408,652 | – | new |
| 19 | ATAI BECKLEY NV | 1.5% | $6.9m | 1,678,400 | – | new | |
| 20 | SLNOEUR SOLENO THERAPEUTICS INC | 1.4% | $6.3m | 135,100 | – | new | |
| 21 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 1.1% | $5.0m | 57,300 | – | new |
| 22 | QURE UNIQURE NV | 1.1% | $4.9m | 205,247 | – | new | |
| 23 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 1.0% | $4.4m | 14,951 | – | new |
| 24 | CNTA CENTESSA PHARMACEUTICALS PLC | 0.6% | $2.6m | 103,100 | 0% | held | |
| 25 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.5% | $2.5m | 4,390 | 0% | held |
| 26 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 0.5% | $2.5m | 187,600 | – | new |
| 27 | ALKS ALKERMES PLC | Healthcare | 0.5% | $2.3m | 81,800 | 0% | held |
| 28 | IRON DISC MEDICINE INC | Healthcare | 0.5% | $2.2m | 27,100 | – | new |
| 29 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 0.4% | $1.6m | 46,300 | 0% | held |
| 30 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 0.3% | $1.5m | 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.