13F HOLDINGS REPORT
Eagle Health Investments LP
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001172661-23-000774
Total Value
$433.5M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IQVIA HLDGS INC | IQV | 204,095 | $41.8M | 9.65% |
| 2 | ALNYLAM PHARMACEUTICALS INC | ALNY | 155,716 | $37.0M | 8.54% |
| 3 | UNITED THERAPEUTICS CORP DEL | UTHR | 131,238 | $36.5M | 8.42% |
| 4 | NATERA INC | NTRA | 814,994 | $32.7M | 7.55% |
| 5 | OUTSET MED INC | OM | 1,220,609 | $31.5M | 7.27% |
| 6 | INTUITIVE SURGICAL INC | ISRG | 108,230 | $28.7M | 6.63% |
| 7 | ILLUMINA INC | ILMN | 137,914 | $27.9M | 6.43% |
| 8 | TANDEM DIABETES CARE INC | TNDM | 590,500 | $26.5M | 6.12% |
| 9 | INSPIRE MED SYS INC | 457730109 | 101,543 | $25.6M | 5.90% |
| 10 | DEXCOM INC | DXCM | 219,000 | $24.8M | 5.72% |
| 11 | ICON PLC | ICLR | 123,100 | $23.9M | 5.52% |
| 12 | ARGENX SE | ARGX | 60,300 | $22.8M | 5.27% |
| 13 | SEAGEN INC | SE | 174,902 | $22.5M | 5.19% |
| 14 | CATALENT INC | 148806102 | 329,100 | $14.8M | 3.42% |
| 15 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 437,911 | $9.7M | 2.24% |
| 16 | AGIOS PHARMACEUTICALS INC | AGIO | 267,630 | $7.5M | 1.73% |
| 17 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 607,860 | $4.6M | 1.07% |
| 18 | AMERICAN WELL CORP | AMWL | 1,395,039 | $3.9M | 0.91% |
| 19 | CAREMAX INC | 14171W103 | 714,755 | $2.6M | 0.60% |
| 20 | GUARDANT HEALTH INC | GH | 66,560 | $1.8M | 0.42% |
| 21 | 10X GENOMICS INC | TXG | 49,200 | $1.8M | 0.41% |
| 22 | BEAM THERAPEUTICS INC | BEAM | 28,900 | $1.1M | 0.26% |
| 23 | OLINK HLDG AB | OLN | 40,000 | $1.0M | 0.23% |
| 24 | ARVINAS INC | ARVN | 23,000 | $786,830 | 0.18% |
| 25 | BICYCLE THERAPEUTICS PLC | BCYC | 23,500 | $695,600 | 0.16% |
| 26 | LYELL IMMUNOPHARMA INC | LYEL | 100,000 | $347,000 | 0.08% |
| 27 | CANO HEALTH INC | 13781Y103 | 220,284 | $301,789 | 0.07% |