13F HOLDINGS REPORT
Eagle Health Investments LP
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001172661-23-002041
Total Value
$513.7M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ILLUMINA INC | ILMN | 207,472 | $48.2M | 9.39% |
| 2 | IQVIA HLDGS INC | IQV | 226,495 | $45.0M | 8.77% |
| 3 | NATERA INC | NTRA | 784,894 | $43.6M | 8.48% |
| 4 | INTUITIVE SURGICAL INC | ISRG | 143,090 | $36.6M | 7.12% |
| 5 | SEAGEN INC | SE | 174,902 | $35.4M | 6.89% |
| 6 | ICON PLC | ICLR | 155,900 | $33.3M | 6.48% |
| 7 | UNITED THERAPEUTICS CORP DEL | UTHR | 131,238 | $29.4M | 5.72% |
| 8 | ALNYLAM PHARMACEUTICALS INC | ALNY | 136,756 | $27.4M | 5.33% |
| 9 | DEXCOM INC | DXCM | 231,600 | $26.9M | 5.24% |
| 10 | ARGENX SE | ARGX | 64,400 | $24.0M | 4.67% |
| 11 | INSPIRE MED SYS INC | 457730109 | 101,543 | $23.8M | 4.63% |
| 12 | LANTHEUS HLDGS INC | LNTH | 284,800 | $23.5M | 4.58% |
| 13 | OUTSET MED INC | OM | 1,200,385 | $22.1M | 4.30% |
| 14 | SAREPTA THERAPEUTICS INC | SRPT | 138,640 | $19.1M | 3.72% |
| 15 | TANDEM DIABETES CARE INC | TNDM | 425,525 | $17.3M | 3.36% |
| 16 | GUARDANT HEALTH INC | GH | 596,561 | $14.0M | 2.72% |
| 17 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 1,214,860 | $10.7M | 2.09% |
| 18 | PROCEPT BIOROBOTICS CORP | PRCT | 284,218 | $8.1M | 1.57% |
| 19 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 437,911 | $7.5M | 1.47% |
| 20 | AGIOS PHARMACEUTICALS INC | AGIO | 267,630 | $6.1M | 1.20% |
| 21 | CANO HEALTH INC | 13781Y103 | 4,290,901 | $3.9M | 0.76% |
| 22 | AMERICAN WELL CORP | AMWL | 1,395,039 | $3.3M | 0.64% |
| 23 | CAREMAX INC | 14171W103 | 714,755 | $1.9M | 0.37% |
| 24 | OLINK HLDG AB | OLN | 40,000 | $901,200 | 0.18% |
| 25 | BEAM THERAPEUTICS INC | BEAM | 28,900 | $884,918 | 0.17% |
| 26 | BICYCLE THERAPEUTICS PLC | BCYC | 23,500 | $499,845 | 0.10% |
| 27 | LYELL IMMUNOPHARMA INC | LYEL | 100,000 | $236,000 | 0.05% |