13F HOLDINGS REPORT
Eagle Health Investments LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003066
Total Value
$534.8M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IQVIA HLDGS INC | IQV | 219,495 | $49.3M | 9.22% |
| 2 | ICON PLC | ICLR | 186,200 | $46.6M | 8.71% |
| 3 | DANAHER CORPORATION | 235851102 | 172,085 | $41.3M | 7.72% |
| 4 | UNITED THERAPEUTICS CORP DEL | UTHR | 170,838 | $37.7M | 7.05% |
| 5 | ILLUMINA INC | ILMN | 165,300 | $31.0M | 5.79% |
| 6 | INTUITIVE SURGICAL INC | ISRG | 87,290 | $29.8M | 5.58% |
| 7 | NATERA INC | NTRA | 595,694 | $29.0M | 5.42% |
| 8 | OUTSET MED INC | OM | 1,200,385 | $26.3M | 4.91% |
| 9 | ALNYLAM PHARMACEUTICALS INC | ALNY | 136,756 | $26.0M | 4.86% |
| 10 | ARGENX SE | ARGX | 64,400 | $25.1M | 4.69% |
| 11 | INSPIRE MED SYS INC | 457730109 | 72,843 | $23.6M | 4.42% |
| 12 | LANTHEUS HLDGS INC | LNTH | 253,200 | $21.2M | 3.97% |
| 13 | DEXCOM INC | DXCM | 162,400 | $20.9M | 3.90% |
| 14 | CATALENT INC | 148806102 | 459,621 | $19.9M | 3.73% |
| 15 | TRANSMEDICS GROUP INC | TMDX | 232,032 | $19.5M | 3.64% |
| 16 | GUARDANT HEALTH INC | GH | 445,161 | $15.9M | 2.98% |
| 17 | PROCEPT BIOROBOTICS CORP | PRCT | 337,218 | $11.9M | 2.23% |
| 18 | SAREPTA THERAPEUTICS INC | SRPT | 97,340 | $11.1M | 2.08% |
| 19 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 1,214,860 | $8.2M | 1.52% |
| 20 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 437,911 | $7.9M | 1.48% |
| 21 | TANDEM DIABETES CARE INC | TNDM | 320,325 | $7.9M | 1.47% |
| 22 | AGIOS PHARMACEUTICALS INC | AGIO | 267,630 | $7.6M | 1.42% |
| 23 | CANO HEALTH INC | 13781Y103 | 4,290,901 | $6.0M | 1.12% |
| 24 | FUSION PHARMACEUTICALS INC | 36118A100 | 680,370 | $3.2M | 0.59% |
| 25 | AMERICAN WELL CORP | AMWL | 1,395,039 | $2.9M | 0.55% |
| 26 | POINT BIOPHARMA GLOBAL INC | 730541109 | 306,142 | $2.8M | 0.52% |
| 27 | CAREMAX INC | 14171W103 | 714,755 | $2.2M | 0.42% |