13F HOLDINGS REPORT
Eagle Health Investments LP
Quarter ended Q4 2023 · Filed October 27, 2023 · Accession 0001172661-23-003510
Total Value
$453.8M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ICON PLC | ICLR | 186,200 | $45.9M | 10.10% |
| 2 | DANAHER CORPORATION | 235851102 | 175,085 | $43.4M | 9.57% |
| 3 | IQVIA HLDGS INC | IQV | 206,095 | $40.5M | 8.93% |
| 4 | UNITED THERAPEUTICS CORP DEL | UTHR | 170,838 | $38.6M | 8.50% |
| 5 | ARGENX SE | ARGX | 64,400 | $31.7M | 6.98% |
| 6 | LANTHEUS HLDGS INC | LNTH | 416,700 | $29.0M | 6.38% |
| 7 | NATERA INC | NTRA | 595,694 | $26.4M | 5.81% |
| 8 | DEXCOM INC | DXCM | 276,105 | $25.8M | 5.68% |
| 9 | ALNYLAM PHARMACEUTICALS INC | ALNY | 136,756 | $24.2M | 5.34% |
| 10 | TRANSMEDICS GROUP INC | TMDX | 414,205 | $22.7M | 5.00% |
| 11 | SAREPTA THERAPEUTICS INC | SRPT | 174,212 | $21.1M | 4.65% |
| 12 | INSPIRE MED SYS INC | 457730109 | 93,243 | $18.5M | 4.08% |
| 13 | OUTSET MED INC | OM | 1,494,514 | $16.3M | 3.58% |
| 14 | ILLUMINA INC | ILMN | 117,902 | $16.2M | 3.57% |
| 15 | INTUITIVE SURGICAL INC | ISRG | 43,390 | $12.7M | 2.79% |
| 16 | PROCEPT BIOROBOTICS CORP | PRCT | 337,218 | $11.1M | 2.44% |
| 17 | AGIOS PHARMACEUTICALS INC | AGIO | 267,630 | $6.6M | 1.46% |
| 18 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 1,214,860 | $6.6M | 1.46% |
| 19 | GUARDANT HEALTH INC | GH | 204,861 | $6.1M | 1.34% |
| 20 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 437,911 | $5.6M | 1.23% |
| 21 | POINT BIOPHARMA GLOBAL INC | 730541109 | 306,142 | $2.0M | 0.45% |
| 22 | CAREMAX INC | 14171W103 | 714,755 | $1.5M | 0.33% |
| 23 | FUSION PHARMACEUTICALS INC | 36118A100 | 579,769 | $1.5M | 0.33% |