13F HOLDINGS REPORT
Eagle Health Investments LP
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001172661-24-002255
Total Value
$538.2M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATERA INC | NTRA | 632,714 | $57.9M | 10.75% |
| 2 | ICON PLC | ICLR | 149,590 | $50.3M | 9.34% |
| 3 | ILLUMINA INC | ILMN | 318,754 | $43.8M | 8.13% |
| 4 | UNITED THERAPEUTICS CORP DEL | UTHR | 179,499 | $41.2M | 7.66% |
| 5 | DEXCOM INC | DXCM | 284,918 | $39.5M | 7.34% |
| 6 | ARGENX SE | ARGX | 84,590 | $33.3M | 6.19% |
| 7 | IQVIA HLDGS INC | IQV | 121,895 | $30.8M | 5.73% |
| 8 | DANAHER CORPORATION | 235851102 | 113,685 | $28.4M | 5.27% |
| 9 | INSPIRE MED SYS INC | 457730109 | 122,203 | $26.2M | 4.88% |
| 10 | TRANSMEDICS GROUP INC | TMDX | 278,655 | $20.6M | 3.83% |
| 11 | PROCEPT BIOROBOTICS CORP | PRCT | 337,218 | $16.7M | 3.10% |
| 12 | GUARDANT HEALTH INC | GH | 730,209 | $15.1M | 2.80% |
| 13 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 462,911 | $14.7M | 2.74% |
| 14 | INTUITIVE SURGICAL INC | ISRG | 35,590 | $14.2M | 2.64% |
| 15 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 299,700 | $14.0M | 2.60% |
| 16 | CRISPR THERAPEUTICS AG | CRSP | 197,000 | $13.4M | 2.49% |
| 17 | SAREPTA THERAPEUTICS INC | SRPT | 103,256 | $13.4M | 2.48% |
| 18 | FUSION PHARMACEUTICALS INC | 36118A100 | 579,769 | $12.4M | 2.30% |
| 19 | AGIOS PHARMACEUTICALS INC | AGIO | 330,830 | $9.7M | 1.80% |
| 20 | EXACT SCIENCES CORP | 30063P105 | 121,000 | $8.4M | 1.55% |
| 21 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 2,167,021 | $8.1M | 1.51% |
| 22 | ALNYLAM PHARMACEUTICALS INC | ALNY | 48,356 | $7.2M | 1.34% |
| 23 | 10X GENOMICS INC | TXG | 135,059 | $5.1M | 0.94% |
| 24 | WEREWOLF THERAPEUTICS INC | HOWL | 700,000 | $4.5M | 0.84% |
| 25 | VIKING THERAPEUTICS INC | VKTX | 45,000 | $3.7M | 0.69% |
| 26 | IMMUNOCORE HLDGS PLC | IMCR | 46,300 | $3.0M | 0.56% |
| 27 | LANTHEUS HLDGS INC | LNTH | 43,200 | $2.7M | 0.50% |