13F HOLDINGS REPORT
Eagle Health Investments LP
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001172661-24-003270
Total Value
$570.2M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP DEL | UTHR | 167,499 | $53.4M | 9.36% |
| 2 | NATERA INC | NTRA | 474,114 | $51.3M | 9.00% |
| 3 | ICON PLC | ICLR | 149,590 | $46.9M | 8.22% |
| 4 | UNITEDHEALTH GROUP INC | UNH | 86,900 | $44.3M | 7.76% |
| 5 | ARGENX SE | ARGX | 88,890 | $38.2M | 6.70% |
| 6 | INSMED INC | INSM | 513,700 | $34.4M | 6.04% |
| 7 | ILLUMINA INC | ILMN | 318,754 | $33.3M | 5.83% |
| 8 | DEXCOM INC | DXCM | 275,718 | $31.3M | 5.48% |
| 9 | IQVIA HLDGS INC | IQV | 121,895 | $25.8M | 4.52% |
| 10 | EXACT SCIENCES CORP | 30063P105 | 544,200 | $23.0M | 4.03% |
| 11 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 524,500 | $21.6M | 3.78% |
| 12 | TRANSMEDICS GROUP INC | TMDX | 132,861 | $20.0M | 3.51% |
| 13 | BIOMARIN PHARMACEUTICAL INC | BMRN | 231,800 | $19.1M | 3.35% |
| 14 | ALNYLAM PHARMACEUTICALS INC | ALNY | 76,256 | $18.5M | 3.25% |
| 15 | INSPIRE MED SYS INC | 457730109 | 136,603 | $18.3M | 3.21% |
| 16 | GUARDANT HEALTH INC | GH | 626,909 | $18.1M | 3.18% |
| 17 | PROCEPT BIOROBOTICS CORP | PRCT | 257,089 | $15.7M | 2.75% |
| 18 | AGIOS PHARMACEUTICALS INC | AGIO | 330,830 | $14.3M | 2.50% |
| 19 | INTUITIVE SURGICAL INC | ISRG | 28,290 | $12.6M | 2.21% |
| 20 | CRISPR THERAPEUTICS AG | CRSP | 197,000 | $10.6M | 1.87% |
| 21 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 462,911 | $9.7M | 1.70% |
| 22 | LANTHEUS HLDGS INC | LNTH | 43,200 | $3.5M | 0.61% |
| 23 | VIKING THERAPEUTICS INC | VKTX | 45,000 | $2.4M | 0.42% |
| 24 | WEREWOLF THERAPEUTICS INC | HOWL | 700,000 | $1.7M | 0.30% |
| 25 | IMMUNOCORE HLDGS PLC | IMCR | 46,300 | $1.6M | 0.28% |
| 26 | GRAIL INC | GRAL | 53,124 | $816,516 | 0.14% |