13F HOLDINGS REPORT
Eagle Health Investments LP
Quarter ended Q3 2024 · Filed November 12, 2024 · Accession 0001172661-24-004568
Total Value
$528.0M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATERA INC | NTRA | 431,314 | $54.8M | 10.37% |
| 2 | ILLUMINA INC | ILMN | 387,354 | $50.5M | 9.57% |
| 3 | ARGENX SE | ARGX | 74,990 | $40.7M | 7.70% |
| 4 | ICON PLC | ICLR | 130,790 | $37.6M | 7.12% |
| 5 | INSMED INC | INSM | 513,700 | $37.5M | 7.10% |
| 6 | EXACT SCIENCES CORP | 30063P105 | 544,200 | $37.1M | 7.02% |
| 7 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 561,700 | $31.2M | 5.91% |
| 8 | DEXCOM INC | DXCM | 451,492 | $30.3M | 5.73% |
| 9 | UNITEDHEALTH GROUP INC | UNH | 50,700 | $29.6M | 5.61% |
| 10 | BIOMARIN PHARMACEUTICAL INC | BMRN | 419,212 | $29.5M | 5.58% |
| 11 | INSPIRE MED SYS INC | 457730109 | 136,603 | $28.8M | 5.46% |
| 12 | ALNYLAM PHARMACEUTICALS INC | ALNY | 76,256 | $21.0M | 3.97% |
| 13 | UNITED THERAPEUTICS CORP DEL | UTHR | 54,099 | $19.4M | 3.67% |
| 14 | PROCEPT BIOROBOTICS CORP | PRCT | 233,089 | $18.7M | 3.54% |
| 15 | NEUROCRINE BIOSCIENCES INC | NBIX | 128,600 | $14.8M | 2.81% |
| 16 | AGIOS PHARMACEUTICALS INC | AGIO | 330,830 | $14.7M | 2.78% |
| 17 | CRISPR THERAPEUTICS AG | CRSP | 197,000 | $9.3M | 1.75% |
| 18 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 462,911 | $5.0M | 0.95% |
| 19 | LANTHEUS HLDGS INC | LNTH | 43,200 | $4.7M | 0.90% |
| 20 | INTUITIVE SURGICAL INC | ISRG | 7,390 | $3.6M | 0.69% |
| 21 | VIKING THERAPEUTICS INC | VKTX | 45,000 | $2.8M | 0.54% |
| 22 | TRANSMEDICS GROUP INC | TMDX | 18,061 | $2.8M | 0.54% |
| 23 | WEREWOLF THERAPEUTICS INC | HOWL | 700,000 | $1.5M | 0.28% |
| 24 | IMMUNOCORE HLDGS PLC | IMCR | 46,300 | $1.4M | 0.27% |
| 25 | GRAIL INC | GRAL | 53,124 | $730,986 | 0.14% |