Institutional Manager · CIK 0001842545
Eagle Health Investments LP
Greenwich, CT · File #028-20556
Latest AUM
$455.1M
Positions
30
Top-10 Concentration
70.7%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | ULTRAGENYX PHARMACEUTICAL IN | 90400D108 | -697,000 | -$21.0M | $0 |
| REDUCE | EXACT SCIENCES CORP | 30063P105 | -123,200 | -$12.5M | +$12.7M |
| REDUCE | ARGENX SE | ARGX | -14,700 | -$12.4M | +$8.0M |
| REDUCE | ILLUMINA INC | ILMN | -91,100 | -$11.9M | +$11.7M |
| ADD | ICON PLC | ICLR | +64,500 | +$11.8M | +$1.3M |
| NEW | TERNS PHARMACEUTICALS INC | TERN | +275,090 | +$11.1M | $0 |
| EXITED | ALNYLAM PHARMACEUTICALS INC | 02043Q107 | -23,686 | -$10.8M | $0 |
| EXITED | AKERO THERAPEUTICS INC | 00973Y108 | -226,400 | -$10.7M | $0 |
| NEW | KYMERA THERAPEUTICS INC | KYMR | +136,300 | +$10.6M | $0 |
| REDUCE | INSMED INC | INSM | -60,700 | -$10.6M | +$8.2M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202530 pos · $455.1M
- 13F HOLDINGS REPORTQ/E Sep 202523 pos · $380.9M
- 13F HOLDINGS REPORTQ/E Jun 202521 pos · $405.2M
- 13F HOLDINGS REPORTQ/E Mar 202520 pos · $385.1M
- 13F HOLDINGS REPORTQ/E Dec 202418 pos · $407.9M
- 13F HOLDINGS REPORTQ/E Sep 202425 pos · $528.0M
- 13F HOLDINGS REPORTQ/E Jun 202426 pos · $570.2M
- 13F HOLDINGS REPORTQ/E Mar 202427 pos · $538.2M
- 13F HOLDINGS REPORTQ/E Dec 202323 pos · $453.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ARGENX SE | ARGX | 62,730 | $52.8M | 11.59% |
| 2 | ICON PLC | ICLR | 247,090 | $45.0M | 9.89% |
| 3 | NATERA INC | NTRA | 183,264 | $42.0M | 9.23% |
| 4 | INSMED INC | INSM | 210,900 | $36.7M | 8.07% |
| 5 | ILLUMINA INC | ILMN | 231,161 | $30.3M | 6.66% |
| 6 | GUARDANT HEALTH INC | GH | 284,100 | $29.0M | 6.38% |
| 7 | NEUROCRINE BIOSCIENCES INC | NBIX | 162,800 | $23.1M | 5.07% |
| 8 | BIOMARIN PHARMACEUTICAL INC | BMRN | 366,812 | $21.8M | 4.79% |
| 9 | FORTREA HLDGS INC | FTRE | 1,218,560 | $21.0M | 4.62% |
| 10 | BRIDGEBIO PHARMA INC | BBIO | 259,300 | $19.8M | 4.36% |
| 11 | SCHOLAR ROCK HLDG CORP | SRRK | 363,300 | $16.0M | 3.52% |
| 12 | EXACT SCIENCES CORP | 30063P105 | 147,750 | $15.0M | 3.30% |
| 13 | TERNS PHARMACEUTICALS INC | TERN | 275,090 | $11.1M | 2.44% |
| 14 | KYMERA THERAPEUTICS INC | KYMR | 136,300 | $10.6M | 2.33% |
| 15 | COMPASS PATHWAYS PLC | CMPS | 1,519,388 | $10.5M | 2.30% |
| 16 | PROCEPT BIOROBOTICS CORP | PRCT | 308,434 | $9.7M | 2.13% |
| 17 | REVOLUTION MEDICINES INC | RVMDW | 115,900 | $9.2M | 2.03% |
| 18 | LEGEND BIOTECH CORP | LEGN | 408,652 | $8.9M | 1.95% |
| 19 | ATAI BECKLEY NV | N0731H103 | 1,678,400 | $6.9M | 1.51% |
| 20 | SOLENO THERAPEUTICS INC | SLNO | 135,100 | $6.3M | 1.37% |