Filed: 2/12/2025ACC: 0001172661-25-000676
📋 What this filing means
EAGLE HEALTH INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $407.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$407.92M
Total AUM (reported)
3.88M
Total Shares
Allocation by class
COM$278.81M68.3%
SPONSORED ADR$46.12M11.3%
SHS$43.87M10.8%
COM PAR $.01$35.47M8.7%
COM NEW$2.29M0.6%
ADS$1.37M0.3%
Portfolio Concentration
Top 3$145.79M35.7%
4–10$201.13M49.3%
11–25$61.01M15.0%
Top 3 weight
35.7%
Top 10 weight
85.0%
Voting Authority Distribution
Total shares with voting rights: 3.88M
Sole
Full voting authority
3.88M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
NATERA INC
SOLEShares339.76K
TypeSH
Market value$53.78M
13.19%
Sole
339.76K
Shared
0.00
None
0.00
ARGENX SE
SOLEShares74.99K
TypeSH
Market value$46.12M
11.31%
Sole
74.99K
Shared
0.00
None
0.00
ILLUMINA INC
SOLEShares343.36K
TypeSH
Market value$45.88M
11.25%
Sole
343.36K
Shared
0.00
None
0.00
ICON PLC
SOLEShares209.19K
TypeSH
Market value$43.87M
10.75%
Sole
209.19K
Shared
0.00
None
0.00
INSMED INC
SOLEShares513.70K
TypeSH
Market value$35.47M
8.69%
Sole
513.70K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares419.21K
TypeSH
Market value$27.55M
6.75%
Sole
419.21K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares627.60K
TypeSH
Market value$26.40M
6.47%
Sole
627.60K
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares136.60K
TypeSH
Market value$25.32M
6.21%
Sole
136.60K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares274.55K
TypeSH
Market value$21.35M
5.23%
Sole
274.55K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares155K
TypeSH
Market value$21.16M
5.19%
Sole
155K
Shared
0.00
None
0.00
PROCEPT BIOROBOTICS CORP
SOLEShares233.09K
TypeSH
Market value$18.77M
4.60%
Sole
233.09K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares76.26K
TypeSH
Market value$17.94M
4.40%
Sole
76.26K
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares330.83K
TypeSH
Market value$10.87M
2.67%
Sole
330.83K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares21.80K
TypeSH
Market value$7.69M
1.89%
Sole
21.80K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares4.39K
TypeSH
Market value$2.29M
0.56%
Sole
4.39K
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
SOLEShares46.30K
TypeSH
Market value$1.37M
0.33%
Sole
46.30K
Shared
0.00
None
0.00
TRANSMEDICS GROUP INC
SOLEShares18.06K
TypeSH
Market value$1.13M
0.28%
Sole
18.06K
Shared
0.00
None
0.00
GRAIL INC
SOLEShares53.12K
TypeSH
Market value$948.3K
0.23%
Sole
53.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NATERA INCSOLE | COM | 339.76K | SH | $53.78M 13.19% | 339.76K | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 74.99K | SH | $46.12M 11.31% | 74.99K | 0.00 | 0.00 |
ILLUMINA INCSOLE | COM | 343.36K | SH | $45.88M 11.25% | 343.36K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 209.19K | SH | $43.87M 10.75% | 209.19K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 513.70K | SH | $35.47M 8.69% | 513.70K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 419.21K | SH | $27.55M 6.75% | 419.21K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 627.60K | SH | $26.40M 6.47% | 627.60K | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 136.60K | SH | $25.32M 6.21% | 136.60K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 274.55K | SH | $21.35M 5.23% | 274.55K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 155K | SH | $21.16M 5.19% | 155K | 0.00 | 0.00 |
PROCEPT BIOROBOTICS CORPSOLE | COM | 233.09K | SH | $18.77M 4.60% | 233.09K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 76.26K | SH | $17.94M 4.40% | 76.26K | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 330.83K | SH | $10.87M 2.67% | 330.83K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 21.80K | SH | $7.69M 1.89% | 21.80K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 4.39K | SH | $2.29M 0.56% | 4.39K | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCSOLE | ADS | 46.30K | SH | $1.37M 0.33% | 46.30K | 0.00 | 0.00 |
TRANSMEDICS GROUP INCSOLE | COM | 18.06K | SH | $1.13M 0.28% | 18.06K | 0.00 | 0.00 |
GRAIL INCSOLE | COM | 53.12K | SH | $948.3K 0.23% | 53.12K | 0.00 | 0.00 |