Filed: 5/12/2025ACC: 0001172661-25-001685
📋 What this filing means
EAGLE HEALTH INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $385.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$385.10M
Total AUM (reported)
4.78M
Total Shares
Allocation by class
COM$257.93M67.0%
SPONSORED ADR$53.19M13.8%
SHS$36.61M9.5%
COM PAR $.01$33.82M8.8%
COM NEW$2.17M0.6%
ADS$1.37M0.4%
Portfolio Concentration
Top 3$120.55M31.3%
4–10$177.83M46.2%
11–25$86.71M22.5%
Top 3 weight
31.3%
Top 10 weight
77.5%
Voting Authority Distribution
Total shares with voting rights: 4.78M
Sole
Full voting authority
4.78M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
ARGENX SE
SOLEShares74.99K
TypeSH
Market value$44.38M
11.53%
Sole
74.99K
Shared
0.00
None
0.00
NATERA INC
SOLEShares279.76K
TypeSH
Market value$39.56M
10.27%
Sole
279.76K
Shared
0.00
None
0.00
ICON PLC
SOLEShares209.19K
TypeSH
Market value$36.61M
9.51%
Sole
209.19K
Shared
0.00
None
0.00
INSMED INC
SOLEShares443.30K
TypeSH
Market value$33.82M
8.78%
Sole
443.30K
Shared
0.00
None
0.00
ILLUMINA INC
SOLEShares343.36K
TypeSH
Market value$27.24M
7.07%
Sole
343.36K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares382.61K
TypeSH
Market value$27.05M
7.02%
Sole
382.61K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares225.10K
TypeSH
Market value$24.90M
6.46%
Sole
225.10K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares356.92K
TypeSH
Market value$24.37M
6.33%
Sole
356.92K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares627.60K
TypeSH
Market value$22.73M
5.90%
Sole
627.60K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares65.66K
TypeSH
Market value$17.73M
4.60%
Sole
65.66K
Shared
0.00
None
0.00
PROCEPT BIOROBOTICS CORP
SOLEShares299.09K
TypeSH
Market value$17.42M
4.52%
Sole
299.09K
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares388.65K
TypeSH
Market value$16.82M
4.37%
Sole
388.65K
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares81.12K
TypeSH
Market value$12.92M
3.36%
Sole
81.12K
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares330.83K
TypeSH
Market value$9.69M
2.52%
Sole
330.83K
Shared
0.00
None
0.00
AKERO THERAPEUTICS INC
SOLEShares226.40K
TypeSH
Market value$9.16M
2.38%
Sole
226.40K
Shared
0.00
None
0.00
ASCENDIS PHARMA A/S
SOLEShares56.50K
TypeSH
Market value$8.81M
2.29%
Sole
56.50K
Shared
0.00
None
0.00
TRANSMEDICS GROUP INC
SOLEShares100.66K
TypeSH
Market value$6.77M
1.76%
Sole
100.66K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares4.39K
TypeSH
Market value$2.17M
0.56%
Sole
4.39K
Shared
0.00
None
0.00
VIR BIOTECHNOLOGY INC
SOLEShares240.50K
TypeSH
Market value$1.56M
0.40%
Sole
240.50K
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
SOLEShares46.30K
TypeSH
Market value$1.37M
0.36%
Sole
46.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARGENX SESOLE | SPONSORED ADR | 74.99K | SH | $44.38M 11.53% | 74.99K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 279.76K | SH | $39.56M 10.27% | 279.76K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 209.19K | SH | $36.61M 9.51% | 209.19K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 443.30K | SH | $33.82M 8.78% | 443.30K | 0.00 | 0.00 |
ILLUMINA INCSOLE | COM | 343.36K | SH | $27.24M 7.07% | 343.36K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 382.61K | SH | $27.05M 7.02% | 382.61K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 225.10K | SH | $24.90M 6.46% | 225.10K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 356.92K | SH | $24.37M 6.33% | 356.92K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 627.60K | SH | $22.73M 5.90% | 627.60K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 65.66K | SH | $17.73M 4.60% | 65.66K | 0.00 | 0.00 |
PROCEPT BIOROBOTICS CORPSOLE | COM | 299.09K | SH | $17.42M 4.52% | 299.09K | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 388.65K | SH | $16.82M 4.37% | 388.65K | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 81.12K | SH | $12.92M 3.36% | 81.12K | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 330.83K | SH | $9.69M 2.52% | 330.83K | 0.00 | 0.00 |
AKERO THERAPEUTICS INCSOLE | COM | 226.40K | SH | $9.16M 2.38% | 226.40K | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 56.50K | SH | $8.81M 2.29% | 56.50K | 0.00 | 0.00 |
TRANSMEDICS GROUP INCSOLE | COM | 100.66K | SH | $6.77M 1.76% | 100.66K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 4.39K | SH | $2.17M 0.56% | 4.39K | 0.00 | 0.00 |
VIR BIOTECHNOLOGY INCSOLE | COM | 240.50K | SH | $1.56M 0.40% | 240.50K | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCSOLE | ADS | 46.30K | SH | $1.37M 0.36% | 46.30K | 0.00 | 0.00 |