Filed: 8/12/2025ACC: 0001172661-25-003039
📋 What this filing means
EAGLE HEALTH INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $405.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$405.17M
Total AUM (reported)
4.99M
Total Shares
Allocation by class
COM$286.02M70.6%
COM PAR $.01$43.13M10.6%
SPONSORED ADR$42.68M10.5%
SHS$29.50M7.3%
COM NEW$2.39M0.6%
ADS$1.45M0.4%
Portfolio Concentration
Top 3$125.68M31.0%
4–10$175.44M43.3%
11–25$104.05M25.7%
Top 3 weight
31.0%
Top 10 weight
74.3%
Voting Authority Distribution
Total shares with voting rights: 4.99M
Sole
Full voting authority
4.99M
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)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
INSMED INC
SOLEShares428.60K
TypeSH
Market value$43.13M
10.65%
Sole
428.60K
Shared
0.00
None
0.00
ARGENX SE
SOLEShares77.43K
TypeSH
Market value$42.68M
10.53%
Sole
77.43K
Shared
0.00
None
0.00
NATERA INC
SOLEShares235.96K
TypeSH
Market value$39.86M
9.84%
Sole
235.96K
Shared
0.00
None
0.00
ILLUMINA INC
SOLEShares343.36K
TypeSH
Market value$32.76M
8.09%
Sole
343.36K
Shared
0.00
None
0.00
ICON PLC
SOLEShares202.79K
TypeSH
Market value$29.50M
7.28%
Sole
202.79K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares217.20K
TypeSH
Market value$27.30M
6.74%
Sole
217.20K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares273.82K
TypeSH
Market value$23.90M
5.90%
Sole
273.82K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares627.60K
TypeSH
Market value$22.82M
5.63%
Sole
627.60K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares366.81K
TypeSH
Market value$20.16M
4.98%
Sole
366.81K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares60.89K
TypeSH
Market value$19.00M
4.69%
Sole
60.89K
Shared
0.00
None
0.00
PROCEPT BIOROBOTICS CORP
SOLEShares299.09K
TypeSH
Market value$17.23M
4.25%
Sole
299.09K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares46.09K
TypeSH
Market value$15.03M
3.71%
Sole
46.09K
Shared
0.00
None
0.00
AKERO THERAPEUTICS INC
SOLEShares226.40K
TypeSH
Market value$12.08M
2.98%
Sole
226.40K
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares223.75K
TypeSH
Market value$11.89M
2.93%
Sole
223.75K
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares259.30K
TypeSH
Market value$11.20M
2.76%
Sole
259.30K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares212K
TypeSH
Market value$11.03M
2.72%
Sole
212K
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares330.83K
TypeSH
Market value$11.00M
2.72%
Sole
330.83K
Shared
0.00
None
0.00
SCHOLAR ROCK HLDG CORP
SOLEShares269.40K
TypeSH
Market value$9.54M
2.36%
Sole
269.40K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares4.39K
TypeSH
Market value$2.39M
0.59%
Sole
4.39K
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
SOLEShares46.30K
TypeSH
Market value$1.45M
0.36%
Sole
46.30K
Shared
0.00
None
0.00
VIR BIOTECHNOLOGY INC
SOLEShares240.50K
TypeSH
Market value$1.21M
0.30%
Sole
240.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INSMED INCSOLE | COM PAR $.01 | 428.60K | SH | $43.13M 10.65% | 428.60K | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 77.43K | SH | $42.68M 10.53% | 77.43K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 235.96K | SH | $39.86M 9.84% | 235.96K | 0.00 | 0.00 |
ILLUMINA INCSOLE | COM | 343.36K | SH | $32.76M 8.09% | 343.36K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 202.79K | SH | $29.50M 7.28% | 202.79K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 217.20K | SH | $27.30M 6.74% | 217.20K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 273.82K | SH | $23.90M 5.90% | 273.82K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 627.60K | SH | $22.82M 5.63% | 627.60K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 366.81K | SH | $20.16M 4.98% | 366.81K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 60.89K | SH | $19.00M 4.69% | 60.89K | 0.00 | 0.00 |
PROCEPT BIOROBOTICS CORPSOLE | COM | 299.09K | SH | $17.23M 4.25% | 299.09K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 46.09K | SH | $15.03M 3.71% | 46.09K | 0.00 | 0.00 |
AKERO THERAPEUTICS INCSOLE | COM | 226.40K | SH | $12.08M 2.98% | 226.40K | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 223.75K | SH | $11.89M 2.93% | 223.75K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 259.30K | SH | $11.20M 2.76% | 259.30K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 212K | SH | $11.03M 2.72% | 212K | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 330.83K | SH | $11.00M 2.72% | 330.83K | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPSOLE | COM | 269.40K | SH | $9.54M 2.36% | 269.40K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 4.39K | SH | $2.39M 0.59% | 4.39K | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCSOLE | ADS | 46.30K | SH | $1.45M 0.36% | 46.30K | 0.00 | 0.00 |
VIR BIOTECHNOLOGY INCSOLE | COM | 240.50K | SH | $1.21M 0.30% | 240.50K | 0.00 | 0.00 |