Filed: 11/7/2025ACC: 0001172661-25-004632
📋 What this filing means
EAGLE HEALTH INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $380.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$380.92M
Total AUM (reported)
6.67M
Total Shares
Allocation by class
COM$230.46M60.5%
SPONSORED ADR$57.11M15.0%
COM PAR $.01$39.11M10.3%
SHS$34.41M9.0%
COMMON STOCK$8.33M2.2%
SPONSORED ADS$7.86M2.1%
COM NEW$1.96M0.5%
Portfolio Concentration
Top 3$129.01M33.9%
4–10$158.82M41.7%
11–25$93.10M24.4%
Top 3 weight
33.9%
Top 10 weight
75.6%
Voting Authority Distribution
Total shares with voting rights: 6.67M
Sole
Full voting authority
6.67M
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)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
ARGENX SE
SOLEShares77.43K
TypeSH
Market value$57.11M
14.99%
Sole
77.43K
Shared
0.00
None
0.00
INSMED INC
SOLEShares271.60K
TypeSH
Market value$39.11M
10.27%
Sole
271.60K
Shared
0.00
None
0.00
NATERA INC
SOLEShares203.66K
TypeSH
Market value$32.78M
8.61%
Sole
203.66K
Shared
0.00
None
0.00
ICON PLC
SOLEShares182.59K
TypeSH
Market value$31.95M
8.39%
Sole
182.59K
Shared
0.00
None
0.00
ILLUMINA INC
SOLEShares322.26K
TypeSH
Market value$30.61M
8.03%
Sole
322.26K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares162.80K
TypeSH
Market value$22.85M
6.00%
Sole
162.80K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares697K
TypeSH
Market value$20.97M
5.50%
Sole
697K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares366.81K
TypeSH
Market value$19.87M
5.22%
Sole
366.81K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares284.10K
TypeSH
Market value$17.75M
4.66%
Sole
284.10K
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares270.95K
TypeSH
Market value$14.82M
3.89%
Sole
270.95K
Shared
0.00
None
0.00
SCHOLAR ROCK HLDG CORP
SOLEShares363.30K
TypeSH
Market value$13.53M
3.55%
Sole
363.30K
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares259.30K
TypeSH
Market value$13.47M
3.54%
Sole
259.30K
Shared
0.00
None
0.00
PROCEPT BIOROBOTICS CORP
SOLEShares308.43K
TypeSH
Market value$11.01M
2.89%
Sole
308.43K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares23.69K
TypeSH
Market value$10.80M
2.84%
Sole
23.69K
Shared
0.00
None
0.00
AKERO THERAPEUTICS INC
SOLEShares226.40K
TypeSH
Market value$10.75M
2.82%
Sole
226.40K
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares246.23K
TypeSH
Market value$9.88M
2.59%
Sole
246.23K
Shared
0.00
None
0.00
FORTREA HLDGS INC
SOLEShares988.77K
TypeSH
Market value$8.33M
2.19%
Sole
988.77K
Shared
0.00
None
0.00
COMPASS PATHWAYS PLC
SOLEShares935.45K
TypeSH
Market value$5.36M
1.41%
Sole
935.45K
Shared
0.00
None
0.00
CENTESSA PHARMACEUTICALS PLC
SOLEShares103.10K
TypeSH
Market value$2.50M
0.66%
Sole
103.10K
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares81.80K
TypeSH
Market value$2.45M
0.64%
Sole
81.80K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares4.39K
TypeSH
Market value$1.96M
0.52%
Sole
4.39K
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
SOLEShares46.30K
TypeSH
Market value$1.68M
0.44%
Sole
46.30K
Shared
0.00
None
0.00
VIR BIOTECHNOLOGY INC
SOLEShares240.50K
TypeSH
Market value$1.37M
0.36%
Sole
240.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARGENX SESOLE | SPONSORED ADR | 77.43K | SH | $57.11M 14.99% | 77.43K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 271.60K | SH | $39.11M 10.27% | 271.60K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 203.66K | SH | $32.78M 8.61% | 203.66K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 182.59K | SH | $31.95M 8.39% | 182.59K | 0.00 | 0.00 |
ILLUMINA INCSOLE | COM | 322.26K | SH | $30.61M 8.03% | 322.26K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 162.80K | SH | $22.85M 6.00% | 162.80K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 697K | SH | $20.97M 5.50% | 697K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 366.81K | SH | $19.87M 5.22% | 366.81K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 284.10K | SH | $17.75M 4.66% | 284.10K | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 270.95K | SH | $14.82M 3.89% | 270.95K | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPSOLE | COM | 363.30K | SH | $13.53M 3.55% | 363.30K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 259.30K | SH | $13.47M 3.54% | 259.30K | 0.00 | 0.00 |
PROCEPT BIOROBOTICS CORPSOLE | COM | 308.43K | SH | $11.01M 2.89% | 308.43K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 23.69K | SH | $10.80M 2.84% | 23.69K | 0.00 | 0.00 |
AKERO THERAPEUTICS INCSOLE | COM | 226.40K | SH | $10.75M 2.82% | 226.40K | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 246.23K | SH | $9.88M 2.59% | 246.23K | 0.00 | 0.00 |
FORTREA HLDGS INCSOLE | COMMON STOCK | 988.77K | SH | $8.33M 2.19% | 988.77K | 0.00 | 0.00 |
COMPASS PATHWAYS PLCSOLE | SPONSORED ADS | 935.45K | SH | $5.36M 1.41% | 935.45K | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 103.10K | SH | $2.50M 0.66% | 103.10K | 0.00 | 0.00 |
ALKERMES PLCSOLE | SHS | 81.80K | SH | $2.45M 0.64% | 81.80K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 4.39K | SH | $1.96M 0.52% | 4.39K | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCSOLE | ADS | 46.30K | SH | $1.68M 0.44% | 46.30K | 0.00 | 0.00 |
VIR BIOTECHNOLOGY INCSOLE | COM | 240.50K | SH | $1.37M 0.36% | 240.50K | 0.00 | 0.00 |