Eagle Health Investments LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Eagle Health Investments LP reported 26 stock positions worth $524.8 million. Its top holding was Natera (NTRA) at 11.0% of the portfolio, followed by Icon (ICLR, 9.6%) and Illumina (ILMN, 8.3%). Compared with Q4 2023, it opened 5 new positions, sold out of 1, added to 5 and reduced 9. The biggest buy was a new position in Ultragenyx Pharmaceutical (RARE) and the biggest sale Alnylam Pharmaceuticals (ALNY, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- Greenwich, CT
- CIK
- 0001842545
- Portfolio Value
- $524.8M (Q1 2024)
- SEC Filing
- 0001172661-24-002255 ↗ filed May 14, 2024
Holdings Value
Holdings 26 stocks · $524.8M
| NTRA Natera Inc. | 11.03% | 632,714 | $57.9M | Reduce -8.4% |
| ICLR Icon PLC | 9.58% | 149,590 | $50.3M | Reduce -9.4% |
| ILMN Illumina Inc. | 8.34% | 318,754 | $43.8M | No change |
| UTHR United Therapeutics Corp. | 7.86% | 179,499 | $41.2M | Add +5.1% |
| DXCM Dexcom Inc. | 7.53% | 284,918 | $39.5M | Reduce -7.9% |
| ARGX Argenx SE - ADR | 6.35% | 84,590 | $33.3M | No change |
| IQV Iqvia Holdings Inc. | 5.87% | 121,895 | $30.8M | Reduce -29.8% |
| DHR Danaher Corp. | 5.41% | 113,685 | $28.4M | Reduce -27.9% |
| INSP Inspire Medical Systems Inc. | 5.00% | 122,203 | $26.2M | Add +7.7% |
| TMDX Transmedics Group Inc. | 3.93% | 278,655 | $20.6M | Reduce -11.5% |
| PRCT Procept Biorobotics Corp. | 3.18% | 337,218 | $16.7M | No change |
| GH Guardant Health Inc. | 2.87% | 730,209 | $15.1M | Add +508.0% |
| FDMT 4D Molecular Therapeutics Inc. | 2.81% | 462,911 | $14.7M | Add +5.7% |
| ISRG Intuitive Surgical Inc. | 2.71% | 35,590 | $14.2M | Reduce -18.0% |
| RARE Ultragenyx Pharmaceutical Inc. | 2.67% | 299,700 | $14.0M | New |
| SRPT Sarepta Therapeutics Inc. | 2.55% | 103,256 | $13.4M | Reduce -45.5% |
| FUSN Fusion Pharmaceuticals Inc. | 2.36% | 579,769 | $12.4M | No change |
| AGIO Agios Pharmaceuticals Inc. | 1.84% | 330,830 | $9.7M | No change |
| EXAS Exact Sciences Corp. | 1.59% | 121,000 | $8.4M | New |
| PACB Pacific Biosciences of Calif | 1.55% | 2,167,021 | $8.1M | Add +42.3% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.38% | 48,356 | $7.2M | Reduce -64.6% |
| TXG 10X Genomics Inc. Class A | 0.97% | 135,059 | $5.1M | New |
| HOWL Werewolf Therapeutics Inc. | 0.86% | 700,000 | $4.5M | New |
| VKTX Viking Therapeutics Inc. | 0.70% | 45,000 | $3.7M | New |
| IMCR Immunocore Holdings PLC-ADR | 0.57% | 46,300 | $3.0M | No change |
| LNTH Lantheus Holdings Inc. | 0.51% | 43,200 | $2.7M | No change |
Options reported separately and not counted above: CRSP puts ($13.4M).
Portfolio Sells Q4 2023 → Q1 2024
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -64.6% | 1.38% | −3.94 |
| IQV Iqvia Holdings Inc. | Reduce -29.8% | 5.87% | −2.29 |
| DHR Danaher Corp. | Reduce -27.9% | 5.41% | −2.01 |
| ADPT Adaptive Biotechnologies | Sold out | 0.00% | −1.21 |
| SRPT Sarepta Therapeutics Inc. | Reduce -45.5% | 2.55% | −1.16 |
| TMDX Transmedics Group Inc. | Reduce -11.5% | 3.93% | −1.12 |
| DXCM Dexcom Inc. | Reduce -7.9% | 7.53% | −0.27 |
| ISRG Intuitive Surgical Inc. | Reduce -18.0% | 2.71% | −0.27 |
| ICLR Icon PLC | Reduce -9.4% | 9.58% | +0.08 |
| NTRA Natera Inc. | Reduce -8.4% | 11.03% | +2.23 |
Portfolio Buys Q4 2023 → Q1 2024
| RARE Ultragenyx Pharmaceutical Inc. | New | 2.67% | +2.67 |
| GH Guardant Health Inc. | Add +508.0% | 2.87% | +2.21 |
| EXAS Exact Sciences Corp. | New | 1.59% | +1.59 |
| FDMT 4D Molecular Therapeutics Inc. | Add +5.7% | 2.81% | +1.01 |
| TXG 10X Genomics Inc. Class A | New | 0.97% | +0.97 |
| HOWL Werewolf Therapeutics Inc. | New | 0.86% | +0.86 |
| VKTX Viking Therapeutics Inc. | New | 0.70% | +0.70 |
| INSP Inspire Medical Systems Inc. | Add +7.7% | 5.00% | +0.31 |
| UTHR United Therapeutics Corp. | Add +5.1% | 7.86% | +0.22 |
| PACB Pacific Biosciences of Calif | Add +42.3% | 1.55% | −1.49 |
Options Activity Q4 2023 → Q1 2024
| CRSP Crispr Therapeutics AG | put | New | 197,000 | $13.4M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 27 | $603.3M | ARGX, ICLR, GH, INSM, BMRN |
| Q1 2026 | 26 | $476.3M | ARGX, ICLR, INSM, GH, BMRN |
| Q4 2025 | 30 | $455.1M | ARGX, ICLR, NTRA, INSM, ILMN |
| Q3 2025 | 23 | $380.9M | ARGX, INSM, NTRA, ICLR, ILMN |
| Q2 2025 | 21 | $405.2M | INSM, ARGX, NTRA, ILMN, ICLR |
| Q1 2025 | 20 | $385.1M | ARGX, NTRA, ICLR, INSM, ILMN |
| Q4 2024 | 18 | $407.9M | NTRA, ARGX, ILMN, ICLR, INSM |
| Q3 2024 | 24 | $518.7M | NTRA, ILMN, ARGX, ICLR, INSM |
| Q2 2024 | 25 | $559.6M | UTHR, NTRA, ICLR, UNH, ARGX |
| Q1 2024 | 26 | $524.8M | NTRA, ICLR, ILMN, UTHR, DXCM |