Eagle Health Investments LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Eagle Health Investments LP reported 25 stock positions worth $559.6 million. Its top holding was United Therapeutics (UTHR) at 9.5% of the portfolio, followed by Natera (NTRA, 9.2%) and Icon (ICLR, 8.4%). Compared with Q1 2024, it opened 3 new positions, sold out of 5, added to 5 and reduced 8. The biggest buy was a new position in Unitedhealth (UNH) and the biggest sale an exit from Danaher (DHR).
- Most Recent 13F
- Q2 2026
- Location
- Greenwich, CT
- CIK
- 0001842545
- Portfolio Value
- $559.6M (Q2 2024)
- SEC Filing
- 0001172661-24-003270 ↗ filed Aug 13, 2024
Holdings Value
Holdings 25 stocks · $559.6M
| UTHR United Therapeutics Corp. | 9.54% | 167,499 | $53.4M | Reduce -6.7% |
| NTRA Natera Inc. | 9.18% | 474,114 | $51.3M | Reduce -25.1% |
| ICLR Icon PLC | 8.38% | 149,590 | $46.9M | No change |
| UNH Unitedhealth Group Inc. | 7.91% | 86,900 | $44.3M | New |
| ARGX Argenx SE - ADR | 6.83% | 88,890 | $38.2M | Add +5.1% |
| INSM Insmed Inc. | 6.15% | 513,700 | $34.4M | New |
| ILMN Illumina Inc. | 5.95% | 318,754 | $33.3M | No change |
| DXCM Dexcom Inc. | 5.59% | 275,718 | $31.3M | Reduce -3.2% |
| IQV Iqvia Holdings Inc. | 4.61% | 121,895 | $25.8M | No change |
| EXAS Exact Sciences Corp. | 4.11% | 544,200 | $23.0M | Add +349.8% |
| RARE Ultragenyx Pharmaceutical Inc. | 3.85% | 524,500 | $21.6M | Add +75.0% |
| TMDX Transmedics Group Inc. | 3.58% | 132,861 | $20.0M | Reduce -52.3% |
| BMRN Biomarin Pharmaceutical Inc. | 3.41% | 231,800 | $19.1M | New |
| ALNY Alnylam Pharmaceuticals Inc. | 3.31% | 76,256 | $18.5M | Add +57.7% |
| INSP Inspire Medical Systems Inc. | 3.27% | 136,603 | $18.3M | Add +11.8% |
| GH Guardant Health Inc. | 3.24% | 626,909 | $18.1M | Reduce -14.2% |
| PRCT Procept Biorobotics Corp. | 2.81% | 257,089 | $15.7M | Reduce -23.8% |
| AGIO Agios Pharmaceuticals Inc. | 2.55% | 330,830 | $14.3M | No change |
| ISRG Intuitive Surgical Inc. | 2.25% | 28,290 | $12.6M | Reduce -20.5% |
| FDMT 4D Molecular Therapeutics Inc. | 1.74% | 462,911 | $9.7M | No change |
| LNTH Lantheus Holdings Inc. | 0.62% | 43,200 | $3.5M | No change |
| VKTX Viking Therapeutics Inc. | 0.43% | 45,000 | $2.4M | No change |
| HOWL Werewolf Therapeutics Inc. | 0.31% | 700,000 | $1.7M | No change |
| IMCR Immunocore Holdings PLC-ADR | 0.28% | 46,300 | $1.6M | No change |
| GRAL Grail Inc. | 0.15% | 53,124 | $817K | Reduce -0.2% |
Options reported separately and not counted above: CRSP puts ($10.6M).
Portfolio Sells Q1 2024 → Q2 2024
| DHR Danaher Corp. | Sold out | 0.00% | −5.41 |
| SRPT Sarepta Therapeutics Inc. | Sold out | 0.00% | −2.55 |
| FUSN Fusion Pharmaceuticals Inc. | Sold out | 0.00% | −2.36 |
| DXCM Dexcom Inc. | Reduce -3.2% | 5.59% | −1.94 |
| NTRA Natera Inc. | Reduce -25.1% | 9.18% | −1.85 |
| PACB Pacific Biosciences of Calif | Sold out | 0.00% | −1.55 |
| TXG 10X Genomics Inc. Class A | Sold out | 0.00% | −0.97 |
| ISRG Intuitive Surgical Inc. | Reduce -20.5% | 2.25% | −0.46 |
| PRCT Procept Biorobotics Corp. | Reduce -23.8% | 2.81% | −0.37 |
| TMDX Transmedics Group Inc. | Reduce -52.3% | 3.58% | −0.35 |
| GRAL Grail Inc. | Reduce -0.2% | 0.15% | −0.01 |
| GH Guardant Health Inc. | Reduce -14.2% | 3.24% | +0.36 |
| UTHR United Therapeutics Corp. | Reduce -6.7% | 9.54% | +1.68 |
Portfolio Buys Q1 2024 → Q2 2024
| UNH Unitedhealth Group Inc. | New | 7.91% | +7.91 |
| INSM Insmed Inc. | New | 6.15% | +6.15 |
| BMRN Biomarin Pharmaceutical Inc. | New | 3.41% | +3.41 |
| EXAS Exact Sciences Corp. | Add +349.8% | 4.11% | +2.52 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +57.7% | 3.31% | +1.93 |
| RARE Ultragenyx Pharmaceutical Inc. | Add +75.0% | 3.85% | +1.19 |
| ARGX Argenx SE - ADR | Add +5.1% | 6.83% | +0.49 |
| INSP Inspire Medical Systems Inc. | Add +11.8% | 3.27% | −1.73 |
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 |