Eagle Health Investments LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Eagle Health Investments LP reported 24 stock positions worth $518.7 million. Its top holding was Natera (NTRA) at 10.6% of the portfolio, followed by Illumina (ILMN, 9.7%) and Argenx SE - ADR (ARGX, 7.8%). Compared with Q2 2024, it opened 1 new position, sold out of 2, added to 4 and reduced 8. The biggest buy was Illumina (ILMN, shares +22%) and the biggest sale United Therapeutics (UTHR, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- Greenwich, CT
- CIK
- 0001842545
- Portfolio Value
- $518.7M (Q3 2024)
- SEC Filing
- 0001172661-24-004568 ↗ filed Nov 12, 2024
Holdings Value
Holdings 24 stocks · $518.7M
| NTRA Natera Inc. | 10.56% | 431,314 | $54.8M | Reduce -9.0% |
| ILMN Illumina Inc. | 9.74% | 387,354 | $50.5M | Add +21.5% |
| ARGX Argenx SE - ADR | 7.84% | 74,990 | $40.7M | Reduce -15.6% |
| ICLR Icon PLC | 7.24% | 130,790 | $37.6M | Reduce -12.6% |
| INSM Insmed Inc. | 7.23% | 513,700 | $37.5M | No change |
| EXAS Exact Sciences Corp. | 7.15% | 544,200 | $37.1M | No change |
| RARE Ultragenyx Pharmaceutical Inc. | 6.01% | 561,700 | $31.2M | Add +7.1% |
| DXCM Dexcom Inc. | 5.83% | 451,492 | $30.3M | Add +63.8% |
| UNH Unitedhealth Group Inc. | 5.71% | 50,700 | $29.6M | Reduce -41.7% |
| BMRN Biomarin Pharmaceutical Inc. | 5.68% | 419,212 | $29.5M | Add +80.8% |
| INSP Inspire Medical Systems Inc. | 5.56% | 136,603 | $28.8M | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 4.04% | 76,256 | $21.0M | No change |
| UTHR United Therapeutics Corp. | 3.74% | 54,099 | $19.4M | Reduce -67.7% |
| PRCT Procept Biorobotics Corp. | 3.60% | 233,089 | $18.7M | Reduce -9.3% |
| NBIX Neurocrine Biosciences Inc. | 2.86% | 128,600 | $14.8M | New |
| AGIO Agios Pharmaceuticals Inc. | 2.83% | 330,830 | $14.7M | No change |
| FDMT 4D Molecular Therapeutics Inc. | 0.96% | 462,911 | $5.0M | No change |
| LNTH Lantheus Holdings Inc. | 0.91% | 43,200 | $4.7M | No change |
| ISRG Intuitive Surgical Inc. | 0.70% | 7,390 | $3.6M | Reduce -73.9% |
| VKTX Viking Therapeutics Inc. | 0.55% | 45,000 | $2.8M | No change |
| TMDX Transmedics Group Inc. | 0.55% | 18,061 | $2.8M | Reduce -86.4% |
| HOWL Werewolf Therapeutics Inc. | 0.29% | 700,000 | $1.5M | No change |
| IMCR Immunocore Holdings PLC-ADR | 0.28% | 46,300 | $1.4M | No change |
| GRAL Grail Inc. | 0.14% | 53,124 | $731K | No change |
Options reported separately and not counted above: CRSP puts ($9.3M).
Portfolio Sells Q2 2024 → Q3 2024
| UTHR United Therapeutics Corp. | Reduce -67.7% | 3.74% | −5.80 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −4.61 |
| GH Guardant Health Inc. | Sold out | 0.00% | −3.24 |
| TMDX Transmedics Group Inc. | Reduce -86.4% | 0.55% | −3.03 |
| UNH Unitedhealth Group Inc. | Reduce -41.7% | 5.71% | −2.19 |
| ISRG Intuitive Surgical Inc. | Reduce -73.9% | 0.70% | −1.55 |
| ICLR Icon PLC | Reduce -12.6% | 7.24% | −1.14 |
| PRCT Procept Biorobotics Corp. | Reduce -9.3% | 3.60% | +0.79 |
| ARGX Argenx SE - ADR | Reduce -15.6% | 7.84% | +1.00 |
| NTRA Natera Inc. | Reduce -9.0% | 10.56% | +1.38 |
Portfolio Buys Q2 2024 → Q3 2024
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 |