Eagle Health Investments LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Eagle Health Investments LP reported 18 stock positions worth $407.9 million. Its top holding was Natera (NTRA) at 13.2% of the portfolio, followed by Argenx SE - ADR (ARGX, 11.3%) and Illumina (ILMN, 11.2%). Compared with Q3 2024, it sold out of 6, added to 3 and reduced 5. The biggest buy was Icon (ICLR, shares +60%) and the biggest sale an exit from Exact Sciences (EXAS).
- Most Recent 13F
- Q2 2026
- Location
- Greenwich, CT
- CIK
- 0001842545
- Portfolio Value
- $407.9M (Q4 2024)
- SEC Filing
- 0001172661-25-000676 ↗ filed Feb 12, 2025
Holdings Value
Holdings 18 stocks · $407.9M
| NTRA Natera Inc. | 13.19% | 339,764 | $53.8M | Reduce -21.2% |
| ARGX Argenx SE - ADR | 11.31% | 74,990 | $46.1M | No change |
| ILMN Illumina Inc. | 11.25% | 343,361 | $45.9M | Reduce -11.4% |
| ICLR Icon PLC | 10.75% | 209,190 | $43.9M | Add +59.9% |
| INSM Insmed Inc. | 8.69% | 513,700 | $35.5M | No change |
| BMRN Biomarin Pharmaceutical Inc. | 6.75% | 419,212 | $27.6M | No change |
| RARE Ultragenyx Pharmaceutical Inc. | 6.47% | 627,600 | $26.4M | Add +11.7% |
| INSP Inspire Medical Systems Inc. | 6.21% | 136,603 | $25.3M | No change |
| DXCM Dexcom Inc. | 5.23% | 274,551 | $21.4M | Reduce -39.2% |
| NBIX Neurocrine Biosciences Inc. | 5.19% | 155,000 | $21.2M | Add +20.5% |
| PRCT Procept Biorobotics Corp. | 4.60% | 233,089 | $18.8M | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 4.40% | 76,256 | $17.9M | No change |
| AGIO Agios Pharmaceuticals Inc. | 2.67% | 330,830 | $10.9M | No change |
| UTHR United Therapeutics Corp. | 1.89% | 21,802 | $7.7M | Reduce -59.7% |
| ISRG Intuitive Surgical Inc. | 0.56% | 4,390 | $2.3M | Reduce -40.6% |
| IMCR Immunocore Holdings PLC-ADR | 0.33% | 46,300 | $1.4M | No change |
| TMDX Transmedics Group Inc. | 0.28% | 18,061 | $1.1M | No change |
| GRAL Grail Inc. | 0.23% | 53,124 | $948K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −7.15 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −5.71 |
| UTHR United Therapeutics Corp. | Reduce -59.7% | 1.89% | −1.85 |
| FDMT 4D Molecular Therapeutics Inc. | Sold out | 0.00% | −0.96 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.91 |
| DXCM Dexcom Inc. | Reduce -39.2% | 5.23% | −0.60 |
| VKTX Viking Therapeutics Inc. | Sold out | 0.00% | −0.55 |
| HOWL Werewolf Therapeutics Inc. | Sold out | 0.00% | −0.29 |
| ISRG Intuitive Surgical Inc. | Reduce -40.6% | 0.56% | −0.14 |
| ILMN Illumina Inc. | Reduce -11.4% | 11.25% | +1.51 |
| NTRA Natera Inc. | Reduce -21.2% | 13.19% | +2.63 |
Portfolio Buys Q3 2024 → Q4 2024
Options Activity Q3 2024 → Q4 2024
| CRSP Crispr Therapeutics AG | put | Sold out | 197,000 | $9.3Mbefore exit |
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 |