Eagle Health Investments LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Eagle Health Investments LP reported 20 stock positions worth $385.1 million. Its top holding was Argenx SE - ADR (ARGX) at 11.5% of the portfolio, followed by Natera (NTRA, 10.3%) and Icon (ICLR, 9.5%). Compared with Q4 2024, it opened 4 new positions, sold out of 2, added to 4 and reduced 5. The biggest buy was a new position in Exact Sciences (EXAS) and the biggest sale Natera (NTRA, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- Greenwich, CT
- CIK
- 0001842545
- Portfolio Value
- $385.1M (Q1 2025)
- SEC Filing
- 0001172661-25-001685 ↗ filed May 12, 2025
Holdings Value
Holdings 20 stocks · $385.1M
| ARGX Argenx SE - ADR | 11.53% | 74,990 | $44.4M | No change |
| NTRA Natera Inc. | 10.27% | 279,764 | $39.6M | Reduce -17.7% |
| ICLR Icon PLC | 9.51% | 209,190 | $36.6M | No change |
| INSM Insmed Inc. | 8.78% | 443,300 | $33.8M | Reduce -13.7% |
| ILMN Illumina Inc. | 7.07% | 343,361 | $27.2M | No change |
| BMRN Biomarin Pharmaceutical Inc. | 7.02% | 382,612 | $27.0M | Reduce -8.7% |
| NBIX Neurocrine Biosciences Inc. | 6.46% | 225,100 | $24.9M | Add +45.2% |
| DXCM Dexcom Inc. | 6.33% | 356,921 | $24.4M | Add +30.0% |
| RARE Ultragenyx Pharmaceutical Inc. | 5.90% | 627,600 | $22.7M | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 4.60% | 65,656 | $17.7M | Reduce -13.9% |
| PRCT Procept Biorobotics Corp. | 4.52% | 299,089 | $17.4M | Add +28.3% |
| EXAS Exact Sciences Corp. | 4.37% | 388,650 | $16.8M | New |
| INSP Inspire Medical Systems Inc. | 3.36% | 81,121 | $12.9M | Reduce -40.6% |
| AGIO Agios Pharmaceuticals Inc. | 2.52% | 330,830 | $9.7M | No change |
| AKRO Akero Therapeutics Inc. | 2.38% | 226,400 | $9.2M | New |
| ASND Ascendis Pharma A/S | 2.29% | 56,500 | $8.8M | New |
| TMDX Transmedics Group Inc. | 1.76% | 100,661 | $6.8M | Add +457.3% |
| ISRG Intuitive Surgical Inc. | 0.56% | 4,390 | $2.2M | No change |
| VIR Vir Biotechnology Inc. | 0.40% | 240,500 | $1.6M | New |
| IMCR Immunocore Holdings PLC-ADR | 0.36% | 46,300 | $1.4M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| NTRA Natera Inc. | Reduce -17.7% | 10.27% | −2.91 |
| INSP Inspire Medical Systems Inc. | Reduce -40.6% | 3.36% | −2.85 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −1.89 |
| GRAL Grail Inc. | Sold out | 0.00% | −0.23 |
| INSM Insmed Inc. | Reduce -13.7% | 8.78% | +0.09 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -13.9% | 4.60% | +0.20 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -8.7% | 7.02% | +0.27 |
Portfolio Buys Q4 2024 → Q1 2025
| EXAS Exact Sciences Corp. | New | 4.37% | +4.37 |
| AKRO Akero Therapeutics Inc. | New | 2.38% | +2.38 |
| ASND Ascendis Pharma A/S | New | 2.29% | +2.29 |
| TMDX Transmedics Group Inc. | Add +457.3% | 1.76% | +1.48 |
| NBIX Neurocrine Biosciences Inc. | Add +45.2% | 6.46% | +1.28 |
| DXCM Dexcom Inc. | Add +30.0% | 6.33% | +1.09 |
| VIR Vir Biotechnology Inc. | New | 0.40% | +0.40 |
| PRCT Procept Biorobotics Corp. | Add +28.3% | 4.52% | −0.08 |
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 |