Eagle Health Investments LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Eagle Health Investments LP reported 21 stock positions worth $405.2 million. Its top holding was Insmed (INSM) at 10.6% of the portfolio, followed by Argenx SE - ADR (ARGX, 10.5%) and Natera (NTRA, 9.8%). Compared with Q1 2025, it opened 4 new positions, sold out of 3, added to 1 and reduced 8. The biggest buy was a new position in Unitedhealth (UNH) and the biggest sale an exit from Inspire Medical Systems (INSP).
- Most Recent 13F
- Q2 2026
- Location
- Greenwich, CT
- CIK
- 0001842545
- Portfolio Value
- $405.2M (Q2 2025)
- SEC Filing
- 0001172661-25-003039 ↗ filed Aug 12, 2025
Holdings Value
Holdings 21 stocks · $405.2M
| INSM Insmed Inc. | 10.65% | 428,600 | $43.1M | Reduce -3.3% |
| ARGX Argenx SE - ADR | 10.53% | 77,430 | $42.7M | Add +3.3% |
| NTRA Natera Inc. | 9.84% | 235,964 | $39.9M | Reduce -15.7% |
| ILMN Illumina Inc. | 8.09% | 343,361 | $32.8M | No change |
| ICLR Icon PLC | 7.28% | 202,790 | $29.5M | Reduce -3.1% |
| NBIX Neurocrine Biosciences Inc. | 6.74% | 217,200 | $27.3M | Reduce -3.5% |
| DXCM Dexcom Inc. | 5.90% | 273,821 | $23.9M | Reduce -23.3% |
| RARE Ultragenyx Pharmaceutical Inc. | 5.63% | 627,600 | $22.8M | No change |
| BMRN Biomarin Pharmaceutical Inc. | 4.98% | 366,812 | $20.2M | Reduce -4.1% |
| UNH Unitedhealth Group Inc. | 4.69% | 60,888 | $19.0M | New |
| PRCT Procept Biorobotics Corp. | 4.25% | 299,089 | $17.2M | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 3.71% | 46,086 | $15.0M | Reduce -29.8% |
| AKRO Akero Therapeutics Inc. | 2.98% | 226,400 | $12.1M | No change |
| EXAS Exact Sciences Corp. | 2.93% | 223,750 | $11.9M | Reduce -42.4% |
| BBIO Bridgebio Pharma Inc. | 2.76% | 259,300 | $11.2M | New |
| GH Guardant Health Inc. | 2.72% | 212,000 | $11.0M | New |
| AGIO Agios Pharmaceuticals Inc. | 2.72% | 330,830 | $11.0M | No change |
| SRRK Scholar Rock Holding Corp. | 2.36% | 269,400 | $9.5M | New |
| ISRG Intuitive Surgical Inc. | 0.59% | 4,390 | $2.4M | No change |
| IMCR Immunocore Holdings PLC-ADR | 0.36% | 46,300 | $1.5M | No change |
| VIR Vir Biotechnology Inc. | 0.30% | 240,500 | $1.2M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −3.36 |
| ASND Ascendis Pharma A/S | Sold out | 0.00% | −2.29 |
| ICLR Icon PLC | Reduce -3.1% | 7.28% | −2.23 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -4.1% | 4.98% | −2.05 |
| TMDX Transmedics Group Inc. | Sold out | 0.00% | −1.76 |
| EXAS Exact Sciences Corp. | Reduce -42.4% | 2.93% | −1.43 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -29.8% | 3.71% | −0.89 |
| NTRA Natera Inc. | Reduce -15.7% | 9.84% | −0.43 |
| DXCM Dexcom Inc. | Reduce -23.3% | 5.90% | −0.43 |
| NBIX Neurocrine Biosciences Inc. | Reduce -3.5% | 6.74% | +0.27 |
| INSM Insmed Inc. | Reduce -3.3% | 10.65% | +1.86 |
Portfolio Buys Q1 2025 → Q2 2025
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 |