Eagle Health Investments LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Eagle Health Investments LP reported 23 stock positions worth $380.9 million. Its top holding was Argenx SE - ADR (ARGX) at 15.0% of the portfolio, followed by Insmed (INSM, 10.3%) and Natera (NTRA, 8.6%). Compared with Q2 2025, it opened 4 new positions, sold out of 2, added to 5 and reduced 7. The biggest buy was a new position in Fortrea (FTRE) and the biggest sale an exit from Dexcom (DXCM).
- Most Recent 13F
- Q2 2026
- Location
- Greenwich, CT
- CIK
- 0001842545
- Portfolio Value
- $380.9M (Q3 2025)
- SEC Filing
- 0001172661-25-004632 ↗ filed Nov 7, 2025
Holdings Value
Holdings 23 stocks · $380.9M
| ARGX Argenx SE - ADR | 14.99% | 77,430 | $57.1M | No change |
| INSM Insmed Inc. | 10.27% | 271,600 | $39.1M | Reduce -36.6% |
| NTRA Natera Inc. | 8.61% | 203,664 | $32.8M | Reduce -13.7% |
| ICLR Icon PLC | 8.39% | 182,590 | $32.0M | Reduce -10.0% |
| ILMN Illumina Inc. | 8.03% | 322,261 | $30.6M | Reduce -6.2% |
| NBIX Neurocrine Biosciences Inc. | 6.00% | 162,800 | $22.9M | Reduce -25.1% |
| RARE Ultragenyx Pharmaceutical Inc. | 5.50% | 697,000 | $21.0M | Add +11.1% |
| BMRN Biomarin Pharmaceutical Inc. | 5.22% | 366,812 | $19.9M | No change |
| GH Guardant Health Inc. | 4.66% | 284,100 | $17.8M | Add +34.0% |
| EXAS Exact Sciences Corp. | 3.89% | 270,950 | $14.8M | Add +21.1% |
| SRRK Scholar Rock Holding Corp. | 3.55% | 363,300 | $13.5M | Add +34.9% |
| BBIO Bridgebio Pharma Inc. | 3.54% | 259,300 | $13.5M | No change |
| PRCT Procept Biorobotics Corp. | 2.89% | 308,434 | $11.0M | Add +3.1% |
| ALNY Alnylam Pharmaceuticals Inc. | 2.84% | 23,686 | $10.8M | Reduce -48.6% |
| AKRO Akero Therapeutics Inc. | 2.82% | 226,400 | $10.7M | No change |
| AGIO Agios Pharmaceuticals Inc. | 2.59% | 246,230 | $9.9M | Reduce -25.6% |
| FTRE Fortrea Holdings Inc. | 2.19% | 988,772 | $8.3M | New |
| CMPS Compass Pathways PLC | 1.41% | 935,450 | $5.4M | New |
| CNTA Centessa Pharmaceuticals Ltd. | 0.66% | 103,100 | $2.5M | New |
| ALKS Alkermes PLC | 0.64% | 81,800 | $2.5M | New |
| ISRG Intuitive Surgical Inc. | 0.52% | 4,390 | $2.0M | No change |
| IMCR Immunocore Holdings PLC-ADR | 0.44% | 46,300 | $1.7M | No change |
| VIR Vir Biotechnology Inc. | 0.36% | 240,500 | $1.4M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| DXCM Dexcom Inc. | Sold out | 0.00% | −5.90 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −4.69 |
| NTRA Natera Inc. | Reduce -13.7% | 8.61% | −1.23 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -48.6% | 2.84% | −0.87 |
| NBIX Neurocrine Biosciences Inc. | Reduce -25.1% | 6.00% | −0.74 |
| INSM Insmed Inc. | Reduce -36.6% | 10.27% | −0.38 |
| AGIO Agios Pharmaceuticals Inc. | Reduce -25.6% | 2.59% | −0.12 |
| ILMN Illumina Inc. | Reduce -6.2% | 8.03% | −0.05 |
| ICLR Icon PLC | Reduce -10.0% | 8.39% | +1.11 |
Portfolio Buys Q2 2025 → Q3 2025
| FTRE Fortrea Holdings Inc. | New | 2.19% | +2.19 |
| GH Guardant Health Inc. | Add +34.0% | 4.66% | +1.94 |
| CMPS Compass Pathways PLC | New | 1.41% | +1.41 |
| SRRK Scholar Rock Holding Corp. | Add +34.9% | 3.55% | +1.20 |
| EXAS Exact Sciences Corp. | Add +21.1% | 3.89% | +0.96 |
| CNTA Centessa Pharmaceuticals Ltd. | New | 0.66% | +0.66 |
| ALKS Alkermes PLC | New | 0.64% | +0.64 |
| RARE Ultragenyx Pharmaceutical Inc. | Add +11.1% | 5.50% | −0.13 |
| PRCT Procept Biorobotics Corp. | Add +3.1% | 2.89% | −1.36 |
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 |