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CIK: 0001842545
Total reported value
$603.3M
$603.3M
18 檔
37.3%
As reported in its official Q4 2024 Form 13F filing, Eagle Health Investments LP's tracked investment portfolio stood at $603.3M with 18 total positions.
In Q4 2024, Eagle Health Investments LP adopted a defensive or profit-taking posture, trimming 5 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | Stock-Healthcare | 13.19% | -3.55% | -21.23% | |
| 2 | ARGX | Argenx Se - Adr | Stock-Healthcare | 11.31% | +2.00% | — | |
| 3 | ILMN | Illumina Inc | Stock-Healthcare | 11.25% | +1.42% | -11.36% | |
| 4 | ICLR | ICON Public Limited Company | Stock-Healthcare | 10.75% | +1.93% | +59.94% | |
| 5 | INSM | Insmed Inc | Stock-Healthcare | 8.69% | +0.38% | — | |
| 6 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 6.75% | +0.92% | — | |
| 7 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 6.47% | +1.65% | +11.73% | |
| 8 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 6.21% | — | — | |
| 9 | DXCM | Dexcom Inc | Stock-Healthcare | 5.23% | — | -39.19% | |
| 10 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 5.19% | — | +20.53% | |
| 11 | PRCT | Procept Biorobotics CORP | Stock-Other | 4.60% | -2.51% | EXIT | |
| 12 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 4.40% | — | — | |
| 13 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 2.67% | — | — | |
| 14 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.89% | — | -59.70% | |
| 15 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.56% | -0.06% | -40.60% | |
| 16 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.33% | — | — | |
| 17 | TMDX | Transmedics Group Inc | Stock-Healthcare | 0.28% | — | — | |
| 18 | GRAL | Grail Inc | Stock-Healthcare | 0.23% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ICLR | ICON Public Limited Company | +3.6% | +59.94% | Add |
| 2 | ARGX | Argenx Se - Adr | +3.6% | — | Unchanged |
| 3 | NTRA | Natera Inc | +2.8% | -21.23% | Trim |
| 4 | NBIX | Neurocrine Biosciences Inc | +2.4% | +20.53% | Add |
| 5 | ILMN | Illumina Inc | +1.7% | -11.36% | Trim |
| 6 | INSM | Insmed Inc | +1.6% | — | Unchanged |
| 7 | BMRN | Biomarin Pharmaceutical Inc | +1.2% | — | Unchanged |
| 8 | PRCT | Procept Biorobotics CORP | +1.1% | — | Unchanged |
| 9 | INSP | Inspire Medical Systems Inc | +0.8% | — | Unchanged |
| 10 | RARE | Ultragenyx Pharmaceutical In | +0.6% | +11.73% | Add |
| 11 | ALNY | Alnylam Pharmaceuticals Inc | +0.4% | — | Unchanged |
| 12 | GRAL | Grail Inc | +0.1% | — | Unchanged |
| 13 | IMCR | Immunocore Holdings Plc-adr | +0.1% | — | Unchanged |
| 14 | AGIO | Agios Pharmaceuticals Inc | -0.1% | — | Unchanged |
| 15 | ISRG | Intuitive Surgical Inc | -0.1% | -40.60% | Trim |
| 16 | TMDX | Transmedics Group Inc | -0.3% | — | Unchanged |
| 17 | HOWL | Werewolf Therapeutics Inc | -0.3% | EXIT | Sold out |
| 18 | DXCM | Dexcom Inc | -0.5% | -39.19% | Trim |
| 19 | VKTX | Viking Therapeutics Inc | -0.5% | EXIT | Sold out |
| 20 | LNTH | Lantheus Holdings Inc | -0.9% | EXIT | Sold out |
| 21 | FDMT | 4d Molecular Therapeutics In | -1% | EXIT | Sold out |
| 22 | CRSP | CRISPR Therapeutics AG | -1.8% | EXIT | Sold out |
| 23 | UTHR | United Therapeutics CORP | -1.8% | -59.70% | Trim |
| 24 | UNH | Unitedhealth Group Inc | -5.6% | EXIT | Sold out |
| 25 | EXK | Exact Sciences CORP | -7% | EXIT | Sold out |
According to official SEC Form 13F filings, Eagle Health Investments LP reported a total U.S. public equity portfolio value of $603.3M across 18 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NTRA, ARGX, ILMN) accounted for 37.3% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
EXK
前期市值: $37.1M
During Q4 2024, Eagle Health Investments LP's top holdings by market value included NTRA (13.2%)、ARGX (11.3%)、ILMN (11.3%). The largest single position, NTRA, represented 13.2% of total portfolio value.
In Q4 2024, Eagle Health Investments LP made 15 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 5 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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