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CIK: 0001842545
Total reported value
$603.3M
$603.3M
20 檔
30.1%
According to the latest 13F quarterly dataset, Eagle Health Investments LP managed an equity portfolio of $603.3M at the end of Q1 2025, spanning 20 distinct U.S. exchange-listed positions.
In Q1 2025, Eagle Health Investments LP displayed an active expansion posture, initiating 20 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including ARGX, NTRA, ICLR) accounted for 30.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
ARGX
市值: $44.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARGX | Argenx Se - Adr | Stock-Healthcare | 11.53% | +2.00% | — | |
| 2 | NTRA | Natera Inc | Stock-Healthcare | 10.27% | -3.55% | -17.66% | |
| 3 | ICLR | ICON Public Limited Company | Stock-Healthcare | 9.51% | +1.93% | — | |
| 4 | INSM | Insmed Inc | Stock-Healthcare | 8.78% | +0.38% | -13.70% | |
| 5 | ILMN | Illumina Inc | Stock-Healthcare | 7.07% | +1.42% | — | |
| 6 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 7.02% | +0.92% | -8.73% | |
| 7 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 6.46% | — | +45.23% | |
| 8 | DXCM | Dexcom Inc | Stock-Healthcare | 6.33% | — | +30.00% | |
| 9 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 5.90% | +1.65% | — | |
| 10 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 4.60% | — | -13.90% | |
| 11 | PRCT | Procept Biorobotics CORP | Stock-Other | 4.52% | -2.51% | EXIT | |
| 12 | EXK | Exact Sciences CORP | Stock-Materials | 4.37% | — | — | |
| 13 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 3.36% | — | -40.62% | |
| 14 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 2.52% | — | — | |
| 15 | AKRO | Akero Therapeutics Inc | Stock-Other | 2.38% | — | — | |
| 16 | ASND | Ascendis Pharma A/S | Stock-Other | 2.29% | -3.47% | EXIT | |
| 17 | TMDX | Transmedics Group Inc | Stock-Healthcare | 1.76% | — | +457.34% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.56% | -0.06% | — | |
| 19 | VIR | Vir Biotechnology Inc | Stock-Other | 0.40% | — | — | |
| 20 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.36% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ARGX | Argenx Se - Adr | — | NEW | New buy |
| 2 | NTRA | Natera Inc | — | NEW | New buy |
| 3 | ICLR | ICON Public Limited Company | — | NEW | New buy |
| 4 | INSM | Insmed Inc | — | NEW | New buy |
| 5 | ILMN | Illumina Inc | — | NEW | New buy |
| 6 | BMRN | Biomarin Pharmaceutical Inc | — | NEW | New buy |
| 7 | NBIX | Neurocrine Biosciences Inc | — | NEW | New buy |
| 8 | DXCM | Dexcom Inc | — | NEW | New buy |
| 9 | RARE | Ultragenyx Pharmaceutical In | — | NEW | New buy |
| 10 | ALNY | Alnylam Pharmaceuticals Inc | — | NEW | New buy |
| 11 | PRCT | Procept Biorobotics CORP | — | NEW | New buy |
| 12 | EXK | Exact Sciences CORP | — | NEW | New buy |
| 13 | INSP | Inspire Medical Systems Inc | — | NEW | New buy |
| 14 | AGIO | Agios Pharmaceuticals Inc | — | NEW | New buy |
| 15 | AKRO | Akero Therapeutics Inc | — | NEW | New buy |
| 16 | ASND | Ascendis Pharma A/S | — | NEW | New buy |
| 17 | TMDX | Transmedics Group Inc | — | NEW | New buy |
| 18 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 19 | VIR | Vir Biotechnology Inc | — | NEW | New buy |
| 20 | IMCR | Immunocore Holdings Plc-adr | — | NEW | New buy |
According to official SEC Form 13F filings, Eagle Health Investments LP reported a total U.S. public equity portfolio value of $603.3M across 20 disclosed positions in Q1 2025.
During Q1 2025, Eagle Health Investments LP's top holdings by market value included ARGX (11.5%)、NTRA (10.3%)、ICLR (9.5%). The largest single position, ARGX, represented 11.5% of total portfolio value.
In Q1 2025, Eagle Health Investments LP made 20 total portfolio adjustments, initiating 20 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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