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CIK: 0001842545
Total reported value
$603.3M
$603.3M
21 檔
31.2%
At the close of Q2 2025, Eagle Health Investments LP disclosed equity holdings valued at approximately $603.3M, spread across 21 reported holdings.
In Q2 2025, Eagle Health Investments LP adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INSM | Insmed Inc | Stock-Healthcare | 10.65% | +0.38% | -3.32% | |
| 2 | ARGX | Argenx Se - Adr | Stock-Healthcare | 10.53% | +2.00% | +3.25% | |
| 3 | NTRA | Natera Inc | Stock-Healthcare | 9.84% | -3.55% | -15.66% | |
| 4 | ILMN | Illumina Inc | Stock-Healthcare | 8.09% | +1.42% | — | |
| 5 | ICLR | ICON Public Limited Company | Stock-Healthcare | 7.28% | +1.93% | -3.06% | |
| 6 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 6.74% | — | -3.51% | |
| 7 | DXCM | Dexcom Inc | Stock-Healthcare | 5.90% | — | -23.28% | |
| 8 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 5.63% | +1.65% | — | |
| 9 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 4.98% | +0.92% | -4.13% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.69% | — | — | |
| 11 | PRCT | Procept Biorobotics CORP | Stock-Other | 4.25% | -2.51% | EXIT | |
| 12 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 3.71% | — | -29.81% | |
| 13 | AKRO | Akero Therapeutics Inc | Stock-Other | 2.98% | — | — | |
| 14 | EXK | Exact Sciences CORP | Stock-Materials | 2.93% | — | -42.43% | |
| 15 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 2.76% | -3.47% | EXIT | |
| 16 | GH | Guardant Health Inc | Stock-Healthcare | 2.72% | +2.47% | — | |
| 17 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 2.72% | — | — | |
| 18 | SRRK | Scholar Rock Holding CORP | Stock-Other | 2.36% | +0.81% | — | |
| 19 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.59% | -0.06% | — | |
| 20 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.36% | — | — | |
| 21 | VIR | Vir Biotechnology Inc | Stock-Other | 0.30% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +4.7% | NEW | New buy |
| 2 | BBIO | Bridgebio Pharma Inc | +2.8% | NEW | New buy |
| 3 | GH | Guardant Health Inc | +2.7% | NEW | New buy |
| 4 | SRRK | Scholar Rock Holding CORP | +2.4% | NEW | New buy |
| 5 | INSM | Insmed Inc | +1.9% | -3.32% | Trim |
| 6 | ILMN | Illumina Inc | +1% | — | Unchanged |
| 7 | AKRO | Akero Therapeutics Inc | +0.6% | — | Unchanged |
| 8 | NBIX | Neurocrine Biosciences Inc | +0.3% | -3.51% | Trim |
| 9 | AGIO | Agios Pharmaceuticals Inc | +0.2% | — | Unchanged |
| 10 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 11 | IMCR | Immunocore Holdings Plc-adr | — | — | Unchanged |
| 12 | VIR | Vir Biotechnology Inc | -0.1% | — | Unchanged |
| 13 | PRCT | Procept Biorobotics CORP | -0.3% | — | Unchanged |
| 14 | RARE | Ultragenyx Pharmaceutical In | -0.3% | — | Unchanged |
| 15 | DXCM | Dexcom Inc | -0.4% | -23.28% | Trim |
| 16 | NTRA | Natera Inc | -0.4% | -15.66% | Trim |
| 17 | ALNY | Alnylam Pharmaceuticals Inc | -0.9% | -29.81% | Trim |
| 18 | ARGX | Argenx Se - Adr | -1% | +3.25% | Add |
| 19 | EXK | Exact Sciences CORP | -1.4% | -42.43% | Trim |
| 20 | TMDX | Transmedics Group Inc | -1.8% | EXIT | Sold out |
| 21 | BMRN | Biomarin Pharmaceutical Inc | -2% | -4.13% | Trim |
| 22 | ICLR | ICON Public Limited Company | -2.2% | -3.06% | Trim |
| 23 | ASND | Ascendis Pharma A/S | -2.3% | EXIT | Sold out |
| 24 | INSP | Inspire Medical Systems Inc | -3.4% | 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 21 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including INSM, ARGX, NTRA) accounted for 31.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
UNH
市值: $19.0M
Top Position Liquidated / Trimmed
INSP
前期市值: $12.9M
During Q2 2025, Eagle Health Investments LP's top holdings by market value included INSM (10.7%)、ARGX (10.5%)、NTRA (9.8%). The largest single position, INSM, represented 10.7% of total portfolio value.
In Q2 2025, Eagle Health Investments LP made 16 total portfolio adjustments, initiating 4 new buys, adding to 1 positions, trimming 8 holdings, and fully liquidating 3 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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