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CIK: 0001842545
Total reported value
$603.3M
$603.3M
23 檔
31.8%
As reported in its official Q3 2025 Form 13F filing, Eagle Health Investments LP's tracked investment portfolio stood at $603.3M with 23 total positions.
Eagle Health Investments LP executed strategic sector rebalancing during Q3 2025, establishing 7 new positions while fully exiting 4 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARGX | Argenx Se - Adr | Stock-Healthcare | 14.99% | +2.00% | — | |
| 2 | INSM | Insmed Inc | Stock-Healthcare | 10.27% | +0.38% | -36.63% | |
| 3 | NTRA | Natera Inc | Stock-Healthcare | 8.61% | -3.55% | -13.69% | |
| 4 | ICLR | ICON Public Limited Company | Stock-Healthcare | 8.39% | +1.93% | -9.96% | |
| 5 | ILMN | Illumina Inc | Stock-Healthcare | 8.03% | +1.42% | -6.15% | |
| 6 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 6.00% | — | -25.05% | |
| 7 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 5.50% | +1.65% | +11.06% | |
| 8 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 5.22% | +0.92% | — | |
| 9 | GH | Guardant Health Inc | Stock-Healthcare | 4.66% | +2.47% | +34.01% | |
| 10 | EXK | Exact Sciences CORP | Stock-Materials | 3.89% | — | +21.09% | |
| 11 | SRRK | Scholar Rock Holding CORP | Stock-Other | 3.55% | +0.81% | +34.86% | |
| 12 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 3.54% | -3.47% | EXIT | |
| 13 | PRCT | Procept Biorobotics CORP | Stock-Other | 2.89% | -2.51% | EXIT | |
| 14 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 2.84% | — | -48.60% | |
| 15 | AKRO | Akero Therapeutics Inc | Stock-Other | 2.82% | — | — | |
| 16 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 2.59% | — | -25.57% | |
| 17 | FTRE | Fortrea Holdings Inc | Stock-Healthcare | 2.19% | +1.26% | — | |
| 18 | CMPS | Compass Pathways PLC | Stock-Other | 1.41% | +2.84% | — | |
| 19 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.66% | -1.49% | EXIT | |
| 20 | ALKS | Alkermes plc | Stock-Healthcare | 0.64% | +1.10% | — | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.52% | -0.06% | — | |
| 22 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.44% | — | — | |
| 23 | VIR | Vir Biotechnology Inc | Stock-Other | 0.36% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ARGX | Argenx Se - Adr | +3.5% | — | Add |
| 2 | INSM | Insmed Inc | +1.5% | -36.63% | Trim |
| 3 | ILMN | Illumina Inc | +1% | -6.15% | Trim |
| 4 | AKRO | Akero Therapeutics Inc | +0.4% | — | Unchanged |
| 5 | IMCR | Immunocore Holdings Plc-adr | +0.1% | — | Unchanged |
| 6 | AGIO | Agios Pharmaceuticals Inc | +0.1% | -25.57% | Trim |
| 7 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 8 | VIR | Vir Biotechnology Inc | 0% | — | Unchanged |
| 9 | RARE | Ultragenyx Pharmaceutical In | -0.4% | +11.06% | Add |
| 10 | NBIX | Neurocrine Biosciences Inc | -0.5% | -25.05% | Trim |
| 11 | EXK | Exact Sciences CORP | -0.5% | +21.09% | Trim |
| 12 | ICLR | ICON Public Limited Company | -1.1% | -9.96% | Trim |
| 13 | PRCT | Procept Biorobotics CORP | -1.6% | +3.12% | Add |
| 14 | NTRA | Natera Inc | -1.7% | -13.69% | Trim |
| 15 | ALNY | Alnylam Pharmaceuticals Inc | -1.8% | -48.60% | Trim |
| 16 | BMRN | Biomarin Pharmaceutical Inc | -1.8% | — | Trim |
| 17 | DXCM | Dexcom Inc | — | EXIT | Sold out |
| 18 | GH | Guardant Health Inc | — | NEW | New buy |
| 19 | SRRK | Scholar Rock Holding CORP | — | NEW | New buy |
| 20 | BBIO | Bridgebio Pharma Inc | — | NEW | New buy |
| 21 | INSP | Inspire Medical Systems Inc | — | EXIT | Sold out |
| 22 | ASND | Ascendis Pharma A/S | — | EXIT | Sold out |
| 23 | FTRE | Fortrea Holdings Inc | — | NEW | New buy |
| 24 | TMDX | Transmedics Group Inc | — | EXIT | Sold out |
| 25 | CMPS | Compass Pathways PLC | — | NEW | New buy |
| 26 | 260 | Centessa Pharmaceuticals-adr | — | NEW | New buy |
| 27 | ALKS | Alkermes plc | — | 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 23 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ARGX, INSM, NTRA) accounted for 31.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
GH
市值: $17.8M
Top Position Liquidated / Trimmed
DXCM
前期市值: $24.4M
During Q3 2025, Eagle Health Investments LP's top holdings by market value included ARGX (15.0%)、INSM (10.3%)、NTRA (8.6%). The largest single position, ARGX, represented 15.0% of total portfolio value.
In Q3 2025, Eagle Health Investments LP made 23 total portfolio adjustments, initiating 7 new buys, adding to 3 positions, trimming 9 holdings, and fully liquidating 4 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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