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CIK: 0001842545
Total reported value
$603.3M
$603.3M
30 檔
34.3%
The Q4 2025 SEC filing reveals that Eagle Health Investments LP held a total portfolio value of $603.3M, covering 30 public equity positions.
In Q4 2025, Eagle Health Investments LP displayed an active expansion posture, initiating 11 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARGX | Argenx Se - Adr | Stock-Healthcare | 11.59% | +2.00% | -18.98% | |
| 2 | ICLR | ICON Public Limited Company | Stock-Healthcare | 9.89% | +1.93% | +35.33% | |
| 3 | NTRA | Natera Inc | Stock-Healthcare | 9.23% | -3.55% | -10.02% | |
| 4 | INSM | Insmed Inc | Stock-Healthcare | 8.07% | +0.38% | -22.35% | |
| 5 | ILMN | Illumina Inc | Stock-Healthcare | 6.66% | +1.42% | -28.27% | |
| 6 | GH | Guardant Health Inc | Stock-Healthcare | 6.38% | +2.47% | — | |
| 7 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 5.07% | — | — | |
| 8 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 4.79% | +0.92% | — | |
| 9 | FTRE | Fortrea Holdings Inc | Stock-Healthcare | 4.62% | +1.26% | +23.24% | |
| 10 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 4.36% | -3.47% | EXIT | |
| 11 | SRRK | Scholar Rock Holding CORP | Stock-Other | 3.52% | +0.81% | — | |
| 12 | EXK | Exact Sciences CORP | Stock-Materials | 3.30% | — | -45.47% | |
| 13 | 430 | Terns Pharmaceuticals Inc | Stock-Other | 2.44% | -3.80% | EXIT | |
| 14 | KYMR | Kymera Therapeutics Inc | Stock-Other | 2.33% | +1.04% | — | |
| 15 | CMPS | Compass Pathways PLC | Stock-Other | 2.30% | +2.84% | +62.42% | |
| 16 | PRCT | Procept Biorobotics CORP | Stock-Other | 2.13% | -2.51% | EXIT | |
| 17 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 2.03% | +1.71% | — | |
| 18 | LEGN | Legend Biotech Corp-adr | Stock-Other | 1.95% | — | — | |
| 19 | ATAI | AtaiBeckley Inc. | Stock-Other | 1.51% | — | — | |
| 20 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 1.37% | — | — | |
| 21 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 1.10% | +1.74% | — | |
| 22 | QURE | uniQure N.V. | Stock-Other | 1.08% | — | — | |
| 23 | PRAX | Praxis Precision Medicines I | Stock-Other | 0.97% | — | — | |
| 24 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.57% | -1.49% | EXIT | |
| 25 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.55% | -0.06% | — | |
| 26 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 0.54% | — | — | |
| 27 | ALKS | Alkermes plc | Stock-Healthcare | 0.50% | +1.10% | — | |
| 28 | IRON | Disc Medicine Inc | Stock-Other | 0.47% | — | — | |
| 29 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.35% | — | — | |
| 30 | VIR | Vir Biotechnology Inc | Stock-Other | 0.32% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FTRE | Fortrea Holdings Inc | +2.4% | +23.24% | Add |
| 2 | GH | Guardant Health Inc | +1.7% | — | Unchanged |
| 3 | ICLR | ICON Public Limited Company | +1.5% | +35.33% | Add |
| 4 | CMPS | Compass Pathways PLC | +0.9% | +62.42% | Add |
| 5 | BBIO | Bridgebio Pharma Inc | +0.8% | — | Unchanged |
| 6 | NTRA | Natera Inc | +0.6% | -10.02% | Trim |
| 7 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 8 | SRRK | Scholar Rock Holding CORP | 0% | — | Unchanged |
| 9 | VIR | Vir Biotechnology Inc | 0% | — | Unchanged |
| 10 | 260 | Centessa Pharmaceuticals-adr | -0.1% | — | Unchanged |
| 11 | IMCR | Immunocore Holdings Plc-adr | -0.1% | — | Unchanged |
| 12 | ALKS | Alkermes plc | -0.1% | — | Unchanged |
| 13 | BMRN | Biomarin Pharmaceutical Inc | -0.4% | — | Unchanged |
| 14 | EXK | Exact Sciences CORP | -0.6% | -45.47% | Trim |
| 15 | PRCT | Procept Biorobotics CORP | -0.8% | — | Unchanged |
| 16 | NBIX | Neurocrine Biosciences Inc | -0.9% | — | Unchanged |
| 17 | ILMN | Illumina Inc | -1.4% | -28.27% | Trim |
| 18 | INSM | Insmed Inc | -2.2% | -22.35% | Trim |
| 19 | ARGX | Argenx Se - Adr | -3.4% | -18.98% | Trim |
| 20 | RARE | Ultragenyx Pharmaceutical In | — | EXIT | Sold out |
| 21 | 430 | Terns Pharmaceuticals Inc | — | NEW | New buy |
| 22 | ALNY | Alnylam Pharmaceuticals Inc | — | EXIT | Sold out |
| 23 | AKRO | Akero Therapeutics Inc | — | EXIT | Sold out |
| 24 | KYMR | Kymera Therapeutics Inc | — | NEW | New buy |
| 25 | AGIO | Agios Pharmaceuticals Inc | — | EXIT | Sold out |
| 26 | RVMD | Revolution Medicines Inc | — | NEW | New buy |
| 27 | LEGN | Legend Biotech Corp-adr | — | NEW | New buy |
| 28 | ATAI | AtaiBeckley Inc. | — | NEW | New buy |
| 29 | SLNOEUR | Soleno Therapeutics Inc | — | NEW | New buy |
| 30 | PTGX | Protagonist Therapeutics Inc | — | NEW | New buy |
| 31 | QURE | uniQure N.V. | — | NEW | New buy |
| 32 | PRAX | Praxis Precision Medicines I | — | NEW | New buy |
| 33 | MLTX | Moonlake Immunotherapeutics | — | NEW | New buy |
| 34 | IRON | Disc Medicine Inc | — | 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 30 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ARGX, ICLR, NTRA) accounted for 34.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
430
市值: $11.1M
Top Position Liquidated / Trimmed
RARE
前期市值: $21.0M
During Q4 2025, Eagle Health Investments LP's top holdings by market value included ARGX (11.6%)、ICLR (9.9%)、NTRA (9.2%). The largest single position, ARGX, represented 11.6% of total portfolio value.
In Q4 2025, Eagle Health Investments LP made 23 total portfolio adjustments, initiating 11 new buys, adding to 3 positions, trimming 5 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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