Eagle Health Investments LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ARGENX SE(ARGX) | 77,430 | 77,430 | 0 | 42,680,965 | 57,109,271 | 14.99% | +14,428,306 |
| FORTREA HLDGS INC(FTRE) | 0 | 988,772 | +988,772 | 0 | 8,325,460 | 2.19% | +8,325,460 |
| GUARDANT HEALTH INC(GH) | 212,000 | 284,100 | +72,100 | 11,032,480 | 17,750,568 | 4.66% | +6,718,088 |
| COMPASS PATHWAYS PLC(CMPS) | 0 | 935,450 | +935,450 | 0 | 5,360,129 | 1.41% | +5,360,129 |
| SCHOLAR ROCK HLDG CORP(SRRK) | 269,400 | 363,300 | +93,900 | 9,542,148 | 13,529,292 | 3.55% | +3,987,144 |
| EXACT SCIENCES CORP(EXK) | 223,750 | 270,950 | +47,200 | 11,890,075 | 14,823,675 | 3.89% | +2,933,600 |
| CENTESSA PHARMACEUTICALS PLC | 0 | 103,100 | +103,100 | 0 | 2,500,175 | 0.66% | +2,500,175 |
| ICON PLC(ICLR) | 202,790 | 182,590 | -20,200 | 29,495,806 | 31,953,250 | 8.39% | +2,457,444 |
| ALKERMES PLC(ALKS) | 0 | 81,800 | +81,800 | 0 | 2,454,000 | 0.64% | +2,454,000 |
| BRIDGEBIO PHARMA INC(BBIO) | 259,300 | 259,300 | 0 | 11,196,574 | 13,468,042 | 3.54% | +2,271,468 |
| IMMUNOCORE HLDGS PLC(IMCR) | 46,300 | 46,300 | 0 | 1,452,894 | 1,682,079 | 0.44% | +229,185 |
| VIR BIOTECHNOLOGY INC(VIR) | 240,500 | 240,500 | 0 | 1,212,120 | 1,373,255 | 0.36% | +161,135 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 366,812 | 366,812 | 0 | 20,163,656 | 19,866,538 | 5.22% | -297,118 |
| INTUITIVE SURGICAL INC | 4,390 | 4,390 | 0 | 2,385,570 | 1,963,340 | 0.52% | -422,230 |
| AGIOS PHARMACEUTICALS INC(AGIO) | 330,830 | 246,230 | -84,600 | 11,003,406 | 9,883,672 | 2.59% | -1,119,734 |
| AKERO THERAPEUTICS INC | 226,400 | 226,400 | 0 | 12,080,704 | 10,749,472 | 2.82% | -1,331,232 |
| ULTRAGENYX PHARMACEUTICAL IN(RARE) | 627,600 | 697,000 | +69,400 | 22,819,536 | 20,965,760 | 5.50% | -1,853,776 |
| ILLUMINA INC(ILMN) | 343,361 | 322,261 | -21,100 | 32,760,073 | 30,605,127 | 8.03% | -2,154,946 |
| INSMED INC(INSM) | 428,600 | 271,600 | -157,000 | 43,134,304 | 39,113,116 | 10.27% | -4,021,188 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 46,086 | 23,686 | -22,400 | 15,028,184 | 10,800,816 | 2.84% | -4,227,368 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 217,200 | 162,800 | -54,400 | 27,299,868 | 22,853,864 | 6.00% | -4,446,004 |
| PROCEPT BIOROBOTICS CORP(PRCT) | 299,089 | 308,434 | +9,345 | 17,227,526 | 11,008,009 | 2.89% | -6,219,517 |
| NATERA INC(NTRA) | 235,964 | 203,664 | -32,300 | 39,863,758 | 32,783,794 | 8.61% | -7,079,964 |
| UNITEDHEALTH GROUP INC(UNH) | 60,888 | 0 | -60,888 | 18,995,229 | 0 | — | -18,995,229 |
| DEXCOM INC(DXCM) | 273,821 | 0 | -273,821 | 23,901,835 | 0 | — | -23,901,835 |