EAGLE HEALTH INVESTMENTS LP
Q2 2023 Form 13-F

GREENWICH, CONNECTICUT
CIK 0001842545 · CRD 309210 · SEC-registered investment adviser
$534.8M Reported Value Total

EAGLE HEALTH INVESTMENTS LP reports 3 total accounts under management (AUM). There are 3 discretionary accounts valued at $637,089,261, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary Manager
Private funds (Form ADV)
1 fund · $605.3M gross asset value
Hedge Fund: $605.3M
Source: Form ADV filed 2026-03-28
Reported value
$534.8M
Quarter over quarter
+5.4%
Holdings
27
Top-10 concentration
64.0%

Key People

Form ADV owners & control persons
Gary Johnathan Stern
FOUNDER AND CHIEF INVESTMENT OFFICER
Michelle Nmn Dea
CHIEF COMPLIANCE OFFICER

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Q2 2023 13F record

Q2 2023 13F filing summary

Q2 2023 Form 13F portfolio summary
Period of report June 30, 2023
Filed August 14, 2023
Form 13F-HR
Reported value $534.8M
Positions 27
Change in reported value +4.1%
New positions 5
Exited positions 5
Position turnover 31.3%
Top-10 concentration 64.0%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q2 2026 13F
Filed Aug 10, 2026
27 $603.3M
Q1 2026 13F
Filed May 15, 2026
26 $571.8M
Q4 2025 13F
Filed Feb 6, 2026
30 $455.1M
Q3 2025 13F
Filed Nov 7, 2025
23 $380.9M
Q2 2025 13F
Filed Aug 12, 2025
21 $405.2M
Q1 2025 13F
Filed May 12, 2025
20 $385.1M
Q4 2024 13F
Filed Feb 12, 2025
18 $407.9M
Q3 2024 13F
Filed Nov 12, 2024
24 $528.0M
Q2 2024 13F
Filed Aug 13, 2024
25 $570.2M
Q1 2024 13F
Filed May 14, 2024
26 $538.2M
Q4 2023 13F
Filed Feb 12, 2024
22 $492.1M
Q3 2023 13F
Filed Oct 27, 2023
23 $453.8M
Q2 2023 13F
Filed Aug 14, 2023
27 $534.8M
Q1 2023 13F
Filed May 12, 2023
27 $513.7M
Q4 2022 13F
Filed Feb 13, 2023
27 $433.5M
Q3 2022 13F
Filed Nov 14, 2022
28 $435.7M
Q2 2022 13F
Filed Aug 11, 2022
28 $428.9M
Q1 2022 13F
Filed May 12, 2022
28 $405.9M
Q4 2021 13F
Filed Feb 10, 2022
28 $410.4M
Q3 2021 13F
Filed Oct 20, 2021
27 $315.3M

3 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2023

Largest Q2 2023 13F positions by reported value
# Holding Reported value % of portfolio
1 IQV IQVIA HLDGS INC $49.3M 9.22%
2 ICLR ICON PLC $46.6M 8.71%
3 DHR DANAHER CORPORATION $41.3M 7.72%
4 UTHR UNITED THERAPEUTICS CORP DEL $37.7M 7.05%
5 ILMN ILLUMINA INC $31.0M 5.79%
6 ISRG INTUITIVE SURGICAL INC $29.8M 5.58%
7 NTRA NATERA INC $29.0M 5.42%
8 OM OUTSET MED INC $26.3M 4.91%
9 ALNY ALNYLAM PHARMACEUTICALS INC $26.0M 4.86%
10 ARGX ARGENX SE $25.1M 4.69%
11 INSP INSPIRE MED SYS INC $23.6M 4.42%
12 LNTH LANTHEUS HLDGS INC $21.2M 3.97%
13 DXCM DEXCOM INC $20.9M 3.9%
14 CTLT CATALENT INC $19.9M 3.73%
15 TMDX TRANSMEDICS GROUP INC $19.5M 3.64%
16 GH GUARDANT HEALTH INC $15.9M 2.98%
17 PRCT PROCEPT BIOROBOTICS CORP $11.9M 2.23%
18 SRPT SAREPTA THERAPEUTICS INC $11.1M 2.08%
19 ADPT ADAPTIVE BIOTECHNOLOGIES COR $8.2M 1.52%
20 FDMT 4D MOLECULAR THERAPEUTICS IN $7.9M 1.48%

Values as reported on the Q2 2023 Form 13F. Every position is in the holdings table below.

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