EAGLE HEALTH INVESTMENTS LP
Q2 2025 Form 13-F
GREENWICH, CONNECTICUT
CIK 0001842545
· CRD 309210
· SEC-registered investment adviser
$405.2M Reported Value Total
EAGLE HEALTH INVESTMENTS LP reports 3 total accounts under management (AUM). There are 3 discretionary accounts valued at $711,903,596, 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.
Private funds (Form ADV)
1 fund
· $605.3M gross asset value
Hedge Fund: $605.3M
Source: Form ADV filed 2026-03-28
Reported value
$405.2M
Quarter over quarter
+8.6%
Holdings
21
Top-10 concentration
74.3%
Key People
Form ADV owners & control persons
Gary Johnathan Stern
FOUNDER AND CHIEF INVESTMENT OFFICER
Michelle Nmn Dea
CHIEF COMPLIANCE OFFICER
Filing Navigation
13F Metrics
Loading 13F Metrics
Q2 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | August 12, 2025 |
| Form | 13F-HR |
| Reported value | $405.2M |
| Positions | 21 |
| Change in reported value | +5.2% |
| New positions | 4 |
| Exited positions | 3 |
| Position turnover | 29.2% |
| Top-10 concentration | 74.3% |
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 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | INSM INSMED INC | $43.1M | 10.65% |
| 2 | ARGX ARGENX SE | $42.7M | 10.53% |
| 3 | NTRA NATERA INC | $39.9M | 9.84% |
| 4 | ILMN ILLUMINA INC | $32.8M | 8.09% |
| 5 | ICLR ICON PLC | $29.5M | 7.28% |
| 6 | NBIX NEUROCRINE BIOSCIENCES INC | $27.3M | 6.74% |
| 7 | DXCM DEXCOM INC | $23.9M | 5.9% |
| 8 | RARE ULTRAGENYX PHARMACEUTICAL IN | $22.8M | 5.63% |
| 9 | BMRN BIOMARIN PHARMACEUTICAL INC | $20.2M | 4.98% |
| 10 | UNH UNITEDHEALTH GROUP INC | $19.0M | 4.69% |
| 11 | PRCT PROCEPT BIOROBOTICS CORP | $17.2M | 4.25% |
| 12 | ALNY ALNYLAM PHARMACEUTICALS INC | $15.0M | 3.71% |
| 13 | AKRO AKERO THERAPEUTICS INC | $12.1M | 2.98% |
| 14 | EXAS EXACT SCIENCES CORP | $11.9M | 2.93% |
| 15 | BBIO BRIDGEBIO PHARMA INC | $11.2M | 2.76% |
| 16 | GH GUARDANT HEALTH INC | $11.0M | 2.72% |
| 17 | AGIO AGIOS PHARMACEUTICALS INC | $11.0M | 2.72% |
| 18 | SRRK SCHOLAR ROCK HLDG CORP | $9.5M | 2.36% |
| 19 | ISRG INTUITIVE SURGICAL INC | $2.4M | 0.59% |
| 20 | IMCR IMMUNOCORE HLDGS PLC | $1.5M | 0.36% |
Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.