Eagle Health Investments LP's Q2 2025 13F: 4 new positions, 3 exits
Form 13F-HR for the quarter ended Jun 30, 2025 · filed Aug 12, 2025 · 21 reported positions · accession 0001172661-25-003039
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| New | UNITEDHEALTH GROUP INC (UNH) | — | 4.7% | +4.7 pts | +60,888 sh | new |
| Exited | INSPIRE MED SYS INC (INSP) | 3.4% | — | −3.4 pts | −81,121 sh | −100% |
| New | BRIDGEBIO PHARMA INC (BBIO) | — | 2.8% | +2.8 pts | +259K sh | new |
| New | GUARDANT HEALTH INC (GH) | — | 2.7% | +2.7 pts | +212K sh | new |
| New | SCHOLAR ROCK HLDG CORP (SRRK) | — | 2.4% | +2.4 pts | +269K sh | new |
| Exited | ASCENDIS PHARMA A/S (ASND) | 2.3% | — | −2.3 pts | −56,500 sh | −100% |
| Reduced | EXACT SCIENCES CORP (EXAS) | 4.4% | 2.9% | −1.4 pts | −165K sh | −42% |
| Reduced | NATERA INC (NTRA) | 10.3% | 9.8% | −0.4 pts | −43,800 sh | −16% |
| Reduced | DEXCOM INC (DXCM) | 6.3% | 5.9% | −0.4 pts | −83,100 sh | −23% |
| Exited | TRANSMEDICS GROUP INC (TMDX) | 1.8% | — | −1.8 pts | −101K sh | −100% |
| Reduced | ALNYLAM PHARMACEUTICALS INC (ALNY) | 4.6% | 3.7% | −0.9 pts | −19,570 sh | −30% |
| Reduced | INSMED INC (INSM) | 8.8% | 10.6% | +1.9 pts | −14,700 sh | −3% |
| Increased | ARGENX SE (ARGX) | 11.5% | 10.5% | −1.0 pts | +2,440 sh | +3% |
| Reduced | NEUROCRINE BIOSCIENCES INC (NBIX) | 6.5% | 6.7% | +0.3 pts | −7,900 sh | −4% |
| Reduced | ICON PLC (ICLR) | 9.5% | 7.3% | −2.2 pts | −6,400 sh | −3% |
| Reduced | BIOMARIN PHARMACEUTICAL INC (BMRN) | 7.0% | 5.0% | −2.0 pts | −15,800 sh | −4% |
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 74.3% of the equity book
Changes in the top 10 this quarter: UNH entered · ALNY left
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | INSMED INC (INSM) | 8.8% | 10.6% | |
| 2 | ARGENX SE (ARGX) | 11.5% | 10.5% | |
| 3 | NATERA INC (NTRA) | 10.3% | 9.8% | |
| 4 | ILLUMINA INC (ILMN) | 7.1% | 8.1% | |
| 5 | ICON PLC (ICLR) | 9.5% | 7.3% | |
| 6 | NEUROCRINE BIOSCIENCES INC (NBIX) | 6.5% | 6.7% | |
| 7 | DEXCOM INC (DXCM) | 6.3% | 5.9% | |
| 8 | ULTRAGENYX PHARMACEUTICAL IN (RARE) | 5.9% | 5.6% | |
| 9 | BIOMARIN PHARMACEUTICAL INC (BMRN) | 7.0% | 5.0% | |
| 10 | UNITEDHEALTH GROUP INC (UNH) | 0.0% | 4.7% | Entered the top 10 |
| — | ALNYLAM PHARMACEUTICALS INC (ALNY) | 4.6% | 3.7% | Left the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).