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View AllLatest Eagle Health Investments LP Stock Portfolio
$492Million
Equity Portfolio Value
Last Reported on: 12 Feb, 2024
About Eagle Health Investments LP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Eagle Health Investments LP reported an equity portfolio of $492.1 Millions as of 31 Dec, 2023.
The top stock holdings of Eagle Health Investments LP are ICLR, ILMN, NTRA. The fund has invested 9.5% of it's portfolio in ICON PLC and 9% of portfolio in ILLUMINA INC.
The fund managers got completely rid off OUTSET MED INC (OM), POINT BIOPHARMA GLOBAL INC (PNT) and CAREMAX INC (CMAX) stocks. They significantly reduced their stock positions in LANTHEUS HLDGS INC (LNTH), GUARDANT HEALTH INC (GH) and TRANSMEDICS GROUP INC (TMDX). Eagle Health Investments LP opened new stock positions in PACIFIC BIOSCIENCES CALIF IN (PACB) and IMMUNOCORE HLDGS PLC (IMCR). The fund showed a lot of confidence in some stocks as they added substantially to ILLUMINA INC (ILMN), ARGENX SE (ARGX) and AGIOS PHARMACEUTICALS INC (AGIO).
The top stock holdings of Eagle Health Investments LP are ICLR, ILMN, NTRA. The fund has invested 9.5% of it's portfolio in ICON PLC and 9% of portfolio in ILLUMINA INC.
The fund managers got completely rid off OUTSET MED INC (OM), POINT BIOPHARMA GLOBAL INC (PNT) and CAREMAX INC (CMAX) stocks. They significantly reduced their stock positions in LANTHEUS HLDGS INC (LNTH), GUARDANT HEALTH INC (GH) and TRANSMEDICS GROUP INC (TMDX). Eagle Health Investments LP opened new stock positions in PACIFIC BIOSCIENCES CALIF IN (PACB) and IMMUNOCORE HLDGS PLC (IMCR). The fund showed a lot of confidence in some stocks as they added substantially to ILLUMINA INC (ILMN), ARGENX SE (ARGX) and AGIOS PHARMACEUTICALS INC (AGIO).
New Buys
| Ticker | $ Bought |
|---|---|
| PACIFIC BIOSCIENCES CALIF IN | 14,937,900 |
| IMMUNOCORE HLDGS PLC | 3,163,220 |
New stocks bought by Eagle Health Investments LP
Additions
| Ticker | % Inc. |
|---|---|
| ILLUMINA INC | 170 |
| ARGENX SE | 31.35 |
| AGIOS PHARMACEUTICALS INC | 23.61 |
| INSPIRE MED SYS INC | 21.73 |
| NATERA INC | 15.98 |
| DEXCOM INC | 12.03 |
| SAREPTA THERAPEUTICS INC | 8.69 |
Additions to existing portfolio by Eagle Health Investments LP
Reductions
| Ticker | % Reduced |
|---|---|
| LANTHEUS HLDGS INC | -89.63 |
| GUARDANT HEALTH INC | -41.37 |
| TRANSMEDICS GROUP INC | -23.99 |
| DANAHER CORPORATION | -20.11 |
| IQVIA HLDGS INC | -15.77 |
| ICON PLC | -11.33 |
Eagle Health Investments LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| OUTSET MED INC | -16,260,300 |
| CAREMAX INC | -1,515,280 |
| POINT BIOPHARMA GLOBAL INC | -2,041,970 |
Eagle Health Investments LP got rid off the above stocks
Current Stock Holdings of Eagle Health Investments LP
Last Reported on: 12 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 1.21 | 1,214,860 | 5,952,810 | UNCHANGED | 0.00 | |
| AGIO | AGIOS PHARMACEUTICALS INC | 1.50 | 330,830 | 7,367,580 | ADDED | 23.61 | |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 5.32 | 136,756 | 26,176,500 | UNCHANGED | 0.00 | |
| ARGX | ARGENX SE | 6.54 | 84,590 | 32,180,600 | ADDED | 31.35 | |
| CMAX | CAREMAX INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DHR | DANAHER CORPORATION | 7.42 | 157,785 | 36,502,000 | REDUCED | -20.11 | |
| DXCM | DEXCOM INC | 7.80 | 309,318 | 38,383,300 | ADDED | 12.03 | |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | 1.80 | 437,911 | 8,872,080 | UNCHANGED | 0.00 | |
| FUSN | FUSION PHARMACEUTICALS INC | 1.13 | 579,769 | 5,571,580 | UNCHANGED | 0.00 | |
| GH | GUARDANT HEALTH INC | 0.66 | 120,109 | 3,248,950 | REDUCED | -41.37 | |
| ICLR | ICON PLC | 9.50 | 165,100 | 46,734,900 | REDUCED | -11.33 | |
| ILMN | ILLUMINA INC | 9.02 | 318,754 | 44,383,300 | ADDED | 170 | |
| IMCR | IMMUNOCORE HLDGS PLC | 0.64 | 46,300 | 3,163,220 | NEW | ||
| INSP | INSPIRE MED SYS INC | 4.69 | 113,503 | 23,089,900 | ADDED | 21.73 | |
| IQV | IQVIA HLDGS INC | 8.16 | 173,595 | 40,166,400 | REDUCED | -15.77 | |
| ISRG | INTUITIVE SURGICAL INC | 2.97 | 43,390 | 14,638,000 | UNCHANGED | 0.00 | |
| LNTH | LANTHEUS HLDGS INC | 0.54 | 43,200 | 2,678,400 | REDUCED | -89.63 | |
| NTRA | NATERA INC | 8.79 | 690,862 | 43,275,600 | ADDED | 15.98 | |
| OM | OUTSET MED INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PACB | PACIFIC BIOSCIENCES CALIF IN | 3.04 | 1,522,720 | 14,937,900 | NEW | ||
| PNT | POINT BIOPHARMA GLOBAL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PRCT | PROCEPT BIOROBOTICS CORP | 2.87 | 337,218 | 14,132,800 | UNCHANGED | 0.00 | |
| SRPT | SAREPTA THERAPEUTICS INC | 3.71 | 189,356 | 18,259,600 | ADDED | 8.69 | |
| TMDX | TRANSMEDICS GROUP INC | 5.05 | 314,855 | 24,851,500 | REDUCED | -23.99 | |
| UTHR | UNITED THERAPEUTICS CORP DEL | 7.63 | 170,838 | 37,565,600 | UNCHANGED | 0.00 |