$156 Million is the total value of Eagle Health Investments LP's 24 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IQV | New | IQVIA HLDGS INC | $12,968,000 | – | 72,377 | +100.0% | 8.30% | – |
| HUM | New | HUMANA INC | $12,785,000 | – | 31,162 | +100.0% | 8.18% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $12,290,000 | – | 52,000 | +100.0% | 7.86% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $11,575,000 | – | 24,851 | +100.0% | 7.40% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $11,503,000 | – | 230,100 | +100.0% | 7.36% | – |
| ALNY | New | ALNYLAM PHARMACEUTICALS INC | $11,151,000 | – | 85,793 | +100.0% | 7.13% | – |
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $10,625,000 | – | 70,000 | +100.0% | 6.80% | – |
| AXNX | New | AXONICS MODULATION TECHNOLOG | $9,127,000 | – | 182,840 | +100.0% | 5.84% | – |
| NTRA | New | NATERA INC | $7,822,000 | – | 78,600 | +100.0% | 5.00% | – |
| BPMC | New | BLUEPRINT MEDICINES CORP | $6,960,000 | – | 62,060 | +100.0% | 4.45% | – |
| ALXN | New | ALEXION PHARMACEUTICALS INC | $6,707,000 | – | 42,929 | +100.0% | 4.29% | – |
| ILMN | New | ILLUMINA INC | $5,809,000 | – | 15,700 | +100.0% | 3.72% | – |
| ARGX | New | ARGENX SEsponsored adr | $5,760,000 | – | 19,587 | +100.0% | 3.68% | – |
| DXCM | New | DEXCOM INC | $5,102,000 | – | 13,800 | +100.0% | 3.26% | – |
| ADPT | New | ADAPTIVE BIOTECHNOLOGIES COR | $4,939,000 | – | 83,535 | +100.0% | 3.16% | – |
| GH | New | GUARDANT HEALTH INC | $4,183,000 | – | 32,460 | +100.0% | 2.68% | – |
| OM | New | OUTSET MED INC | $4,092,000 | – | 72,000 | +100.0% | 2.62% | – |
| AGIO | New | AGIOS PHARMACEUTICALS INC | $3,020,000 | – | 69,700 | +100.0% | 1.93% | – |
| JWS | New | JAWS ACQUISITION CORP | $2,525,000 | – | 188,300 | +100.0% | 1.62% | – |
| LGVW | New | LONGVIEW ACQUISITION CORP | $2,258,000 | – | 114,100 | +100.0% | 1.44% | – |
| FDMT | New | 4D MOLECULAR THERAPEUTICS IN | $2,073,000 | – | 50,000 | +100.0% | 1.33% | – |
| DRNA | New | DICERNA PHARMACEUTICALS INC | $1,520,000 | – | 69,000 | +100.0% | 0.97% | – |
| SEER | New | SEER INC | $1,123,000 | – | 20,000 | +100.0% | 0.72% | – |
| DFHT | New | DEERFIELD HEALTHCARE TECH AC | $421,000 | – | 27,008 | +100.0% | 0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| IQVIA HLDGS INC | 12 | Q3 2023 | 9.6% |
| UNITED THERAPEUTICS CORP DEL | 12 | Q3 2023 | 8.7% |
| ALNYLAM PHARMACEUTICALS INC | 12 | Q3 2023 | 8.5% |
| NATERA INC | 12 | Q3 2023 | 8.5% |
| ARGENX SE | 12 | Q3 2023 | 7.0% |
| DEXCOM INC | 12 | Q3 2023 | 5.7% |
| OUTSET MED INC | 12 | Q3 2023 | 7.3% |
| AGIOS PHARMACEUTICALS INC | 12 | Q3 2023 | 7.2% |
| ADAPTIVE BIOTECHNOLOGIES COR | 12 | Q3 2023 | 5.1% |
| GUARDANT HEALTH INC | 12 | Q3 2023 | 3.8% |
View Eagle Health Investments LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-10-20 |
View Eagle Health Investments LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.