$406 Million is the total value of Eagle Health Investments LP's 28 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VRTX | VERTEX PHARMACEUTICALS INC | $21,437,000 | +18.8% | 82,144 | 0.0% | 5.28% | +20.2% | |
| INSP | INSPIRE MED SYS INC | $19,573,000 | +11.6% | 76,253 | 0.0% | 4.82% | +12.8% | |
| AXNX | AXONICS INC | $16,055,000 | +11.8% | 256,465 | 0.0% | 3.96% | +13.1% | |
| OM | OUTSET MED INC | $14,937,000 | -1.5% | 329,000 | 0.0% | 3.68% | -0.4% | |
| AGIO | AGIOS PHARMACEUTICALS INC | $12,558,000 | -11.4% | 431,413 | 0.0% | 3.09% | -10.4% | |
| CMAX | CAREMAX INC | $5,339,000 | -2.7% | 714,755 | 0.0% | 1.32% | -1.6% | |
| MRTX | MIRATI THERAPEUTICS INC | $4,275,000 | -44.0% | 52,000 | 0.0% | 1.05% | -43.3% | |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $1,997,000 | -31.1% | 132,090 | 0.0% | 0.49% | -30.3% | |
| BEAM | BEAM THERAPEUTICS INC | $1,656,000 | -28.1% | 28,900 | 0.0% | 0.41% | -27.3% | |
| KYMR | KYMERA THERAPEUTICS INC | $1,566,000 | -33.3% | 37,000 | 0.0% | 0.39% | -32.5% | |
| ARVN | ARVINAS INC | $1,548,000 | -18.1% | 23,000 | 0.0% | 0.38% | -17.2% | |
| CCCC | C4 THERAPEUTICS INC | $1,145,000 | -24.7% | 47,200 | 0.0% | 0.28% | -23.8% | |
| OLK | OLINK HLDG ABsponsored ads | $706,000 | -3.0% | 40,000 | 0.0% | 0.17% | -1.7% | |
| LYEL | LYELL IMMUNOPHARMA INC | $505,000 | -34.8% | 100,000 | 0.0% | 0.12% | -34.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
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.