Eagle Health Investments LP - Q2 2022 holdings

$429 Million is the total value of Eagle Health Investments LP's 28 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 28.6% .

 Value Shares↓ Weighting
SGEN BuySEAGEN INC$46,447,000
+39.9%
262,502
+13.9%
10.83%
+32.4%
HUM BuyHUMANA INC$37,535,000
+10.7%
80,191
+3.0%
8.75%
+4.8%
UTHR  UNITED THERAPEUTICS CORP DEL$37,523,000
+31.3%
159,2380.0%8.75%
+24.3%
IQV BuyIQVIA HLDGS INC$27,361,000
+5.7%
126,095
+12.6%
6.38%
-0.0%
AZN SellASTRAZENECA PLCsponsored adr$25,309,000
-14.4%
383,065
-14.0%
5.90%
-19.0%
ARGX SellARGENX SEsponsored adr$22,846,000
+3.7%
60,300
-13.7%
5.33%
-1.9%
ILMN NewILLUMINA INC$21,959,000119,108
+100.0%
5.12%
ALNY BuyALNYLAM PHARMACEUTICALS INC$21,787,000
+1.7%
149,380
+13.8%
5.08%
-3.8%
NTRA BuyNATERA INC$20,236,000
+11.2%
570,994
+27.6%
4.72%
+5.2%
DXCM BuyDEXCOM INC$17,671,000
-11.2%
237,100
+509.5%
4.12%
-16.0%
INSP BuyINSPIRE MED SYS INC$17,199,000
-12.1%
94,153
+23.5%
4.01%
-16.9%
CANO BuyCANO HEALTH INC$16,717,000
-10.9%
3,816,712
+29.2%
3.90%
-15.7%
AMWL SellAMERICAN WELL CORPcl a$16,163,000
+0.7%
3,741,413
-1.8%
3.77%
-4.7%
OM BuyOUTSET MED INC$15,142,000
+1.4%
1,018,960
+209.7%
3.53%
-4.1%
AXNX  AXONICS INC$14,534,000
-9.5%
256,4650.0%3.39%
-14.3%
ISRG NewINTUITIVE SURGICAL INC$13,153,00065,530
+100.0%
3.07%
AGIO BuyAGIOS PHARMACEUTICALS INC$12,779,000
+1.8%
576,413
+33.6%
2.98%
-3.7%
TXG New10X GENOMICS INC$11,819,000261,200
+100.0%
2.76%
ADPT BuyADAPTIVE BIOTECHNOLOGIES COR$9,828,000
-30.2%
1,214,860
+19.7%
2.29%
-34.0%
BPMC  BLUEPRINT MEDICINES CORP$8,615,000
-20.9%
170,5510.0%2.01%
-25.1%
GH  GUARDANT HEALTH INC$6,130,000
-39.1%
151,9600.0%1.43%
-42.4%
CMAX  CAREMAX INC$2,595,000
-51.4%
714,7550.0%0.60%
-54.0%
FDMT Buy4D MOLECULAR THERAPEUTICS IN$1,825,000
-8.6%
261,423
+97.9%
0.42%
-13.6%
BEAM  BEAM THERAPEUTICS INC$1,119,000
-32.4%
28,9000.0%0.26%
-36.0%
ARVN  ARVINAS INC$968,000
-37.5%
23,0000.0%0.23%
-40.7%
LYEL  LYELL IMMUNOPHARMA INC$652,000
+29.1%
100,0000.0%0.15%
+22.6%
OLK  OLINK HLDG ABsponsored ads$608,000
-13.9%
40,0000.0%0.14%
-18.4%
BCYC NewBICYCLE THERAPEUTICS PLCsponsored ads$394,00023,500
+100.0%
0.09%
CCCC ExitC4 THERAPEUTICS INC$0-47,200
-100.0%
-0.28%
KYMR ExitKYMERA THERAPEUTICS INC$0-37,000
-100.0%
-0.39%
MRTX ExitMIRATI THERAPEUTICS INC$0-52,000
-100.0%
-1.05%
VRTX ExitVERTEX PHARMACEUTICALS INC$0-82,144
-100.0%
-5.28%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-08-11
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
IQVIA HLDGS INC12Q3 20239.6%
UNITED THERAPEUTICS CORP DEL12Q3 20238.7%
ALNYLAM PHARMACEUTICALS INC12Q3 20238.5%
NATERA INC12Q3 20238.5%
ARGENX SE12Q3 20237.0%
DEXCOM INC12Q3 20235.7%
OUTSET MED INC12Q3 20237.3%
AGIOS PHARMACEUTICALS INC12Q3 20237.2%
ADAPTIVE BIOTECHNOLOGIES COR12Q3 20235.1%
GUARDANT HEALTH INC12Q3 20233.8%

View Eagle Health Investments LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-12
13F-HR2023-10-27
13F-HR2023-08-14
13F-HR2023-05-12
13F-HR2023-02-13
13F-HR2022-11-14
13F-HR2022-08-11
13F-HR2022-05-12
13F-HR2022-02-10
13F-HR2021-10-20

View Eagle Health Investments LP's complete filings history.

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