$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UTHR | UNITED THERAPEUTICS CORP DEL | $37,523,000 | +31.3% | 159,238 | 0.0% | 8.75% | +24.3% | |
| AXNX | AXONICS INC | $14,534,000 | -9.5% | 256,465 | 0.0% | 3.39% | -14.3% | |
| BPMC | BLUEPRINT MEDICINES CORP | $8,615,000 | -20.9% | 170,551 | 0.0% | 2.01% | -25.1% | |
| GH | GUARDANT HEALTH INC | $6,130,000 | -39.1% | 151,960 | 0.0% | 1.43% | -42.4% | |
| CMAX | CAREMAX INC | $2,595,000 | -51.4% | 714,755 | 0.0% | 0.60% | -54.0% | |
| BEAM | BEAM THERAPEUTICS INC | $1,119,000 | -32.4% | 28,900 | 0.0% | 0.26% | -36.0% | |
| ARVN | ARVINAS INC | $968,000 | -37.5% | 23,000 | 0.0% | 0.23% | -40.7% | |
| LYEL | LYELL IMMUNOPHARMA INC | $652,000 | +29.1% | 100,000 | 0.0% | 0.15% | +22.6% | |
| OLK | OLINK HLDG ABsponsored ads | $608,000 | -13.9% | 40,000 | 0.0% | 0.14% | -18.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-11
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 | 2024-05-14 |
| 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 |
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.