$514 Million is the total value of Eagle Health Investments LP's 27 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SGEN | SEAGEN INC | $35,412,408 | +57.6% | 174,902 | 0.0% | 6.89% | +33.0% | |
| UTHR | UNITED THERAPEUTICS CORP DEL | $29,392,062 | -19.5% | 131,238 | 0.0% | 5.72% | -32.0% | |
| INSP | INSPIRE MED SYS INC | $23,768,170 | -7.1% | 101,543 | 0.0% | 4.63% | -21.6% | |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $7,527,690 | -22.6% | 437,911 | 0.0% | 1.46% | -34.7% | |
| AGIO | AGIOS PHARMACEUTICALS INC | $6,147,461 | -18.2% | 267,630 | 0.0% | 1.20% | -31.0% | |
| AMWL | AMERICAN WELL CORPcl a | $3,292,292 | -16.6% | 1,395,039 | 0.0% | 0.64% | -29.6% | |
| CMAX | CAREMAX INC | $1,908,396 | -26.8% | 714,755 | 0.0% | 0.37% | -38.2% | |
| OLK | OLINK HLDG ABsponsored ads | $901,200 | -11.2% | 40,000 | 0.0% | 0.18% | -25.2% | |
| BEAM | BEAM THERAPEUTICS INC | $884,918 | -21.7% | 28,900 | 0.0% | 0.17% | -34.1% | |
| BCYC | BICYCLE THERAPEUTICS PLCsponsored ads | $499,845 | -28.1% | 23,500 | 0.0% | 0.10% | -39.4% | |
| LYEL | LYELL IMMUNOPHARMA INC | $236,000 | -32.0% | 100,000 | 0.0% | 0.05% | -42.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
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.