$454 Million is the total value of Eagle Health Investments LP's 23 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DHR | Buy | DANAHER CORPORATION | $43,438,589 | +5.2% | 175,085 | +1.7% | 9.57% | +24.0% |
| LNTH | Buy | LANTHEUS HLDGS INC | $28,952,316 | +36.3% | 416,700 | +64.6% | 6.38% | +60.6% |
| DXCM | Buy | DEXCOM INC | $25,760,597 | +23.4% | 276,105 | +70.0% | 5.68% | +45.5% |
| TMDX | Buy | TRANSMEDICS GROUP INC | $22,677,724 | +16.4% | 414,205 | +78.5% | 5.00% | +37.2% |
| SRPT | Buy | SAREPTA THERAPEUTICS INC | $21,117,979 | +89.4% | 174,212 | +79.0% | 4.65% | +123.3% |
| INSP | Buy | INSPIRE MED SYS INC | $18,503,141 | -21.8% | 93,243 | +28.0% | 4.08% | -7.8% |
| OM | Buy | OUTSET MED INC | $16,260,312 | -38.1% | 1,494,514 | +24.5% | 3.58% | -27.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-27
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.