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Eagle Health Investments LP

CIK:0001842545
Hedge Fund
$712M AUM
21 holdings
Greenwich, CT, US
Founded:2019
9 employees
Latest filing:Jun 30, 2025

Eagle Health Investments LP is a hedge fund founded in 2019 and headquartered in Greenwich, Connecticut. The firm manages assets primarily for pooled investment vehicles, focusing on public equities in the healthcare sector. As of 2025, it operates with approximately 9 employees, the majority of whom are investors, and reports to U.S. regulators as an investment adviser.

Investment Strategy

Eagle Health Investments LP implements a long/short equity strategy focused on the healthcare sector, investing predominantly in publicly traded healthcare companies. The fund seeks to identify compelling investment opportunities across biotechnology, pharmaceuticals, medical devices, and related healthcare services, leveraging in-depth research and sector expertise to generate alpha for its clients. The client base primarily consists of pooled investment vehicles, and the portfolio is constructed with a combination of fundamental analysis and sector-specific knowledge.

Latest 13F Filing Activity

Eagle Health Investments LP filed their most recent 13F report on Jun 30, 2025 disclosing 21 equity positions with a total 13F market value of $405M. The fund increased holdings in Unitedhealth Group Inc., Bridgebio Pharma Inc., Guardant Health Inc. among other positions. Eagle Health Investments LP reduced exposure to Inspire Med SYS Inc., Ascendis Pharma A/s, Icon PLC among others.

Top Buys
U
UNHUNITEDHEALTH GROUP INC
+$19.0M
B
BBIOBRIDGEBIO PHARMA INC
+$11.2M
G
GHGUARDANT HEALTH INC
+$11.0M
S
SRRKSCHOLAR ROCK HLDG CORP
+$9.5M
I
INSMINSMED INC
+$9.3M
Top Sells
I
INSPINSPIRE MED SYS INC
-$12.9M
A
ASNDASCENDIS PHARMA A/S
-$8.8M
I
ICLRICON PLC
-$7.1M
B
BMRNBIOMARIN PHARMACEUTICAL INC
-$6.9M
T
TMDXTRANSMEDICS GROUP INC
-$6.8M

Top Holdings

I
INSMINSMED INC
+10.6%$43.1M
A
ARGXARGENX SE
+10.5%$42.7M
N
NTRANATERA INC
+9.8%$39.9M
I
ILMNILLUMINA INC
+8.1%$32.8M
I
ICLRICON PLC
+7.3%$29.5M

Equity Positions (21)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
INSMED INC10.65%$43.1M428,600$66.34$100.64+$9.3M
ARGENX SE10.53%$42.7M77,430$334.03$551.22-$1.7M
NATERA INC9.84%$39.9M235,964$56.06$168.94+$302.3K
ILLUMINA INC8.09%$32.8M343,361$153.13$95.41+$5.5M
ICON PLC7.28%$29.5M202,790$207.87$145.45-$7.1M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+35.5%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+25.3%
SERVICES-MEDICAL LABORATORIES
+19.3%
SERVICES-COMMERCIAL PHYSICAL & BIOLOGICAL RESEARCH
+8.4%
LABORATORY ANALYTICAL INSTRUMENTS
+8.0%