Data as of Q4 2025 (Dec 31, 2025)

Eagle Health Investments LP

โ€ขCIK: 1842545โ€ขFiling: Q4 2025

**Eagle Health Investments LP** manages $455M across a concentrated portfolio of 30 positions, demonstrating a focused approach within the healthcare sector. The fund's top holdings include ARGX at $52.8M and BCLYF at $45.0M, signaling significant conviction in specific biopharma catalysts. Further allocations to NTRA ($42.0M) and IM8N ($36.7M) underscore a deep, actionable research mandate. This structure suggests an active, high-conviction strategy targeting near-term value inflection points in specialized medical science.

Total AUM
$455.1M
QoQ Performance
+19.5%
Positions
30
Top 10 Concentration
70.7%
Latest Filing
Q4 2025

Top Holdings Allocation

ARGX
ICLR
NTRA
IM8N
ILMN
GH
NBIX
ARGX11.6%
ICLR9.9%
NTRA9.2%
IM8N8.1%
ILMN6.7%
GH6.4%
NBIX5.1%
BMRN4.8%

๐Ÿ“ˆ Biggest Buys

ICLR
ICON PLC
+35.3%
9.9% of portfolio
TERN
TERNS PHARMACEUTICALS INC
NEW
2.4% of portfolio
KYMR
KYMERA THERAPEUTICS INC
NEW
2.3% of portfolio
RVMD
REVOLUTION MEDICINES INC
NEW
2.0% of portfolio
LEGN
LEGEND BIOTECH CORP
NEW
2.0% of portfolio

๐Ÿ“‰ Biggest Sells

EXK
EXACT SCIENCES CORP
-45.5%
3.3% of portfolio
ARGX
ARGENX SE
-19.0%
11.6% of portfolio
ILMN
ILLUMINA INC
-28.3%
6.7% of portfolio
IM8N
INSMED INC
-22.3%
8.1% of portfolio
NTRA
NATERA INC
-10.0%
9.2% of portfolio

Sector Breakdown

Other100.0%

๐Ÿšช Exited Positionssold since Q3 2025

RARE
ULTRAGENYX PHARMACEUTICAL IN
SOLD
$21.0M
ALNY
ALNYLAM PHARMACEUTICALS INC
SOLD
$10.8M
AKRO
AKERO THERAPEUTICS INC
SOLD
$10.7M
AGIO
AGIOS PHARMACEUTICALS INC
SOLD
$9.9M

Changes from Q3 2025

NEW11 new positions
โ†‘3 increased
โ†“5 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023