Eagle Health Investments LP
โขCIK: 1842545โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other100.0%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW11 new positions
โ3 increased
โ5 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023