Eagle Health Investments LP

CIK 1842545 · View on SEC EDGAR ↗

Portfolio value
$603.3M
#3,364 of 9,443 by 13F value · top 35.6%
Positions
27
As of
June 30, 2026

Portfolio value QoQ: +5.5% 13F does not disclose cash

Top 10 holdings weight
66.11%
Top 25 holdings weight
99.69%
Positions above 1%
21
Effective number of positions
17.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 21.06% Est. buys $123,765,131 · sells $218,668,092

Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 50.9% still held

New positions
6
Increased
9
Decreased
4
Closed
6
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+47.9%
S&P 500 total return (same window)
+28.1%
Excess return
+19.8%

Annualized: +29.9% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 98.7% · Options excluded: 3.7%

Sector breakdown

Healthcare
95.2%
N/A
0.1%
Other/Unmapped
4.7%

Full portfolio 27 positions

Type Streak 8Q trend
ARGX argenx SE - American Depositary Shares $70,897,400 11.75% 76,417 $15,153,036 Up ×2
ICLR ICON plc - Ordinary Shares $53,527,521 8.87% 308,143 $13,855,911 Down ×1
GH Guardant Health, Inc. - Common Stock $45,111,771 7.48% 300,685 $16,451,115 Down ×1
INSM Insmed Incorporated - Common Stock $40,955,941 6.79% 384,130 $4,283,147 Up ×2
BMRN BioMarin Pharmaceutical Inc. - Common Stock $35,743,961 5.92% 624,676 $7,170,811 Up ×2
ILMN Illumina, Inc. - Common Stock $32,952,828 5.46% 187,413 $9,852,302
SRRK Scholar Rock Holding Corporation - Common Stock $30,539,960 5.06% 555,272 $6,253,986 Up ×2
PTGX Protagonist Therapeutics, Inc. - Common Stock $30,439,311 5.05% 248,322 $11,538,772 Up ×2
RARE Ultragenyx Pharmaceutical Inc. - Common Stock $29,520,800 4.89% 884,121 $10,998,465
CMPS COMPASS Pathways Plc - American Depository Shares $29,155,042 4.83% 2,060,427 $17,760,881
Unknown issuer (CUSIP: K08588103) $28,314,462 4.69% 106,158 Up ×1
RVMD Revolution Medicines, Inc. - Common Stock $22,538,399 3.74% 120,346 $10,920,525 Up ×2
FTRE Fortrea Holdings Inc. - Common Stock $20,554,168 3.41% 1,181,274 $8,236,953 Down ×1
KYMR Kymera Therapeutics, Inc. - Common Stock $19,052,191 3.16% 166,148 $6,907,176 Up ×2
AXSM Axsome Therapeutics, Inc. - Common Stock $15,922,533 2.64% 65,051 Up ×1
BSX Boston Scientific Corporation Common Stock $15,755,920 2.61% 369,164 $-2,639,368 Up ×1
ALKS Alkermes plc - Ordinary Shares $15,577,138 2.58% 297,302 $7,137,661 Up ×2
IONS Ionis Pharmaceuticals, Inc. - Common Stock $15,428,010 2.56% 194,577 Up ×1
TEM Tempus AI, Inc. - Class A Common Stock $14,845,663 2.46% 256,269 $3,257,179
DNTH Dianthus Therapeutics, Inc. - Common Stock $12,803,413 2.12% 131,344 Up ×1
ATAI AtaiBeckley Inc. - Common Stock $9,008,322 1.49% 1,709,359 $2,957,191
AVTX Avalo Therapeutics, Inc. - Common Stock $4,344,519 0.72% 235,093 Up ×1
NTRA Natera, Inc. - Common Stock $4,301,668 0.71% 15,847 $-20,072,513 Down ×6
LLY Eli Lilly and Company Common Stock $2,391,663 0.40% 1,994 Up ×1
ISRG Intuitive Surgical, Inc. - Common Stock $1,745,815 0.29% 4,390 $-277,931
IMCR Immunocore Holdings plc - American Depositary Shares $1,470,025 0.24% 46,300 $74,080
PCSC Perceptive Capital Solutions Corp - Class A Ordinary Shares $410,024 0.07% 37,686 $-3,391

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
Unknown issuer (CUSIP: K08588103) $28,314,462 106,158 4.69%
AXSM $15,922,533 65,051 2.64%
IONS $15,428,010 194,577 2.56%
DNTH $12,803,413 131,344 2.12%
AVTX $4,344,519 235,093 0.72%
LLY $2,391,663 1,994 0.40%

Top movers (QoQ)

Security Action Shares Δ Value Δ
CMPS Price move only +0 +$17.8M
GH Trimmed -10K +$16.5M
ARGX Bought more +81 +$15.2M
ICLR Trimmed -50K +$13.9M
PTGX Bought more +69K +$11.5M
RARE Price move only +0 +$11.0M
RVMD Bought more +882 +$10.9M
ILMN Price move only +0 +$9.9M
FTRE Trimmed -126K +$8.2M
BMRN Bought more +119K +$7.2M

1 position hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
XBI June 30, 2026 730,000 $93,242,900 No longer tracked
DXCM Sept. 30, 2025 273,821 $23,901,835 32.9%
NBIX March 31, 2026 162,800 $23,089,924 16.9%
TERN June 30, 2026 412,497 $21,746,842 No longer tracked
RARE Dec. 31, 2025 697,000 $20,965,760 13.6%
BBIO June 30, 2026 267,031 $19,829,722 11.0%
ASND June 30, 2026 86,650 $19,819,455 -3.3%
UNH Sept. 30, 2025 60,888 $18,995,229 12.2%
EXAS March 31, 2026 147,750 $15,005,490 No longer tracked
PRCT June 30, 2026 573,815 $14,351,113 -6.6%
INSP June 30, 2025 81,121 $12,920,953 -53.2%
ALNY Dec. 31, 2025 23,686 $10,800,816 -42.2%
AKRO Dec. 31, 2025 226,400 $10,749,472 No longer tracked
AGIO Dec. 31, 2025 246,230 $9,883,672 24.1%
LEGN March 31, 2026 408,652 $8,884,094 20.3%
ASND June 30, 2025 56,500 $8,806,090 49.4%
CNTA June 30, 2026 214,291 $8,511,639 No longer tracked
UTHR March 31, 2025 21,802 $7,692,618 70.7%
TMDX June 30, 2025 100,661 $6,772,472 -31.2%
SLNO March 31, 2026 135,100 $6,255,130 No longer tracked
QURE March 31, 2026 205,247 $4,911,561 202.3%
PRAX March 31, 2026 14,951 $4,406,658 14.7%
MLTX March 31, 2026 187,600 $2,472,568 -14.9%
IRON March 31, 2026 27,100 $2,152,011 22.4%
VIR March 31, 2026 240,500 $1,450,215 5.0%
GRAL March 31, 2025 53,124 $948,263 201.6%