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Eagle Health Investments LP

CIK 1842545 · latest 13F filed 10 August 2026 · Read the filing on EDGAR

Eagle Health Investments LP reported 27 US-listed holdings worth $603.3 million in its 13F for the quarter ended 30 June 2026, filed 10 August 2026. Its largest: argenx SE (11.8%), ICON plc (8.9%) and Guardant Health Inc. (7.5%). Against the quarter before, it opened 6 positions, added to 9, trimmed 4 and sold out of 5.

Reported holdings$603.3M+26.7% on Q1 2026
Positions27+1 on Q1 2026
The largest ten66.1%of its reported holdings
Latest 13FQ2 2026filed 10 August 2026
Where the money is
OpenedAdded toHeldTrimmed
ARGX11.8%ICLR8.9%GH7.5%INSM6.8%BMRN5.9%ILMN5.5%SRRK5.1%PTGX5.0%RARE4.9%CMPS4.8%ASND4.7%RVMD3.7%FTRE3.4%KYMR3.2%13 more18.9%

The 14 largest of its 27 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $518.7 million in 24 positions$519MQ3 24Q4 2024: $407.9 million in 18 positions$408MQ4 24Q1 2025: $385.1 million in 20 positions$385MQ1 25Q2 2025: $405.2 million in 21 positions$405MQ2 25Q3 2025: $380.9 million in 23 positions$381MQ3 25Q4 2025: $455.1 million in 30 positions$455MQ4 25Q1 2026: $476.3 million in 26 positions$476MQ1 26Q2 2026: $603.3 million in 27 positions$603MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +42.4% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
80100120140Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +42.4%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 6Added 9Held 8Trimmed 4Sold out 5
Opened: 6Added: 9Held: 8Trimmed: 4Sold out: 5

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 6

  1. Ascendis Pharma A/s ASND$28.3 million
  2. Axsome Therapeutics Inc. AXSM$15.9 million
  3. Ionis Pharmaceuticals Inc. IONS$15.4 million
  4. Dianthus Therapeutics Inc. DNTH$12.8 million
  5. Avalo Therapeutics Inc. AVTX$4.3 million
  6. Eli Lilly & Co. LLY$2.4 million

Added to 9

  1. Insmed Inc. INSM+159,859 shares · +71%
  2. Protagonist Therapeutics, Inc. PTGX+69,000 shares · +38%
  3. Biomarin Pharmaceutical Inc. BMRN+118,867 shares · +24%
  4. Scholar Rock Holding Corporation SRRK+61,253 shares · +12%
  5. Boston Scientific Corp. BSX+76,012 shares · +26%
  6. Alkermes plc. ALKS+58,629 shares · +25%
  7. Kymera Therapeutics Inc. KYMR+20,332 shares · +14%
  8. Revolution Medicines, Inc. RVMD+882 shares · +1%

and 1 more in the table below

Trimmed 4

  1. Natera Inc Com NTRA-106,030 shares · -87%
  2. ICON plc ICLR-50,357 shares · -14%
  3. Fortrea Holdings Inc. FTRE-126,286 shares · -10%
  4. Guardant Health Inc. GH-9,596 shares · -3%

Sold out of 5

  1. Terns Pharmaceuticals Inc. TERN$21.7 million last quarter
  2. Bridgebio Pharma Inc. BBIO$19.8 million last quarter
  3. Ascendis Pharma A/s ASND$19.8 million last quarter
  4. Procept Biorobotics Corp. PRCT$12.1 million last quarter
  5. Centessa Pharmaceuticals PLC CNTA$8.5 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
argenx SE ARGX76.4K$70.9 million11.75%+81
ICON plc ICLR308.1K$53.5 million8.87%-50.4K
Guardant Health Inc. GH300.7K$45.1 million7.48%-9.6K
Insmed Inc. INSM384.1K$41.0 million6.79%+159.9K
Biomarin Pharmaceutical Inc. BMRN624.7K$35.7 million5.92%+118.9K
Illumina, Inc. ILMN187.4K$33.0 million5.46%no change
Scholar Rock Holding Corporation SRRK555.3K$30.5 million5.06%+61.3K
Protagonist Therapeutics, Inc. PTGX248.3K$30.4 million5.05%+69.0K
Ultragenyx Pharmaceutical in RARE884.1K$29.5 million4.89%no change
Compass Pathways PLC CMPS2.1M$29.2 million4.83%no change
Ascendis Pharma A/s ASND106.2K$28.3 million4.69%new
Revolution Medicines, Inc. RVMD120.3K$22.5 million3.74%+882
Fortrea Holdings Inc. FTRE1.2M$20.6 million3.41%-126.3K
Kymera Therapeutics Inc. KYMR166.1K$19.1 million3.16%+20.3K
Axsome Therapeutics Inc. AXSM65.1K$15.9 million2.64%new
Boston Scientific Corp. BSX369.2K$15.8 million2.61%+76.0K
Alkermes plc. ALKS297.3K$15.6 million2.58%+58.6K
Ionis Pharmaceuticals Inc. IONS194.6K$15.4 million2.56%new
Tempus Ai Inc. TEM256.3K$14.8 million2.46%no change
Dianthus Therapeutics Inc. DNTH131.3K$12.8 million2.12%new
Atai Beckley NV ATAI1.7M$9.0 million1.49%no change
Avalo Therapeutics Inc. AVTX235.1K$4.3 million0.72%new
Natera Inc Com NTRA15.8K$4.3 million0.71%-106.0K
Eli Lilly & Co. LLY2.0K$2.4 million0.40%new
Intuitive Surgical Inc. ISRG4.4K$1.7 million0.29%no change
Immunocore Hldgs PLC IMCR46.3K$1.5 million0.24%no change
Perceptive Cap Solutions Cor PCSC37.7K$410,0240.07%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 5 it sold out of are in the box above.