Eagle Health Investments LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1842545) · Explore on the interactive board
Eagle Health Investments LP disclosed 27 US equity positions worth $603.3m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 10, 2026). Its largest position is ARGX at 11.8% of the reported book, followed by ICLR, GH. The top ten holdings are 66.1% of the book, and the portfolio behaves like about 17 equal-weight positions. Versus the prior filing it opened 6 new positions, added to 8, reduced 4 and exited 5. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Eagle Health Investments LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 6 new, 8 added, 4 reduced, 5 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | ARGX ARGENX SE | Healthcare | 11.8% | $70.9m | 76,417 | 0% | held |
| 2 | ICLR ICON PUB LTD CO | Healthcare | 8.9% | $53.5m | 308,143 | -14% | reduced |
| 3 | GH GUARDANT HEALTH INC | Healthcare | 7.5% | $45.1m | 300,685 | -3% | reduced |
| 4 | INSM INSMED INC | Healthcare | 6.8% | $41.0m | 384,130 | 71% | added |
| 5 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 5.9% | $35.7m | 624,676 | 24% | added |
| 6 | ILMN ILLUMINA INC | Healthcare | 5.5% | $33.0m | 187,413 | 0% | held |
| 7 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 5.1% | $30.5m | 555,272 | 12% | added |
| 8 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 5.0% | $30.4m | 248,322 | 38% | added |
| 9 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 4.9% | $29.5m | 884,121 | 0% | held |
| 10 | CMPS COMPASS PATHWAYS PLC | Healthcare | 4.8% | $29.2m | 2,060,427 | 0% | held |
| 11 | ASND ASCENDIS PHARMA A/S | Healthcare | 4.7% | $28.3m | 106,158 | – | new |
| 12 | RVMD REVOLUTION MEDICINES INC | Healthcare | 3.7% | $22.5m | 120,346 | 1% | added |
| 13 | FTRE FORTREA HLDGS INC | Healthcare | 3.4% | $20.6m | 1,181,274 | -10% | reduced |
| 14 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 3.2% | $19.1m | 166,148 | 14% | added |
| 15 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 2.6% | $15.9m | 65,051 | – | new |
| 16 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 2.6% | $15.8m | 369,164 | 26% | added |
| 17 | ALKS ALKERMES PLC | Healthcare | 2.6% | $15.6m | 297,302 | 25% | added |
| 18 | IONS IONIS PHARMACEUTICALS INC | Healthcare | 2.6% | $15.4m | 194,577 | – | new |
| 19 | TEM TEMPUS AI INC | Healthcare | 2.5% | $14.8m | 256,269 | 0% | held |
| 20 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 2.1% | $12.8m | 131,344 | – | new |
| 21 | ATAI ATAIBECKLEY INC | 1.5% | $9.0m | 1,709,359 | 0% | held | |
| 22 | AVTX AVALO THERAPEUTICS INC | Healthcare | 0.7% | $4.3m | 235,093 | – | new |
| 23 | NTRA NATERA INC | Healthcare | 0.7% | $4.3m | 15,847 | -87% | reduced |
| 24 | LLY ELI LILLY & CO | Healthcare | 0.4% | $2.4m | 1,994 | – | new |
| 25 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.3% | $1.7m | 4,390 | 0% | held |
| 26 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 0.2% | $1.5m | 46,300 | 0% | held |
| 27 | PERCEPTIVE CAP SOLUTIONS COR | 0.1% | $410.0k | 37,686 | 0% | held |
What did Eagle Health Investments LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| 430 TERNS PHARMACEUTICALS INC | 26.5% | $21.7m |
| BBIO BRIDGEBIO PHARMA INC | 24.2% | $19.8m |
| ASND ASCENDIS PHARMA A/S | 24.2% | $19.8m |
| PRCT PROCEPT BIOROBOTICS CORP | 14.8% | $12.1m |
| CNTA CENTESSA PHARMACEUTICALS PLC | 10.4% | $8.5m |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 98.4% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Eagle Health Investments LP's portfolio?
Across every quarter Eagle Health Investments LP has filed, its median largest position is 11.7% of the book and its median top-ten weight is 64.8%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 4.0 completed holding spells, the median lasted 1.0 quarters; 27.0 positions are still open and their final length is unknown.