Eagle Health Investments LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Eagle Health Investments LP disclosed 27 US equity positions worth $603.3m in its Q2 2026 13F filing. The largest position was ARGX at 11.8% of the reported book, followed by ICLR and GH. Against the Q1 2026 filing, it opened 6 new positions, added to 8 and reduced 4 among the top 27 holdings.
What did Eagle Health Investments LP own in Q2 2026? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.