Eagle Health Investments LP — 13F Holdings & Portfolio
CIK 1842545 · latest 13F-HR filed 2026-05-15
Eagle Health Investments LP manages $571.8M in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are XBI (16.31%), ARGX (9.75%), ICLR (6.94%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 10, added to 11, and trimmed 6.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$571.8M
Long-equity book
28
Distinct positions
2026-03-31
Filed 2026-05-15
+6 / −10 / ↑11 / ↓6
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PROTAGONIST THERAPEUTICS INC$13.9M +277.7%
- TERNS PHARMACEUTICALS INC$10.6M +95.7%
- SCHOLAR ROCK HLDG CORP$8.3M +51.8%
- BIOMARIN PHARMACEUTICAL INC$6.8M +31.1%
- ALKERMES PLC$6.2M +268.7%
Top Trims
- NATERA INC-$17.6M -41.9%
- FORTREA HLDGS INC-$8.7M -41.4%
- ILLUMINA INC-$7.2M -23.8%
- ICON PLC-$5.4M -11.9%
- INTUITIVE SURGICAL INC-$462.6K -18.6%
New Positions
- ASCENDIS PHARMA A/S$19.8M
- ULTRAGENYX PHARMACEUTICAL IN$18.5M
- BOSTON SCIENTIFIC CORP$18.4M
- TEMPUS AI INC$11.6M
- ATAIBECKLEY INC$6.1M
Exited Positions
- NEUROCRINE BIOSCIENCES INC$23.1M
- EXACT SCIENCES CORP$15.0M
- LEGEND BIOTECH CORP$8.9M
- ATAI BECKLEY NV$6.9M
- SOLENO THERAPEUTICS INC$6.3M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST Put | XBI | 78464A870 | $93.2M | 16.31% | 730,000 | SH |
| 2 | ARGENX SE | ARGX | 04016X101 | $55.7M | 9.75% | 76,336 | SH |
| 3 | ICON PLC | ICLR | G4705A100 | $39.7M | 6.94% | 358,500 | SH |
| 4 | INSMED INC | INSM | 457669307 | $36.7M | 6.41% | 224,271 | SH |
| 5 | GUARDANT HEALTH INC | GH | 40131M109 | $28.7M | 5.01% | 310,281 | SH |
| 6 | BIOMARIN PHARMACEUTICAL INC | BMRN | 09061G101 | $28.6M | 5.00% | 505,809 | SH |
| 7 | NATERA INC | NTRA | 632307104 | $24.4M | 4.26% | 121,877 | SH |
| 8 | SCHOLAR ROCK HLDG CORP | SRRK | 80706P103 | $24.3M | 4.25% | 494,019 | SH |
| 9 | ILLUMINA INC | ILMN | 452327109 | $23.1M | 4.04% | 187,413 | SH |
| 10 | TERNS PHARMACEUTICALS INC | TERN | 880881107 | $21.7M | 3.80% | 412,497 | SH |
| 11 | BRIDGEBIO PHARMA INC | BBIO | 10806X102 | $19.8M | 3.47% | 267,031 | SH |
| 12 | ASCENDIS PHARMA A/S | ASND | 04351P101 | $19.8M | 3.47% | 86,650 | SH |
| 13 | PROTAGONIST THERAPEUTICS INC | PTGX | 74366E102 | $18.9M | 3.31% | 179,322 | SH |
| 14 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 90400D108 | $18.5M | 3.24% | 884,121 | SH |
| 15 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $18.4M | 3.22% | 293,152 | SH |
| 16 | FORTREA HLDGS INC | FTRE | 34965K107 | $12.3M | 2.15% | 1,307,560 | SH |
| 17 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $12.1M | 2.12% | 145,816 | SH |
| 18 | PROCEPT BIOROBOTICS CORP | PRCT | 74276L105 | $12.1M | 2.12% | 483,815 | SH |
| 19 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $11.6M | 2.03% | 119,464 | SH |
| 20 | TEMPUS AI INC | TEM | 88023B103 | $11.6M | 2.03% | 256,269 | SH |
| 21 | COMPASS PATHWAYS PLC | CMPS | 20451W101 | $11.4M | 1.99% | 2,060,427 | SH |
| 22 | CENTESSA PHARMACEUTICALS PLC | CNTA | 152309100 | $8.5M | 1.49% | 214,291 | SH |
| 23 | ALKERMES PLC | ALKS | G01767105 | $8.4M | 1.48% | 238,673 | SH |
| 24 | ATAIBECKLEY INC | ATAI | 04650F101 | $6.1M | 1.06% | 1,709,359 | SH |
| 25 | PROCEPT BIOROBOTICS CORP Call | PRCT | 74276L105 | $2.3M | 0.39% | 90,000 | SH |
| 26 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $2.0M | 0.35% | 4,390 | SH |
| 27 | IMMUNOCORE HLDGS PLC | IMCR | 45258D105 | $1.4M | 0.24% | 46,300 | SH |
| 28 | PERCEPTIVE CAP SOLUTIONS COR | PCSC | G70077105 | $413.4K | 0.07% | 37,686 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $571.8M | 28 | 0001172661-26-002258 |
| 2025-12-31 | 2026-02-06 | $455.1M | 30 | 0001172661-26-000509 |
| 2025-09-30 | 2025-11-07 | $380.9M | 23 | 0001172661-25-004632 |