Eagle Health Investments LP — 13F Holdings & Portfolio
CIK 1842545 · latest 13F-HR filed 2026-08-10
Eagle Health Investments LP manages $603.3M in 13F-reported U.S. long-equity assets across 27 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ARGX (11.75%), ICLR (8.87%), GH (7.48%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 5, added to 17, and trimmed 3.
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.
SUITE 330
GREENWICH, CT 06831
$603.3M
Long-equity book
27
Distinct positions
2026-06-30
Filed 2026-08-10
+6 / −5 / ↑17 / ↓3
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- COMPASS PATHWAYS PLC$17.8M +155.9%
- GUARDANT HEALTH INC$16.5M +57.4%
- ARGENX SE$15.2M +27.2%
- ICON PUB LTD CO$13.9M +34.9%
- PROTAGONIST THERAPEUTICS INC$11.5M +61.0%
Top Trims
- NATERA INC-$20.1M -82.4%
- BOSTON SCIENTIFIC CORP-$2.6M -14.3%
- INTUITIVE SURGICAL INC-$277.9K -13.7%
New Positions
- ASCENDIS PHARMA A/S$28.3M
- AXSOME THERAPEUTICS INC.$15.9M
- IONIS PHARMACEUTICALS INC$15.4M
- DIANTHUS THERAPEUTICS INC$12.8M
- AVALO THERAPEUTICS INC$4.3M
Exited Positions
- TERNS PHARMACEUTICALS INC$21.7M
- BRIDGEBIO PHARMA INC$19.8M
- ASCENDIS PHARMA A/S$19.8M
- PROCEPT BIOROBOTICS CORP$12.1M
- CENTESSA PHARMACEUTICALS PLC$8.5M
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 | ARGENX SE | ARGX | 04016X101 | $70.9M | 11.75% | 76,417 | SH |
| 2 | ICON PUB LTD CO | ICLR | G4705A100 | $53.5M | 8.87% | 308,143 | SH |
| 3 | GUARDANT HEALTH INC | GH | 40131M109 | $45.1M | 7.48% | 300,685 | SH |
| 4 | INSMED INC | INSM | 457669307 | $41.0M | 6.79% | 384,130 | SH |
| 5 | BIOMARIN PHARMACEUTICAL INC | BMRN | 09061G101 | $35.7M | 5.92% | 624,676 | SH |
| 6 | ILLUMINA INC | ILMN | 452327109 | $33.0M | 5.46% | 187,413 | SH |
| 7 | SCHOLAR ROCK HLDG CORP | SRRK | 80706P103 | $30.5M | 5.06% | 555,272 | SH |
| 8 | PROTAGONIST THERAPEUTICS INC | PTGX | 74366E102 | $30.4M | 5.05% | 248,322 | SH |
| 9 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 90400D108 | $29.5M | 4.89% | 884,121 | SH |
| 10 | COMPASS PATHWAYS PLC | CMPS | 20451W101 | $29.2M | 4.83% | 2,060,427 | SH |
| 11 | ASCENDIS PHARMA A/S | ASND | K08588103 | $28.3M | 4.69% | 106,158 | SH |
| 12 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $22.5M | 3.74% | 120,346 | SH |
| 13 | FORTREA HLDGS INC | FTRE | 34965K107 | $20.6M | 3.41% | 1,181,274 | SH |
| 14 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $19.1M | 3.16% | 166,148 | SH |
| 15 | AXSOME THERAPEUTICS INC. | AXSM | 05464T104 | $15.9M | 2.64% | 65,051 | SH |
| 16 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $15.8M | 2.61% | 369,164 | SH |
| 17 | ALKERMES PLC | ALKS | G01767105 | $15.6M | 2.58% | 297,302 | SH |
| 18 | IONIS PHARMACEUTICALS INC | IONS | 462222100 | $15.4M | 2.56% | 194,577 | SH |
| 19 | TEMPUS AI INC | TEM | 88023B103 | $14.8M | 2.46% | 256,269 | SH |
| 20 | DIANTHUS THERAPEUTICS INC | DNTH | 252828108 | $12.8M | 2.12% | 131,344 | SH |
| 21 | ATAIBECKLEY INC | ATAI | 04650F101 | $9.0M | 1.49% | 1,709,359 | SH |
| 22 | AVALO THERAPEUTICS INC | AVTX | 05338F306 | $4.3M | 0.72% | 235,093 | SH |
| 23 | NATERA INC | NTRA | 632307104 | $4.3M | 0.71% | 15,847 | SH |
| 24 | ELI LILLY & CO | LLY | 532457108 | $2.4M | 0.40% | 1,994 | SH |
| 25 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $1.7M | 0.29% | 4,390 | SH |
| 26 | IMMUNOCORE HLDGS PLC | IMCR | 45258D105 | $1.5M | 0.24% | 46,300 | SH |
| 27 | PERCEPTIVE CAP SOLUTIONS COR | PCSC | G70077105 | $410.0K | 0.07% | 37,686 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-10 | $603.3M | 27 | 0001172661-26-003205 |
| 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 |