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Eagle Health Investments LP — 13F Holdings & Portfolio

CIK 1842545 · latest 13F-HR filed 2026-08-10

Backtest portfolio

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 and exited 5; 17 existing positions rose in reported value and 3 fell.

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.

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AUM
$603.3M

Long-equity book

Holdings
27

Distinct positions

Period
2026-06-30

Filed 2026-08-10

Q/Q Activity
+6 / −5 / ↑17 / ↓3

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
ARGX11.8% · +0%ICLR8.9% · -14%GH7.5% · -3%INSM6.8% · +71%BMRN5.9% · +24%ILMN5.5% · 0%SRRK5.1% · +12%PTGX5.0% · +38%RARE4.9% · 0%CMPS4.8% · 0%ASND4.7% · +22%RVMD3.7% · +1%FTRE3.4% · -10%KYMR3.2% · +14%AXSM2.6% · newBSX2.6% · +26%ALKS2.6% · +25%IONS2.6% · newTEM2.5% · 0%DNTH2.1% · newATAI1.5% · 0%AVTX0.7% · newNTRA0.7% · -87%LLY0.4% · newISRG0.3% · 0%IMCR0.2% · 0%PCSC0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 66.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People
Assets Under Management
$605.3M
Discretionary
$605.3M
Employees
9
Accounts
3
Address
3 GREENWICH OFFICE PARK 3FL
SUITE 330
GREENWICH, CT 06831
Phone
(203) 516-3755
Website
Name Title / Status Ownership Type
DEA, MICHELLE, NMN ControlCHIEF COMPLIANCE OFFICERLess than 5%Individual
EAGLE HEALTH INVESTMENTS FUND GP LLC ControlGENERAL PARTNERLess than 5%Domestic Entity
EAGLE HEALTH INVESTMENTS GP LLC ControlGENERAL PARTNERLess than 5%Domestic Entity
STERN, GARY, JOHNATHAN ControlFOUNDER AND CHIEF INVESTMENT OFFICER75% or moreIndividual
STERN, GARY, JOHNATHAN ControlMANAGING MEMBER75% or moreIndividual
STERN, GARY, JOHNATHAN ControlMANAGING MEMBER75% or moreIndividual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Eagle Health Investments LP Holdings (2026-06-30)

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
Filing History
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
Filer Information
Address
3 GREENWICH OFFICE PARK 3FL
SUITE 330
GREENWICH, CT 06831
Phone
(203) 516-3755
Filing Manager
Eagle Health Investments LP
Greenwich, CT
Signatory
GARY STERN
FOUNDER AND CHIEF INVESTMENT OFFICER