Eagle Health Investments LP reported 25 positions worth $593.89M for the quarter ended Jun 30, 2026, up 35.1% on the prior quarter. It opened 5 new positions, added to 10, trimmed 4 and exited 2. Its largest holding is Argenx Se at 11.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INSM INSMED Inc | +159.9K | +71.3% | $17.04M | 6.9% |
| AXSM Axsome Therapeutics, Inc. | +65.1K | – | $15.92M | 2.68% |
| IONS Ionis Pharmaceuticals Inc | +194.6K | – | $15.43M | 2.6% |
| DNTH Dianthus Therapeutics, Inc. | +131.3K | – | $12.80M | 2.16% |
| PTGX Protagonist Therapeutics, Inc | +69.0K | +38.5% | $8.46M | 5.13% |
| BMRN Biomarin Pharmaceutical Inc | +118.9K | +23.5% | $6.80M | 6.02% |
| ASND Ascendis Pharma A/S | +19.5K | +22.5% | $5.20M | 4.77% |
| AVTX Avalo Therapeutics, Inc. | +235.1K | – | $4.34M | 0.732% |
| SRRK Scholar Rock Holding Corp | +61.3K | +12.4% | $3.37M | 5.14% |
| BSX Boston Scientific Corp | +76.0K | +25.9% | $3.24M | 2.65% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NTRA Natera, Inc. | -106.0K | -87.0% | $28.78M | 0.724% |
| BBIO BridgeBio Pharma, Inc. | -267.0K | -100.0% | $19.83M | Exited |
| PRCT PROCEPT BioRobotics Corp | -483.8K | -100.0% | $12.10M | Exited |
| ICLR Icon Plc | -50.4K | -14.0% | $8.75M | 9.01% |
| FTRE Fortrea Holdings Inc. | -126.3K | -9.7% | $2.20M | 3.46% |
| GH Guardant Health, Inc. | -9,596 | -3.1% | $1.44M | 7.6% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ARGX Argenx Se | Healthcare | 76.4K | $70.90M | 11.94% | +81 | +0.1% | Added | 0.12% |
| 2 | ICLR Icon Plc | Healthcare | 308.1K | $53.53M | 9.01% | -50.4K | -14.0% | Reduced | 0.39% |
| 3 | GH Guardant Health, Inc. | Healthcare | 300.7K | $45.11M | 7.6% | -9,596 | -3.1% | Reduced | 0.23% |
| 4 | INSM INSMED Inc | Healthcare | 384.1K | $40.96M | 6.9% | +159.9K | +71.3% | Added | 0.18% |
| 5 | BMRN Biomarin Pharmaceutical Inc | Healthcare | 624.7K | $35.74M | 6.02% | +118.9K | +23.5% | Added | 0.32% |
| 6 | ILMN Illumina, Inc. | Healthcare | 187.4K | $32.95M | 5.55% | 0 | 0.0% | Unchanged | 0.12% |
| 7 | SRRK Scholar Rock Holding Corp | Healthcare | 555.3K | $30.54M | 5.14% | +61.3K | +12.4% | Added | 0.43% |
| 8 | PTGX Protagonist Therapeutics, Inc | Healthcare | 248.3K | $30.44M | 5.13% | +69.0K | +38.5% | Added | 0.38% |
| 9 | RARE Ultragenyx Pharmaceutical Inc. | Healthcare | 884.1K | $29.52M | 4.97% | 0 | 0.0% | Unchanged | 0.87% |
| 10 | CMPS COMPASS Pathways plc | Healthcare | 2.06M | $29.16M | 4.91% | 0 | 0.0% | Unchanged | 1.52% |
| 11 | ASND Ascendis Pharma A/S | Healthcare | 106.2K | $28.31M | 4.77% | +19.5K | +22.5% | Added | 0.18% |
| 12 | RVMD Revolution Medicines, Inc. | Healthcare | 120.3K | $22.54M | 3.8% | +882 | +0.7% | Added | 0.06% |
| 13 | FTRE Fortrea Holdings Inc. | Healthcare | 1.18M | $20.55M | 3.46% | -126.3K | -9.7% | Reduced | 1.24% |
| 14 | KYMR Kymera Therapeutics, Inc. | Healthcare | 166.1K | $19.05M | 3.21% | +20.3K | +13.9% | Added | 0.17% |
| 15 | AXSM Axsome Therapeutics, Inc. | Healthcare | 65.1K | $15.92M | 2.68% | +65.1K | – | New | 0.12% |
Tip. Select a row to see that position’s full history at Eagle Health Investments.
As of its Q2 2026 13F filing, Eagle Health Investments LP’s five largest positions were Argenx Se (ARGX) at 11.9%, Icon Plc (ICLR) at 9.0%, Guardant Health, Inc. (GH) at 7.6%, INSMED Inc (INSM) at 6.9%, Biomarin Pharmaceutical Inc (BMRN) at 6.0% of the reported portfolio.
Eagle Health Investments LP reported a 13F portfolio worth $593.89M across 25 positions for Q2 2026. That is up 35.1% from the previous quarter.
Its largest purchases by value were INSMED Inc ($17.04M), Axsome Therapeutics, Inc. ($15.92M), Ionis Pharmaceuticals Inc ($15.43M). It opened 5 new positions.
Its largest sales by value were Natera, Inc. ($28.78M), BridgeBio Pharma, Inc. ($19.83M), PROCEPT BioRobotics Corp ($12.10M). It exited 2 positions entirely.
From the Form 13F-HR reports Eagle Health Investments LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.