Eagle Health Investments LP
13F Reported Value
ⓘ$603.3M
Holdings
27
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Eagle Health Investments LP disclosed 27 positions worth $603.3M in its Form 13F-HR for Q2 2026, led by $ARGX (ARGENX SE) at 11.8% of the equity portfolio, followed by $ICLR and $GH. During the quarter the fund opened 5 new positions and exited 6 — including a new stake in $AXSM. The portfolio is most concentrated in Healthcare (92.1% of disclosed assets). All figures are sourced directly from Eagle Health Investments LP’s Form 13F-HR filing with the SEC under CIK 1842545.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$70.9M76,417 sh - —
Quality
$53.5M308,143 sh - 39.0#2,164
Quality
$45.1M300,685 sh - 39.4
Quality
$41.0M384,130 sh - 58.2
Quality
$35.7M624,676 sh - 60.4
Quality
$33.0M187,413 sh - —
Quality
$30.5M555,272 sh - 59.4
Quality
$30.4M248,322 sh - 34.2
Quality
$29.5M884,121 sh - —
Quality
$29.2M2,060,427 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ARGENX SE$ARGX | — | $70.9M | 76,417 |
 ICON PLC$ICLR | — | $53.5M | 308,143 |
 Guardant Health, Inc.$GH | 39.0#2,164 | $45.1M | 300,685 |
 INSMED Inc$INSM | 39.4 | $41.0M | 384,130 |
 BIOMARIN PHARMACEUTICAL INC$BMRN | 58.2 | $35.7M | 624,676 |
 ILLUMINA, INC.$ILMN | 60.4 | $33.0M | 187,413 |
 Scholar Rock Holding Corp$SRRK | — | $30.5M | 555,272 |
 Protagonist Therapeutics, Inc$PTGX | 59.4 | $30.4M | 248,322 |
 Ultragenyx Pharmaceutical Inc.$RARE | 34.2 | $29.5M | 884,121 |
 COMPASS Pathways plc$CMPS | — | $29.2M | 2,060,427 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Eagle Health Investments LP's 27 positions.
Showing top 10 of 27 holdings.
Sector Allocation
Healthcare
$555.5M
Technology
$47.8M
Full Holdings — Eagle Health Investments LP (Q2 2026)
All 27 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $ARGX | ARGENX SE | $70.9M | 11.8% | +0% | — |
| 2 | $ICLR | ICON PLC | $53.5M | 8.9% | -14% | — |
| 3 | $GH | Guardant Health, Inc. | $45.1M | 7.5% | -3% | 39 |
| 4 | $INSM | INSMED Inc | $41.0M | 6.8% | +71% | 39.4 |
| 5 | $BMRN | BIOMARIN PHARMACEUTICAL INC | $35.7M | 5.9% | +24% | 58.2 |
| 6 | $ILMN | ILLUMINA, INC. | $33.0M | 5.5% | +0% | 60.4 |
| 7 | $SRRK | Scholar Rock Holding Corp | $30.5M | 5.1% | +12% | — |
| 8 | $PTGX | Protagonist Therapeutics, Inc | $30.4M | 5.0% | +38% | 59.4 |
| 9 | $RARE | Ultragenyx Pharmaceutical Inc. | $29.5M | 4.9% | +0% | 34.2 |
| 10 | $CMPS | COMPASS Pathways plc | $29.2M | 4.8% | +0% | — |
| 11 |  $ASND | Ascendis Pharma A/S | $28.3M | 4.7% | +23% | 44.8 |
| 12 |  $RVMD | Revolution Medicines, Inc. | $22.5M | 3.7% | +1% | — |
| 13 |  $FTRE | Fortrea Holdings Inc. | $20.6M | 3.4% | -10% | 45.7 |
| 14 |  $KYMR | Kymera Therapeutics, Inc. | $19.1M | 3.2% | +14% | 28.4 |
| 15 |  $AXSM | Axsome Therapeutics, Inc. | $15.9M | 2.6% | NEW | 40.8 |
| 16 |  $BSX | BOSTON SCIENTIFIC CORP | $15.8M | 2.6% | +26% | 77.5 |
| 17 |  $ALKS | Alkermes plc. | $15.6M | 2.6% | +25% | — |
| 18 |  $IONS | IONIS PHARMACEUTICALS INC | $15.4M | 2.6% | NEW | 23.4 |
| 19 |  $TEM | Tempus AI, Inc. | $14.8M | 2.5% | +0% | 41.2 |
| 20 |  $DNTH | Dianthus Therapeutics, Inc. /DE/ | $12.8M | 2.1% | NEW | 22.6 |
| 21 |  $ATAI.R1840904 | Atai Beckley N.V. | $9.0M | 1.5% | +0% | — |
| 22 |  $AVTX | Avalo Therapeutics, Inc. | $4.3M | 0.7% | NEW | 11.7 |
| 23 |  $NTRA | Natera, Inc. | $4.3M | 0.7% | -87% | 53.5 |
| 24 |  $LLY | ELI LILLY & Co | $2.4M | 0.4% | NEW | 87.5 |
| 25 |  $ISRG | INTUITIVE SURGICAL INC | $1.7M | 0.3% | +0% | 79.9 |
| 26 |  $IMCR | Immunocore Holdings plc | $1.5M | 0.2% | +0% | — |
| 27 |  $FRNM | Freenome, Inc. | $410,024 | 0.1% | +0% | — |
New Positions (5)
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Every holding in Eagle Health Investments LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.