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Q2 2026 13F · SEC CIK 1842545

Eagle Health Investments LP

Hedge fundFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$603.3M
Reported positions
27
Top holdings a year, 3 yrs
+18.9%
Assets under management
$605.3M

Eagle Health Investments LP is a hedge fund that reported 27 positions worth $603.3M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were argenx SE Sponsored ADR (ARGNF, 11.8%), Icon PLC (ICLR, 8.9%), Guardant Health Inc (GH, 7.5%). A portfolio copying its top holdings returned 18.9% a year over the last 3 years, against 20.4% for the S&P 500.

Eagle Health Investments LP holdings all 27 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Eagle Health Investments LP 13F holdings
Stock% of 13F valueShare changeReported value
ARGNFargenx SE Sponsored ADR11.8%+0.1%$70.9M
ICLRIcon PLC8.9%-14.0%$53.5M
GHGuardant Health Inc7.5%-3.1%$45.1M
INSMInsmed Inc6.8%+71.3%$41.0M
BMRNBiomarin Pharmaceutical Inc5.9%+23.5%$35.7M
ILMNIllumina Inc5.5%+0.0%$33.0M
SRRKScholar Rock Hldg Corp5.1%+12.4%$30.5M
PTGXProtagonist Therapeutics Inc5.0%+38.5%$30.4M
RAREUltragenyx Pharmaceutical in4.9%+0.0%$29.5M
CMPSCompass Pathways PLC4.8%+0.0%$29.2M
ASNDAscendis Pharma As Ord4.7%—$28.3M
RVMDRevolution Medicines Inc3.7%+0.7%$22.5M
FTREFortrea Hldgs Inc3.4%-9.7%$20.6M
KYMRKymera Therapeutics Inc3.2%+13.9%$19.1M
AXSMAxsome Therapeutics Inc.2.6%—$15.9M
BSXBoston Scientific Corp2.6%+25.9%$15.8M
ALKSAlkermes PLC2.6%+24.6%$15.6M
IONSIonis Pharmaceuticals Inc2.6%—$15.4M
TEMTempus Ai Inc2.5%+0.0%$14.8M
DNTHDianthus Therapeutics Inc2.1%—$12.8M
ATAIAtaibeckley Inc1.5%+0.0%$9.0M
AVTXAvalo Therapeutics Inc0.7%—$4.3M
NTRANatera Inc Com0.7%-87.0%$4.3M
LLYLilly Eli & Co0.4%—$2.4M
ISRGIntuitive Surgical Inc0.3%+0.0%$1.7M
IMCRImmunocore Hldgs PLC0.2%+0.0%$1.5M
PCSCPerceptive Capital Solution Cl A Ord0.1%+0.0%$410K

What Eagle Health Investments LP bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+51.1% /yr
S&P 500 +20.1%
3 years
+18.9% /yr
S&P 500 +20.4%
5 years
+7.8% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$603.3M27
Q1 2026$476.3M26
Q4 2025$455.1M30
Q3 2025$380.9M23
Q2 2025$405.2M21
Q1 2025$385.1M20
Q4 2024$407.9M18
Q3 2024$518.7M24
Q2 2024$559.6M25
Q1 2024$524.8M26
Q4 2023$492.1M22
Q3 2023$453.8M23

Questions about Eagle Health Investments LP's portfolio

What stocks does Eagle Health Investments LP own?

Eagle Health Investments LP's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 27 positions worth $603.3M. The largest are argenx SE Sponsored ADR (ARGNF) at 11.8%, Icon PLC (ICLR) at 8.9%, Guardant Health Inc (GH) at 7.5%, Insmed Inc (INSM) at 6.8% and Biomarin Pharmaceutical Inc (BMRN) at 5.9%.

What did Eagle Health Investments LP buy last quarter?

In Q2 2026, Eagle Health Investments LP added a new position in Ascendis Pharma As Ord (ASND), a new position in Axsome Therapeutics Inc. (AXSM), a new position in Ionis Pharmaceuticals Inc (IONS), a new position in Dianthus Therapeutics Inc (DNTH), a new position in Avalo Therapeutics Inc (AVTX), Insmed Inc (INSM) (+71.3% shares), Protagonist Therapeutics Inc (PTGX) (+38.5% shares) and Boston Scientific Corp (BSX) (+25.9% shares), compared with its Q1 2026 filing.

What did Eagle Health Investments LP sell last quarter?

In Q2 2026, Eagle Health Investments LP sold all of Terns Pharmaceuticals Inc (TERN), sold all of Bridgebio Pharma Inc (BBIO), sold all of Ascendis Pharma A/s, sold all of Procept Biorobotics Corp (PRCT), sold all of Centessa Pharmaceuticals PLC (CNTA), Natera Inc Com (NTRA) (-87.0% shares), Icon PLC (ICLR) (-14.0% shares) and Fortrea Hldgs Inc (FTRE) (-9.7% shares), compared with its Q1 2026 filing.

How has Eagle Health Investments LP's portfolio performed?

A portfolio copying Eagle Health Investments LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +51.1% against +20.1%. Over 5 years: +7.8% a year against +11.6%.

When is Eagle Health Investments LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Eagle Health Investments LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Eagle Health Investments LP manage?

Eagle Health Investments LP reported $605.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $603.3M.