2026 Q2 Portfolio Activity
In 2026 Q2, Eagle Health Investments LP maintained a portfolio of 34 distinct positions. The most significant new addition was ASCENDIS PHARMA A/S, now representing 4.69% of the total fund value. They heavily accumulated shares in PROTAGONIST THERAPEUTICS INC, increasing the position by 38.5%. Conversely, Eagle Health Investments LP completely exited their position in SPDR SERIES TRUST.
Position History
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Total Positions
34
Quarter
2026 Q2
Top Holding
ARGX (11.8%)
Top 10 Concentration
66.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-34 of 34
Eagle Health Investments LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ARGX
ARGENX SE
|
Healthcare | 11.75% | 9.75% |
#1
1
Prev: #2
|
6.5 |
—
|
81 | 0.1% |
P
S
|
76,417 | $70,897,400 |
$377.48
+154.5%
|
2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
ICLR
ICON PUB LTD CO
|
Healthcare | 8.87% | 6.94% |
#2
1
Prev: #3
|
5.5 |
—
|
-50,357 | -14.0% |
P
S
|
308,143 | $53,527,521 |
$179.39
-3.9%
|
2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
GH
GUARDANT HEALTH...
|
Healthcare | 7.48% | 5.01% |
#3
2
Prev: #5
|
4.5 |
—
|
-9,596 | -3.1% |
P
S
|
300,685 | $45,111,771 |
$35.19
+403.7%
|
2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
INSM
INSMED INC
|
Healthcare | 6.79% | 6.41% |
#4
Prev: #4
|
6.2 |
—
|
159,859 | 71.3% |
P
S
|
384,130 | $40,955,941 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
BMRN
BIOMARIN PHARMA...
|
Healthcare | 5.92% | 5.00% |
#5
1
Prev: #6
|
5.4 |
—
|
118,867 | 23.5% |
P
S
|
624,676 | $35,743,961 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ILMN
ILLUMINA INC
|
Healthcare | 5.46% | 4.04% |
#6
3
Prev: #9
|
3.2 |
—
|
no change | no change |
P
S
|
187,413 | $32,952,828 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SRRK
SCHOLAR ROCK HL...
|
Healthcare | 5.06% | 4.25% |
#7
1
Prev: #8
|
4.0 |
—
|
61,253 | 12.4% |
P
S
|
555,272 | $30,539,960 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
PTGX
PROTAGONIST THE...
|
Healthcare | 5.05% | 3.31% |
#8
5
Prev: #13
|
4.5 |
—
|
69,000 | 38.5% |
P
S
|
248,322 | $30,439,311 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
RARE
ULTRAGENYX PHAR...
|
Healthcare | 4.89% | 3.24% |
#9
5
Prev: #14
|
3.0 |
—
|
no change | no change |
P
S
|
884,121 | $29,520,800 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
CMPS
COMPASS PATHWAY...
|
Healthcare | 4.83% | 1.99% |
#10
11
Prev: #21
|
2.9 |
—
|
no change | no change |
P
S
|
2,060,427 | $29,155,042 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
N/A
ASCENDIS PHARMA...
|
|
Unknown | 4.69% | — |
#11
Prev: #—
|
5.4 |
—
|
106,158 | — |
NEW
|
106,158 | $28,314,462 | — | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 3.74% | 2.03% |
#12
7
Prev: #19
|
2.0 |
—
|
882 | 0.7% |
P
S
|
120,346 | $22,538,399 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
FTRE
FORTREA HLDGS I...
|
Healthcare | 3.41% | 2.15% |
#13
3
Prev: #16
|
1.9 |
—
|
-126,286 | -9.7% |
P
S
|
1,181,274 | $20,554,168 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
KYMR
KYMERA THERAPEU...
|
Healthcare | 3.16% | 2.12% |
#14
3
Prev: #17
|
3.3 |
—
|
20,332 | 13.9% |
P
S
|
166,148 | $19,052,191 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AXSM
AXSOME THERAPEU...
|
Healthcare | 2.64% | — |
#15
Prev: #—
|
4.6 |
—
|
65,051 | — |
NEW
|
65,051 | $15,922,533 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 2.61% | 3.22% |
#16
1
Prev: #15
|
3.5 |
—
|
76,012 | 25.9% |
P
S
|
369,164 | $15,755,920 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ALKS
ALKERMES PLC
|
Healthcare | 2.58% | 1.48% |
#17
6
Prev: #23
|
3.5 |
—
|
58,629 | 24.6% |
P
S
|
297,302 | $15,577,138 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
IONS
IONIS PHARMACEU...
|
Healthcare | 2.56% | — |
#18
Prev: #—
|
4.5 |
—
|
194,577 | — |
NEW
|
194,577 | $15,428,010 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TEM
TEMPUS AI INC
|
Healthcare | 2.46% | 2.03% |
#19
1
Prev: #20
|
2.0 |
—
|
no change | no change |
P
S
|
256,269 | $14,845,663 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
DNTH
DIANTHUS THERAP...
|
Healthcare | 2.12% | — |
#20
Prev: #—
|
4.3 |
—
|
131,344 | — |
NEW
|
131,344 | $12,803,413 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ATAI
ATAIBECKLEY INC
|
Healthcare | 1.49% | 1.06% |
#21
3
Prev: #24
|
1.6 |
—
|
no change | no change |
P
S
|
1,709,359 | $9,008,322 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AVTX
AVALO THERAPEUT...
|
Healthcare | 0.72% | — |
#22
Prev: #—
|
3.8 |
—
|
235,093 | — |
NEW
|
235,093 | $4,344,519 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
NTRA
NATERA INC
|
Healthcare | 0.71% | 4.26% |
#23
16
Prev: #7
|
0.3 |
—
|
-106,030 | -87.0% |
P
S
|
15,847 | $4,301,668 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.40% | — |
#24
Prev: #—
|
3.7 |
—
|
1,994 | — |
NEW
|
1,994 | $2,391,663 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.29% | 0.35% |
#25
1
Prev: #26
|
1.1 |
—
|
no change | no change |
P
S
|
4,390 | $1,745,815 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
IMCR
IMMUNOCORE HLDG...
|
Healthcare | 0.24% | 0.24% |
#26
1
Prev: #27
|
1.1 |
—
|
no change | no change |
P
S
|
46,300 | $1,470,025 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
PCSC
PERCEPTIVE CAP ...
|
Financial Services | 0.07% | 0.07% |
#27
1
Prev: #28
|
1.0 |
—
|
no change | no change |
P
S
|
37,686 | $410,024 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
PRCT
CALL
PROCEPT BIOROBO...
|
CALL Option | 0.00% | 0.39% |
Sold All 😨
(Was: #25) |
0.0 |
—
|
-90,000 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
CNTA
CENTESSA PHARMA...
|
Healthcare | 0.00% | 1.49% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-214,291 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
PRCT
PROCEPT BIOROBO...
|
Healthcare | 0.00% | 2.12% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-483,815 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ASND
ASCENDIS PHARMA...
|
Healthcare | 0.00% | 3.47% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-86,650 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
BBIO
BRIDGEBIO PHARM...
|
Healthcare | 0.00% | 3.47% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-267,031 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TERN
TERNS PHARMACEU...
|
Healthcare | 0.00% | 3.80% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-412,497 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
XBI
PUT
SPDR SERIES TRU...
|
PUT Option | 0.00% | 16.31% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-730,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 |
Showing 1-34 of 34 holdings