Eagle Health Investments portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 10, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Eagle Health Investments reported a $603M portfolio of 27 positions to the SEC as of the end of Q2 2026. Its largest positions are ARGX, ICLR, GH. During the quarter it opened Axsome Therapeutics and Ionis Pharmaceuticals and exited BridgeBio Pharma and PROCEPT BioRobotics.
Sections with a free account
What changed this quarter
19 positions with a change (5 new, 8 added to, 4 trimmed, 2 sold); also, 2 exited through an acquisition or merger. 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Natera−87%fewer sharesReduced5.1% → 0.7%
- BridgeBio Pharma−3.3 ppof portfolioSold out4.2% → —
- Insmed+71%more sharesIncreased7.7% → 6.8%
- Axsome Therapeutics+2.6 ppof portfolioNew— → 2.6%
- Ionis Pharmaceuticals+2.6 ppof portfolioNew— → 2.6%
- Dianthus Therapeutics+2.1 ppof portfolioNew— → 2.1%
- PROCEPT BioRobotics−2.0 ppof portfolioSold out2.5% → —
- Icon−14%fewer sharesReduced8.3% → 8.9%
- Protagonist Therapeutics+38%more sharesIncreased4.0% → 5.0%
- BioMarin Pharmaceutical+24%more sharesIncreased6.0% → 5.9%
- Ascendis Pharma A/S+23%more sharesIncreased4.2% → 4.7%
- Avalo Therapeutics+0.7 ppof portfolioNew— → 0.7%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- ArgenxARGX11.8%
- IconICLR8.9%
- Guardant HealthGH7.5%
- InsmedINSM6.8%
- BioMarin PharmaceuticalBMRN5.9%
- IlluminaILMN5.5%
- Scholar Rock HoldingSRRK5.1%
- Protagonist TherapeuticsPTGX5.0%
- Ultragenyx PharmaceuticalRARE4.9%
- COMPASS PathwaysCMPS4.8%
- Ascendis Pharma A/SASND4.7%
- Revolution MedicinesRVMD3.7%
- Fortrea HoldingsFTRE3.4%
- Kymera TherapeuticsKYMR3.2%
- Axsome TherapeuticsAXSM2.6%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Health Care 100%
How its portfolio changed (8 quarters)
Q2 2026: 27
Q2 2026: 66%
Q2 2026: 14.0%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 28, 2026 (high confidence).
The data, as reported: EAGLE HEALTH INVESTMENTS LP (CRD 309210): 7.B private funds: 1 hedge (gross assets $605M); 5.D assets by client type: pooled vehicles 100% (of $605M)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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