# Eagle Health Investments LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1842545. Source: https://holderbook.com/funds/1842545-eagle-health-investments-lp/

- Reported value: $603.3M
- Positions: 27
- Weight of the ten largest: 66.1%
- Filed: 2026-08-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ARGENX SE | [ARGX](https://holderbook.com/stocks/ARGX/) | $70.9M | 76,417 | 11.8% | 23 |
| ICON PUB LTD CO | [ICLR](https://holderbook.com/stocks/ICLR/) | $53.5M | 308,143 | 8.9% | 15 |
| GUARDANT HEALTH INC | [GH](https://holderbook.com/stocks/GH/) | $45.1M | 300,685 | 7.5% | 5 |
| INSMED INC | [INSM](https://holderbook.com/stocks/INSM/) | $41.0M | 384,130 | 6.8% | 9 |
| BIOMARIN PHARMACEUTICAL INC | [BMRN](https://holderbook.com/stocks/BMRN/) | $35.7M | 624,676 | 5.9% | 9 |
| ILLUMINA INC | [ILMN](https://holderbook.com/stocks/ILMN/) | $33.0M | 187,413 | 5.5% | 17 |
| SCHOLAR ROCK HLDG CORP | [SRRK](https://holderbook.com/stocks/SRRK/) | $30.5M | 555,272 | 5.1% | 5 |
| PROTAGONIST THERAPEUTICS INC | [PTGX](https://holderbook.com/stocks/PTGX/) | $30.4M | 248,322 | 5.0% | 3 |
| ULTRAGENYX PHARMACEUTICAL IN | [RARE](https://holderbook.com/stocks/RARE/) | $29.5M | 884,121 | 4.9% | 2 |
| COMPASS PATHWAYS PLC | [CMPS](https://holderbook.com/stocks/CMPS/) | $29.2M | 2,060,427 | 4.8% | 4 |
| ASCENDIS PHARMA A/S | [ASND](https://holderbook.com/stocks/ASND/) | $28.3M | 106,158 | 4.7% | 1 |
| REVOLUTION MEDICINES INC | [RVMD](https://holderbook.com/stocks/RVMD/) | $22.5M | 120,346 | 3.7% | 3 |
| FORTREA HLDGS INC | [FTRE](https://holderbook.com/stocks/FTRE/) | $20.6M | 1,181,274 | 3.4% | 4 |
| KYMERA THERAPEUTICS INC | [KYMR](https://holderbook.com/stocks/KYMR/) | $19.1M | 166,148 | 3.2% | 3 |
| AXSOME THERAPEUTICS INC | [AXSM](https://holderbook.com/stocks/AXSM/) | $15.9M | 65,051 | 2.6% | 1 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $15.8M | 369,164 | 2.6% | 2 |
| ALKERMES PLC | [ALKS](https://holderbook.com/stocks/ALKS/) | $15.6M | 297,302 | 2.6% | 4 |
| IONIS PHARMACEUTICALS INC | [IONS](https://holderbook.com/stocks/IONS/) | $15.4M | 194,577 | 2.6% | 1 |
| TEMPUS AI INC | [TEM](https://holderbook.com/stocks/TEM/) | $14.8M | 256,269 | 2.5% | 2 |
| DIANTHUS THERAPEUTICS INC | [DNTH](https://holderbook.com/stocks/DNTH/) | $12.8M | 131,344 | 2.1% | 1 |
| ATAIBECKLEY INC | [ATAI](https://holderbook.com/stocks/ATAI/) | $9.0M | 1,709,359 | 1.5% | 2 |
| AVALO THERAPEUTICS INC | [AVTX](https://holderbook.com/stocks/AVTX/) | $4.3M | 235,093 | 0.7% | 1 |
| NATERA INC | [NTRA](https://holderbook.com/stocks/NTRA/) | $4.3M | 15,847 | 0.7% | 23 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.4M | 1,994 | 0.4% | 1 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $1.7M | 4,390 | 0.3% | 17 |
| IMMUNOCORE HLDGS PLC | [IMCR](https://holderbook.com/stocks/IMCR/) | $1.5M | 46,300 | 0.2% | 11 |
| PERCEPTIVE CAP SOLUTIONS COR | [PCSC](https://holderbook.com/stocks/PCSC/) | $410.0K | 37,686 | 0.1% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +28.8% | +14.8% | +14.0% | 93% |
| Q1 2026 | -10.3% | -4.6% | -5.6% | 100% |
| Q4 2025 | +20.9% | +2.4% | +18.6% | 97% |
| Q3 2025 | +9.4% | +7.8% | +1.6% | 100% |
| Q2 2025 | +9.3% | +10.5% | -1.2% | 100% |
| Q1 2025 | -11.2% | -4.6% | -6.7% | 100% |
| Q4 2024 | -4.1% | +2.1% | -6.2% | 100% |
| Q3 2024 | +11.1% | +5.4% | +5.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $603.3M | 27 |
| Q1 2026 | $571.8M | 27 |
| Q4 2025 | $455.1M | 30 |
| Q3 2025 | $380.9M | 23 |
| Q2 2025 | $405.2M | 21 |
| Q1 2025 | $385.1M | 20 |
| Q4 2024 | $407.9M | 18 |
| Q3 2024 | $528.0M | 25 |
| Q2 2024 | $570.2M | 26 |
| Q1 2024 | $538.2M | 27 |
| Q4 2023 | $492.1M | 22 |
| Q3 2023 | $453.8M | 23 |