Eagle Health Investments LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Eagle Health Investments LP reported 27 stock positions worth $603.3 million. Its top holding was Argenx SE - ADR (ARGX) at 11.8% of the portfolio, followed by Icon (ICLR, 8.9%) and Guardant Health (GH, 7.5%). Compared with Q1 2026, it opened 5 new positions, sold out of 4, added to 10 and reduced 4. The biggest buy was a new position in Axsome Therapeutics (AXSM) and the biggest sale an exit from Terns Pharmaceuticals (TERN).
- Most Recent 13F
- Q2 2026
- Location
- Greenwich, CT
- CIK
- 0001842545
- Portfolio Value
- $603.3M (Q2 2026)
- SEC Filing
- 0001172661-26-003205 ↗ filed Aug 10, 2026
Holdings Value
Holdings 27 stocks · $603.3M
| ARGX Argenx SE - ADR | 11.75% | 76,417 | $70.9M | Add +0.1% |
| ICLR Icon PLC filed as ICON PUB LTD CO | 8.87% | 308,143 | $53.5M | Reduce -14.1% |
| GH Guardant Health Inc. | 7.48% | 300,685 | $45.1M | Reduce -3.1% |
| INSM Insmed Inc. | 6.79% | 384,130 | $41.0M | Add +71.3% |
| BMRN Biomarin Pharmaceutical Inc. | 5.92% | 624,676 | $35.7M | Add +23.5% |
| ILMN Illumina Inc. | 5.46% | 187,413 | $33.0M | No change |
| SRRK Scholar Rock Holding Corp. | 5.06% | 555,272 | $30.5M | Add +12.4% |
| PTGX Protagonist Therapeutics Inc. | 5.05% | 248,322 | $30.4M | Add +38.5% |
| RARE Ultragenyx Pharmaceutical Inc. | 4.89% | 884,121 | $29.5M | No change |
| CMPS Compass Pathways PLC | 4.83% | 2,060,427 | $29.2M | No change |
| ASND Ascendis Pharma A/S | 4.69% | 106,158 | $28.3M | Add +22.5% |
| RVMD Revolution Medicines Inc. | 3.74% | 120,346 | $22.5M | Add +0.7% |
| FTRE Fortrea Holdings Inc. | 3.41% | 1,181,274 | $20.6M | Reduce -9.7% |
| KYMR Kymera Therapeutics Inc. | 3.16% | 166,148 | $19.1M | Add +13.9% |
| AXSM Axsome Therapeutics Inc. | 2.64% | 65,051 | $15.9M | New |
| BSX Boston Scientific Corp. | 2.61% | 369,164 | $15.8M | Add +25.9% |
| ALKS Alkermes PLC | 2.58% | 297,302 | $15.6M | Add +24.6% |
| IONS Ionis Pharmaceuticals Inc. | 2.56% | 194,577 | $15.4M | New |
| TEM Tempus AI Inc. Class A | 2.46% | 256,269 | $14.8M | No change |
| DNTH Dianthus Therapeutics Inc. | 2.12% | 131,344 | $12.8M | New |
| ATAI Ataibeckley Inc. | 1.49% | 1,709,359 | $9.0M | No change |
| AVTX Avalo Therapeutics Inc. | 0.72% | 235,093 | $4.3M | New |
| NTRA Natera Inc. | 0.71% | 15,847 | $4.3M | Reduce -87.0% |
| LLY Eli Lilly & Co. | 0.40% | 1,994 | $2.4M | New |
| ISRG Intuitive Surgical Inc. | 0.29% | 4,390 | $1.7M | No change |
| IMCR Immunocore Holdings PLC-ADR | 0.24% | 46,300 | $1.5M | No change |
| FRNM Freenome Inc. filed as PERCEPTIVE CAP SOLUTIONS COR | 0.07% | 37,686 | $410K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| TERN Terns Pharmaceuticals Inc. | Sold out | 0.00% | −4.57 |
| NTRA Natera Inc. | Reduce -87.0% | 0.71% | −4.40 |
| BBIO Bridgebio Pharma Inc. | Sold out | 0.00% | −4.16 |
| PRCT Procept Biorobotics Corp. | Sold out | 0.00% | −2.54 |
| CNTA Centessa Pharmaceuticals Ltd. | Sold out | 0.00% | −1.79 |
| ICLR Icon PLC | Reduce -14.1% | 8.87% | +0.54 |
| FTRE Fortrea Holdings Inc. | Reduce -9.7% | 3.41% | +0.82 |
| GH Guardant Health Inc. | Reduce -3.1% | 7.48% | +1.46 |
Portfolio Buys Q1 2026 → Q2 2026
| AXSM Axsome Therapeutics Inc. | New | 2.64% | +2.64 |
| IONS Ionis Pharmaceuticals Inc. | New | 2.56% | +2.56 |
| DNTH Dianthus Therapeutics Inc. | New | 2.12% | +2.12 |
| RVMD Revolution Medicines Inc. | Add +0.7% | 3.74% | +1.30 |
| PTGX Protagonist Therapeutics Inc. | Add +38.5% | 5.05% | +1.08 |
| ALKS Alkermes PLC | Add +24.6% | 2.58% | +0.81 |
| AVTX Avalo Therapeutics Inc. | New | 0.72% | +0.72 |
| KYMR Kymera Therapeutics Inc. | Add +13.9% | 3.16% | +0.61 |
| ASND Ascendis Pharma A/S | Add +22.5% | 4.69% | +0.53 |
| LLY Eli Lilly & Co. | New | 0.40% | +0.40 |
| ARGX Argenx SE - ADR | Add +0.1% | 11.75% | +0.05 |
| SRRK Scholar Rock Holding Corp. | Add +12.4% | 5.06% | −0.04 |
| BMRN Biomarin Pharmaceutical Inc. | Add +23.5% | 5.92% | −0.07 |
| INSM Insmed Inc. | Add +71.3% | 6.79% | −0.91 |
| BSX Boston Scientific Corp. | Add +25.9% | 2.61% | −1.25 |
Options Activity Q1 2026 → Q2 2026
| XBI SS SPDR S&P Biotech ETF | put | Sold out | 730,000 | $93.2Mbefore exit |
| PRCT Procept Biorobotics Corp. | call | Sold out | 90,000 | $2.3Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 27 | $603.3M | ARGX, ICLR, GH, INSM, BMRN |
| Q1 2026 | 26 | $476.3M | ARGX, ICLR, INSM, GH, BMRN |
| Q4 2025 | 30 | $455.1M | ARGX, ICLR, NTRA, INSM, ILMN |
| Q3 2025 | 23 | $380.9M | ARGX, INSM, NTRA, ICLR, ILMN |
| Q2 2025 | 21 | $405.2M | INSM, ARGX, NTRA, ILMN, ICLR |
| Q1 2025 | 20 | $385.1M | ARGX, NTRA, ICLR, INSM, ILMN |
| Q4 2024 | 18 | $407.9M | NTRA, ARGX, ILMN, ICLR, INSM |
| Q3 2024 | 24 | $518.7M | NTRA, ILMN, ARGX, ICLR, INSM |
| Q2 2024 | 25 | $559.6M | UTHR, NTRA, ICLR, UNH, ARGX |
| Q1 2024 | 26 | $524.8M | NTRA, ICLR, ILMN, UTHR, DXCM |