Eagle Health Investments LP In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Eagle Health Investments LP reported 26 stock positions worth $476.3 million . Its top holding was Argenx SE - ADR (ARGX) at 11.7% of the portfolio, followed by Icon (ICLR, 8.3% ) and Insmed (INSM, 7.7% ). Compared with Q4 2025, it opened 5 new positions, sold out of 9, added to 17 and reduced 2. The biggest buy was a new position in Ascendis Pharma A/S (ASND) and the biggest sale an exit from Neurocrine Biosciences (NBIX).
Location Greenwich, CT
CIK 0001842545
Portfolio Value $476.3M (Q1 2026) Holdings 26 stocks · $476.3M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 ARGX Argenx SE - ADR 76,336 $55.7M Add +21.7% ICLR Icon PLC 358,500 $39.7M Add +45.1% INSM Insmed Inc. 224,271 $36.7M Add +6.3% GH Guardant Health Inc. 310,281 $28.7M Add +9.2% BMRN Biomarin Pharmaceutical Inc. 505,809 $28.6M Add +37.9% NTRA Natera Inc. 121,877 $24.4M Reduce -33.5% SRRK Scholar Rock Holding Corp. 494,019 $24.3M Add +36.0% ILMN Illumina Inc. 187,413 $23.1M Reduce -18.9% TERN Terns Pharmaceuticals Inc. 412,497 $21.7M Add +50.0% BBIO Bridgebio Pharma Inc. 267,031 $19.8M Add +3.0% ASND Ascendis Pharma A/S 86,650 $19.8M New PTGX Protagonist Therapeutics Inc. 179,322 $18.9M Add +212.9% RARE Ultragenyx Pharmaceutical Inc. 884,121 $18.5M New BSX Boston Scientific Corp. 293,152 $18.4M New FTRE Fortrea Holdings Inc. 1,307,560 $12.3M Add +7.3% KYMR Kymera Therapeutics Inc. 145,816 $12.1M Add +7.0% PRCT Procept Biorobotics Corp. 483,815 $12.1M Add +56.9% RVMD Revolution Medicines Inc. 119,464 $11.6M Add +3.1% TEM Tempus AI Inc. Class A 256,269 $11.6M New CMPS Compass Pathways PLC 2,060,427 $11.4M Add +35.6% CNTA Centessa Pharmaceuticals Ltd. 214,291 $8.5M Add +107.8% ALKS Alkermes PLC 238,673 $8.4M Add +191.8% ATAI Ataibeckley Inc. 1,709,359 $6.1M Add +1.8% ISRG Intuitive Surgical Inc. 4,390 $2.0M No change IMCR Immunocore Holdings PLC-ADR 46,300 $1.4M No change FRNM Freenome Inc. filed as PERCEPTIVE CAP SOLUTIONS COR 37,686 $413K New
Options reported separately and not counted above: XBI puts ($93.2M), PRCT calls ($2.3M).
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ NBIX Neurocrine Biosciences Inc. Sold out 0.00% −5.07 NTRA Natera Inc. Reduce -33.5% 5.12% −4.11 EXAS Exact Sciences Corp. Sold out 0.00% −3.30 LEGN Legend Biotech Corp.-ADR Sold out 0.00% −1.95 ILMN Illumina Inc. Reduce -18.9% 4.85% −1.81 SLNO Soleno Therapeutics Inc. Sold out 0.00% −1.37 QURE Uniqure NV Sold out 0.00% −1.08 PRAX Praxis Precision Medicines I Sold out 0.00% −0.97 MLTX Moonlake Immunotherapeutics Sold out 0.00% −0.54 IRON Disc Medicine Inc. Sold out 0.00% −0.47 VIR Vir Biotechnology Inc. Sold out 0.00% −0.32
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ ASND Ascendis Pharma A/S New 4.16% +4.16 RARE Ultragenyx Pharmaceutical Inc. New 3.89% +3.89 BSX Boston Scientific Corp. New 3.86% +3.86 PTGX Protagonist Therapeutics Inc. Add +212.9% 3.97% +2.87 TEM Tempus AI Inc. Class A New 2.43% +2.43 TERN Terns Pharmaceuticals Inc. Add +50.0% 4.57% +2.12 SRRK Scholar Rock Holding Corp. Add +36.0% 5.10% +1.58 ALKS Alkermes PLC Add +191.8% 1.77% +1.27 CNTA Centessa Pharmaceuticals Ltd. Add +107.8% 1.79% +1.22 BMRN Biomarin Pharmaceutical Inc. Add +37.9% 6.00% +1.21 RVMD Revolution Medicines Inc. Add +3.1% 2.44% +0.41 PRCT Procept Biorobotics Corp. Add +56.9% 2.54% +0.41 KYMR Kymera Therapeutics Inc. Add +7.0% 2.55% +0.22 ARGX Argenx SE - ADR Add +21.7% 11.70% +0.11 CMPS Compass Pathways PLC Add +35.6% 2.39% +0.09 FRNM Freenome Inc. New 0.09% +0.09 BBIO Bridgebio Pharma Inc. Add +3.0% 4.16% −0.20 ATAI Ataibeckley Inc. Add +1.8% 1.27% −0.24 GH Guardant Health Inc. Add +9.2% 6.02% −0.36 INSM Insmed Inc. Add +6.3% 7.70% −0.37 ICLR Icon PLC Add +45.1% 8.33% −1.57 FTRE Fortrea Holdings Inc. Add +7.3% 2.59% −2.03
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ XBI SS SPDR S&P Biotech ETF put New 730,000 $93.2M PRCT Procept Biorobotics Corp. call New 90,000 $2.3M
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