Eagle Health Investments LP
Greenwich, CT
$603m in 27 US stocks at the end of 30 June 2026. The top 10 are 66.1% of the money. It changed about 24.1% of the portfolio this quarter.
Value
$603m
Stocks
27
Top 10 share
66.1%
Turnover
24.1%
What changed this quarter
New
Bought for the first time this quarter.
- Ascendis Pharma A/SASND4.7% of the fund
- Axsome TherapeuticsAXSM2.6% of the fund
- Ionis PharmaceuticalsIONS2.6% of the fund
- Dianthus TherapeuticsDNTH2.1% of the fund
- Avalo TherapeuticsAVTX0.7% of the fund
- Eli LillyLLY0.4% of the fund
Added
Bought more of a stock they already held.
- InsmedINSM6.8% of the fund+71%
- Biomarin PharmaceuticalBMRN5.9% of the fund+24%
- Scholar Rock HoldingSRRK5.1% of the fund+12%
- Protagonist TherapeuticsPTGX5.0% of the fund+38%
- Kymera TherapeuticsKYMR3.2% of the fund+14%
- Boston ScientificBSX2.6% of the fund+26%
- Alkermes plc.ALKS2.6% of the fund+25%
Cut
Sold some of their stake.
- IconICLR8.9% of the fund-14%
- Guardant HealthGH7.5% of the fund-3%
- Fortrea HoldingsFTRE3.4% of the fund-10%
- NateraNTRA0.7% of the fund-87%
Sold out
Sold their entire stake.
- Terns Pharmaceuticals-100%
- BridgeBio PharmaBBIO-100%
- Ascendis Pharma A/SASND-100%
- PROCEPT BioRoboticsPRCT-100%
- Centessa Pharmaceuticals-100%
Holdings
- Argenx SEARGX
- Share
- 11.8%
- Value
- $71m
- Shares
- 76,417
Held
- AtaiBeckleyATAI
- Share
- 1.5%
- Value
- $9m
- Shares
- 1,709,359
Held
- Immunocore HldgsIMCR
- Share
- 0.2%
- Value
- $1m
- Shares
- 46,300
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Argenx SEARGX | 11.8% | $71m | 76,417 | Held |
| IconICLR | 8.9% | $54m | 308,143 | -14% |
| Guardant HealthGH | 7.5% | $45m | 300,685 | -3% |
| InsmedINSM | 6.8% | $41m | 384,130 | +71% |
| Biomarin PharmaceuticalBMRN | 5.9% | $36m | 624,676 | +24% |
| IlluminaILMN | 5.5% | $33m | 187,413 | Held |
| Scholar Rock HoldingSRRK | 5.1% | $31m | 555,272 | +12% |
| Protagonist TherapeuticsPTGX | 5.0% | $30m | 248,322 | +38% |
| Ultragenyx PharmaceuticalRARE | 4.9% | $30m | 884,121 | Held |
| COMPASS PathwaysCMPS | 4.8% | $29m | 2,060,427 | Held |
| Ascendis Pharma A/SASND | 4.7% | $28m | 106,158 | New |
| Revolution MedicinesRVMD | 3.7% | $23m | 120,346 | Held |
| Fortrea HoldingsFTRE | 3.4% | $21m | 1,181,274 | -10% |
| Kymera TherapeuticsKYMR | 3.2% | $19m | 166,148 | +14% |
| Axsome TherapeuticsAXSM | 2.6% | $16m | 65,051 | New |
| Boston ScientificBSX | 2.6% | $16m | 369,164 | +26% |
| Alkermes plc.ALKS | 2.6% | $16m | 297,302 | +25% |
| Ionis PharmaceuticalsIONS | 2.6% | $15m | 194,577 | New |
| Tempus AITEM | 2.5% | $15m | 256,269 | Held |
| Dianthus TherapeuticsDNTH | 2.1% | $13m | 131,344 | New |
| AtaiBeckleyATAI | 1.5% | $9m | 1,709,359 | Held |
| Avalo TherapeuticsAVTX | 0.7% | $4m | 235,093 | New |
| NateraNTRA | 0.7% | $4m | 15,847 | -87% |
| Eli LillyLLY | 0.4% | $2m | 1,994 | New |
| Intuitive SurgicalISRG | 0.3% | $2m | 4,390 | Held |
| Immunocore HldgsIMCR | 0.2% | $1m | 46,300 | Held |
| FreenomeFRNM | <0.1% | $410,024 | 37,686 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 48.9% since 30 June 2025.
Where the money is
Health care85.5%
Technology2.5%
Other12.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.