Latest Eagle Health Investments LP Stock Portfolio
$571Million– No. of Holdings #26
Eagle Health Investments LP Performance:
2026 Q1: -8.02%YTD: -8.02%2025: 25.28%
Performance for 2026 Q1 is -8.02%, and YTD is -8.02%, and 2025 is 25.28%.
About Eagle Health Investments LP and 13F Hedge Fund Stock Holdings
On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Eagle Health Investments LP reported an equity portfolio of $571.8 Millions as of 31 Mar, 2026.
The top stock holdings of Eagle Health Investments LP are ARGX, ICLR, INSM. The fund has invested 9.8% of it's portfolio in ARGENX SE and 6.9% of portfolio in ICON PLC.
The fund managers got completely rid off NEUROCRINE BIOSCIENCES INC (NBIX), EXACT SCIENCES CORP (EXAS) and LEGEND BIOTECH CORP (LEGN) stocks. They significantly reduced their stock positions in NATERA INC (NTRA) and ILLUMINA INC (ILMN). Eagle Health Investments LP opened new stock positions in ASCENDIS PHARMA A/S (ASND), ULTRAGENYX PHARMACEUTICAL IN (RARE) and BOSTON SCIENTIFIC CORP (BSX). The fund showed a lot of confidence in some stocks as they added substantially to PROTAGONIST THERAPEUTICS INC (PTGX), ALKERMES PLC (ALKS) and CENTESSA PHARMACEUTICALS PLC (CNTA).
The top stock holdings of Eagle Health Investments LP are ARGX, ICLR, INSM. The fund has invested 9.8% of it's portfolio in ARGENX SE and 6.9% of portfolio in ICON PLC.
The fund managers got completely rid off NEUROCRINE BIOSCIENCES INC (NBIX), EXACT SCIENCES CORP (EXAS) and LEGEND BIOTECH CORP (LEGN) stocks. They significantly reduced their stock positions in NATERA INC (NTRA) and ILLUMINA INC (ILMN). Eagle Health Investments LP opened new stock positions in ASCENDIS PHARMA A/S (ASND), ULTRAGENYX PHARMACEUTICAL IN (RARE) and BOSTON SCIENTIFIC CORP (BSX). The fund showed a lot of confidence in some stocks as they added substantially to PROTAGONIST THERAPEUTICS INC (PTGX), ALKERMES PLC (ALKS) and CENTESSA PHARMACEUTICALS PLC (CNTA).
Eagle Health Investments LP Equity Portfolio Value
Last Reported on: 15 May, 2026
Eagle Health Investments LP Annual Return Estimates Vs S&P 500
Our best estimate is that Eagle Health Investments LP made a return of -8.02% in the last quarter. In trailing 12 months, it's portfolio return was 28.12%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ascendis pharma a/s | 19,819,500 |
| ultragenyx pharmaceutical in | 18,522,300 |
| boston scientific corp | 18,395,300 |
| tempus ai inc | 11,588,500 |
| ataibeckley inc | 6,051,130 |
| perceptive cap solutions cor | 413,415 |
New stocks bought by Eagle Health Investments LP
Additions
| Ticker | % Inc. |
|---|---|
| protagonist therapeutics inc | 212 |
| alkermes plc | 191 |
| centessa pharmaceuticals plc | 107 |
| procept biorobotics corp | 56.86 |
| terns pharmaceuticals inc | 49.95 |
| icon plc | 45.09 |
| biomarin pharmaceutical inc | 37.89 |
| scholar rock hldg corp | 35.98 |
Additions to existing portfolio by Eagle Health Investments LP
Reductions
| Ticker | % Reduced |
|---|---|
| natera inc | -33.5 |
| illumina inc | -18.93 |
Eagle Health Investments LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| atai beckley nv | -6,864,660 |
| legend biotech corp | -8,884,090 |
| vir biotechnology inc | -1,450,220 |
| uniqure nv | -4,911,560 |
| moonlake immunotherapeutics | -2,472,570 |
| neurocrine biosciences inc | -23,089,900 |
| exact sciences corp | -15,005,500 |
| soleno therapeutics inc | -6,255,130 |
Eagle Health Investments LP got rid off the above stocks
Sector Distribution
Eagle Health Investments LP has about 69.1% of it's holdings in Healthcare sector.
- Healthcare
- Others
| Sector | % |
|---|---|
| Healthcare | 69.1 |
| Others | 30.9 |
Market Cap. Distribution
Eagle Health Investments LP has about 40.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- UNALLOCATED
- MID-CAP
- SMALL-CAP
| Category | % |
|---|---|
| LARGE-CAP | 40.6 |
| UNALLOCATED | 30.9 |
| MID-CAP | 19.7 |
| SMALL-CAP | 8.8 |
Stocks belong to which Index?
About 49.9% of the stocks held by Eagle Health Investments LP either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
- S&P 500
| Index | % |
|---|---|
| Others | 50 |
| RUSSELL 2000 | 40.8 |
| S&P 500 | 9.1 |
Eagle Health Investments LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Eagle Health Investments LP
Eagle Health Investments LP has 26 stocks in it's portfolio. About 52.9% of the portfolio is in top 10 stocks. ICLR proved to be the most loss making stock for the portfolio. TERN was the most profitable stock for Eagle Health Investments LP last quarter.
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ALKS | alkermes plc | 1.48 | 238,673 | 8,439,480 | added | 191 | ||
| ARGX | argenx se | 9.75 | 76,336 | 55,744,400 | added | 21.69 | ||
| ASND | ascendis pharma a/s | 3.47 | 86,650 | 19,819,500 | new | |||
| ATAI | atai beckley nv | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BBIO | bridgebio pharma inc | 3.47 | 267,031 | 19,829,700 | added | 2.98 | ||
| BMRN | biomarin pharmaceutical inc | 5.00 | 505,809 | 28,573,200 | added | 37.89 | ||
| BSX | boston scientific corp | 3.22 | 293,152 | 18,395,300 | new | |||
| CMPS | compass pathways plc | 1.99 | 2,060,430 | 11,394,200 | added | 35.61 | ||
| CNTA | centessa pharmaceuticals plc | 1.49 | 214,291 | 8,511,640 | added | 107 | ||
| EXAS | exact sciences corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| GH | guardant health inc | 5.01 | 310,281 | 28,660,700 | added | 9.22 | ||
| ICLR | icon plc | 6.94 | 358,500 | 39,671,600 | added | 45.09 | ||
| ILMN | illumina inc | 4.04 | 187,413 | 23,100,500 | reduced | -18.93 | ||
| IMCR | immunocore hldgs plc | 0.24 | 46,300 | 1,395,940 | unchanged | 0.00 | ||
| INSM | insmed inc | 6.41 | 224,271 | 36,672,800 | added | 6.34 | ||
| ISRG | intuitive surgical inc | 0.35 | 4,390 | 2,023,750 | unchanged | 0.00 | ||
| KYMR | kymera therapeutics inc | 2.12 | 145,816 | 12,145,000 | added | 6.98 | ||
| LEGN | legend biotech corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MLTX | moonlake immunotherapeutics | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| NBIX | neurocrine biosciences inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||