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Latest Eagle Health Investments LP Stock Portfolio

$603Million | No. of Holdings #27

Eagle Health Investments LP Performance

2026 Q2+22.36%
YTD+12.55%
2025+25.28%

About Eagle Health Investments LP and 13F Hedge Fund Stock Holdings

On 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Eagle Health Investments LP reported an equity portfolio of $603.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Eagle Health Investments LP are ARGX, ICLR, GH. The fund has invested 11.8% of it's portfolio in ARGENX SE and 8.9% of portfolio in ICON PUB LTD CO. <br><br> The fund managers got completely rid off TERNS PHARMACEUTICALS INC (TERN), BRIDGEBIO PHARMA INC (BBIO) and ASCENDIS PHARMA A/S (ASND) stocks. They significantly reduced their stock positions in NATERA INC (NTRA), ICON PUB LTD CO (ICLR) and FORTREA HLDGS INC. Eagle Health Investments LP opened new stock positions in ASCENDIS PHARMA A/S, AXSOME THERAPEUTICS INC. (AXSM) and IONIS PHARMACEUTICALS INC (IONS). The fund showed a lot of confidence in some stocks as they added substantially to INSMED INC (INSM), PROTAGONIST THERAPEUTICS INC (PTGX) and BOSTON SCIENTIFIC CORP (BSX).
Eagle Health Investments LP Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$603Million
  as of Aug 10, 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 22.36% in the last quarter. In trailing 12 months, it's portfolio return was 46.81%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ascendis pharma a/s28,314,500
axsome therapeutics inc.15,922,500
ionis pharmaceuticals inc15,428,000
dianthus therapeutics inc12,803,400
avalo therapeutics inc4,344,520
eli lilly & co2,391,660
New stocks bought by Eagle Health Investments LP

Additions

Ticker% Inc.
insmed inc71.28
protagonist therapeutics inc38.48
boston scientific corp25.93
alkermes plc24.56
biomarin pharmaceutical inc23.5
kymera therapeutics inc13.94
scholar rock hldg corp12.4
revolution medicines inc0.74
Additions to existing portfolio by Eagle Health Investments LP

Reductions

Ticker% Reduced
natera inc-87.00
icon pub ltd co-14.05
fortrea hldgs inc-9.66
guardant health inc-3.09
Eagle Health Investments LP reduced stake in above stock

Sold off

Ticker$ Sold
terns pharmaceuticals inc-21,746,800
bridgebio pharma inc-19,829,700
centessa pharmaceuticals plc-8,511,640
ascendis pharma a/s-19,819,500
Eagle Health Investments LP got rid off the above stocks

Sector Distribution

Eagle Health Investments LP has about 64.9% of it's holdings in Healthcare sector.

  • Healthcare
  • Others
Sector%
Healthcare64.9
Others35.1

Market Cap. Distribution

Eagle Health Investments LP has about 35.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
  • SMALL-CAP
Category%
LARGE-CAP35.6
UNALLOCATED35.1
MID-CAP23.3
SMALL-CAP5.6

Stocks belong to which Index?

About 45.3% 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%
Others54.8
RUSSELL 200036.5
S&P 5008.8
Top 5 Winners (%)%
CMPS
compass pathways plc
155.9 %
RVMD
revolution medicines inc
91.9 %
fortrea hldgs inc
80.6 %
GH
guardant health inc
61.5 %
RARE
ultragenyx pharmaceutical in
59.4 %
Top 5 Winners ($)$
ICLR
icon pub ltd co
21.0 M
CMPS
compass pathways plc
17.8 M
GH
guardant health inc
17.6 M
ARGX
argenx se
15.1 M
RARE
ultragenyx pharmaceutical in
11.0 M
Top 5 Losers (%)%
INSM
insmed inc
-29.7 %
BSX
boston scientific corp
-29.7 %
ISRG
intuitive surgical inc
-13.7 %
perceptive cap solutions cor
-0.8 %
Top 5 Losers ($)$
INSM
insmed inc
-17.3 M
BSX
boston scientific corp
-6.6 M
ISRG
intuitive surgical inc
-0.3 M
perceptive cap solutions cor
0.0 M

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 27 stocks in it's portfolio. About 66.1% of the portfolio is in top 10 stocks. INSM proved to be the most loss making stock for the portfolio. ICLR was the most profitable stock for Eagle Health Investments LP last quarter.

$603.31MTotal Value
31.00Positions
10 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Eagle Health Investments LP, last reported on 10 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ARGX
Argenx Se

Argenx Se

ARGX
Eagle Health Investments LP's holding in Argenx Se over time
11.75%76,417
$70.90M
11.75%
increased 0.11 percentadded
ASND
Ascendis Pharma A/S

Ascendis Pharma A/S

ASND
Eagle Health Investments LP's holding in Ascendis Pharma A/S over time
0%0.00
$0.00
0%
decreased 100 percentsold off
CMPS
Compass Pathways Plc

Compass Pathways Plc

CMPS
Eagle Health Investments LP's holding in Compass Pathways Plc over time
4.83%2,060,430
$29.16M
4.83%
unchanged 0 percentunchanged
ICLR
Icon Pub Ltd Co

Icon Pub Ltd Co

ICLR
Eagle Health Investments LP's holding in Icon Pub Ltd Co over time
8.87%308,143
$53.53M
8.87%
decreased 14.05 percentreduced
IMCR
Immunocore Hldgs Plc

Immunocore Hldgs Plc

IMCR
Eagle Health Investments LP's holding in Immunocore Hldgs Plc over time
0.24%46,300
$1.47M
0.24%
unchanged 0 percentunchanged