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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%

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. <br><br> 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. <br><br> 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
$571Million
  as of May 15, 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/s19,819,500
ultragenyx pharmaceutical in18,522,300
boston scientific corp18,395,300
tempus ai inc11,588,500
ataibeckley inc6,051,130
perceptive cap solutions cor413,415
New stocks bought by Eagle Health Investments LP

Additions

Ticker% Inc.
protagonist therapeutics inc212
alkermes plc191
centessa pharmaceuticals plc107
procept biorobotics corp56.86
terns pharmaceuticals inc49.95
icon plc45.09
biomarin pharmaceutical inc37.89
scholar rock hldg corp35.98
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%
Healthcare69.1
Others30.9

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-CAP40.6
UNALLOCATED30.9
MID-CAP19.7
SMALL-CAP8.8

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%
Others50
RUSSELL 200040.8
S&P 5009.1
Top 5 Winners (%)%
CNTA
centessa pharmaceuticals plc
37.8 %
TERN
terns pharmaceuticals inc
24.2 %
RVMD
revolution medicines inc
21.7 %
ALKS
alkermes plc
16.3 %
PTGX
protagonist therapeutics inc
12.8 %
Top 5 Winners ($)$
TERN
terns pharmaceuticals inc
4.2 M
CNTA
centessa pharmaceuticals plc
2.3 M
SRRK
scholar rock hldg corp
2.2 M
PTGX
protagonist therapeutics inc
2.1 M
RVMD
revolution medicines inc
2.1 M
Top 5 Losers (%)%
fortrea hldgs inc
-44.5 %
ICLR
icon plc
-35.3 %
ISRG
intuitive surgical inc
-18.6 %
CMPS
compass pathways plc
-17.7 %
PRCT
procept biorobotics corp
-17.4 %
Top 5 Losers ($)$
ICLR
icon plc
-21.7 M
fortrea hldgs inc
-9.9 M
ARGX
argenx se
-7.7 M
NTRA
natera inc
-4.4 M
GH
guardant health inc
-2.9 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 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.

$476.30MTotal Value
36.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Eagle Health Investments LP, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ARGX
Argenx Se

Argenx Se

ARGX
Eagle Health Investments LP's holding in Argenx Se over time
9.75%76,336
$55.74M
9.75%
increased 21.69 percentadded
ASND
Ascendis Pharma A/S

Ascendis Pharma A/S

ASND
Eagle Health Investments LP's holding in Ascendis Pharma A/S over time
3.47%86,650
$19.82M
3.47%
new position
CMPS
Compass Pathways Plc

Compass Pathways Plc

CMPS
Eagle Health Investments LP's holding in Compass Pathways Plc over time
1.99%2,060,430
$11.39M
1.99%
increased 35.61 percentadded
ICLR
Icon Plc

Icon Plc

ICLR
Eagle Health Investments LP's holding in Icon Plc over time
6.94%358,500
$39.67M
6.94%
increased 45.09 percentadded
IMCR
Immunocore Hldgs Plc

Immunocore Hldgs Plc

IMCR
Eagle Health Investments LP's holding in Immunocore Hldgs Plc over time
0.24%46,300
$1.40M
0.24%
unchanged 0 percentunchanged
LEGN
Legend Biotech Corp

Legend Biotech Corp

LEGN
Eagle Health Investments LP's holding in Legend Biotech Corp over time
0%0.00
$0.00
0%
decreased 100 percentsold off