Eagle Health Investments Lp Portfolio Stock Holdings
Eagle Health Investments Lp disclosed 26 stock positions valued at approximately $476.3 million in its latest SEC 13F filing. The largest holdings include ARGENX SE, ICON PLC, and INSMED INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 26
- Portfolio Value
- $476.3M
Holdings by Sector
Eagle Health Investments Lp Portfolio Holdings in Q1 2026
24 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ARGENX SE | ARGX | Healthcare | 11.70% | 76,336 | +13,606 | +21.69% | $55,744,364 |
| ICON PLC | ICLR | Other | 8.33% | 358,500 | +111,410 | +45.09% | $39,671,610 |
| INSMED INC | INSM | Healthcare | 7.70% | 224,271 | +13,371 | +6.34% | $36,672,794 |
| GUARDANT HEALTH INC | GH | Healthcare | 6.02% | 310,281 | +26,181 | +9.22% | $28,660,656 |
| BIOMARIN PHARMACEUTICAL INC | BMRN | Healthcare | 6.00% | 505,809 | +138,997 | +37.89% | $28,573,150 |
| NATERA INC | NTRA | Healthcare | 5.12% | 121,877 | -61,387 | -33.50% | $24,374,181 |
| SCHOLAR ROCK HLDG CORP | SRRK | Healthcare | 5.10% | 494,019 | +130,719 | +35.98% | $24,285,974 |
| ILLUMINA INC | ILMN | Healthcare | 4.85% | 187,413 | -43,748 | -18.93% | $23,100,526 |
| TERNS PHARMACEUTICALS INC | TERN | Healthcare | 4.57% | 412,497 | +137,407 | +49.95% | $21,746,842 |
| BRIDGEBIO PHARMA INC | BBIO | Healthcare | 4.16% | 267,031 | +7,731 | +2.98% | $19,829,722 |
| ASCENDIS PHARMA A/S | ASND | Healthcare | 4.16% | 86,650 | +86,650 | +100.00% | $19,819,455 |
| PROTAGONIST THERAPEUTICS INC | PTGX | Healthcare | 3.97% | 179,322 | +122,022 | +212.95% | $18,900,539 |
| ULTRAGENYX PHARMACEUTICAL IN | RARE | Healthcare | 3.89% | 884,121 | +884,121 | +100.00% | $18,522,335 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 3.86% | 293,152 | +293,152 | +100.00% | $18,395,288 |
| FORTREA HLDGS INC | FTRE | Healthcare | 2.59% | 1,307,560 | +89,000 | +7.30% | $12,317,215 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 2.55% | 145,816 | +9,516 | +6.98% | $12,145,015 |
| PROCEPT BIOROBOTICS CORP | PRCT | Healthcare | 2.54% | 483,815 | +175,381 | +56.86% | $12,100,213 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 2.44% | 119,464 | +3,564 | +3.08% | $11,617,874 |
| TEMPUS AI INC | TEM | Healthcare | 2.43% | 256,269 | +256,269 | +100.00% | $11,588,484 |
| COMPASS PATHWAYS PLC | CMPS | Healthcare | 2.39% | 2,060,427 | +541,039 | +35.61% | $11,394,161 |
| CENTESSA PHARMACEUTICALS PLC | CNTA | Healthcare | 1.79% | 214,291 | +111,191 | +107.85% | $8,511,639 |
| ALKERMES PLC | G01767105 | Other | 1.77% | 238,673 | +156,873 | +191.78% | $8,439,477 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.42% | 4,390 | - | - | $2,023,746 |
| IMMUNOCORE HLDGS PLC | IMCR | Healthcare | 0.29% | 46,300 | - | - | $1,395,945 |
Eagle Health Investments Lp Options Holdings in Q1 2026
2 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | XBI | SPDR Series Trust SPDR S&P Bio | PUT | 730,000 | $93,242,900 |
| Q1 2026 | PRCT | PROCEPT BioRobotics Corporation | CALL | 90,000 | $2,250,900 |
Notional value represents the total exposure of the options position.