Eagle Health Investments Lp Portfolio Stock Holdings

According to the SEC 13F filed on August 10, 2026, Eagle Health Investments Lp disclosed 24 stock positions valued at approximately $603.31M as of quarter-end June 30, 2026. The largest holdings include ARGENX SE, ICON PUB LTD CO, and GUARDANT HEALTH INC.

Report Period
June 30, 2026
No. of Stocks
24
Portfolio Value
$603.31M
Holdings by Sector
Eagle Health Investments Lp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ARGENX SEARGXHealthcare11.75%76,417+81+0.11%$70,897,400
ICON PUB LTD COICLROther8.87%308,143-50,357-14.05%$53,527,521
GUARDANT HEALTH INCGHHealthcare7.48%300,685-9,596-3.09%$45,111,771
INSMED INCINSMHealthcare6.79%384,130+159,859+71.28%$40,955,941
BIOMARIN PHARMACEUTICAL INCBMRNHealthcare5.92%624,676+118,867+23.50%$35,743,961
ILLUMINA INCILMNHealthcare5.46%187,413--$32,952,828
SCHOLAR ROCK HLDG CORPSRRKHealthcare5.06%555,272+61,253+12.40%$30,539,960
PROTAGONIST THERAPEUTICS INCPTGXHealthcare5.05%248,322+69,000+38.48%$30,439,311
ULTRAGENYX PHARMACEUTICAL INRAREHealthcare4.89%884,121--$29,520,800
COMPASS PATHWAYS PLCCMPSHealthcare4.83%2,060,427--$29,155,042
REVOLUTION MEDICINES INCRVMDHealthcare3.74%120,346+882+0.74%$22,538,399
FORTREA HLDGS INCFTREHealthcare3.41%1,181,274-126,286-9.66%$20,554,168
KYMERA THERAPEUTICS INCKYMRHealthcare3.16%166,148+20,332+13.94%$19,052,191
AXSOME THERAPEUTICS INC.AXSMHealthcare2.64%65,051+65,051+100.00%$15,922,533
BOSTON SCIENTIFIC CORPBSXHealthcare2.61%369,164+76,012+25.93%$15,755,920
ALKERMES PLCALKSHealthcare2.58%297,302+58,629+24.56%$15,577,138
IONIS PHARMACEUTICALS INCIONSHealthcare2.56%194,577+194,577+100.00%$15,428,010
TEMPUS AI INCTEMHealthcare2.46%256,269--$14,845,663
DIANTHUS THERAPEUTICS INCDNTHHealthcare2.12%131,344+131,344+100.00%$12,803,413
AVALO THERAPEUTICS INCAVTXHealthcare0.72%235,093+235,093+100.00%$4,344,519
NATERA INCNTRAHealthcare0.71%15,847-106,030-87.00%$4,301,668
ELI LILLY & COLLYHealthcare0.40%1,994+1,994+100.00%$2,391,663
INTUITIVE SURGICAL INCISRGHealthcare0.29%4,390--$1,745,815
IMMUNOCORE HLDGS PLCIMCRHealthcare0.24%46,300--$1,470,025
Showing 24 of 24 holdings in the latest reporting period.