Eagle Health Investments LP holds a focused book of 26 stocks worth $476.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ascendis Pharma A/s and trimmed Natera Inc. Their largest long position is Argenx SE - ADR at 12% of the equity book. They also disclosed $93.2M in put options (a bearish bet) and $2.3M in call options (bullish), shown separately below and excluded from the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1842545/holdings"
Use Arkolith to show Eagle Health Investments LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
90% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Argenx SE SPONSORED ADR | $55.7M | 76.3K | 11.7% | ▲+22% Added · +14K sh | |
| 2 | Icon PLC SHS | $39.7M | 358.5K | 8.3% | ▲+45% Added · +111K sh | |
| 3 | Insmed Inc COM PAR $.01 | $36.7M | 224.3K | 7.7% | ▲+6.3% Added · +13K sh | |
| 4 | Guardant Health Inc COM | $28.7M | 310.3K | 6.0% | ▲+9.2% Added · +26K sh | |
| 5 | Biomarin Pharmaceutical Inc COM | $28.6M | 505.8K | 6.0% | ▲+38% Added · +139K sh | |
| 6 | Natera Inc COM | $24.4M | 121.9K | 5.1% | ▼−33% Reduced · −61K sh | |
| 7 | Scholar Rock Hldg Corp COM | $24.3M | 494.0K | 5.1% | ▲+36% Added · +131K sh | |
| 8 | Illumina Inc COM | $23.1M | 187.4K | 4.9% | ▼−19% Reduced · −44K sh | |
| 9 | Terns Pharmaceuticals Inc COM | $21.7M | 412.5K | 4.6% | ▲+50% Added · +137K sh | |
| 10 | Bridgebio Pharma Inc COM | $19.8M | 267.0K | 4.2% | ▲+3.0% Added · +8K sh | |
| 11 | Ascendis Pharma A/s SPONSORED ADR | $19.8M | 86.7K | 4.2% | ▲New New position | |
| 12 | Protagonist Therapeutics Inc COM | $18.9M | 179.3K | 4.0% | ▲+213% Added · +122K sh | |
| 13 | Ultragenyx Pharmaceutical In COM | $18.5M | 884.1K | 3.9% | ▲New New position | |
| 14 | Boston Scientific Corp COM | $18.4M | 293.2K | 3.9% | ▲New New position | |
| 15 | Fortrea Hldgs Inc COMMON STOCK | $12.3M | 1.31M | 2.6% | ▲+7.3% Added · +89K sh | |
| 16 | Kymera Therapeutics Inc COM | $12.1M | 145.8K | 2.5% | ▲+7.0% Added · +10K sh | |
| 17 | Procept Biorobotics Corp COM | $12.1M | 483.8K | 2.5% | ▲+57% Added · +175K sh | |
| 18 | Revolution Medicines Inc COM | $11.6M | 119.5K | 2.4% | ▲+3.1% Added · +4K sh | |
| 19 | Tempus AI Inc CL A | $11.6M | 256.3K | 2.4% | ▲New New position | |
| 20 | Compass Pathways PLC SPONSORED ADS | $11.4M | 2.06M | 2.4% | ▲+36% Added · +541K sh | |
| 21 | Centessa Pharmaceuticals PLC SPONSORED ADS | $8.5M | 214.3K | 1.8% | ▲+108% Added · +111K sh | |
| 22 | Alkermes PLC SHS | $8.4M | 238.7K | 1.8% | ▲+192% Added · +157K sh | |
| 23 | Ataibeckley Inc COM SHS | $6.1M | 1.71M | 1.3% | ▲New New position | |
| 24 | Intuitive Surgical Inc COM NEW | $2.0M | 4.4K | 0.4% | —Held | |
| 25 | Immunocore Hldgs PLC ADS | $1.4M | 46.3K | 0.3% | —Held | |
| 26 | Perceptive Cap Solutions Cor CL A ORD SHS | $413K | 37.7K | 0.1% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SS SPDR S&P BIOTECH ETFXBI | $93.2M | 730K |
| CALL · bullish | PROCEPT BIOROBOTICS CORPPRCT | $2.3M | 90K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.