Eagle Health Investments LP holds a focused book of 27 stocks worth $603.3M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Ascendis Pharma A/s and trimmed Icon PLC. Their largest long position is Argenx SE - ADR at 12% of the equity book.
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.
100% 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Eagle Health Investments LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Darwin Global Management, Ltd. | 3 / 27 | $2.8B |
| Alethea Capital Management, LLC | 2 / 27 | $160.6M |
| Nextech Invest Ltd. | 2 / 27 | $762.4M |
| Checkpoint Capital L.P. | 2 / 27 | $198.7M |
| Bedel Financial Consulting, Inc. | 3 / 27 | $395.6M |
| Avidity Partners Management LP | 6 / 27 | $186.5M |
| Artia Global Partners LP | 10 / 27 | $194.5M |
| Avoro Capital Advisors LLC | 5 / 27 | $3.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Eagle Health Investments LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 | $70.9M | 76.4K | 11.8% | ▲+0.1% Added · +81 sh | |
| 2 | Icon Pub Ltd Co SHS | $53.5M | 308.1K | 8.9% | ▼−14% Reduced · −50K sh | |
| 3 | Guardant Health Inc COM | $45.1M | 300.7K | 7.5% | ▼−3.1% Reduced · −10K sh | |
| 4 | Insmed Inc COM PAR $.01 | $41.0M | 384.1K | 6.8% | ▲+71% Added · +160K sh | |
| 5 | Biomarin Pharmaceutical Inc COM | $35.7M | 624.7K | 5.9% | ▲+24% Added · +119K sh | |
| 6 | Illumina Inc COM | $33.0M | 187.4K | 5.5% | —Held | |
| 7 | Scholar Rock Hldg Corp COM | $30.5M | 555.3K | 5.1% | ▲+12% Added · +61K sh | |
| 8 | Protagonist Therapeutics Inc COM | $30.4M | 248.3K | 5.0% | ▲+38% Added · +69K sh | |
| 9 | Ultragenyx Pharmaceutical In COM | $29.5M | 884.1K | 4.9% | —Held | |
| 10 | Compass Pathways PLC SPONSORED ADS | $29.2M | 2.06M | 4.8% | —Held | |
| 11 | Ascendis Pharma A/s ORD SHS | $28.3M | 106.2K | 4.7% | ▲New New position | |
| 12 | Revolution Medicines Inc COM | $22.5M | 120.3K | 3.7% | ▲+0.7% Added · +882 sh | |
| 13 | Fortrea Hldgs Inc COMMON STOCK | $20.6M | 1.18M | 3.4% | ▼−9.7% Reduced · −126K sh | |
| 14 | Kymera Therapeutics Inc COM | $19.1M | 166.1K | 3.2% | ▲+14% Added · +20K sh | |
| 15 | Axsome Therapeutics Inc. COM | $15.9M | 65.1K | 2.6% | ▲New New position | |
| 16 | Boston Scientific Corp COM | $15.8M | 369.2K | 2.6% | ▲+26% Added · +76K sh | |
| 17 | Alkermes PLC SHS | $15.6M | 297.3K | 2.6% | ▲+25% Added · +59K sh | |
| 18 | Ionis Pharmaceuticals Inc COM | $15.4M | 194.6K | 2.6% | ▲New New position | |
| 19 | Tempus AI Inc CL A | $14.8M | 256.3K | 2.5% | —Held | |
| 20 | Dianthus Therapeutics Inc COM | $12.8M | 131.3K | 2.1% | ▲New New position | |
| 21 | Ataibeckley Inc COM SHS | $9.0M | 1.71M | 1.5% | —Held | |
| 22 | Avalo Therapeutics Inc COM NEW | $4.3M | 235.1K | 0.7% | ▲New New position | |
| 23 | Natera Inc COM | $4.3M | 15.8K | 0.7% | ▼−87% Reduced · −106K sh | |
| 24 | Eli Lilly & Co COM | $2.4M | 2.0K | 0.4% | ▲New New position | |
| 25 | Intuitive Surgical Inc COM NEW | $1.7M | 4.4K | 0.3% | —Held | |
| 26 | Immunocore Hldgs PLC ADS | $1.5M | 46.3K | 0.2% | —Held | |
| 27 | Perceptive Cap Solutions Cor CL A ORD SHS | $410K | 37.7K | 0.1% | —Held |
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Use Arkolith to show Eagle Health Investments LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.