Eagle Health Investments LP

CIK

1842545

Location

Greenwich, CT

Portfolio Value

Small $478,546,642

Diversification

Diversified

Filing Date

Global Rank

#2,380 / 8,232 ▲ 237

Top Industry

Biotechnology 61.9%

3Y Alpha vs SPY

-9.3%

Period ended 2 months ago

Filed May 15, 2026 · 30d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+38.6%

SPY

+76.3%

Annualised alpha

-9.3%

Max drawdown

−29.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.6%

−0.1 pts

Top 5

39.6%

−6.6 pts

Top 10

63.2%

−8.5 pts

HHI

558

Diversified−77

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	99.9%	$478,133,227	25
Financial Services	0.1%	$413,415	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
CMPS	COMPASS Pathways plc	+541,039	2,060,427	$11,394,161
PRCT	PROCEPT BioRobotics Corp	+265,381	573,815	$14,351,113
ALKS	Alkermes plc.	+156,873	238,673	$8,439,477
BMRN	Biomarin Pharmaceutical Inc	+138,997	505,809	$28,573,150
TERN	Terns Pharmaceuticals, Inc.	+137,407	412,497	$21,746,841
SRRK	Scholar Rock Holding Corp	+130,719	494,019	$24,285,974
PTGX	Protagonist Therapeutics, Inc	+122,022	179,322	$18,900,538
ICLR	Icon PLC	+111,410	358,500	$39,671,610
CNTA	Centessa Pharmaceuticals plc	+111,191	214,291	$8,511,638
FTRE	Fortrea Holdings Inc.	+89,000	1,307,560	$12,317,215
GH	Guardant Health, Inc.	+26,181	310,281	$28,660,655
ARGX	Argenx SE	+13,606	76,336	$55,744,364
INSM	INSMED Inc	+13,371	224,271	$36,672,793
KYMR	Kymera Therapeutics, Inc.	+9,516	145,816	$12,145,014
BBIO	BridgeBio Pharma, Inc.	+7,731	267,031	$19,829,722
RVMD	Revolution Medicines, Inc.	+3,564	119,464	$11,617,874
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
NTRA	Natera, Inc.	−61,387	121,877	$24,374,181
ILMN	Illumina, Inc.	−43,748	187,413	$23,100,526
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
ASND	Ascendis Pharma A/S	86,650	$19,819,454
RARE	Ultragenyx Pharmaceutical Inc.	884,121	$18,522,334
BSX	Boston Scientific Corp	293,152	$18,395,288
TEM	Tempus AI, Inc.	256,269	$11,588,484
ATAI	AtaiBeckley Inc.	1,709,359	$6,051,130
PCSC	Perceptive Capital Solutions Corp	37,686	$413,415
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
NBIX	Neurocrine Biosciences Inc	162,800	$23,089,924
EXAS	EXACT SCIENCES CORP	147,750	$15,005,490
LEGN	Legend Biotech Corp	408,652	$8,884,094
SLNO	Soleno Therapeutics Inc	135,100	$6,255,130
QURE	uniQure N.V.	205,247	$4,911,560
PRAX	Praxis Precision Medicines, Inc.	14,951	$4,406,657
MLTX	MoonLake Immunotherapeutics	187,600	$2,472,568
IRON	Disc Medicine, Inc.	27,100	$2,152,011
VIR	Vir Biotechnology, Inc.	240,500	$1,450,215
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 positions · $478,546,642 total · as of Mar 31, 2026

All sectors Financial Services Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ARGX	Argenx SE Healthcare	Added	76,336	+13,606	$55,744,364	+5.7%	11.65%
ICLR	Icon PLC Healthcare	Added	358,500	+111,410	$39,671,610	−11.9%	8.29%
INSM	INSMED Inc Healthcare	Added	224,271	+13,371	$36,672,793	−0.1%	7.66%
GH	Guardant Health, Inc. Healthcare	Added	310,281	+26,181	$28,660,655	−1.2%	5.99%
BMRN	Biomarin Pharmaceutical Inc Healthcare	Added	505,809	+138,997	$28,573,150	+31.1%	5.97%
NTRA	Natera, Inc. Healthcare	Reduced	121,877	-61,387	$24,374,181	−41.9%	5.09%
SRRK	Scholar Rock Holding Corp Healthcare	Added	494,019	+130,719	$24,285,974	+51.8%	5.07%
ILMN	Illumina, Inc. Healthcare	Reduced	187,413	-43,748	$23,100,526	−23.8%	4.83%
TERN	Terns Pharmaceuticals, Inc. Healthcare	Added	412,497	+137,407	$21,746,841	+95.7%	4.54%
BBIO	BridgeBio Pharma, Inc. Healthcare	Added	267,031	+7,731	$19,829,722	−0.0%	4.14%
ASND	Ascendis Pharma A/S Healthcare	NEW	86,650	NEW	$19,819,454	NEW	4.14%
PTGX	Protagonist Therapeutics, Inc Healthcare	Added	179,322	+122,022	$18,900,538	+277.7%	3.95%
RARE	Ultragenyx Pharmaceutical Inc. Healthcare	NEW	884,121	NEW	$18,522,334	NEW	3.87%
BSX	Boston Scientific Corp Healthcare	NEW	293,152	NEW	$18,395,288	NEW	3.84%
PRCT	PROCEPT BioRobotics Corp Healthcare	Added	573,815	+265,381	$14,351,113	+47.9%	3.00%
FTRE	Fortrea Holdings Inc. Healthcare	Added	1,307,560	+89,000	$12,317,215	−41.4%	2.57%
KYMR	Kymera Therapeutics, Inc. Healthcare	Added	145,816	+9,516	$12,145,014	+14.5%	2.54%
RVMD	Revolution Medicines, Inc. Healthcare	Added	119,464	+3,564	$11,617,874	+25.9%	2.43%
TEM	Tempus AI, Inc. Healthcare	NEW	256,269	NEW	$11,588,484	NEW	2.42%
CMPS	COMPASS Pathways plc Healthcare	Added	2,060,427	+541,039	$11,394,161	+8.7%	2.38%
CNTA	Centessa Pharmaceuticals plc Healthcare	Added	214,291	+111,191	$8,511,638	+230.1%	1.78%
ALKS	Alkermes plc. Healthcare	Added	238,673	+156,873	$8,439,477	+268.7%	1.76%
ATAI	AtaiBeckley Inc. Healthcare	NEW	1,709,359	NEW	$6,051,130	NEW	1.26%
ISRG	Intuitive Surgical Inc Healthcare	Held	4,390	0	$2,023,746	−18.6%	0.42%
IMCR	Immunocore Holdings plc Healthcare	Held	46,300	0	$1,395,945	−13.1%	0.29%
PCSC	Perceptive Capital Solutions Corp Financial Services	NEW	37,686	NEW	$413,415	NEW	0.09%