Eagle Health Investments LP

CIK

1842545

Location

Greenwich, CT

Portfolio Value

Small $603,309,941

Diversification

Diversified

Filing Date

Global Rank

#2,550 / 8,645 ▲ 317

Top Industry

Biotechnology 64.2%

3Y Alpha vs SPY

-1.8%

Period ended 52 days ago

Filed Aug 10, 2026 · 11d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+70.9%

SPY

+73.6%

Annualised alpha

-0.6%

Max drawdown

−28.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 99% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

27 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.8%

−0.7 pts

Top 5

40.8%

−1.4 pts

Top 10

66.1%

−1.0 pts

HHI

581

Diversified−28

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$603,309,941	27

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
INSM	INSMED Inc	+159,859	384,130	$40,955,940
BMRN	Biomarin Pharmaceutical Inc	+118,867	624,676	$35,743,960
BSX	Boston Scientific Corp	+76,012	369,164	$15,755,919
PTGX	Protagonist Therapeutics, Inc	+69,000	248,322	$30,439,310
SRRK	Scholar Rock Holding Corp	+61,253	555,272	$30,539,960
ALKS	Alkermes plc.	+58,629	297,302	$15,578,624
KYMR	Kymera Therapeutics, Inc.	+20,332	166,148	$19,052,191
ASND	Ascendis Pharma A/S	+19,508	106,158	$28,314,461
RVMD	Revolution Medicines, Inc.	+882	120,346	$22,538,398
ARGX	Argenx SE	+81	76,417	$70,897,400
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
FTRE	Fortrea Holdings Inc.	−126,286	1,181,274	$20,554,167
NTRA	Natera, Inc.	−106,030	15,847	$4,301,668
ICLR	Icon PLC	−50,357	308,143	$53,527,520
GH	Guardant Health, Inc.	−9,596	300,685	$45,111,770
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AXSM	Axsome Therapeutics, Inc.	65,051	$15,922,533
IONS	Ionis Pharmaceuticals Inc	194,577	$15,428,010
DNTH	Dianthus Therapeutics, Inc. /DE/	131,344	$12,803,413
AVTX	Avalo Therapeutics, Inc.	235,093	$4,344,518
LLY	ELI LILLY & Co	1,994	$2,391,663
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
BBIO	BridgeBio Pharma, Inc.	267,031	$19,829,722
PRCT	PROCEPT BioRobotics Corp	573,815	$14,351,113
TERN	Terns Pharmaceuticals, Inc.	412,497	$0
CNTA	Centessa Pharmaceuticals plc	214,291	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 tracked positions · $603,309,941 total · filing declares 27 positions · $603,308,468 · as of Jun 30, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ARGX	Argenx SE Healthcare	Added	76,417	+81	$70,897,400	+27.2%	11.75%
ICLR	Icon PLC Healthcare	Reduced	308,143	-50,357	$53,527,520	+34.9%	8.87%
GH	Guardant Health, Inc. Healthcare	Reduced	300,685	-9,596	$45,111,770	+57.4%	7.48%
INSM	INSMED Inc Healthcare	Added	384,130	+159,859	$40,955,940	+11.7%	6.79%
BMRN	Biomarin Pharmaceutical Inc Healthcare	Added	624,676	+118,867	$35,743,960	+25.1%	5.92%
ILMN	Illumina, Inc. Healthcare	Held	187,413	0	$32,952,827	+42.6%	5.46%
SRRK	Scholar Rock Holding Corp Healthcare	Added	555,272	+61,253	$30,539,960	+25.8%	5.06%
PTGX	Protagonist Therapeutics, Inc Healthcare	Added	248,322	+69,000	$30,439,310	+61.0%	5.05%
RARE	Ultragenyx Pharmaceutical Inc. Healthcare	Held	884,121	0	$29,520,800	+59.4%	4.89%
CMPS	COMPASS Pathways plc Healthcare	Held	2,060,427	0	$29,155,042	+155.9%	4.83%
ASND	Ascendis Pharma A/S Healthcare	Added	106,158	+19,508	$28,314,461	+42.9%	4.69%
RVMD	Revolution Medicines, Inc. Healthcare	Added	120,346	+882	$22,538,398	+94.0%	3.74%
FTRE	Fortrea Holdings Inc. Healthcare	Reduced	1,181,274	-126,286	$20,554,167	+66.9%	3.41%
KYMR	Kymera Therapeutics, Inc. Healthcare	Added	166,148	+20,332	$19,052,191	+56.9%	3.16%
AXSM	Axsome Therapeutics, Inc. Healthcare	NEW	65,051	NEW	$15,922,533	NEW	2.64%
BSX	Boston Scientific Corp Healthcare	Added	369,164	+76,012	$15,755,919	−14.3%	2.61%
ALKS	Alkermes plc. Healthcare	Added	297,302	+58,629	$15,578,624	+84.6%	2.58%
IONS	Ionis Pharmaceuticals Inc Healthcare	NEW	194,577	NEW	$15,428,010	NEW	2.56%
TEM	Tempus AI, Inc. Healthcare	Held	256,269	0	$14,845,663	+28.1%	2.46%
DNTH	Dianthus Therapeutics, Inc. /DE/ Healthcare	NEW	131,344	NEW	$12,803,413	NEW	2.12%
ATAI	AtaiBeckley Inc. Healthcare	Held	1,709,359	0	$9,008,321	+48.9%	1.49%
AVTX	Avalo Therapeutics, Inc. Healthcare	NEW	235,093	NEW	$4,344,518	NEW	0.72%
NTRA	Natera, Inc. Healthcare	Reduced	15,847	-106,030	$4,301,668	−82.4%	0.71%
LLY	ELI LILLY & Co Healthcare	NEW	1,994	NEW	$2,391,663	NEW	0.40%
ISRG	Intuitive Surgical Inc Healthcare	Held	4,390	0	$1,745,815	−13.7%	0.29%
IMCR	Immunocore Holdings plc Healthcare	Held	46,300	0	$1,470,025	+5.3%	0.24%
FRNM	Freenome, Inc. Healthcare	Held	37,686	0	$410,023	−0.8%	0.07%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.