Q1 2026 · 13F-HR
Eagle Health Investments LPholdings as filed
Filed 2026-05-15 · accession 0001172661-26-002258
$571.8M
Reported value
28
Positions
2026-03-31
Period end
The Brief · Eagle Health Investments LP · Q1 2026
AI · grounded in 13F
Eagle Health Investments LP initiated a new position in XBI valued at $93.2M. The fund also established new stakes in ASNDUSD for $19.8M and RARE for $18.5M. On the sell side, the fund closed its positions in NBIX and EXK, reducing its exposure by $23.1M and $15M respectively.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78464A870 | XBI | SPDR SERIES TRUST | $93.2M | 16.3% | 730,000 | PUT | SOLE |
| 04016X101 | ARGX | ARGENX SE | $55.7M | 9.75% | 76,336 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $39.7M | 6.94% | 358,500 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $36.7M | 6.41% | 224,271 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $28.7M | 5.01% | 310,281 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $28.6M | 5.00% | 505,809 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $24.4M | 4.26% | 121,877 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $24.3M | 4.25% | 494,019 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $23.1M | 4.04% | 187,413 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $21.7M | 3.80% | 412,497 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $19.8M | 3.47% | 267,031 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A/S | $19.8M | 3.47% | 86,650 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $18.9M | 3.31% | 179,322 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $18.5M | 3.24% | 884,121 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $18.4M | 3.22% | 293,152 | Common | SOLE |
| 34965K107 | FTRE | FORTREA HLDGS INC | $12.3M | 2.15% | 1,307,560 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $12.1M | 2.12% | 145,816 | Common | SOLE |
| 74276L105 | PRCT | PROCEPT BIOROBOTICS CORP | $12.1M | 2.12% | 483,815 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $11.6M | 2.03% | 119,464 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $11.6M | 2.03% | 256,269 | Common | SOLE |
| 20451W101 | CMPS | COMPASS PATHWAYS PLC | $11.4M | 1.99% | 2,060,427 | Common | SOLE |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $8.5M | 1.49% | 214,291 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $8.4M | 1.48% | 238,673 | Common | SOLE |
| 04650F101 | ATAI | ATAIBECKLEY INC | $6.1M | 1.06% | 1,709,359 | Common | SOLE |
| 74276L105 | PRCT | PROCEPT BIOROBOTICS CORP | $2.3M | 0.39% | 90,000 | CALL | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $2.0M | 0.35% | 4,390 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $1.4M | 0.24% | 46,300 | Common | SOLE |
| G70077105 | PCSC | PERCEPTIVE CAP SOLUTIONS COR | $413,415 | 0.07% | 37,686 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.