Institutional
Eagle Health Investments LP
CIK 0001842545
$571.8M
Reported AUM
27
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | XBI | SPDR SERIES TRUST | $147.91 | -1.25% | 72.76% | 11.95% | $93.2M | 16.31% | — | HELD |
| 2 | ARGX | ARGENX SE | $882.56 | 1.18% | 30.98% | 166.62% | $55.7M | 9.75% | — | HELD |
| 3 | ICLR | ICON PLC | $178.18 | -1.14% | 8.29% | -29.53% | $39.7M | 6.94% | — | HELD |
| 4 | INSM | INSMED INC | $103.08 | -1.01% | -3.85% | 272.72% | $36.7M | 6.41% | — | HELD |
| 5 | GH | GUARDANT HEALTH INC | $144.07 | 0.31% | 247.38% | 13.03% | $28.7M | 5.01% | — | HELD |
| 6 | BMRN | BIOMARIN PHARMACEUTICAL INC | $61.37 | -1.13% | 6.76% | -26.29% | $28.6M | 5.00% | — | HELD |
| 7 | NTRA | NATERA INC | $253.82 | 0.63% | 87.41% | 112.97% | $24.4M | 4.26% | — | HELD |
| 8 | SRRK | SCHOLAR ROCK HLDG CORP | $49.06 | -0.63% | 35.78% | 24.89% | $24.3M | 4.25% | — | HELD |
| 9 | ILMN | ILLUMINA INC | $194.82 | 0.95% | 105.81% | -56.19% | $23.1M | 4.04% | — | HELD |
| 10 | 430 | TERNS PHARMACEUTICALS INC | — | — | — | — | $21.7M | 3.80% | — | HELD |
| 11 | BBIO | BRIDGEBIO PHARMA INC | $83.54 | -2.35% | 77.69% | 67.97% | $19.8M | 3.47% | — | HELD |
| 12 | ASNDUSD | ASCENDIS PHARMA A/S | — | — | — | — | $19.8M | 3.47% | — | HELD |
| 13 | PTGX | PROTAGONIST THERAPEUTICS INC | $133.00 | -2.81% | 153.63% | 181.51% | $18.9M | 3.31% | — | HELD |
| 14 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $25.00 | -3.77% | -8.65% | -73.02% | $18.5M | 3.24% | — | HELD |
| 15 | BSX | BOSTON SCIENTIFIC CORP | $46.06 | 0.00% | -56.36% | 1.88% | $18.4M | 3.22% | — | HELD |
| 16 | PRCT | PROCEPT BIOROBOTICS CORP | $17.88 | -1.11% | -63.81% | -57.69% | $14.4M | 2.51% | — | HELD |
| 17 | FTRE | FORTREA HLDGS INC | $20.40 | -1.45% | 274.73% | -35.98% | $12.3M | 2.15% | — | HELD |
| 18 | KYMR | KYMERA THERAPEUTICS INC | $105.25 | -0.86% | 143.32% | 68.22% | $12.1M | 2.12% | — | HELD |
| 19 | RVMD | REVOLUTION MEDICINES INC | $180.92 | -1.60% | 393.91% | 521.93% | $11.6M | 2.03% | — | HELD |
| 20 | TEM | TEMPUS AI INC | $41.55 | -3.15% | -24.30% | -4.00% | $11.6M | 2.03% | — | HELD |
| 21 | CMPS | COMPASS PATHWAYS PLC | $10.90 | 0.46% | 151.15% | -67.85% | $11.4M | 1.99% | — | HELD |
| 22 | CNTA | CENTESSA PHARMACEUTICALS PLC | — | — | 0.00% | — | $8.5M | 1.49% | — | HELD |
| 23 | ALKS | ALKERMES PLC | $48.34 | -4.28% | 87.97% | 59.64% | $8.4M | 1.48% | — | HELD |
| 24 | ATAI | ATAIBECKLEY INC | $7.18 | 0.00% | 72.18% | -56.17% | $6.1M | 1.06% | — | HELD |
| 25 | ISRG | INTUITIVE SURGICAL INC | $353.10 | -2.40% | -25.11% | 3.02% | $2.0M | 0.35% | — | HELD |
| 26 | IMCR | IMMUNOCORE HLDGS PLC | $33.42 | -0.27% | 0.23% | -4.33% | $1.4M | 0.24% | — | HELD |
| 27 | PCSC | PERCEPTIVE CAP SOLUTIONS COR | — | — | — | — | $413K | 0.07% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002258. 13F discloses long positions only — shorts, foreign equities, and options are excluded.