DOSSIER · 13F-HR · Q2 2026

Eagle Health Investments LP

$603M in tracked AUM across 27 positions as of Q2 2026.

EH
CIK 0001842545 · last filed Jun 30, 2026
Total AUM
$603M
as of Q2 2026
Holdings
27
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Eagle Health Investments LP manages a concentrated portfolio with a total value of $273.96 million as of September 30, 2025. The firm maintains a high-conviction strategy, holding a relatively small number of assets (18 total), which suggests a focus on select opportunities rather than broad market diversification. The portfolio experienced a significant decrease in value of 32.4% quarter-over-quarter, declining from $405.17 million. This reduction is attributable to a co...

Key Holdings

The portfolio is dominated by a few large-cap and mid-cap biotech and pharmaceutical names, with the top ten positions accounting for the vast majority of the fund's assets.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ARGX
ARGENX SE
$71M76K11.8%
02
G4705A100
ICON PUB LTD CO
$54M308K8.9%
03
GH
GUARDANT HEALTH INC
$45M301K7.5%
04
INSM
INSMED INC
$41M384K6.8%
05
BMRN
BIOMARIN PHARMACEUTICAL INC
$36M625K5.9%
06
ILMN
ILLUMINA INC
$33M187K5.5%
07
SRRK
SCHOLAR ROCK HLDG CORP
$31M555K5.1%
08
PTGX
PROTAGONIST THERAPEUTICS INC
$30M248K5.0%
09
RARE
ULTRAGENYX PHARMACEUTICAL IN
$30M884K4.9%
10
CMPS
COMPASS PATHWAYS PLC
$29M2.1M4.8%

Filing history

2026Q2Jun 30
$603M 5.5%
27 positionsView →
2026Q1Mar 31
$572M 25.7%
28 positionsView →
2025Q4Dec 31
$455M 66.1%
30 positionsView →
2025Q3Sep 30
$274M 32.4%
18 positionsView →
2025Q2Jun 30
$405M 65.4%
21 positionsLocked
2025Q1Mar 31
$245M 39.9%
14 positionsLocked
2024Q4Dec 31
$408M 22.7%
18 positionsLocked
2024Q3Sep 30
$528M 7.4%
25 positionsLocked
2024Q2Jun 30
$570M 5.9%
26 positionsLocked
2024Q1Mar 31
$538M 9.4%
27 positionsLocked
2023Q4Dec 31
$492M 8.4%
22 positionsLocked
2023Q3Sep 30
$454M 15.1%
23 positionsLocked
Showing 12 of 23