Eagle Health Investments LP's Q2 2026 13F: 5 new positions, 4 exits
Form 13F-HR for the quarter ended Jun 30, 2026 · filed Aug 10, 2026 · 27 reported positions · accession 0001172661-26-003205
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Reduced | NATERA INC (NTRA) | 5.1% | 0.7% | −4.4 pts | −106K sh | −87% |
| Exited | TERNS PHARMACEUTICALS INC (TERN) | 4.6% | — | −4.6 pts | −412K sh | −100% |
| Exited | BRIDGEBIO PHARMA INC (BBIO) | 4.2% | — | −4.2 pts | −267K sh | −100% |
| Increased | INSMED INC (INSM) | 7.7% | 6.8% | −0.9 pts | +160K sh | +71% |
| New | AXSOME THERAPEUTICS INC. (AXSM) | — | 2.6% | +2.6 pts | +65,051 sh | new |
| New | IONIS PHARMACEUTICALS INC (IONS) | — | 2.6% | +2.6 pts | +195K sh | new |
| Exited | PROCEPT BIOROBOTICS CORP (PRCT) | 2.5% | — | −2.5 pts | −484K sh | −100% |
| New | DIANTHUS THERAPEUTICS INC (DNTH) | — | 2.1% | +2.1 pts | +131K sh | new |
| Exited | CENTESSA PHARMACEUTICALS PLC (CNTA) | 1.8% | — | −1.8 pts | −214K sh | −100% |
| Reduced | ICON PUB LTD CO (ICLR) | 8.3% | 8.9% | +0.5 pts | −50,357 sh | −14% |
| Increased | PROTAGONIST THERAPEUTICS INC (PTGX) | 4.0% | 5.0% | +1.1 pts | +69,000 sh | +38% |
| Increased | BIOMARIN PHARMACEUTICAL INC (BMRN) | 6.0% | 5.9% | −0.1 pts | +119K sh | +24% |
| New | AVALO THERAPEUTICS INC (AVTX) | — | 0.7% | +0.7 pts | +235K sh | new |
| Increased | SCHOLAR ROCK HLDG CORP (SRRK) | 5.1% | 5.1% | 0.0 pts | +61,253 sh | +12% |
| Increased | BOSTON SCIENTIFIC CORP (BSX) | 3.9% | 2.6% | −1.3 pts | +76,012 sh | +26% |
| Increased | ALKERMES PLC (ALKS) | 1.8% | 2.6% | +0.8 pts | +58,629 sh | +25% |
| New | ELI LILLY & CO (LLY) | — | 0.4% | +0.4 pts | +1,994 sh | new |
| Increased | KYMERA THERAPEUTICS INC (KYMR) | 2.5% | 3.2% | +0.6 pts | +20,332 sh | +14% |
| Reduced | FORTREA HLDGS INC (FTRE) | 2.6% | 3.4% | +0.8 pts | −126K sh | −10% |
| Reduced | GUARDANT HEALTH INC (GH) | 6.0% | 7.5% | +1.5 pts | −9,596 sh | −3% |
| Increased | REVOLUTION MEDICINES INC (RVMD) | 2.4% | 3.7% | +1.3 pts | +882 sh | +1% |
| Increased | ARGENX SE (ARGX) | 11.7% | 11.8% | 0.0 pts | +81 sh | 0% |
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
† Security identifier (CUSIP) changed — read as one continuing position, not an exit and a new position:
- ASCENDIS PHARMA A/S (ASND): 04351P101 → K08588103, 86,650 → 106K shares (share count changed with the identifier; not shown as a trade)
Top 10 positions — 66.1% of the equity book
Changes in the top 10 this quarter: PTGX entered · RARE entered · CMPS entered · NTRA left · TERN left · BBIO left
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | ARGENX SE (ARGX) | 11.7% | 11.8% | |
| 2 | ICON PUB LTD CO (ICLR) | 8.3% | 8.9% | |
| 3 | GUARDANT HEALTH INC (GH) | 6.0% | 7.5% | |
| 4 | INSMED INC (INSM) | 7.7% | 6.8% | |
| 5 | BIOMARIN PHARMACEUTICAL INC (BMRN) | 6.0% | 5.9% | |
| 6 | ILLUMINA INC (ILMN) | 4.9% | 5.5% | |
| 7 | SCHOLAR ROCK HLDG CORP (SRRK) | 5.1% | 5.1% | |
| 8 | PROTAGONIST THERAPEUTICS INC (PTGX) | 4.0% | 5.0% | Entered the top 10 |
| 9 | ULTRAGENYX PHARMACEUTICAL IN (RARE) | 3.9% | 4.9% | Entered the top 10 |
| 10 | COMPASS PATHWAYS PLC (CMPS) | 2.4% | 4.8% | Entered the top 10 |
| — | NATERA INC (NTRA) | 5.1% | 0.7% | Left the top 10 |
| — | TERNS PHARMACEUTICALS INC (TERN) | 4.6% | 0.0% | Left the top 10 |
| — | BRIDGEBIO PHARMA INC (BBIO) | 4.2% | 0.0% | Left the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).
Option positions (puts and calls)
Reported separately from the positions above. The value a 13F reports for an option is that of the underlying shares, not the option itself.
| Activity | Security | Type | Shares before | Shares now | Reported value |
|---|---|---|---|---|---|
| Exited | SPDR SERIES TRUST (XBI) | Put | 730K | 0 | $0 |
| Exited | PROCEPT BIOROBOTICS CORP (PRCT) | Call | 90,000 | 0 | $0 |