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
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | XBI | SPDR SERIES TRUST | $93.2M | 16.31% | +730,000 | NEW |
| 2 | ARGX | ARGENX SE | $55.7M | 9.75% | +13,606 | +21.7% |
| 3 | ICLR | ICON PLC | $39.7M | 6.94% | +111,410 | +45.1% |
| 4 | INSM | INSMED INC | $36.7M | 6.41% | +13,371 | +6.3% |
| 5 | GH | GUARDANT HEALTH INC | $28.7M | 5.01% | +26,181 | +9.2% |
| 6 | BMRN | BIOMARIN PHARMACEUTICAL INC | $28.6M | 5.00% | +138,997 | +37.9% |
| 7 | NTRA | NATERA INC | $24.4M | 4.26% | -61,387 | -33.5% |
| 8 | SRRK | SCHOLAR ROCK HLDG CORP | $24.3M | 4.25% | +130,719 | +36.0% |
| 9 | ILMN | ILLUMINA INC | $23.1M | 4.04% | -43,748 | -18.9% |
| 10 | 430 | TERNS PHARMACEUTICALS INC | $21.7M | 3.80% | +137,407 | +49.9% |
| 11 | BBIO | BRIDGEBIO PHARMA INC | $19.8M | 3.47% | +7,731 | +3.0% |
| 12 | ASNDUSD | ASCENDIS PHARMA A/S | $19.8M | 3.47% | +86,650 | NEW |
| 13 | PTGX | PROTAGONIST THERAPEUTICS INC | $18.9M | 3.31% | +122,022 | +213.0% |
| 14 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $18.5M | 3.24% | +884,121 | NEW |
| 15 | BSX | BOSTON SCIENTIFIC CORP | $18.4M | 3.22% | +293,152 | NEW |
| 16 | PRCT | PROCEPT BIOROBOTICS CORP | $14.4M | 2.51% | +265,381 | +86.0% |
| 17 | FTRE | FORTREA HLDGS INC | $12.3M | 2.15% | +89,000 | +7.3% |
| 18 | KYMR | KYMERA THERAPEUTICS INC | $12.1M | 2.12% | +9,516 | +7.0% |
| 19 | RVMD | REVOLUTION MEDICINES INC | $11.6M | 2.03% | +3,564 | +3.1% |
| 20 | TEM | TEMPUS AI INC | $11.6M | 2.03% | +256,269 | NEW |
| 21 | CMPS | COMPASS PATHWAYS PLC | $11.4M | 1.99% | +541,039 | +35.6% |
| 22 | CNTA | CENTESSA PHARMACEUTICALS PLC | $8.5M | 1.49% | +111,191 | +107.8% |
| 23 | ALKS | ALKERMES PLC | $8.4M | 1.48% | +156,873 | +191.8% |
| 24 | ATAI | ATAIBECKLEY INC | $6.1M | 1.06% | +1,709,359 | NEW |
| 25 | ISRG | INTUITIVE SURGICAL INC | $2.0M | 0.35% | — | HELD |
| 26 | IMCR | IMMUNOCORE HLDGS PLC | $1.4M | 0.24% | — | HELD |
| 27 | PCSC | PERCEPTIVE CAP SOLUTIONS COR | $413K | 0.07% | +37,686 | NEW |
| 28 | NBIX | NEUROCRINE BIOSCIENCES INC | — | — | -162,800 | EXITED |
| 29 | EXK | EXACT SCIENCES CORP | — | — | -147,750 | EXITED |
| 30 | LEGN | LEGEND BIOTECH CORP | — | — | -408,652 | EXITED |
| 31 | ATAI | ATAI BECKLEY NV | — | — | -1,678,400 | EXITED |
| 32 | SLNO | SOLENO THERAPEUTICS INC | — | — | -135,100 | EXITED |
| 33 | QURE | UNIQURE NV | — | — | -205,247 | EXITED |
| 34 | PRAX | PRAXIS PRECISION MEDICINES I | — | — | -14,951 | EXITED |
| 35 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | — | — | -187,600 | EXITED |
| 36 | IRON | DISC MEDICINE INC | — | — | -27,100 | EXITED |
| 37 | VIR | VIR BIOTECHNOLOGY INC | — | — | -240,500 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-002258. 13F discloses long positions only — shorts, foreign equities, and options are excluded.