CIK: 0001842545
Total reported value
$571.8M
Reporting period: 2026-03-31 · Number of holdings: 28
Eagle Health Investments LP disclosed 28 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $571.8M and a quarterly turnover rate of 67.7%.
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Eagle Health Investments LP's disclosed holdings carry a Herfindahl concentration index of 0.066 — mathematically equivalent to about 15 equally-sized positions, well below its 28 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.90), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 56% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim NTRA
-33.5% -$17.6M
Trim ICLR
+45.1% -$5.4M
Trim ILMN
-18.9% -$7.2M
Trim FTRE
+7.3% -$8.7M
Add PTGX
+213.0% $13.9M
Trim ARGX
+21.7% $3.0M
Showing top 27 holdings (of 28 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 16.31% | +16.31% | NEW | |
| 2 | ARGX | Argenx Se - Adr | Stock-Healthcare | 9.75% | -1.84% | +21.69% | |
| 3 | ICLR | ICON Public Limited Company | Stock-Healthcare | 6.94% | -2.95% | +45.09% | |
| 4 | INSM | Insmed INC | Stock-Healthcare | 6.41% | -1.66% | +6.34% | |
| 5 | GH | Guardant Health INC | Stock-Healthcare | 5.01% | -1.37% | +9.22% | |
| 6 | BMRN | Biomarin Pharmaceutical INC | Stock-Healthcare | 5.00% | +0.21% | +37.89% | |
| 7 | NTRA | Natera INC | Stock-Healthcare | 4.26% | -4.97% | -33.50% | |
| 8 | SRRK | Scholar Rock Holding CORP | Stock-Other | 4.25% | +0.73% | +35.98% | |
| 9 | ILMN | Illumina INC | Stock-Healthcare | 4.04% | -2.62% | -18.93% | |
| 10 | 430 | Terns Pharmaceuticals INC | Stock-Other | 3.80% | +1.36% | +49.95% | |
| 11 | BBIO | Bridgebio Pharma INC | Stock-Healthcare | 3.47% | -0.89% | +2.98% | |
| 12 | ASND | Ascendis Pharma A/S | Stock-Other | 3.47% | +3.47% | NEW | |
| 13 | PTGX | Protagonist Therapeutics INC | Stock-Other | 3.31% | +2.21% | +212.95% | |
| 14 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 3.24% | +3.24% | NEW | |
| 15 | BSX | Boston Scientific CORP | Stock-Healthcare | 3.22% | +3.22% | NEW | |
| 16 | PRCT | Procept Biorobotics CORP | Stock-Other | 2.51% | +0.38% | +86.04% | |
| 17 | FTRE | Fortrea Holdings INC | Stock-Healthcare | 2.15% | -2.47% | +7.30% | |
| 18 | KYMR | Kymera Therapeutics INC | Stock-Other | 2.12% | -0.21% | +6.98% | |
| 19 | RVMD | Revolution Medicines INC | Stock-Healthcare | 2.03% | — | +3.08% | |
| 20 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 2.03% | +2.03% | NEW | |
| 21 | CMPS | Compass Pathways PLC | Stock-Other | 1.99% | -0.31% | +35.61% | |
| 22 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 1.49% | +0.92% | +107.85% | |
| 23 | ALKS | Alkermes plc | Stock-Healthcare | 1.48% | +0.98% | +191.78% | |
| 24 | ATAI | Ataibeckley INC | Stock-Other | 1.06% | +1.06% | NEW | |
| 25 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.35% | -0.20% | — | |
| 26 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.24% | -0.11% | — | |
| 27 | ✓ | Stock-Other | 0.07% | +0.07% | NEW |
Performance for Q3 2026
+27%
Performance Last 4 Quarters
+46.9%
Based on 83% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 28 | $571.8M | 68 | |
| 2025-12-31 | 30 | $455.1M | 47 | |
| 2025-09-30 | 23 | $380.9M | 45 | |
| 2025-06-30 | 21 | $405.2M | 0 | |
| 2025-03-31 | 20 | $385.1M | 100 | |
| 2024-12-31 | 18 | $407.9M | 0 | |
| 2024-09-30 | 25 | $528.0M | 0 | |
| 2024-06-30 | 26 | $570.2M | 0 | |
| 2024-03-31 | 27 | $538.2M | 0 | |
| 2023-12-31 | 22 | $492.1M | 0 | |
| 2023-09-30 | 23 | $453.8M | 0 | |
| 2023-06-30 | 27 | $534.8M | 0 | |
| 2023-03-31 | 27 | $513.7M | 0 | |
| 2022-12-31 | 27 | $433.5M | 0 | |
| 2022-09-30 | 28 | $435.7M | 0 | |
| 2022-06-30 | 28 | $428.9M | 0 | |
| 2022-03-31 | 28 | $405.9M | 0 | |
| 2021-12-31 | 28 | $410.4M | 0 | |
| 2021-09-30 | 27 | $315.3M | 0 | |
| 2021-06-30 | 29 | $291.5M | 93 | |
| 2021-03-31 | 25 | $254.8M | 64 | |
| 2020-12-31 | 24 | $156.3M | 0 |
Eagle Health Investments LP's most significant position changes for 2026-03-31: New buy: Ss Spdr S&p Biotech ETF (XBI); Sold out: Neurocrine Biosciences INC (NBIX); New buy: Ascendis Pharma A/S (ASND); New buy: Ultragenyx Pharmaceutical In (RARE); New buy: Boston Scientific CORP (BSX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PTGX | Protagonist Therapeutics INC | +2.2% | +212.95% | Add |
| 2 | 430 | Terns Pharmaceuticals INC | +1.4% | +49.95% | Add |
| 3 | ALKS | Alkermes plc | +1% | +191.78% | Add |
| 4 | 260 | Centessa Pharmaceuticals-adr | +0.9% | +107.85% | Add |
| 5 | SRRK | Scholar Rock Holding CORP | +0.7% | +35.98% | Add |
| 6 | PRCT | Procept Biorobotics CORP | +0.4% | +86.04% | Add |
| 7 | BMRN | Biomarin Pharmaceutical INC | +0.2% | +37.89% | Add |
| 8 | RVMD | Revolution Medicines INC | — | +3.08% | Add |
| 9 | IMCR | Immunocore Holdings Plc-adr | -0.1% | — | Unchanged |
| 10 | ISRG | Intuitive Surgical INC | -0.2% | — | Unchanged |
| 11 | KYMR | Kymera Therapeutics INC | -0.2% | +6.98% | Add |
| 12 | CMPS | Compass Pathways PLC | -0.3% | +35.61% | Add |
| 13 | BBIO | Bridgebio Pharma INC | -0.9% | +2.98% | Add |
| 14 | GH | Guardant Health INC | -1.4% | +9.22% | Add |
| 15 | INSM | Insmed INC | -1.7% | +6.34% | Add |
| 16 | ARGX | Argenx Se - Adr | -1.8% | +21.69% | Add |
| 17 | FTRE | Fortrea Holdings INC | -2.5% | +7.30% | Add |
| 18 | ILMN | Illumina INC | -2.6% | -18.93% | Trim |
| 19 | ICLR | ICON Public Limited Company | -3% | +45.09% | Add |
| 20 | NTRA | Natera INC | -5% | -33.50% | Trim |
| 21 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | New buy |
| 22 | NBIX | Neurocrine Biosciences INC | — | EXIT | Sold out |
| 23 | ASND | Ascendis Pharma A/S | — | NEW | New buy |
| 24 | RARE | Ultragenyx Pharmaceutical In | — | NEW | New buy |
| 25 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 26 | EXK | Exact Sciences CORP | — | EXIT | Sold out |
| 27 | TEM | Tempus Ai Inc-cl A | — | NEW | New buy |
| 28 | LEGN | Legend Biotech Corp-adr | — | EXIT | Sold out |
| 29 | ATAI | AtaiBeckley Inc. | — | EXIT | Sold out |
| 30 | SLNOEUR | Soleno Therapeutics INC | — | EXIT | Sold out |
| 31 | ATAI | Ataibeckley INC | — | NEW | New buy |
| 32 | QURE | uniQure N.V. | — | EXIT | Sold out |
| 33 | PRAX | Praxis Precision Medicines I | — | EXIT | Sold out |
| 34 | MLTX | Moonlake Immunotherapeutics | — | EXIT | Sold out |
| 35 | IRON | Disc Medicine INC | — | EXIT | Sold out |
| 36 | VIR | Vir Biotechnology INC | — | EXIT | Sold out |
| 37 | ✓ | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-06 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-07 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-12 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-27 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-12 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-10 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-20 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-19 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-23 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-04 | 13F-HR | View on EDGAR |
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