Eagle Health Investments LP
Net seller this quarter
$603M
27
-$1.58M
66.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ARGX | $70.9M | 11.75% | 0.12% | +0.1% | Q4 2020 |
 ICLR | $53.5M | 8.87% | 0.40% | -14.1% | Q4 2022 |
 GH | $45.1M | 7.48% | 0.23% | -3.1% | Q4 2020 |
 INSM | $41M | 6.79% | 0.18% | +71.3% | Q2 2024 |
 BMRN | $35.7M | 5.92% | 0.32% | +23.5% | Q2 2024 |
 ILMN | $33M | 5.46% | 0.12% | Not reported | Q4 2020 |
 SRRK | $30.5M | 5.06% | 0.46% | +12.4% | Q2 2025 |
 PTGX | $30.4M | 5.05% | 0.38% | +38.5% | Q4 2025 |
 RARE | $29.5M | 4.89% | 0.90% | Not reported | Q1 2024 |
 CMPS | $29.2M | 4.83% | 1.52% | Not reported | Q3 2025 |
 ASND | $28.3M | 4.69% | 0.17% | +22.5% | Q1 2025 |
 RVMD | $22.5M | 3.74% | 0.06% | +0.7% | Q4 2025 |
 FTRE | $20.6M | 3.41% | 1.24% | -9.7% | Q3 2025 |
 KYMR | $19.1M | 3.16% | 0.20% | +13.9% | Q2 2021 |
 AXSM | $15.9M | 2.64% | 0.12% | New | Q2 2026 |
 BSX | $15.8M | 2.61% | 0.02% | +25.9% | Q1 2026 |
 ALKS | $15.6M | 2.58% | 0.18% | +24.6% | Q3 2025 |
 IONS | $15.4M | 2.56% | 0.12% | New | Q2 2026 |
 TEM | $14.8M | 2.46% | Not reported | Not reported | Q1 2026 |
 DNTH | $12.8M | 2.12% | 0.24% | New | Q2 2026 |
| ATAI | $9.01M | 1.49% | 0.46% | Not reported | Q1 2026 |
 AVTX | $4.34M | 0.72% | 0.44% | New | Q2 2026 |
 NTRA | $4.3M | 0.71% | 0.01% | -87.0% | Q4 2020 |
 LLY | $2.39M | 0.40% | 0.00% | New | Q2 2026 |
 ISRG | $1.75M | 0.29% | 0.00% | Not reported | Q2 2022 |
 IMCR | $1.47M | 0.24% | 0.09% | Not reported | Q4 2023 |
 FRNM | $410K | 0.07% | 0.42% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| ARGX | $55.7M | 9.75% | 0.12% | +21.7% | Q4 2020 |
| ICLR | $39.7M | 6.94% | 0.47% | +45.1% | Q4 2022 |
| INSM | $36.7M | 6.41% | 0.10% | +6.3% | Q2 2024 |
| GH | $28.7M | 5.01% | 0.24% | +9.2% | Q4 2020 |
| BMRN | $28.6M | 5.00% | 0.26% | +37.9% | Q2 2024 |
| NTRA | $24.4M | 4.26% | 0.09% | -33.5% | Q4 2020 |
| SRRK | $24.3M | 4.25% | 0.41% | +36.0% | Q2 2025 |
| ILMN | $23.1M | 4.04% | 0.12% | -18.9% | Q4 2020 |
| TERN | $21.7M | 3.80% | 0.36% | +50.0% | Q4 2025 |
 BBIO | $19.8M | 3.47% | 0.14% | +3.0% | Q2 2025 |
| ASND | $19.8M | 3.47% | 0.14% | Not reported | Q1 2025 |
| PTGX | $18.9M | 3.31% | 0.28% | +213.0% | Q4 2025 |
| RARE | $18.5M | 3.24% | 0.90% | Not reported | Q1 2024 |
| BSX | $18.4M | 3.22% | 0.02% | New | Q1 2026 |
| FTRE | $12.3M | 2.15% | 1.38% | +7.3% | Q3 2025 |
| KYMR | $12.1M | 2.12% | 0.18% | +7.0% | Q2 2021 |
 PRCT | $12.1M | 2.12% | 0.85% | +56.9% | Q1 2023 |
| RVMD | $11.6M | 2.03% | 0.06% | +3.1% | Q4 2025 |
| TEM | $11.6M | 2.03% | Not reported | New | Q1 2026 |
| CMPS | $11.4M | 1.99% | 1.53% | +35.6% | Q3 2025 |
| CNTA | $8.51M | 1.49% | 0.14% | +107.9% | Q3 2025 |
| ALKS | $8.44M | 1.48% | 0.14% | +191.8% | Q3 2025 |
| ATAI | $6.05M | 1.06% | 0.47% | New | Q1 2026 |
| ISRG | $2.02M | 0.35% | 0.00% | Not reported | Q2 2022 |
| IMCR | $1.4M | 0.24% | 0.09% | Not reported | Q4 2023 |
| FRNM | $413K | 0.07% | 0.42% | New | Q1 2026 |
| Q4 2025 | |||||
| ARGX | $52.8M | 11.59% | 0.10% | -19.0% | Q4 2020 |
| ICLR | $45M | 9.89% | 0.32% | +35.3% | Q4 2022 |
| NTRA | $42M | 9.23% | 0.13% | -10.0% | Q4 2020 |
| INSM | $36.7M | 8.07% | 0.10% | -22.4% | Q2 2024 |
| ILMN | $30.3M | 6.66% | 0.15% | -28.3% | Q4 2020 |
| GH | $29M | 6.38% | 0.22% | Not reported | Q4 2020 |
 NBIX | $23.1M | 5.07% | 0.16% | Not reported | Q3 2024 |
| BMRN | $21.8M | 4.79% | 0.19% | Not reported | Q2 2024 |
| FTRE | $21M | 4.62% | 1.31% | +23.2% | Q3 2025 |
| BBIO | $19.8M | 4.36% | 0.13% | Not reported | Q2 2025 |
| SRRK | $16M | 3.52% | 0.34% | Not reported | Q2 2025 |
 EXK | $15M | 3.30% | 0.06% | -45.5% | Q1 2024 |
| TERN | $11.1M | 2.44% | 0.24% | New | Q4 2025 |
| KYMR | $10.6M | 2.33% | 0.17% | Not reported | Q2 2021 |
| CMPS | $10.5M | 2.30% | 1.58% | +62.4% | Q3 2025 |
| PRCT | $9.7M | 2.13% | 0.55% | Not reported | Q1 2023 |
| RVMD | $9.23M | 2.03% | 0.06% | New | Q4 2025 |
 LEGN | $8.88M | 1.95% | 0.11% | New | Q4 2025 |
| SLNO | $6.26M | 1.37% | 0.26% | New | Q4 2025 |
| PTGX | $5M | 1.10% | 0.09% | New | Q4 2025 |
 QURE | $4.91M | 1.08% | 0.33% | New | Q4 2025 |
 PRAX | $4.41M | 0.97% | 0.06% | New | Q4 2025 |
| CNTA | $2.58M | 0.57% | 0.07% | Not reported | Q3 2025 |
| ISRG | $2.49M | 0.55% | 0.00% | Not reported | Q2 2022 |
 MLTX | $2.47M | 0.54% | 0.36% | New | Q4 2025 |
| ALKS | $2.29M | 0.50% | 0.05% | Not reported | Q3 2025 |
 IRON | $2.15M | 0.47% | 0.07% | New | Q4 2025 |
| IMCR | $1.61M | 0.35% | 0.09% | Not reported | Q4 2023 |
 VIR | $1.45M | 0.32% | 0.17% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| ARGX | $57.1M | 14.99% | 0.13% | Not reported | Q4 2020 |
| INSM | $39.1M | 10.27% | 0.13% | -36.6% | Q2 2024 |
| NTRA | $32.8M | 8.61% | 0.15% | -13.7% | Q4 2020 |
| ICLR | $32M | 8.39% | 0.24% | -10.0% | Q4 2022 |
| ILMN | $30.6M | 8.03% | 0.21% | -6.2% | Q4 2020 |
| NBIX | $22.9M | 6.00% | 0.16% | -25.1% | Q3 2024 |
| RARE | $21M | 5.50% | 0.72% | +11.1% | Q1 2024 |
| BMRN | $19.9M | 5.22% | 0.19% | Not reported | Q2 2024 |
| GH | $17.8M | 4.66% | 0.23% | +34.0% | Q4 2020 |
| EXK | $14.8M | 3.89% | 0.10% | +21.1% | Q1 2024 |
| SRRK | $13.5M | 3.55% | 0.37% | +34.9% | Q2 2025 |
| BBIO | $13.5M | 3.54% | 0.13% | Not reported | Q2 2025 |
| PRCT | $11M | 2.89% | 0.55% | +3.1% | Q1 2023 |
 ALNY | $10.8M | 2.84% | 0.02% | -48.6% | Q4 2020 |
| AKRO | $10.7M | 2.82% | 0.28% | Not reported | Q1 2025 |
 AGIO | $9.88M | 2.59% | 0.42% | -25.6% | Q4 2020 |
| FTRE | $8.33M | 2.19% | 1.07% | New | Q3 2025 |
| CMPS | $5.36M | 1.41% | 0.97% | New | Q3 2025 |
| CNTA | $2.5M | 0.66% | 0.08% | New | Q3 2025 |
| ALKS | $2.45M | 0.64% | 0.05% | New | Q3 2025 |
| ISRG | $1.96M | 0.52% | 0.00% | Not reported | Q2 2022 |
| IMCR | $1.68M | 0.44% | 0.09% | Not reported | Q4 2023 |
| VIR | $1.37M | 0.36% | 0.17% | Not reported | Q1 2025 |