StockDriftsStockDriftsTop 26 Eagle Health Investments LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARGX | ARGENX SE | 11.75% | 76.4K | $70.9M | +0.11%(+81) | $422.23(+105.23%) | 2026-06-30 | |
| ICLR | ICON PUB LTD CO | 8.87% | 308.1K | $53.5M | -14.05%(-50.36K) | $188.26(-13.70%) | 2026-06-30 | |
| GH | GUARDANT HEALTH INC | 7.48% | 300.7K | $45.1M | -3.09%(-9.60K) | $39.07(+328.76%) | 2026-06-30 | |
| INSM | INSMED INC | 6.79% | 384.1K | $41.0M | +71.28%(+159.86K) | $85.80(+57.03%) | 2026-06-30 | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 5.92% | 624.7K | $35.7M | +23.50%(+118.87K) | $71.13(-3.34%) | 2026-06-30 | |
| ILMN | ILLUMINA INC | 5.46% | 187.4K | $33.0M | +0.00%(+0) | $158.92(+19.49%) | 2026-06-30 | |
| SRRK | SCHOLAR ROCK HLDG CORP | 5.06% | 555.3K | $30.5M | +12.40%(+61.25K) | $39.08(+31.92%) | 2026-06-30 | |
| PTGX | PROTAGONIST THERAPEUTICS INC | 5.05% | 248.3K | $30.4M | +38.48%(+69.00K) | $96.00(+54.64%) | 2026-06-30 | |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 4.89% | 884.1K | $29.5M | +0.00%(+0) | $40.11(-33.21%) | 2026-06-30 | |
| CMPS | COMPASS PATHWAYS PLC | 4.83% | 2.06M | $29.2M | +0.00%(+0) | $5.36(+147.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.49% | +62.19% | +8.30% | +48.97% |
| Top 20 Holdings Unweighted | +20.02% | +72.88% | +6.67% | +38.08% |
Eagle Health Investments LP reports $603.31M in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are ARGX (11.8%), ICLR (8.9%) and GH (7.5%). The top 20 holdings account for 92.87% of reported assets. Its disclosed equity book has returned +62.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Eagle Health Investments LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842545). View Eagle Health Investments LP’s 13F filings on SEC