Eagle Health Investments LP 13F: Quarter-over-Quarter Portfolio Changes
Eagle Health Investments LP reported a disclosed portfolio value of approximately $476.3 million in its latest SEC Form 13F-HR filing for Q1 2026, up 4.7% quarter on quarter. Over the quarter, the fund initiated 5 new positions, bought more shares in 17 holdings, trimmed 2 holdings, and exited 9 positions.
Eagle Health Investments LP's top buy was a new stake in Ascendis Pharma A/S (SYN_04351P101) , equal to 4.2% of the disclosed portfolio. Its top sell was Neurocrine Biosciences INC (NBIX) . The fund exited the position completely after it had accounted for 5.1% of the previous portfolio.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| ASCENDIS PHARMA A/S | SYN_04351P101 | 4.2% | Holders → |
| ULTRAGENYX PHARMACEUTICAL IN | RARE | 3.9% | Holders → |
| BOSTON SCIENTIFIC CORP | BSX | 3.9% | Holders → |
| TEMPUS AI INC | TEM | 2.4% | Holders → |
| PERCEPTIVE CAP SOLUTIONS COR | PCSC | 0.1% | Holders → |
Top BuysQ1 2026
Showing the top 10 buys among 17 existing positions where the fund bought more shares in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| PROTAGONIST THERAPEUTICS INC | PTGX | +2.9% | +213.0% | Holders → |
| ALKERMES PLC | ALKS | +1.3% | +191.8% | Holders → |
| CENTESSA PHARMACEUTICALS PLC | CNTA | +1.2% | +107.8% | Holders → |
| PROCEPT BIOROBOTICS CORP | PRCT | +0.4% | +56.9% | Holders → |
| TERNS PHARMACEUTICALS INC | TERN | +2.1% | +49.9% | History → |
| ICON PLC (ICLR) | ICLR | +-1.6% | +45.1% | History → |
| BIOMARIN PHARMACEUTICALS | BMRN | +1.2% | +37.9% | History → |
| SCHOLAR ROCK HLDG CORP | SRRK | +1.6% | +36.0% | History → |
| COMPASS PATHWAYS PLC | CMPS | +0.1% | +35.6% | Holders → |
| ARGENX SE | ARGX | +0.1% | +21.7% | History → |
Top SellsQ1 2026
The fund's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| NATERA | NTRA | -4.1% | 33.5% | History → |
| ILLUMINA INC | ILMN | -1.8% | 18.9% | History → |
Full ExitsQ1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| NEUROCRINE BIOSCIENCES INC | NBIX | 5.1% |
| EXACT SCIENCES CORP | EXK | 3.3% |
| LEGEND BIOTECH CORP | LEGN | 2.0% |
| SOLENO THERAPEUTICS INC | SLNO | 1.4% |
| UNIQURE NV | QURE | 1.1% |
| PRAXIS PRECISION MEDICINES I | PRAX | 1.0% |
| MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 0.5% |
| DISC MEDICINE INC | IRON | 0.5% |
| VIR BIOTECHNOLOGY INC | VIR | 0.3% |
Net Portfolio Value ChangeQ1 2026
- $0.5BPrior quarter
- $0.5BCurrent quarter
- +$0.0BNet delta
- +4.7%% change
Methodology & FAQ
How Eagle Health Investments LP Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Eagle Health Investments LP: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did Eagle Health Investments LP buy in Q1 2026?
In Q1 2026, Eagle Health Investments LP initiated 5 new positions (ASCENDIS PHARMA A/S (SYN_04351P101), ULTRAGENYX PHARMACEUTICAL IN (RARE), BOSTON SCIENTIFIC CORP (BSX), TEMPUS AI INC (TEM), PERCEPTIVE CAP SOLUTIONS COR (PCSC)); bought more shares of PROTAGONIST THERAPEUTICS INC (PTGX), ALKERMES PLC (ALKS), CENTESSA PHARMACEUTICALS PLC (CNTA), PROCEPT BIOROBOTICS CORP (PRCT), TERNS PHARMACEUTICALS INC (TERN) — the largest 5 of 17 adds.
What stocks did Eagle Health Investments LP sell in Q1 2026?
In Q1 2026, Eagle Health Investments LP fully sold 9 positions (NEUROCRINE BIOSCIENCES INC (NBIX), EXACT SCIENCES CORP (EXK), LEGEND BIOTECH CORP (LEGN), SOLENO THERAPEUTICS INC (SLNO), UNIQURE NV (QURE), PRAXIS PRECISION MEDICINES I (PRAX), MOONLAKE IMMUNOTHERAPEUTICS (MLTX), DISC MEDICINE INC (IRON), VIR BIOTECHNOLOGY INC (VIR)); reduced holdings in NATERA (NTRA), ILLUMINA INC (ILMN).
Which positions did Eagle Health Investments LP initiate in Q1 2026?
Eagle Health Investments LP established 5 new positions in Q1 2026: ASCENDIS PHARMA A/S (SYN_04351P101, 4.2%), ULTRAGENYX PHARMACEUTICAL IN (RARE, 3.9%), BOSTON SCIENTIFIC CORP (BSX, 3.9%), TEMPUS AI INC (TEM, 2.4%), PERCEPTIVE CAP SOLUTIONS COR (PCSC, 0.1%).
Which existing positions saw the largest allocation increases for Eagle Health Investments LP in Q1 2026?
Of 17 existing positions with share-count increases in Q1 2026, the largest were: PROTAGONIST THERAPEUTICS INC (PTGX, +2.9% weight, +213.0% shares), ALKERMES PLC (ALKS, +1.3% weight, +191.8% shares), CENTESSA PHARMACEUTICALS PLC (CNTA, +1.2% weight, +107.8% shares), PROCEPT BIOROBOTICS CORP (PRCT, +0.4% weight, +56.9% shares), TERNS PHARMACEUTICALS INC (TERN, +2.1% weight, +49.9% shares), ICON PLC (ICLR) (ICLR, +-1.6% weight, +45.1% shares), BIOMARIN PHARMACEUTICALS (BMRN, +1.2% weight, +37.9% shares), SCHOLAR ROCK HLDG CORP (SRRK, +1.6% weight, +36.0% shares), COMPASS PATHWAYS PLC (CMPS, +0.1% weight, +35.6% shares), ARGENX SE (ARGX, +0.1% weight, +21.7% shares).
Which positions did Eagle Health Investments LP fully exit in Q1 2026?
Eagle Health Investments LP fully exited 9 positions in Q1 2026: NEUROCRINE BIOSCIENCES INC (NBIX, last-reported weight 5.1%), EXACT SCIENCES CORP (EXK, last-reported weight 3.3%), LEGEND BIOTECH CORP (LEGN, last-reported weight 2.0%), SOLENO THERAPEUTICS INC (SLNO, last-reported weight 1.4%), UNIQURE NV (QURE, last-reported weight 1.1%), PRAXIS PRECISION MEDICINES I (PRAX, last-reported weight 1.0%), MOONLAKE IMMUNOTHERAPEUTICS (MLTX, last-reported weight 0.5%), DISC MEDICINE INC (IRON, last-reported weight 0.5%), VIR BIOTECHNOLOGY INC (VIR, last-reported weight 0.3%).
Which existing positions saw the largest allocation reductions for Eagle Health Investments LP in Q1 2026?
Of 2 existing positions with share-count reductions in Q1 2026, the largest were: NATERA (NTRA, -4.1% weight, -33.5% shares), ILLUMINA INC (ILMN, -1.8% weight, -18.9% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.