Eagle Health Investments LP 13F: Quarter-over-Quarter Portfolio Changes
Eagle Health Investments LP reported a disclosed portfolio value of approximately $603.3 million in its latest SEC Form 13F-HR filing for Q2 2026, up 26.7% quarter on quarter. Over the quarter, the fund initiated 6 new positions, bought more shares in 9 holdings, trimmed 4 holdings, and exited 5 positions.
Eagle Health Investments LP's top buy was a new stake in Ascendis Pharma A/S (ASND) , equal to 4.7% of the disclosed portfolio. Its top sell was Terns Pharmaceuticals INC (TERN) . The fund exited the position completely after it had accounted for 4.6% of the previous portfolio.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| ASCENDIS PHARMA A/S | ASND | 4.7% | Holders → |
| AXSOME THERAPEUTICS INC. | AXSM | 2.6% | Holders → |
| IONIS PHARMACEUTICALS INC | IONS | 2.6% | Holders → |
| DIANTHUS THERAPEUTICS INC | DNTH | 2.1% | Holders → |
| AVALO THERAPEUTICS INC | AVTX | 0.7% | Holders → |
| ELI LILLY & CO | LLY | 0.4% | Holders → |
Top BuysQ2 2026
The fund's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| INSMED INC | INSM | +-0.9% | +71.3% | History → |
| PROTAGONIST THERAPEUTICS INC | PTGX | +1.1% | +38.5% | History → |
| BOSTON SCIENTIFIC CORP | BSX | +-1.3% | +25.9% | Holders → |
| ALKERMES PLC | ALKS | +0.8% | +24.6% | Holders → |
| BIOMARIN PHARMACEUTICAL INC | BMRN | +-0.1% | +23.5% | History → |
| KYMERA THERAPEUTICS INC | KYMR | +0.6% | +13.9% | Holders → |
| SCHOLAR ROCK HLDG CORP | SRRK | +-0.0% | +12.4% | History → |
| REVOLUTION MEDICINES INC | RVMD | +1.3% | +0.7% | Holders → |
| ARGENX SE | ARGX | +0.0% | +0.1% | History → |
Top SellsQ2 2026
The fund's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| NATERA INC | NTRA | -4.4% | 87.0% | Holders → |
| ICON PUB LTD CO | ICLR | 0.5% | 14.0% | History → |
| FORTREA HLDGS INC | FTRE | 0.8% | 9.7% | Holders → |
| GUARDANT HEALTH INC | GH | 1.5% | 3.1% | History → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| TERNS PHARMACEUTICALS INC | TERN | 4.6% |
| BRIDGEBIO PHARMA INC | BBIO | 4.2% |
| ASCENDIS PHARMA A/S | SYN_04351P101 | 4.2% |
| PROCEPT BIOROBOTICS CORP | PRCT | 2.5% |
| CENTESSA PHARMACEUTICALS PLC | CNTA | 1.8% |
Net Portfolio Value ChangeQ2 2026
- $0.5BPrior quarter
- $0.6BCurrent quarter
- +$0.1BNet delta
- +26.7%% 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 Q2 2026?
In Q2 2026, Eagle Health Investments LP initiated 6 new positions (ASCENDIS PHARMA A/S (ASND), AXSOME THERAPEUTICS INC. (AXSM), IONIS PHARMACEUTICALS INC (IONS), DIANTHUS THERAPEUTICS INC (DNTH), AVALO THERAPEUTICS INC (AVTX), ELI LILLY & CO (LLY)); bought more shares of INSMED INC (INSM), PROTAGONIST THERAPEUTICS INC (PTGX), BOSTON SCIENTIFIC CORP (BSX), ALKERMES PLC (ALKS), BIOMARIN PHARMACEUTICAL INC (BMRN) (the largest 5 of 9 adds).
What stocks did Eagle Health Investments LP sell in Q2 2026?
In Q2 2026, Eagle Health Investments LP fully sold 5 positions (TERNS PHARMACEUTICALS INC (TERN), BRIDGEBIO PHARMA INC (BBIO), ASCENDIS PHARMA A/S (SYN_04351P101), PROCEPT BIOROBOTICS CORP (PRCT), CENTESSA PHARMACEUTICALS PLC (CNTA)); reduced holdings in NATERA INC (NTRA), ICON PUB LTD CO (ICLR), FORTREA HLDGS INC (FTRE), GUARDANT HEALTH INC (GH).
Which positions did Eagle Health Investments LP initiate in Q2 2026?
Eagle Health Investments LP established 6 new positions in Q2 2026: ASCENDIS PHARMA A/S (ASND, 4.7%), AXSOME THERAPEUTICS INC. (AXSM, 2.6%), IONIS PHARMACEUTICALS INC (IONS, 2.6%), DIANTHUS THERAPEUTICS INC (DNTH, 2.1%), AVALO THERAPEUTICS INC (AVTX, 0.7%), ELI LILLY & CO (LLY, 0.4%).
Which existing positions saw the largest allocation increases for Eagle Health Investments LP in Q2 2026?
Of 9 existing positions with share-count increases in Q2 2026, the largest were: INSMED INC (INSM, +-0.9% weight, +71.3% shares), PROTAGONIST THERAPEUTICS INC (PTGX, +1.1% weight, +38.5% shares), BOSTON SCIENTIFIC CORP (BSX, +-1.3% weight, +25.9% shares), ALKERMES PLC (ALKS, +0.8% weight, +24.6% shares), BIOMARIN PHARMACEUTICAL INC (BMRN, +-0.1% weight, +23.5% shares), KYMERA THERAPEUTICS INC (KYMR, +0.6% weight, +13.9% shares), SCHOLAR ROCK HLDG CORP (SRRK, +-0.0% weight, +12.4% shares), REVOLUTION MEDICINES INC (RVMD, +1.3% weight, +0.7% shares), ARGENX SE (ARGX, +0.0% weight, +0.1% shares).
Which positions did Eagle Health Investments LP fully exit in Q2 2026?
Eagle Health Investments LP fully exited 5 positions in Q2 2026: TERNS PHARMACEUTICALS INC (TERN, last-reported weight 4.6%), BRIDGEBIO PHARMA INC (BBIO, last-reported weight 4.2%), ASCENDIS PHARMA A/S (SYN_04351P101, last-reported weight 4.2%), PROCEPT BIOROBOTICS CORP (PRCT, last-reported weight 2.5%), CENTESSA PHARMACEUTICALS PLC (CNTA, last-reported weight 1.8%).
Which existing positions saw the largest allocation reductions for Eagle Health Investments LP in Q2 2026?
Of 4 existing positions with share-count reductions in Q2 2026, the largest were: NATERA INC (NTRA, -4.4% weight, -87.0% shares), ICON PUB LTD CO (ICLR, 0.5% weight, -14.0% shares), FORTREA HLDGS INC (FTRE, 0.8% weight, -9.7% shares), GUARDANT HEALTH INC (GH, 1.5% weight, -3.1% 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.