1y return+49.1%S&P 500 +20.9%
3y return+62.2%S&P 500 +68.5%
5y return+61.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $174 against $200 in the S&P 500.2
Eagle Health Investments LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ARGXArgenx Se | $70.9M | 11.8% | |
| Icon Pub Ltd CoCUSIP G4705A100 | $53.5M | 8.9% | −14.0% |
| GHGuardant Health Inc | $45.1M | 7.5% | −3.1% |
| INSMInsmed Inc | $41.0M | 6.8% | +71.3% |
| BMRNBiomarin Pharmaceutical Inc | $35.7M | 5.9% | +23.5% |
| ILMNIllumina Inc | $33.0M | 5.5% | |
| SRRKScholar Rock Hldg Corp | $30.5M | 5.1% | +12.4% |
| PTGXProtagonist Therapeutics Inc | $30.4M | 5.0% | +38.5% |
| RAREUltragenyx Pharmaceutical In | $29.5M | 4.9% | |
| CMPSCompass Pathways PLC | $29.2M | 4.8% | |
| Ascendis Pharma A/sCUSIP K08588103 | $28.3M | 4.7% | New |
| RVMDRevolution Medicines Inc | $22.5M | 3.7% | |
| FTREFortrea Hldgs Inc | $20.6M | 3.4% | −9.7% |
| KYMRKymera Therapeutics Inc | $19.1M | 3.2% | +13.9% |
| AXSMAxsome Therapeutics Inc. | $15.9M | 2.6% | New |
| BSXBoston Scientific Corp | $15.8M | 2.6% | +25.9% |
| Alkermes PLCCUSIP G01767105 | $15.6M | 2.6% | +24.6% |
| IONSIonis Pharmaceuticals Inc | $15.4M | 2.6% | New |
| TEMTempus Ai Inc | $14.8M | 2.5% | |
| DNTHDianthus Therapeutics Inc | $12.8M | 2.1% | New |
| Ataibeckley IncCUSIP 04650F101 | $9.0M | 1.5% | |
| AVTXAvalo Therapeutics Inc | $4.3M | 0.7% | New |
| NTRANatera Inc | $4.3M | 0.7% | −87.0% |
| LLYEli Lilly & Co | $2.4M | 0.4% | New |
| ISRGIntuitive Surgical Inc | $1.7M | 0.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ARGXArgenx Se | December 31, 2020 | +215.5% | $70.9M |
| GHGuardant Health Inc | June 30, 2025 | +188.3% | $45.1M |
| NTRANatera Inc | December 31, 2020 | +172.8% | $4.3M |
| CMPSCompass Pathways PLC | September 30, 2025 | +146.9% | $29.2M |
| RVMDRevolution Medicines Inc | December 31, 2025 | +135.1% | $22.5M |
| FTREFortrea Hldgs Inc | September 30, 2025 | +106.7% | $20.6M |
| ISRGIntuitive Surgical Inc | June 30, 2022 | +98.1% | $1.7M |
| Alkermes PLCCUSIP G01767105 | September 30, 2025 | +74.7% | $15.6M |
| RAREUltragenyx Pharmaceutical In | March 31, 2026 | +59.4% | $29.5M |
| INSMInsmed Inc | June 30, 2024 | +59.1% | $41.0M |
Sold off last quarter
- Terns Pharmaceuticals IncCUSIP 880881107 was $21.7M
- BBIOBridgebio Pharma Inc was $19.8M
- Ascendis Pharma A/sCUSIP 04351P101 was $19.8M
- PRCTProcept Biorobotics Corp was $12.1M
- Centessa Pharmaceuticals PLCCUSIP 152309100 was $8.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +27.5% | +14.8% |
| March 31, 2026 | −10.3% | −4.6% |
| December 31, 2025 | +19.1% | +2.4% |
| September 30, 2025 | +9.4% | +7.8% |
| June 30, 2025 | +9.3% | +10.5% |
| March 31, 2025 | −11.2% | −4.6% |
| December 31, 2024 | −4.1% | +2.1% |
| September 30, 2024 | +11.1% | +5.4% |
| June 30, 2024 | +3.2% | +4.0% |
| March 31, 2024 | +10.0% | +10.0% |
| December 31, 2023 | +5.8% | +11.2% |
| September 30, 2023 | −12.4% | −3.6% |
| June 30, 2023 | +4.7% | +8.3% |
| March 31, 2023 | +1.4% | +7.0% |
| December 31, 2022 | +14.7% | +7.1% |
| September 30, 2022 | +3.3% | −5.3% |
| June 30, 2022 | −6.0% | −16.5% |
| March 31, 2022 | −13.9% | −4.9% |
| December 31, 2021 | −1.1% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Eagle Health Investments LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1842545&type=13F-HR&dateb=&owner=include&count=40CIK 1842545
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1842545/000117266126003205/Filed August 10, 2026 · accession 0001172661-26-003205