Vault-13

Eagle Health Investments LP

Greenwich, CT · CIK 1842545 · 13F filing filed 2026-08-10

SEC-registered investment adviser since 2021 · limited partnership

As an employer

$603.3m reported value +26.7% vs Q1 2026
27positions
66.1%in top 10
6 new 9 added 4 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ARGENX SE SPONSORED ADR ARGX ARGX 76,417 $70.9m11.75% 11.75% AddedShares held: Q3 2025 77.4k, Q4 2025 62.7k, Q1 2026 76.3k, Q2 2026 76.4k +81 +81 0.1%
2 ICON PLC SHS ICLR ICLR 308,143 $53.5m8.87% 8.87% ReducedShares held: Q3 2025 182.6k, Q4 2025 247.1k, Q1 2026 358.5k, Q2 2026 308.1k -50.4k -50,357 -14.1%
3 GUARDANT HEALTH INC COM GH GH 300,685 $45.1m7.48% 7.48% ReducedShares held: Q3 2025 284.1k, Q4 2025 284.1k, Q1 2026 310.3k, Q2 2026 300.7k -9.6k -9,596 -3.1%
4 INSMED INC COM PAR $.01 INSM INSM 384,130 $41.0m6.79% 6.79% AddedShares held: Q3 2025 271.6k, Q4 2025 210.9k, Q1 2026 224.3k, Q2 2026 384.1k +159.9k +159,859 71.3%
5 BIOMARIN PHARMACEUTICAL INC COM BMRN BMRN 624,676 $35.7m5.92% 5.92% AddedShares held: Q3 2025 366.8k, Q4 2025 366.8k, Q1 2026 505.8k, Q2 2026 624.7k +118.9k +118,867 23.5%
6 ILLUMINA INC COM ILMN ILMN 187,413 $33.0m5.46% 5.46% UnchangedShares held: Q3 2025 322.3k, Q4 2025 231.2k, Q1 2026 187.4k, Q2 2026 187.4k
7 SCHOLAR ROCK HLDG CORP COM SRRK SRRK 555,272 $30.5m5.06% 5.06% AddedShares held: Q3 2025 363.3k, Q4 2025 363.3k, Q1 2026 494.0k, Q2 2026 555.3k +61.3k +61,253 12.4%
8 PROTAGONIST THERAPEUTICS INC COM PTGX PTGX 248,322 $30.4m5.05% 5.05% AddedShares held: Q3 2025 0, Q4 2025 57.3k, Q1 2026 179.3k, Q2 2026 248.3k +69.0k +69,000 38.5%
9 ULTRAGENYX PHARMACEUTICAL IN COM RARE RARE 884,121 $29.5m4.89% 4.89% UnchangedShares held: Q3 2025 697.0k, Q4 2025 0, Q1 2026 884.1k, Q2 2026 884.1k
10 COMPASS PATHWAYS PLC SPONSORED ADS CMPS CMPS 2,060,427 $29.2m4.83% 4.83% UnchangedShares held: Q3 2025 935.5k, Q4 2025 1.5m, Q1 2026 2.1m, Q2 2026 2.1m
11 ASCENDIS PHARMA A/S ORD SHS ASND ASND 106,158 $28.3m4.69% 4.69% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 106.2k
12 REVOLUTION MEDICINES INC COM RVMD RVMD 120,346 $22.5m3.74% 3.74% AddedShares held: Q3 2025 0, Q4 2025 115.9k, Q1 2026 119.5k, Q2 2026 120.3k +882 +882 0.7%
13 FORTREA HLDGS INC COMMON STOCK FTRE FTRE 1,181,274 $20.6m3.41% 3.41% ReducedShares held: Q3 2025 988.8k, Q4 2025 1.2m, Q1 2026 1.3m, Q2 2026 1.2m -126.3k -126,286 -9.7%
14 KYMERA THERAPEUTICS INC COM KYMR KYMR 166,148 $19.1m3.16% 3.16% AddedShares held: Q3 2025 0, Q4 2025 136.3k, Q1 2026 145.8k, Q2 2026 166.1k +20.3k +20,332 13.9%
15 AXSOME THERAPEUTICS INC COM AXSM AXSM 65,051 $15.9m2.64% 2.64% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 65.1k
16 BOSTON SCIENTIFIC CORP COM BSX BSX 369,164 $15.8m2.61% 2.61% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 293.2k, Q2 2026 369.2k +76.0k +76,012 25.9%
17 ALKERMES PLC SHS ALKS ALKS 297,302 $15.6m2.58% 2.58% AddedShares held: Q3 2025 81.8k, Q4 2025 81.8k, Q1 2026 238.7k, Q2 2026 297.3k +58.6k +58,629 24.6%
18 IONIS PHARMACEUTICALS INC COM IONS IONS 194,577 $15.4m2.56% 2.56% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 194.6k
19 TEMPUS AI INC CL A TEM TEM 256,269 $14.8m2.46% 2.46% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 256.3k, Q2 2026 256.3k
20 DIANTHUS THERAPEUTICS INC COM DNTH DNTH 131,344 $12.8m2.12% 2.12% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 131.3k
21 ATAIBECKLEY INC COM SHS ATAI ATAI 1,709,359 $9.0m1.49% 1.49% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.7m, Q2 2026 1.7m
22 AVALO THERAPEUTICS INC COM NEW AVTX AVTX 235,093 $4.3m0.72% 0.72% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 235.1k
23 NATERA INC COM NTRA NTRA 15,847 $4.3m0.71% 0.71% ReducedShares held: Q3 2025 203.7k, Q4 2025 183.3k, Q1 2026 121.9k, Q2 2026 15.8k -106.0k -106,030 -87.0%
24 ELI LILLY & CO COM LLY LLY 1,994 $2.4m0.40% 0.40% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 2.0k
25 INTUITIVE SURGICAL INC COM NEW ISRG ISRG 4,390 $1.7m0.29% 0.29% UnchangedShares held: Q3 2025 4.4k, Q4 2025 4.4k, Q1 2026 4.4k, Q2 2026 4.4k
26 IMMUNOCORE HLDGS PLC ADS IMCR IMCR 46,300 $1.5m0.24% 0.24% UnchangedShares held: Q3 2025 46.3k, Q4 2025 46.3k, Q1 2026 46.3k, Q2 2026 46.3k
27 PERCEPTIVE CAP SOLUTIONS COR CL A ORD SHS FRNM FRNM 37,686 $410.0k0.07% 0.07% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 37.7k, Q2 2026 37.7k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
TERNS PHARMACEUTICALS INC 412,497 $21.7m412.5k shares
BRIDGEBIO PHARMA INC BBIO BBIO 267,031 $19.8m267.0k shares
ASCENDIS PHARMA A/S 86,650 $19.8m86.7k shares
PROCEPT BIOROBOTICS CORP PRCT PRCT 483,815 $12.1m483.8k shares
CENTESSA PHARMACEUTICALS PLC 214,291 $8.5m214.3k shares