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Livermore
Livermore
ZHEN

Eagle Health Investments LP

SEC CIK
0001842545
Latest filing
Aug 10, 2026

The latest 13F from Eagle Health Investments LP covers Q2 2026 (filed Aug 10, 2026): 27 long positions worth $603.3M. The top 10 holdings make up 66.1% of the portfolio, and the largest is Argenx SE (ARGX) at 11.8%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$50.9M
Added
10
Est. +$49.8M
Reduced
4
Est. −$41.2M
Sold out
4
Est. −$62.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. ARGXArgenx SE
    11.8%$70.9MHistory
  2. ICLRIcon PLC
    8.9%$53.5MHistory
  3. GHGuardant Health, Inc.
    7.5%$45.1MHistory
  4. INSMINSMED Inc
    6.8%$41.0MHistory
  5. BMRNBiomarin Pharmaceutical Inc
    5.9%$35.7MHistory

Share of portfolio

Top 5 holdings and the other 22 positions, by share of portfolio value

  1. ARGX11.8%
  2. ICLR8.9%
  3. GH7.5%
  4. INSM6.8%
  5. BMRN5.9%
  6. Other 22 positions59.2%

Biggest buys

New and added positions, by estimated amount bought

  1. INSMINSMED Inc
    +$17.0MAddedHistory
  2. AXSMAxsome Therapeutics, Inc.
    +$15.9MNewHistory
  3. IONSIonis Pharmaceuticals Inc
    +$15.4MNewHistory
  4. DNTHDianthus Therapeutics, Inc.
    +$12.8MNewHistory
  5. PTGXProtagonist Therapeutics, Inc
    +$8.46MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AXSMAxsome Therapeutics, Inc.
    +2.64 pp0.0% → 2.6%History
  2. IONSIonis Pharmaceuticals Inc
    +2.56 pp0.0% → 2.6%History
  3. DNTHDianthus Therapeutics, Inc.
    +2.12 pp0.0% → 2.1%History
  4. RVMDRevolution Medicines, Inc.
    +1.30 pp2.4% → 3.7%History
  5. PTGXProtagonist Therapeutics, Inc
    +1.08 pp4.0% → 5.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. NTRANatera, Inc.
    −$28.8MReducedHistory
  2. TERNTerns Pharmaceuticals, Inc.
    −$21.7MSold outHistory
  3. BBIOBridgeBio Pharma, Inc.
    −$19.8MSold outHistory
  4. PRCTPROCEPT BioRobotics Corp
    −$12.1MSold outHistory
  5. ICLRIcon PLC
    −$8.75MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. TERNTerns Pharmaceuticals, Inc.
    −4.57 pp4.6% → 0.0%History
  2. NTRANatera, Inc.
    −4.40 pp5.1% → 0.7%History
  3. BBIOBridgeBio Pharma, Inc.
    −4.16 pp4.2% → 0.0%History
  4. PRCTPROCEPT BioRobotics Corp
    −2.54 pp2.5% → 0.0%History
  5. CNTACentessa Pharmaceuticals plc
    −1.79 pp1.8% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$603.3M
+$127.0M (+26.7%) vs. prior quarter
Positions
27
+1 vs. prior quarter
Top 10 concentration
66.1%
Top 10 as share of value
Turnover
18.6%
Q2 2026, one quarter
Average holding period
8.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $603.3M (Q2 2026)

Q1 2021: $246.4MQ2 2021: $291.5MQ3 2021: $315.3MQ4 2021: $410.4MQ1 2022: $405.9MQ2 2022: $428.9MQ3 2022: $435.7MQ4 2022: $433.5MQ1 2023: $513.7MQ2 2023: $534.8MQ3 2023: $453.8MQ4 2023: $492.1MQ1 2024: $524.8MQ2 2024: $559.6MQ3 2024: $518.7MQ4 2024: $407.9MQ1 2025: $385.1MQ2 2025: $405.2MQ3 2025: $380.9MQ4 2025: $455.1MQ1 2026: $476.3MQ2 2026: $603.3M
Q1 2021Q2 2026
13F filings of Eagle Health Investments LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 10, 202627$603.3MARGXICLRGHvs. Q1 2026SEC
Q1 2026May 15, 202626$476.3MARGXICLRINSMvs. Q4 2025SEC
Q4 2025Feb 6, 202630$455.1MARGXICLRNTRAvs. Q3 2025SEC
Q3 2025Nov 7, 202523$380.9MARGXINSMNTRAvs. Q2 2025SEC
Q2 2025Aug 12, 202521$405.2MINSMARGXNTRAvs. Q1 2025SEC
Q1 2025May 12, 202520$385.1MARGXNTRAICLRvs. Q4 2024SEC
Q4 2024Feb 12, 202518$407.9MNTRAARGXILMNvs. Q3 2024SEC
Q3 2024Nov 12, 202424$518.7MNTRAILMNARGXvs. Q2 2024SEC
Q2 2024Aug 13, 202425$559.6MUTHRNTRAICLRvs. Q1 2024SEC
Q1 2024May 14, 202426$524.8MNTRAICLRILMNvs. Q4 2023SEC
Q4 2023Feb 12, 202422$492.1MICLRILMNNTRAvs. Q3 2023SEC
Q3 2023Oct 27, 202323$453.8MICLRDHRIQVvs. Q2 2023SEC
Q2 2023Aug 14, 202327$534.8MIQVICLRDHRvs. Q1 2023SEC
Q1 2023May 12, 202327$513.7MILMNIQVNTRAvs. Q4 2022SEC
Q4 2022Feb 13, 202327$433.5MIQVALNYUTHRvs. Q3 2022SEC
Q3 2022Nov 14, 202228$435.7MILMNIQVALNYvs. Q2 2022SEC
Q2 2022Aug 11, 202228$428.9MSGENHUMUTHRvs. Q1 2022SEC
Q1 2022May 12, 202228$405.9MHUMSGENAZNvs. Q4 2021SEC
Q4 2021Feb 10, 202228$410.4MHUMAZNUTHRvs. Q3 2021SEC
Q3 2021Oct 20, 202127$315.3MAZNHUMIQVvs. Q2 2021SEC
Q2 2021Jul 19, 202129$291.5MAZNHUMIQVvs. Q1 2021SEC
Q1 2021Apr 23, 202124$246.4MIQVVRTXHUM–SEC