Eagle Health Investments LP 13F 持仓 · 2026年Q2
Eagle Health Investments 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 27 只证券，申报市值合计 6.03 亿美元。前几大持仓：ARGX（11.75%）、ICLR（8.87%）、GH（7.48%）。本季前 25 大持仓中：新建仓 6 只、增持 9 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ARGX | ARGENX SE | $70.9M | 11.75% | 76,417 | 增持 |
| 2 | ICLR | ICON PUB LTD CO | $53.5M | 8.87% | 308,143 | 减持 |
| 3 | GH | GUARDANT HEALTH INC | $45.1M | 7.48% | 300,685 | 减持 |
| 4 | INSM | INSMED INC | $41.0M | 6.79% | 384,130 | 增持 |
| 5 | BMRN | BIOMARIN PHARMACEUTICAL INC | $35.7M | 5.92% | 624,676 | 增持 |
| 6 | ILMN | ILLUMINA INC | $33.0M | 5.46% | 187,413 | 持平 |
| 7 | SRRK | SCHOLAR ROCK HLDG CORP | $30.5M | 5.06% | 555,272 | 增持 |
| 8 | PTGX | PROTAGONIST THERAPEUTICS INC | $30.4M | 5.05% | 248,322 | 增持 |
| 9 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $29.5M | 4.89% | 884,121 | 持平 |
| 10 | CMPS | COMPASS PATHWAYS PLC | $29.2M | 4.83% | 2.1M | 持平 |
| 11 | ASND | ASCENDIS PHARMA A/S | $28.3M | 4.69% | 106,158 | 新建仓 |
| 12 | RVMD | REVOLUTION MEDICINES INC | $22.5M | 3.74% | 120,346 | 增持 |
| 13 | FTRE | FORTREA HLDGS INC | $20.6M | 3.41% | 1.2M | 减持 |
| 14 | KYMR | KYMERA THERAPEUTICS INC | $19.1M | 3.16% | 166,148 | 增持 |
| 15 | AXSM | AXSOME THERAPEUTICS INC. | $15.9M | 2.64% | 65,051 | 新建仓 |
| 16 | BSX | BOSTON SCIENTIFIC CORP | $15.8M | 2.61% | 369,164 | 增持 |
| 17 | ALKS | ALKERMES PLC | $15.6M | 2.58% | 297,302 | 增持 |
| 18 | IONS | IONIS PHARMACEUTICALS INC | $15.4M | 2.56% | 194,577 | 新建仓 |
| 19 | TEM | TEMPUS AI INC | $14.8M | 2.46% | 256,269 | 持平 |
| 20 | DNTH | DIANTHUS THERAPEUTICS INC | $12.8M | 2.12% | 131,344 | 新建仓 |
| 21 | ATAI | ATAIBECKLEY INC | $9.0M | 1.49% | 1.7M | 持平 |
| 22 | AVTX | AVALO THERAPEUTICS INC | $4.3M | 0.72% | 235,093 | 新建仓 |
| 23 | NTRA | NATERA INC | $4.3M | 0.71% | 15,847 | 减持 |
| 24 | LLY | ELI LILLY & CO | $2.4M | 0.40% | 1,994 | 新建仓 |
| 25 | ISRG | INTUITIVE SURGICAL INC | $1.7M | 0.29% | 4,390 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR