Integral Health Asset Management, LLC — 13F Holdings & Portfolio
CIK 1773206 · latest 13F-HR filed 2026-05-15
Integral Health Asset Management, LLC manages $2.09B in 13F-reported U.S. long-equity assets across 90 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are INSM (11.73%), RVMD (6.98%), CYTK (5.04%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 28 new positions, exited 26, added to 30, and trimmed 25.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$2.09B
Long-equity book
90
Distinct positions
2026-03-31
Filed 2026-05-15
+28 / −26 / ↑30 / ↓25
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- REVOLUTION MEDICINES INC$50.3M +52.6%
- ROIVANT SCIENCES LTD$37.0M +200.4%
- INSMED INC$27.7M +12.7%
- BRIGHTSPRING HEALTH SVCS INC$25.2M +89.6%
- MERCK & CO INC$24.8M +94.3%
Top Trims
- INTUITIVE SURGICAL INC-$46.2M -74.1%
- CVS HEALTH CORP-$28.9M -72.9%
- VERA THERAPEUTICS INC-$26.8M -29.4%
- DEXCOM INC-$22.2M -66.9%
- GLAUKOS CORP-$17.9M -48.7%
New Positions
- ASTRAZENECA PLC$49.3M
- BRIDGEBIO PHARMA INC$20.4M
- VERTEX PHARMACEUTICALS INC$17.9M
- ALUMIS INC$17.6M
- GILEAD SCIENCES INC$13.9M
Exited Positions
- MEDTRONIC PLC$64.8M
- ASTRAZENECA PLC$32.2M
- TEVA PHARMACEUTICAL INDS LTD$31.2M
- PENUMBRA INC$31.1M
- TELEFLEX INCORPORATED$30.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | INSMED INC | INSM | 457669307 | $245.3M | 11.73% | 1,500,000 | SH |
| 2 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $145.9M | 6.98% | 1,500,000 | SH |
| 3 | CYTOKINETICS INC | CYTK | 23282W605 | $105.5M | 5.04% | 1,600,000 | SH |
| 4 | REVOLUTION MEDICINES INC Put | RVMD | 76155X100 | $72.9M | 3.49% | 750,000 | SH |
| 5 | CYTOKINETICS INC Call | CYTK | 23282W605 | $65.9M | 3.15% | 1,000,000 | SH |
| 6 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $65.7M | 3.14% | 85,000 | SH |
| 7 | VERA THERAPEUTICS INC | VERA | 92337R101 | $64.4M | 3.08% | 1,600,000 | SH |
| 8 | CARDINAL HEALTH INC | CAH | 14149Y108 | $57.1M | 2.73% | 270,000 | SH |
| 9 | ROIVANT SCIENCES LTD | ROIV | G76279101 | $55.4M | 2.65% | 2,000,000 | SH |
| 10 | BRIGHTSPRING HEALTH SVCS INC | BTSG | 10950A106 | $53.3M | 2.55% | 1,250,000 | SH |
| 11 | RHYTHM PHARMACEUTICALS INC | RYTM | 76243J105 | $52.2M | 2.50% | 600,000 | SH |
| 12 | MERCK & CO INC | MRK | 58933Y105 | $51.1M | 2.45% | 425,000 | SH |
| 13 | EDGEWISE THERAPEUTICS INC | EWTX | 28036F105 | $50.4M | 2.41% | 1,600,000 | SH |
| 14 | ASTRAZENECA PLC | AZN | G0593M107 | $49.3M | 2.36% | 250,000 | SH |
| 15 | REVOLUTION MEDICINES INC Call | RVMD | 76155X100 | $48.6M | 2.33% | 500,000 | SH |
| 16 | ALIGNMENT HEALTHCARE INC | ALHC | 01625V104 | $45.4M | 2.17% | 2,575,000 | SH |
| 17 | NOVARTIS AG | NVS | 66987V109 | $38.2M | 1.83% | 250,000 | SH |
| 18 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $34.5M | 1.65% | 550,000 | SH |
| 19 | LIFESTANCE HEALTH GROUP INC | LFST | 53228F101 | $27.4M | 1.31% | 4,300,000 | SH |
| 20 | ASCENDIS PHARMA A/S | ASND | 04351P101 | $26.3M | 1.26% | 115,000 | SH |
| 21 | SCHOLAR ROCK HLDG CORP | SRRK | 80706P103 | $24.6M | 1.18% | 500,000 | SH |
| 22 | ELEVANCE HEALTH INC FORMERLY | ELV | 036752103 | $22.0M | 1.05% | 75,000 | SH |
| 23 | CENTENE CORP DEL | CNC | 15135B101 | $21.3M | 1.02% | 650,000 | SH |
| 24 | BRIDGEBIO PHARMA INC | BBIO | 10806X102 | $20.4M | 0.98% | 275,000 | SH |
| 25 | MINERALYS THERAPEUTICS INC | MLYS | 603170101 | $20.3M | 0.97% | 750,000 | SH |
| 26 | NEUROCRINE BIOSCIENCES INC | NBIX | 64125C109 | $19.8M | 0.95% | 150,000 | SH |
| 27 | GLAUKOS CORP | GKOS | 377322102 | $18.8M | 0.90% | 175,000 | SH |
| 28 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 04280A100 | $18.8M | 0.90% | 300,000 | SH |
| 29 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $17.9M | 0.85% | 40,000 | SH |
| 30 | ORIC PHARMACEUTICALS INC | ORIC | 68622P109 | $17.7M | 0.85% | 1,400,000 | SH |
| 31 | ALUMIS INC | ALMS | 022307102 | $17.6M | 0.84% | 800,000 | SH |
| 32 | FRESENIUS MEDICAL CARE AG | FMS | 358029106 | $17.5M | 0.84% | 775,000 | SH |
| 33 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $16.1M | 0.77% | 35,000 | SH |
| 34 | UNIQURE NV | QURE | N90064101 | $14.7M | 0.70% | 900,000 | SH |
| 35 | TARSUS PHARMACEUTICALS INC | TARS | 87650L103 | $14.0M | 0.67% | 200,000 | SH |
| 36 | GILEAD SCIENCES INC | GILD | 375558103 | $13.9M | 0.67% | 100,000 | SH |
| 37 | ELI LILLY & CO | LLY | 532457108 | $13.8M | 0.66% | 15,000 | SH |
| 38 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $13.6M | 0.65% | 170,000 | SH |
| 39 | MINERALYS THERAPEUTICS INC Call | MLYS | 603170101 | $13.5M | 0.65% | 500,000 | SH |
| 40 | COGENT BIOSCIENCES INC | COGT | 19240Q201 | $13.5M | 0.64% | 350,000 | SH |
| 41 | ELANCO ANIMAL HEALTH INC | ELAN | 28414H103 | $13.2M | 0.63% | 550,000 | SH |
| 42 | MADRIGAL PHARMACEUTICALS INC | MDGL | 558868105 | $13.1M | 0.63% | 25,000 | SH |
| 43 | PRAXIS PRECISION MEDICINES I | PRAX | 74006W207 | $12.9M | 0.62% | 40,000 | SH |
| 44 | DIANTHUS THERAPEUTICS INC | DNTH | 252828108 | $12.6M | 0.60% | 150,000 | SH |
| 45 | REGENXBIO INC | RGNX | 75901B107 | $12.6M | 0.60% | 1,500,000 | SH |
| 46 | QUEST DIAGNOSTICS INC | DGX | 74834L100 | $11.8M | 0.56% | 60,000 | SH |
| 47 | XENON PHARMACEUTICALS INC | XENE | 98420N105 | $11.6M | 0.56% | 200,000 | SH |
| 48 | ERASCA INC | ERAS | 29479A108 | $11.3M | 0.54% | 700,000 | SH |
| 49 | ALTO NEUROSCIENCE INC | ANRO | 02157Q109 | $11.2M | 0.54% | 500,000 | SH |
| 50 | BIOGEN INC | BIIB | 09062X103 | $11.0M | 0.53% | 60,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $2.09B | 90 | 0001172661-26-002081 |
| 2025-12-31 | 2026-02-17 | $2.01B | 86 | 0001172661-26-000915 |
| 2025-09-30 | 2025-11-14 | $1.48B | 76 | 0001172661-25-004839 |