Integral Health Asset Management, LLC

13F filer · CIK 0001773206

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$2.53BU.S. long equity reported on 13F

Positions8928 new · 25 closed

Net flow last quarter+$212MBuys minus sells

Top 10 positions weight44.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202689 positions
RVMDRevolution Medicines, Inc.	$281M	11.10%	0.70%	Not reported	Q1 2023
INSMINSMED Inc	$171M	6.74%	0.73%	+6.7%	Q3 2020
CYTKCytokinetics Inc	$136M	5.38%	1.29%	Not reported	Q1 2020
CVSCVS HEALTH Corp	$114M	4.49%	0.09%	+633.3%	Q4 2019
EWTXEdgewise Therapeutics, Inc.	$81.3M	3.21%	1.86%	+25.0%	Q4 2024
VERAVera Therapeutics, Inc.	$75.1M	2.97%	2.44%	+9.4%	Q1 2024
AXSMAxsome Therapeutics, Inc.	$73.4M	2.90%	0.57%	+757.1%	Q1 2024
CAHCardinal Health Inc	$71.3M	2.81%	0.13%	+11.1%	Q3 2022
ROIVRoivant Sciences Ltd.	$70.8M	2.80%	0.28%	Not reported	Q3 2023
RYTMRhythm Pharmaceuticals, Inc.	$61.1M	2.41%	0.80%	-8.3%	Q4 2024
EWEdwards Lifesciences Corp	$56.5M	2.23%	0.11%	+267.7%	Q3 2020
ALHCAlignment Healthcare, Inc.	$47.6M	1.88%	0.97%	-22.3%	Q4 2024
MRKMerck & Co., Inc.	$45M	1.78%	0.01%	-17.7%	Q1 2020
DGXQuest Diagnostics Inc	$42.4M	1.67%	0.18%	+233.3%	Q4 2019
QUREuniQure N.V.	$41.5M	1.64%	1.30%	Not reported	Q4 2019
SRRKScholar Rock Holding Corp	$41.3M	1.63%	0.62%	+50.0%	Q4 2023
BSXBoston Scientific Corp	$38.4M	1.52%	0.06%	+63.6%	Q4 2019
BTSGBrightSpring Health Services, Inc.	$38.4M	1.52%	0.28%	-56.0%	Q3 2024
ABTAbbott Laboratories	$36.3M	1.43%	0.02%	Not reported	Q1 2020
UNHUnitedhealth Group Inc	$35.3M	1.40%	0.01%	Not reported	Q1 2020
LFSTLifeStance Health Group, Inc.	$32.1M	1.27%	0.79%	-30.2%	Q3 2021
NVSNovartis AG	$31.3M	1.24%	0.01%	-20.0%	Q1 2020
TNGXTango Therapeutics, Inc.	$31.3M	1.23%	0.59%	+122.2%	Q3 2024
THCTenet Healthcare Corp	$30.9M	1.22%	0.19%	Not reported	Q4 2019
SYRESpyre Therapeutics, Inc.	$28.9M	1.14%	0.37%	Not reported	Q1 2024
NVONovo Nordisk A S	$28.8M	1.14%	Not reported	Not reported	Q4 2019
DFTXDefinium Therapeutics, Inc.	$25.9M	1.02%	0.41%	+37.5%	Q1 2026
NBIXNeurocrine Biosciences Inc	$25.3M	1.00%	0.15%	Not reported	Q4 2019
REGNRegeneron Pharmaceuticals, Inc.	$24.9M	0.99%	0.04%	-52.9%	Q2 2020
BIIBBiogen Inc.	$21.6M	0.85%	0.07%	+66.7%	Q4 2020
TVTXTravere Therapeutics, Inc.	$21.3M	0.84%	0.40%	Not reported	Q1 2021
LNTHLantheus Holdings, Inc.	$21.1M	0.83%	0.29%	+52.0%	Q4 2025
GKOSGLAUKOS Corp	$21M	0.83%	0.25%	-14.3%	Q3 2020
ORICOric Pharmaceuticals, Inc.	$20.6M	0.81%	1.83%	+35.7%	Q2 2025
BBIOBridgeBio Pharma, Inc.	$20.5M	0.81%	0.14%	Not reported	Q3 2023
VRTXVertex Pharmaceuticals Inc / Ma	$19.9M	0.78%	0.02%	Not reported	Q1 2021
ALMSAlumis Inc.	$19.7M	0.78%	Not reported	-12.5%	Q1 2026
ELVElevance Health, Inc.	$19.3M	0.76%	0.02%	-33.3%	Q4 2020
CNCCentene Corp	$19.3M	0.76%	0.06%	-53.9%	Q4 2019
ERASErasca, Inc.	$18.3M	0.72%	0.32%	+42.9%	Q1 2026
LLYELI LILLY & Co	$18M	0.71%	0.00%	Not reported	Q4 2019
ARWRArrowhead Pharmaceuticals, Inc.	$16.3M	0.64%	0.14%	-33.3%	Q4 2020
NVSTEnvista Holdings Corp	$15.8M	0.62%	0.37%	+71.4%	Q2 2020
MDTMedtronic plc	$15.6M	0.62%	0.02%	Not reported	Q4 2019
WATWaters Corp	$15M	0.59%	0.04%	Not reported	Q4 2024
LIVNLivaNova PLC	$14.8M	0.58%	0.33%	+20.0%	Q1 2026
FBRXForte Biosciences, Inc.	$14.3M	0.57%	3.30%	+350.0%	Q1 2026
MDGLMadrigal Pharmaceuticals, Inc.	$13.4M	0.53%	0.11%	Not reported	Q1 2026
PRAXPraxis Precision Medicines, Inc.	$13.4M	0.53%	0.14%	Not reported	Q4 2025
ANROAlto Neuroscience, Inc.	$13.2M	0.52%	1.42%	Not reported	Q4 2024

Q1 2026Reported May 15, 202686 positions
INSMINSMED Inc	$245M	11.73%	0.69%	+20.0%	Q3 2020
RVMDRevolution Medicines, Inc.	$146M	6.98%	0.75%	+25.0%	Q1 2023
CYTKCytokinetics Inc	$105M	5.04%	1.30%	+14.3%	Q1 2020
REGNRegeneron Pharmaceuticals, Inc.	$65.7M	3.14%	0.09%	-19.1%	Q2 2020
VERAVera Therapeutics, Inc.	$64.4M	3.08%	2.50%	-11.1%	Q1 2024
CAHCardinal Health Inc	$57.1M	2.73%	0.11%	+35.0%	Q3 2022
ROIVRoivant Sciences Ltd.	$55.4M	2.65%	0.28%	+135.3%	Q3 2023
BTSGBrightSpring Health Services, Inc.	$53.3M	2.55%	0.65%	+66.7%	Q3 2024
RYTMRhythm Pharmaceuticals, Inc.	$52.2M	2.50%	0.88%	+26.3%	Q4 2024
MRKMerck & Co., Inc.	$51.1M	2.45%	0.02%	+70.0%	Q1 2020
EWTXEdgewise Therapeutics, Inc.	$50.4M	2.41%	1.49%	+6.7%	Q4 2024
AZNAstrazeneca PLC	$49.3M	2.36%	Not reported	+42.9%	Q1 2020
ALHCAlignment Healthcare, Inc.	$45.4M	2.17%	1.25%	+17.1%	Q4 2024
NVSNovartis AG	$38.2M	1.83%	0.01%	Not reported	Q1 2020
BSXBoston Scientific Corp	$34.5M	1.65%	0.04%	+144.4%	Q4 2019
LFSTLifeStance Health Group, Inc.	$27.4M	1.31%	1.11%	+43.3%	Q3 2021
ASNDAscendis Pharma A/S	$26.3M	1.26%	0.19%	+27.8%	Q1 2025
SRRKScholar Rock Holding Corp	$24.6M	1.18%	0.42%	+66.7%	Q4 2023
ELVElevance Health, Inc.	$22M	1.05%	0.03%	+25.0%	Q4 2020
CNCCentene Corp	$21.3M	1.02%	0.13%	Not reported	Q4 2019
BBIOBridgeBio Pharma, Inc.	$20.4M	0.98%	0.14%	Not reported	Q3 2023
MLYSMineralys Therapeutics, Inc.	$20.3M	0.97%	0.91%	Not reported	Q3 2024
NBIXNeurocrine Biosciences Inc	$19.8M	0.95%	0.15%	Not reported	Q4 2019
GKOSGLAUKOS Corp	$18.8M	0.90%	0.30%	-46.2%	Q3 2020
ARWRArrowhead Pharmaceuticals, Inc.	$18.8M	0.90%	0.21%	+200.0%	Q4 2020
VRTXVertex Pharmaceuticals Inc / Ma	$17.9M	0.85%	0.02%	Not reported	Q1 2021
ORICOric Pharmaceuticals, Inc.	$17.7M	0.85%	1.35%	+16.7%	Q2 2025
ALMSAlumis Inc.	$17.6M	0.84%	Not reported	New	Q1 2026
FMSFresenius Medical Care AG	$17.5M	0.84%	0.28%	+19.2%	Q3 2024
ISRGIntuitive Surgical Inc	$16.1M	0.77%	0.01%	-68.2%	Q1 2020
QUREuniQure N.V.	$14.7M	0.70%	1.43%	Not reported	Q4 2019
TARSTarsus Pharmaceuticals, Inc.	$14M	0.67%	0.46%	Not reported	Q4 2023
GILDGilead Sciences, Inc.	$13.9M	0.67%	0.01%	Not reported	Q4 2022
LLYELI LILLY & Co	$13.8M	0.66%	0.00%	-25.0%	Q4 2019
EWEdwards Lifesciences Corp	$13.6M	0.65%	0.03%	-47.7%	Q3 2020
COGTCogent Biosciences, Inc.	$13.5M	0.64%	0.20%	New	Q1 2026
ELANElanco Animal Health Inc	$13.2M	0.63%	0.11%	+120.0%	Q2 2023
MDGLMadrigal Pharmaceuticals, Inc.	$13.1M	0.63%	0.11%	New	Q1 2026
PRAXPraxis Precision Medicines, Inc.	$12.9M	0.62%	0.14%	Not reported	Q4 2025
DNTHDianthus Therapeutics, Inc.	$12.6M	0.60%	0.27%	-45.5%	Q3 2025
RGNXREGENXBIO Inc.	$12.6M	0.60%	2.91%	+25.0%	Q3 2021
DGXQuest Diagnostics Inc	$11.8M	0.56%	0.05%	-20.0%	Q4 2019
XENEXenon Pharmaceuticals Inc.	$11.6M	0.56%	0.21%	Not reported	Q2 2022
ERASErasca, Inc.	$11.3M	0.54%	0.23%	New	Q1 2026
ANROAlto Neuroscience, Inc.	$11.2M	0.54%	1.43%	+33.3%	Q4 2024
BIIBBiogen Inc.	$11M	0.53%	0.04%	-40.0%	Q4 2020
DXCMDexcom Inc	$11M	0.53%	0.05%	-65.0%	Q4 2019
SLNOSoleno Therapeutics Inc	$10.9M	0.52%	0.63%	Not reported	Q4 2025
IRONDisc Medicine, Inc.	$10.9M	0.52%	0.45%	New	Q1 2026
NRIXNurix Therapeutics, Inc.	$10.9M	0.52%	0.68%	+133.3%	Q2 2024

Q4 2025Reported Feb 17, 202684 positions
INSMINSMED Inc	$218M	10.80%	0.58%	-21.9%	Q3 2020
RVMDRevolution Medicines, Inc.	$95.6M	4.75%	0.61%	+200.0%	Q1 2023
VERAVera Therapeutics, Inc.	$91.2M	4.53%	2.82%	+5.9%	Q1 2024
CYTKCytokinetics Inc	$89M	4.42%	1.14%	Not reported	Q1 2020
REGNRegeneron Pharmaceuticals, Inc.	$81M	4.02%	0.11%	+110.0%	Q2 2020
MDTMedtronic plc	$64.8M	3.22%	0.05%	+350.0%	Q4 2019
ISRGIntuitive Surgical Inc	$62.3M	3.09%	0.03%	+340.0%	Q1 2020
RYTMRhythm Pharmaceuticals, Inc.	$50.8M	2.52%	0.71%	+115.9%	Q4 2024
ALHCAlignment Healthcare, Inc.	$43.5M	2.16%	1.08%	+37.5%	Q4 2024
CAHCardinal Health Inc	$41.1M	2.04%	0.08%	+53.9%	Q3 2022
CVSCVS HEALTH Corp	$39.7M	1.97%	0.04%	+150.0%	Q4 2019
EWTXEdgewise Therapeutics, Inc.	$37.2M	1.85%	1.41%	Not reported	Q4 2024
GKOSGLAUKOS Corp	$36.7M	1.82%	0.57%	+225.0%	Q3 2020
NVSNovartis AG	$34.5M	1.71%	0.01%	+25.0%	Q1 2020
DXCMDexcom Inc	$33.2M	1.65%	0.13%	Not reported	Q4 2019
AZNAstrazeneca PLC	$32.2M	1.60%	Not reported	+16.7%	Q1 2020
TEVATeva Pharmaceutical Industries Ltd	$31.2M	1.55%	0.09%	Not reported	Q2 2023
PENPenumbra Inc	$31.1M	1.54%	0.25%	+100.0%	Q4 2022
TFXTeleflex Inc	$30.5M	1.51%	0.57%	Not reported	Q4 2019
BTSGBrightSpring Health Services, Inc.	$28.1M	1.39%	0.39%	-34.8%	Q3 2024
EWEdwards Lifesciences Corp	$27.7M	1.38%	0.06%	+62.5%	Q3 2020
MLYSMineralys Therapeutics, Inc.	$27.2M	1.35%	0.92%	-50.0%	Q3 2024
CNCCentene Corp	$26.7M	1.33%	0.13%	+62.5%	Q4 2019
COOCooper Companies, Inc.	$26.6M	1.32%	0.17%	+242.1%	Q4 2022
MRKMerck & Co., Inc.	$26.3M	1.31%	0.01%	Not reported	Q1 2020
ALNYAlnylam Pharmaceuticals, Inc.	$23.9M	1.18%	0.05%	Not reported	Q3 2020
IRTCiRhythm Holdings, Inc.	$23.1M	1.15%	0.40%	+100.0%	Q4 2019
QUREuniQure N.V.	$21.5M	1.07%	1.44%	+50.0%	Q4 2019
LLYELI LILLY & Co	$21.5M	1.07%	0.00%	Not reported	Q4 2019
BSXBoston Scientific Corp	$21.5M	1.07%	0.02%	-25.0%	Q4 2019
NBIXNeurocrine Biosciences Inc	$21.3M	1.06%	0.15%	Not reported	Q4 2019
LFSTLifeStance Health Group, Inc.	$21.1M	1.05%	0.77%	+100.0%	Q3 2021
ELVElevance Health, Inc.	$21M	1.04%	0.03%	+20.0%	Q4 2020
UPBUpstream Bio, Inc.	$20.4M	1.01%	1.38%	+30.4%	Q3 2025
THCTenet Healthcare Corp	$19.9M	0.99%	0.11%	-66.7%	Q4 2019
ASNDAscendis Pharma A/S	$19.2M	0.95%	0.15%	+50.0%	Q1 2025
ROIVRoivant Sciences Ltd.	$18.4M	0.92%	0.12%	+13.3%	Q3 2023
DOCSDoximity, Inc.	$17.7M	0.88%	0.22%	+122.2%	Q1 2022
BIIBBiogen Inc.	$17.6M	0.87%	0.07%	Not reported	Q4 2020
RGNXREGENXBIO Inc.	$17.3M	0.86%	2.36%	+9.1%	Q3 2021
TERNTerns Pharmaceuticals, Inc.	$17.2M	0.85%	0.38%	-55.3%	Q1 2023
BHVNBiohaven Ltd.	$16.9M	0.84%	1.13%	+130.8%	Q4 2020
UNHUnitedhealth Group Inc	$16.5M	0.82%	0.01%	Not reported	Q1 2020
TARSTarsus Pharmaceuticals, Inc.	$16.4M	0.81%	0.47%	-20.0%	Q4 2023
FMSFresenius Medical Care AG	$15.5M	0.77%	0.23%	+44.4%	Q3 2024
BEAMBeam Therapeutics Inc.	$15.2M	0.76%	0.54%	+37.5%	Q2 2025
SLNOSoleno Therapeutics Inc	$15M	0.75%	0.62%	New	Q4 2025
RDNTRadNet, Inc.	$14.3M	0.71%	0.26%	-33.3%	Q1 2025
SRRKScholar Rock Holding Corp	$13.2M	0.66%	0.28%	+200.0%	Q4 2023
ACLXArcellx, Inc.	$13M	0.65%	0.35%	+33.3%	Q4 2023

Q3 2025Reported Nov 14, 202572 positions
INSMINSMED Inc	$230M	15.59%	0.75%	Not reported	Q3 2020
CYTKCytokinetics Inc	$76.9M	5.21%	1.17%	+40.0%	Q1 2020
THCTenet Healthcare Corp	$60.9M	4.12%	0.34%	+9.1%	Q4 2019
MLYSMineralys Therapeutics, Inc.	$56.9M	3.85%	1.90%	-44.4%	Q3 2024
VERAVera Therapeutics, Inc.	$49.4M	3.34%	2.66%	+47.8%	Q1 2024
QUREuniQure N.V.	$35M	2.37%	0.97%	-55.6%	Q4 2019
BTSGBrightSpring Health Services, Inc.	$34M	2.30%	0.64%	-8.0%	Q3 2024
BSXBoston Scientific Corp	$29.3M	1.98%	0.02%	-45.5%	Q4 2019
REGNRegeneron Pharmaceuticals, Inc.	$28.1M	1.90%	0.05%	Not reported	Q2 2020
ALHCAlignment Healthcare, Inc.	$27.9M	1.89%	0.80%	+300.0%	Q4 2024
ALNYAlnylam Pharmaceuticals, Inc.	$27.4M	1.85%	0.05%	+9.1%	Q3 2020
NVSNovartis AG	$25.6M	1.74%	0.01%	Not reported	Q1 2020
EHCEncompass Health Corp	$25.4M	1.72%	0.20%	-37.5%	Q1 2020
EWTXEdgewise Therapeutics, Inc.	$24.3M	1.65%	1.42%	+50.0%	Q4 2024
AZNAstrazeneca PLC	$23M	1.56%	Not reported	+50.0%	Q1 2020
RDNTRadNet, Inc.	$22.9M	1.55%	0.39%	-25.0%	Q1 2025
RYTMRhythm Pharmaceuticals, Inc.	$22.2M	1.50%	0.33%	+83.3%	Q4 2024
NBIXNeurocrine Biosciences Inc	$21.1M	1.42%	0.15%	Not reported	Q4 2019
CAHCardinal Health Inc	$20.4M	1.38%	0.05%	-7.1%	Q3 2022
RZLTRezolute, Inc.	$18.8M	1.27%	2.20%	+11.1%	Q3 2024
RVMDRevolution Medicines, Inc.	$18.7M	1.26%	0.21%	+23.1%	Q1 2023
DGXQuest Diagnostics Inc	$16.2M	1.10%	0.08%	-43.3%	Q4 2019
ELVElevance Health, Inc.	$16.2M	1.09%	0.02%	-16.7%	Q4 2020
ELANElanco Animal Health Inc	$16.1M	1.09%	0.16%	+128.6%	Q2 2023
EWEdwards Lifesciences Corp	$15.6M	1.05%	0.03%	Not reported	Q3 2020
LLYELI LILLY & Co	$15.3M	1.03%	0.00%	-20.0%	Q4 2019
CVSCVS HEALTH Corp	$15.1M	1.02%	0.02%	-20.0%	Q4 2019
TARSTarsus Pharmaceuticals, Inc.	$14.9M	1.01%	0.59%	+25.0%	Q4 2023
MDTMedtronic plc	$14.3M	0.97%	0.01%	-25.0%	Q4 2019
CNCCentene Corp	$14.3M	0.97%	0.08%	Not reported	Q4 2019
DOCSDoximity, Inc.	$13.2M	0.89%	0.10%	Not reported	Q1 2022
PFEPfizer Inc	$12.7M	0.86%	0.01%	-28.6%	Q3 2021
PENPenumbra Inc	$12.7M	0.86%	0.13%	+25.0%	Q4 2022
ACLXArcellx, Inc.	$12.3M	0.83%	0.26%	Not reported	Q4 2023
ASNDAscendis Pharma A/S	$11.9M	0.81%	0.10%	Not reported	Q1 2025
FMSFresenius Medical Care AG	$11.8M	0.80%	0.15%	-40.0%	Q3 2024
MCKMckesson Corp	$11.6M	0.78%	0.01%	+50.0%	Q1 2020
AAgilent Technologies, Inc.	$11.6M	0.78%	0.03%	+80.0%	Q4 2019
ROIVRoivant Sciences Ltd.	$11.3M	0.77%	0.11%	+25.0%	Q3 2023
NVSTEnvista Holdings Corp	$11.2M	0.76%	0.33%	Not reported	Q2 2020
ISRGIntuitive Surgical Inc	$11.2M	0.76%	0.01%	Not reported	Q1 2020
IRTCiRhythm Holdings, Inc.	$11.2M	0.76%	0.20%	+62.5%	Q4 2019
EXKEndeavour Silver Corp	$10.9M	0.74%	0.08%	+100.0%	Q1 2020
UPBUpstream Bio, Inc.	$10.8M	0.73%	1.06%	New	Q3 2025
ORICOric Pharmaceuticals, Inc.	$10.8M	0.73%	0.93%	-28.0%	Q2 2025
RGNXREGENXBIO Inc.	$10.6M	0.72%	2.17%	+57.1%	Q3 2021
OSCROscar Health, Inc.	$10.4M	0.70%	Not reported	+450.0%	Q1 2024
DYNDyne Therapeutics, Inc.	$10.1M	0.68%	0.56%	Not reported	Q1 2023
BHVNBiohaven Ltd.	$9.76M	0.66%	0.61%	+116.7%	Q4 2020
BEAMBeam Therapeutics Inc.	$9.71M	0.66%	0.39%	-20.0%	Q2 2025

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