Integral Health Asset Management, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Integral Health Asset Management, LLC disclosed 72 US equity positions worth $1.4bn in its Q3 2025 13F filing. The largest position was INSM at 16.8% of the reported book, followed by CYTK and THC. Against the Q2 2025 filing, it opened 8 new positions, added to 21 and reduced 16 among the top 50 holdings.
What did Integral Health Asset Management, LLC own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | INSM INSMED INC | Healthcare | 16.8% | $230.4m | 1,600,000 | 0% | held |
| 2 | CYTK CYTOKINETICS INC | Healthcare | 5.6% | $76.9m | 1,400,000 | 40% | added |
| 3 | THC TENET HEALTHCARE CORP | Healthcare | 4.4% | $60.9m | 300,000 | 9% | added |
| 4 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 4.1% | $56.9m | 1,500,000 | -44% | reduced |
| 5 | VERA VERA THERAPEUTICS INC | Healthcare | 3.6% | $49.4m | 1,700,000 | 48% | added |
| 6 | QURE UNIQURE NV | 2.6% | $35.0m | 600,000 | -56% | reduced | |
| 7 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 2.5% | $34.0m | 1,150,000 | -8% | reduced |
| 8 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 2.1% | $29.3m | 300,000 | -45% | reduced |
| 9 | REGN REGENERON PHARMACEUTICALS | Healthcare | 2.0% | $28.1m | 50,000 | 0% | held |
| 10 | ALHC ALIGNMENT HEALTHCARE INC | Healthcare | 2.0% | $27.9m | 1,600,000 | 300% | added |
| 11 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.0% | $27.4m | 60,000 | 9% | added |
| 12 | NVS NOVARTIS AG | Healthcare | 1.9% | $25.6m | 200,000 | 0% | held |
| 13 | EHC ENCOMPASS HEALTH CORP | Healthcare | 1.9% | $25.4m | 200,000 | -38% | reduced |
| 14 | EWTX EDGEWISE THERAPEUTICS INC | 1.8% | $24.3m | 1,500,000 | 50% | added | |
| 15 | AZN ASTRAZENECA PLC | Healthcare | 1.7% | $23.0m | 300,000 | 50% | added |
| 16 | RDNT RADNET INC | Healthcare | 1.7% | $22.9m | 300,000 | -25% | reduced |
| 17 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 1.6% | $22.2m | 220,000 | 83% | added |
| 18 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 1.5% | $21.1m | 150,000 | 0% | held |
| 19 | CAH CARDINAL HEALTH INC | Healthcare | 1.5% | $20.4m | 130,000 | -7% | reduced |
| 20 | RZLT REZOLUTE INC | 1.4% | $18.8m | 2,000,000 | 11% | added | |
| 21 | RVMD REVOLUTION MEDICINES INC | Healthcare | 1.4% | $18.7m | 400,000 | 23% | added |
| 22 | DGX QUEST DIAGNOSTICS INC | Healthcare | 1.2% | $16.2m | 85,000 | -43% | reduced |
| 23 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 1.2% | $16.2m | 50,000 | -17% | reduced |
| 24 | ELAN ELANCO ANIMAL HEALTH INC | Healthcare | 1.2% | $16.1m | 800,000 | 129% | added |
| 25 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 1.1% | $15.6m | 200,000 | 0% | held |
| 26 | LLY ELI LILLY & CO | Healthcare | 1.1% | $15.3m | 20,000 | -20% | reduced |
| 27 | CVS CVS HEALTH CORP | Healthcare | 1.1% | $15.1m | 200,000 | -20% | reduced |
| 28 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 1.1% | $14.9m | 250,000 | 25% | added |
| 29 | MDT MEDTRONIC PLC | Healthcare | 1.0% | $14.3m | 150,000 | -25% | reduced |
| 30 | CNC CENTENE CORP DEL | Healthcare | 1.0% | $14.3m | 400,000 | – | new |
| 31 | DOCS DOXIMITY INC | Healthcare | 1.0% | $13.2m | 180,000 | – | new |
| 32 | PFE PFIZER INC | Healthcare | 0.9% | $12.7m | 500,000 | -29% | reduced |
| 33 | PEN PENUMBRA INC | Healthcare | 0.9% | $12.7m | 50,000 | 25% | added |
| 34 | ACLXGBX ARCELLX INC | 0.9% | $12.3m | 150,000 | – | new | |
| 35 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.9% | $11.9m | 60,000 | – | new |
| 36 | FMS FRESENIUS MEDICAL CARE AG | Healthcare | 0.9% | $11.8m | 450,000 | -40% | reduced |
| 37 | MCK MCKESSON CORP | Healthcare | 0.8% | $11.6m | 15,000 | 50% | added |
| 38 | A AGILENT TECHNOLOGIES INC | Healthcare | 0.8% | $11.6m | 90,000 | 80% | added |
| 39 | ROIV ROIVANT SCIENCES LTD | Healthcare | 0.8% | $11.3m | 750,000 | 25% | added |
| 40 | NVST ENVISTA HOLDINGS CORPORATION | Healthcare | 0.8% | $11.2m | 550,000 | – | new |
| 41 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.8% | $11.2m | 25,000 | – | new |
| 42 | IRTC IRHYTHM TECHNOLOGIES INC | Healthcare | 0.8% | $11.2m | 65,000 | 62% | added |
| 43 | EXK EXACT SCIENCES CORP | Basic Materials | 0.8% | $10.9m | 200,000 | 100% | added |
| 44 | UPB UPSTREAM BIO INC | 0.8% | $10.8m | 575,000 | – | new | |
| 45 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 0.8% | $10.8m | 900,000 | -28% | reduced |
| 46 | RGNX REGENXBIO INC | Healthcare | 0.8% | $10.6m | 1,100,000 | 57% | added |
| 47 | OSCR OSCAR HEALTH INC | Healthcare | 0.8% | $10.4m | 550,000 | 450% | added |
| 48 | DYN DYNE THERAPEUTICS INC | Healthcare | 0.7% | $10.1m | 800,000 | – | new |
| 49 | BHVN BIOHAVEN LTD | Healthcare | 0.7% | $9.8m | 650,000 | 117% | added |
| 50 | BEAM BEAM THERAPEUTICS INC | Healthcare | 0.7% | $9.7m | 400,000 | -20% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.