Integral Health Asset Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Integral Health Asset Management, LLC disclosed 86 US equity positions worth $1.9bn in its Q1 2026 13F filing. The largest position was INSM at 13.0% of the reported book, followed by RVMD and CYTK.
What did Integral Health Asset Management, LLC own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | INSM INSMED INC | Healthcare | 13.0% | $245.3m | 1,500,000 | – | |
| 2 | RVMD REVOLUTION MEDICINES INC | Healthcare | 7.7% | $145.9m | 1,500,000 | – | |
| 3 | CYTK CYTOKINETICS INC | Healthcare | 5.6% | $105.5m | 1,600,000 | – | |
| 4 | REGN REGENERON PHARMACEUTICALS | Healthcare | 3.5% | $65.7m | 85,000 | – | |
| 5 | VERA VERA THERAPEUTICS INC | Healthcare | 3.4% | $64.4m | 1,600,000 | – | |
| 6 | CAH CARDINAL HEALTH INC | Healthcare | 3.0% | $57.1m | 270,000 | – | |
| 7 | ROIV ROIVANT SCIENCES LTD | Healthcare | 2.9% | $55.4m | 2,000,000 | – | |
| 8 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 2.8% | $53.3m | 1,250,000 | – | |
| 9 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 2.8% | $52.2m | 600,000 | – | |
| 10 | MRK MERCK & CO INC | Healthcare | 2.7% | $51.1m | 425,000 | – | |
| 11 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 2.7% | $50.4m | 1,600,000 | – | |
| 12 | AZN ASTRAZENECA PLC | Healthcare | 2.6% | $49.3m | 250,000 | – | |
| 13 | ALHC ALIGNMENT HEALTHCARE INC | Healthcare | 2.4% | $45.4m | 2,575,000 | – | |
| 14 | NVS NOVARTIS AG | Healthcare | 2.0% | $38.2m | 250,000 | – | |
| 15 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 1.8% | $34.5m | 550,000 | – | |
| 16 | LFST LIFESTANCE HEALTH GROUP INC | Healthcare | 1.4% | $27.4m | 4,300,000 | – | |
| 17 | ASND ASCENDIS PHARMA A/S | Healthcare | 1.4% | $26.3m | 115,000 | – | |
| 18 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 1.3% | $24.6m | 500,000 | – | |
| 19 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 1.2% | $22.0m | 75,000 | – | |
| 20 | CNC CENTENE CORP DEL | Healthcare | 1.1% | $21.3m | 650,000 | – | |
| 21 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 1.1% | $20.4m | 275,000 | – | |
| 22 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 1.1% | $20.3m | 750,000 | – | |
| 23 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 1.0% | $19.8m | 150,000 | – | |
| 24 | GKOS GLAUKOS CORP | Healthcare | 1.0% | $18.8m | 175,000 | – | |
| 25 | ARWR ARROWHEAD PHARMACEUTICALS IN | Healthcare | 1.0% | $18.8m | 300,000 | – | |
| 26 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 0.9% | $17.9m | 40,000 | – | |
| 27 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 0.9% | $17.7m | 1,400,000 | – | |
| 28 | ALMS ALUMIS INC | Healthcare | 0.9% | $17.6m | 800,000 | – | |
| 29 | FMS FRESENIUS MEDICAL CARE AG | Healthcare | 0.9% | $17.5m | 775,000 | – | |
| 30 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.9% | $16.1m | 35,000 | – | |
| 31 | UNIQURE NV | 0.8% | $14.7m | 900,000 | – | ||
| 32 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 0.7% | $14.0m | 200,000 | – | |
| 33 | GILD GILEAD SCIENCES INC | Healthcare | 0.7% | $13.9m | 100,000 | – | |
| 34 | LLY ELI LILLY & CO | Healthcare | 0.7% | $13.8m | 15,000 | – | |
| 35 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 0.7% | $13.6m | 170,000 | – | |
| 36 | COGT COGENT BIOSCIENCES INC | Healthcare | 0.7% | $13.5m | 350,000 | – | |
| 37 | ELAN ELANCO ANIMAL HEALTH INC | Healthcare | 0.7% | $13.2m | 550,000 | – | |
| 38 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 0.7% | $13.1m | 25,000 | – | |
| 39 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 0.7% | $12.9m | 40,000 | – | |
| 40 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 0.7% | $12.6m | 150,000 | – | |
| 41 | RGNX REGENXBIO INC | Healthcare | 0.7% | $12.6m | 1,500,000 | – | |
| 42 | DGX QUEST DIAGNOSTICS INC | Healthcare | 0.6% | $11.8m | 60,000 | – | |
| 43 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.6% | $11.6m | 200,000 | – | |
| 44 | ERAS ERASCA INC | Healthcare | 0.6% | $11.3m | 700,000 | – | |
| 45 | ANRO ALTO NEUROSCIENCE INC | Healthcare | 0.6% | $11.2m | 500,000 | – | |
| 46 | BIIB BIOGEN INC | Healthcare | 0.6% | $11.0m | 60,000 | – | |
| 47 | DXCM DEXCOM INC | Healthcare | 0.6% | $11.0m | 175,000 | – | |
| 48 | SLNOEUR SOLENO THERAPEUTICS INC | 0.6% | $10.9m | 325,000 | – | ||
| 49 | IRON DISC MEDICINE INC | Healthcare | 0.6% | $10.9m | 170,000 | – | |
| 50 | NRIX NURIX THERAPEUTICS INC | Healthcare | 0.6% | $10.8m | 700,000 | – |
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.