Integral Health Asset Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Integral Health Asset Management, LLC disclosed 89 US equity positions worth $2.4bn in its Q2 2026 13F filing. The largest position was RVMD at 11.5% of the reported book, followed by INSM and CYTK. Against the Q1 2026 filing, it opened 8 new positions, added to 19 and reduced 12 among the top 50 holdings.
What did Integral Health Asset Management, LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | RVMD REVOLUTION MEDICINES INC | Healthcare | 11.5% | $280.9m | 1,500,000 | 0% | held |
| 2 | INSM INSMED INC | Healthcare | 7.0% | $170.6m | 1,600,000 | 7% | added |
| 3 | CYTK CYTOKINETICS INC | Healthcare | 5.6% | $136.3m | 1,600,000 | 0% | held |
| 4 | CVS CVS HEALTH CORP | Healthcare | 4.7% | $113.8m | 1,100,000 | 633% | added |
| 5 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 3.3% | $81.3m | 2,000,000 | 25% | added |
| 6 | VERA VERA THERAPEUTICS INC | Healthcare | 3.1% | $75.1m | 1,750,000 | 9% | added |
| 7 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 3.0% | $73.4m | 300,000 | 757% | added |
| 8 | CAH CARDINAL HEALTH INC | Healthcare | 2.9% | $71.3m | 300,000 | 11% | added |
| 9 | ROIV ROIVANT SCIENCES LTD | Healthcare | 2.9% | $70.8m | 2,000,000 | 0% | held |
| 10 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 2.5% | $61.1m | 550,000 | -8% | reduced |
| 11 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 2.3% | $56.5m | 625,000 | 268% | added |
| 12 | ALHC ALIGNMENT HEALTHCARE INC | Healthcare | 2.0% | $47.6m | 2,000,000 | -22% | reduced |
| 13 | MRK MERCK & CO INC | Healthcare | 1.8% | $45.0m | 350,000 | -18% | reduced |
| 14 | DGX QUEST DIAGNOSTICS INC | Healthcare | 1.7% | $42.4m | 200,000 | 233% | added |
| 15 | UNIQURE NV | 1.7% | $41.5m | 900,000 | 0% | held | |
| 16 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 1.7% | $41.2m | 750,000 | 50% | added |
| 17 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 1.6% | $38.4m | 900,000 | 64% | added |
| 18 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 1.6% | $38.4m | 550,000 | -56% | reduced |
| 19 | ABT ABBOTT LABORATORIES | Healthcare | 1.5% | $36.3m | 400,000 | – | new |
| 20 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.4% | $35.3m | 85,000 | – | new |
| 21 | LFST LIFESTANCE HEALTH GROUP INC | Healthcare | 1.3% | $32.1m | 3,000,000 | -30% | reduced |
| 22 | NVS NOVARTIS AG | Healthcare | 1.3% | $31.3m | 200,000 | -20% | reduced |
| 23 | TNGX TANGO THERAPEUTICS INC | Healthcare | 1.3% | $31.3m | 1,000,000 | 122% | added |
| 24 | THC TENET HEALTHCARE CORP | Healthcare | 1.3% | $30.9m | 165,000 | – | new |
| 25 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 1.2% | $28.9m | 325,000 | – | new |
| 26 | NVO NOVO-NORDISK A S | Healthcare | 1.2% | $28.8m | 600,000 | – | new |
| 27 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 1.1% | $25.9m | 550,000 | 38% | added |
| 28 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 1.0% | $25.3m | 150,000 | 0% | held |
| 29 | REGN REGENERON PHARMACEUTICALS | Healthcare | 1.0% | $24.9m | 40,000 | -53% | reduced |
| 30 | BIIB BIOGEN INC | Healthcare | 0.9% | $21.6m | 100,000 | 67% | added |
| 31 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 0.9% | $21.3m | 375,000 | – | new |
| 32 | LNTH LANTHEUS HLDGS INC | Healthcare | 0.9% | $21.1m | 190,000 | 52% | added |
| 33 | GKOS GLAUKOS CORP | Healthcare | 0.9% | $21.0m | 150,000 | -14% | reduced |
| 34 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 0.8% | $20.6m | 1,900,000 | 36% | added |
| 35 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 0.8% | $20.5m | 275,000 | 0% | held |
| 36 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 0.8% | $19.9m | 40,000 | 0% | held |
| 37 | ALMS ALUMIS INC | Healthcare | 0.8% | $19.7m | 700,000 | -12% | reduced |
| 38 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 0.8% | $19.3m | 50,000 | -33% | reduced |
| 39 | CNC CENTENE CORP DEL | Healthcare | 0.8% | $19.3m | 300,000 | -54% | reduced |
| 40 | ERAS ERASCA INC | Healthcare | 0.8% | $18.3m | 1,000,000 | 43% | added |
| 41 | LLY ELI LILLY & CO | Healthcare | 0.7% | $18.0m | 15,000 | 0% | held |
| 42 | ARWR ARROWHEAD PHARMACEUTICALS IN | Healthcare | 0.7% | $16.3m | 200,000 | -33% | reduced |
| 43 | NVST ENVISTA HOLDINGS CORPORATION | Healthcare | 0.6% | $15.8m | 600,000 | 71% | added |
| 44 | MDT MEDTRONIC PLC | Healthcare | 0.6% | $15.6m | 200,000 | – | new |
| 45 | WAT WATERS CORP | Healthcare | 0.6% | $15.0m | 40,000 | – | new |
| 46 | LIVN LIVANOVA PLC | Healthcare | 0.6% | $14.8m | 180,000 | 20% | added |
| 47 | FBRX FORTE BIOSCIENCES INC | 0.6% | $14.3m | 675,000 | 350% | added | |
| 48 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 0.6% | $13.4m | 25,000 | 0% | held |
| 49 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 0.5% | $13.4m | 40,000 | 0% | held |
| 50 | ANRO ALTO NEUROSCIENCE INC | Healthcare | 0.5% | $13.2m | 500,000 | 0% | held |
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.