# Integral Health Asset Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1773206. Source: https://holderbook.com/funds/1773206-integral-health-asset-management-llc/

- Reported value: $2.5B
- Positions: 90
- Weight of the ten largest: 47.0%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| REVOLUTION MEDICINES INC | [RVMD](https://holderbook.com/stocks/RVMD/) | $337.1M | 1,500,000 | 13.3% | 14 |
| INSMED INC | [INSM](https://holderbook.com/stocks/INSM/) | $170.6M | 1,600,000 | 6.7% | 11 |
| CYTOKINETICS INC | [CYTK](https://holderbook.com/stocks/CYTK/) | $136.3M | 1,600,000 | 5.4% | 26 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $113.8M | 1,100,000 | 4.5% | 7 |
| EDGEWISE THERAPEUTICS INC | [EWTX](https://holderbook.com/stocks/EWTX/) | $81.3M | 2,000,000 | 3.2% | 8 |
| VERA THERAPEUTICS INC | [VERA](https://holderbook.com/stocks/VERA/) | $75.1M | 1,750,000 | 3.0% | 10 |
| AXSOME THERAPEUTICS INC | [AXSM](https://holderbook.com/stocks/AXSM/) | $73.4M | 300,000 | 2.9% | 2 |
| CARDINAL HEALTH INC | [CAH](https://holderbook.com/stocks/CAH/) | $71.3M | 300,000 | 2.8% | 5 |
| ROIVANT SCIENCES LTD | [ROIV](https://holderbook.com/stocks/ROIV/) | $70.8M | 2,000,000 | 2.8% | 6 |
| RHYTHM PHARMACEUTICALS INC | [RYTM](https://holderbook.com/stocks/RYTM/) | $61.1M | 550,000 | 2.4% | 5 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $56.5M | 625,000 | 2.2% | 6 |
| ALIGNMENT HEALTHCARE INC | [ALHC](https://holderbook.com/stocks/ALHC/) | $47.6M | 2,000,000 | 1.9% | 7 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $45.0M | 350,000 | 1.8% | 3 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $43.1M | 600,000 | 1.7% | 1 |
| QUEST DIAGNOSTICS INC | [DGX](https://holderbook.com/stocks/DGX/) | $42.4M | 200,000 | 1.7% | 5 |
| UNIQURE NV | [QURE](https://holderbook.com/stocks/QURE/) | $41.5M | 900,000 | 1.6% | 8 |
| SCHOLAR ROCK HLDG CORP | [SRRK](https://holderbook.com/stocks/SRRK/) | $41.2M | 750,000 | 1.6% | 11 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $38.4M | 900,000 | 1.5% | 14 |
| BRIGHTSPRING HEALTH SVCS INC | [BTSG](https://holderbook.com/stocks/BTSG/) | $38.4M | 550,000 | 1.5% | 8 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $36.3M | 400,000 | 1.4% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $35.3M | 85,000 | 1.4% | 1 |
| LIFESTANCE HEALTH GROUP INC | [LFST](https://holderbook.com/stocks/LFST/) | $32.1M | 3,000,000 | 1.3% | 4 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $31.3M | 200,000 | 1.2% | 6 |
| TANGO THERAPEUTICS INC | [TNGX](https://holderbook.com/stocks/TNGX/) | $31.3M | 1,000,000 | 1.2% | 3 |
| TENET HEALTHCARE CORP | [THC](https://holderbook.com/stocks/THC/) | $30.9M | 165,000 | 1.2% | 1 |
| SPYRE THERAPEUTICS INC | [SYRE](https://holderbook.com/stocks/SYRE/) | $28.9M | 325,000 | 1.1% | 1 |
| DEFINIUM THERAPEUTICS INC | [DFTX](https://holderbook.com/stocks/DFTX/) | $25.9M | 550,000 | 1.0% | 2 |
| NEUROCRINE BIOSCIENCES INC | [NBIX](https://holderbook.com/stocks/NBIX/) | $25.3M | 150,000 | 1.0% | 7 |
| REGENERON PHARMACEUTICALS | [REGN](https://holderbook.com/stocks/REGN/) | $24.9M | 40,000 | 1.0% | 5 |
| IONIS PHARMACEUTICALS INC | [IONS](https://holderbook.com/stocks/IONS/) | $23.8M | 0 | 0.9% | 2 |
| BIOGEN INC | [BIIB](https://holderbook.com/stocks/BIIB/) | $21.6M | 100,000 | 0.9% | 3 |
| TRAVERE THERAPEUTICS INC | [TVTX](https://holderbook.com/stocks/TVTX/) | $21.3M | 375,000 | 0.8% | 1 |
| LANTHEUS HLDGS INC | [LNTH](https://holderbook.com/stocks/LNTH/) | $21.1M | 190,000 | 0.8% | 3 |
| GLAUKOS CORP | [GKOS](https://holderbook.com/stocks/GKOS/) | $21.0M | 150,000 | 0.8% | 5 |
| ORIC PHARMACEUTICALS INC | [ORIC](https://holderbook.com/stocks/ORIC/) | $20.6M | 1,900,000 | 0.8% | 5 |
| BRIDGEBIO PHARMA INC | [BBIO](https://holderbook.com/stocks/BBIO/) | $20.5M | 275,000 | 0.8% | 2 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $19.9M | 40,000 | 0.8% | 2 |
| ALUMIS INC | [ALMS](https://holderbook.com/stocks/ALMS/) | $19.7M | 700,000 | 0.8% | 2 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $19.3M | 50,000 | 0.8% | 6 |
| CENTENE CORP DEL | [CNC](https://holderbook.com/stocks/CNC/) | $19.3M | 300,000 | 0.8% | 4 |
| ERASCA INC | [ERAS](https://holderbook.com/stocks/ERAS/) | $18.3M | 1,000,000 | 0.7% | 2 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $18.0M | 15,000 | 0.7% | 5 |
| ARROWHEAD PHARMACEUTICALS IN | [ARWR](https://holderbook.com/stocks/ARWR/) | $16.3M | 200,000 | 0.6% | 4 |
| ENVISTA HOLDINGS CORPORATION | [NVST](https://holderbook.com/stocks/NVST/) | $15.8M | 600,000 | 0.6% | 4 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $15.6M | 200,000 | 0.6% | 1 |
| WATERS CORP | [WAT](https://holderbook.com/stocks/WAT/) | $15.0M | 40,000 | 0.6% | 1 |
| LIVANOVA PLC | [LIVN](https://holderbook.com/stocks/LIVN/) | $14.8M | 180,000 | 0.6% | 2 |
| FORTE BIOSCIENCES INC | [FBRX](https://holderbook.com/stocks/FBRX/) | $14.3M | 675,000 | 0.6% | 2 |
| MADRIGAL PHARMACEUTICALS INC | [MDGL](https://holderbook.com/stocks/MDGL/) | $13.4M | 25,000 | 0.5% | 2 |
| PRAXIS PRECISION MEDICINES I | [PRAX](https://holderbook.com/stocks/PRAX/) | $13.4M | 40,000 | 0.5% | 3 |
| ALTO NEUROSCIENCE INC | [ANRO](https://holderbook.com/stocks/ANRO/) | $13.2M | 500,000 | 0.5% | 7 |
| MINERALYS THERAPEUTICS INC | [MLYS](https://holderbook.com/stocks/MLYS/) | $12.1M | 450,000 | 0.5% | 8 |
| XENON PHARMACEUTICALS INC | [XENE](https://holderbook.com/stocks/XENE/) | $12.1M | 200,000 | 0.5% | 2 |
| ASCENDIS PHARMA A/S | [ASND](https://holderbook.com/stocks/ASND/) | $12.0M | 45,000 | 0.5% | 1 |
| ACADIA HEALTHCARE COMPANY IN | [ACHC](https://holderbook.com/stocks/ACHC/) | $11.8M | 400,000 | 0.5% | 2 |
| IRHYTHM HOLDINGS INC | [IRTC](https://holderbook.com/stocks/IRTC/) | $10.7M | 90,000 | 0.4% | 1 |
| BIOHAVEN LTD | [BHVN](https://holderbook.com/stocks/BHVN/) | $10.4M | 700,000 | 0.4% | 6 |
| BEAM THERAPEUTICS INC | [BEAM](https://holderbook.com/stocks/BEAM/) | $10.3M | 300,000 | 0.4% | 5 |
| INTEGRA LIFESCIENCES HLDGS C | [IART](https://holderbook.com/stocks/IART/) | $9.9M | 550,000 | 0.4% | 1 |
| GE HEALTHCARE TECHNOLOGIES I | [GEHC](https://holderbook.com/stocks/GEHC/) | $9.6M | 150,000 | 0.4% | 1 |
| REGENXBIO INC | [RGNX](https://holderbook.com/stocks/RGNX/) | $9.6M | 800,000 | 0.4% | 11 |
| ABSCI CORPORATION | [ABSI](https://holderbook.com/stocks/ABSI/) | $9.3M | 800,000 | 0.4% | 1 |
| BRUKER CORP | [BRKR](https://holderbook.com/stocks/BRKR/) | $9.0M | 150,000 | 0.4% | 1 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $8.5M | 30,000 | 0.3% | 1 |
| COGENT BIOSCIENCES INC | [COGT](https://holderbook.com/stocks/COGT/) | $7.7M | 200,000 | 0.3% | 2 |
| ENLIVEN THERAPEUTICS INC | [ELVN](https://holderbook.com/stocks/ELVN/) | $7.6M | 150,000 | 0.3% | 1 |
| BIOAGE LABS INC | [BIOA](https://holderbook.com/stocks/BIOA/) | $7.4M | 300,000 | 0.3% | 1 |
| JAZZ PHARMACEUTICALS PLC | [JAZZ](https://holderbook.com/stocks/JAZZ/) | $7.2M | 30,000 | 0.3% | 1 |
| SANA BIOTECHNOLOGY INC | [SANA](https://holderbook.com/stocks/SANA/) | $7.0M | 2,000,000 | 0.3% | 10 |
| INVENTIVA SA | [IVA](https://holderbook.com/stocks/IVA/) | $5.7M | 1,520,000 | 0.2% | 2 |
| PROTARA THERAPEUTICS INC | [TARA](https://holderbook.com/stocks/TARA/) | $5.7M | 1,500,000 | 0.2% | 7 |
| ALKERMES PLC | [ALKS](https://holderbook.com/stocks/ALKS/) | $5.2M | 100,000 | 0.2% | 1 |
| LB PHARMACEUTICALS INC | [LBRX](https://holderbook.com/stocks/LBRX/) | $4.9M | 150,000 | 0.2% | 4 |
| KARDIGAN INC | [KARD](https://holderbook.com/stocks/KARD/) | $4.8M | 200,000 | 0.2% | 1 |
| BIONTECH SE | [BNTX](https://holderbook.com/stocks/BNTX/) | $4.7M | 50,000 | 0.2% | 1 |
| INSPIRE MED SYS INC | [INSP](https://holderbook.com/stocks/INSP/) | $4.5M | 100,000 | 0.2% | 1 |
| TREVI THERAPEUTICS INC | [TRVI](https://holderbook.com/stocks/TRVI/) | $3.7M | 200,000 | 0.1% | 1 |
| IDEAYA BIOSCIENCES INC | [IDYA](https://holderbook.com/stocks/IDYA/) | $3.7M | 100,000 | 0.1% | 1 |
| CELLDEX THERAPEUTICS INC NEW | [CLDX](https://holderbook.com/stocks/CLDX/) | $3.7M | 100,000 | 0.1% | 1 |
| SAVARA INC | [SVRA](https://holderbook.com/stocks/SVRA/) | $3.7M | 600,000 | 0.1% | 2 |
| RELMADA THERAPEUTICS INC | [RLMD](https://holderbook.com/stocks/RLMD/) | $3.5M | 500,000 | 0.1% | 2 |
| MOBIA MED INC | - | $3.4M | 250,000 | 0.1% | 1 |
| SIONNA THERAPEUTICS INC | [SION](https://holderbook.com/stocks/SION/) | $3.3M | 75,000 | 0.1% | 2 |
| VERADERMICS INC | [MANE](https://holderbook.com/stocks/MANE/) | $3.1M | 25,000 | 0.1% | 1 |
| INHIBIKASE THERAPEUTICS INC | [IKT](https://holderbook.com/stocks/IKT/) | $2.7M | 1,350,000 | 0.1% | 3 |
| REZOLUTE INC | [RZLT](https://holderbook.com/stocks/RZLT/) | $2.6M | 500,000 | 0.1% | 8 |
| DENALI THERAPEUTICS INC | [DNLI](https://holderbook.com/stocks/DNLI/) | $2.6M | 100,000 | 0.1% | 1 |
| TENAX THERAPEUTICS INC | [TENX](https://holderbook.com/stocks/TENX/) | $2.4M | 167,000 | 0.1% | 6 |
| OLEMA PHARMACEUTICALS INC | [OLMA](https://holderbook.com/stocks/OLMA/) | $1.3M | 100,000 | 0.0% | 2 |
| AURA BIOSCIENCES INC | [AURA](https://holderbook.com/stocks/AURA/) | $1.2M | 170,000 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +17.9% | +14.8% | +3.0% | 90% |
| Q1 2026 | -4.4% | -4.6% | +0.2% | 98% |
| Q4 2025 | +16.0% | +2.4% | +13.6% | 96% |
| Q3 2025 | +26.5% | +7.8% | +18.7% | 98% |
| Q2 2025 | +7.1% | +10.5% | -3.3% | 99% |
| Q1 2025 | -5.2% | -4.6% | -0.7% | 96% |
| Q4 2024 | -8.1% | +2.1% | -10.2% | 96% |
| Q3 2024 | +6.1% | +5.4% | +0.7% | 95% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.5B | 90 |
| Q1 2026 | $2.1B | 86 |
| Q4 2025 | $2.0B | 84 |
| Q3 2025 | $1.5B | 74 |
| Q2 2025 | $1.1B | 71 |
| Q1 2025 | $939.8M | 80 |
| Q4 2024 | $1.2B | 81 |
| Q3 2024 | $888.7M | 66 |
| Q2 2024 | $1.1B | 69 |
| Q1 2024 | $1.1B | 77 |
| Q4 2023 | $734.3M | 67 |
| Q3 2023 | $722.3M | 65 |