Integral Health Asset Management, LLC
Integral Health Asset Management, LLC reported 89 US-listed holdings worth $2.44 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Revolution Medicines, Inc. (11.5%), Insmed Inc. (7.0%) and Cytokinetics Inc. (5.6%). Against the quarter before, it opened 29 positions, added to 23, trimmed 20 and sold out of 26.
Reported holdings$2.44B+29.0% on Q1 2026
Positions89+3 on Q1 2026
The largest ten46.5%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Added toHeldTrimmed
The 14 largest of its 89 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 29Added 23Held 17Trimmed 20Sold out 26
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 29
- Abbott Laboratories ABT$36.3 million
- UnitedHealth Group Inc. UNH$35.3 million
- Tenet Healthcare Corp. THC$30.9 million
- Spyre Therapeutics Inc. SYRE$28.9 million
- Novo Nordisk A/S NVO$28.8 million
- Travere Therapeutics Inc. TVTX$21.3 million
- Medtronic plc MDT$15.6 million
- Waters Corp. WAT$15.0 million
and 21 more in the table below
Added to 23
- CVS Health Corp. CVS+950,000 shares · +633%
- Axsome Therapeutics Inc. AXSM+265,000 shares · +757%
- Edwards Lifesciences Corp. EW+455,000 shares · +268%
- Quest Diagnostics Inc. DGX+140,000 shares · +233%
- Tango Therapeutics Inc. TNGX+550,000 shares · +122%
- Edgewise Therapeutics Inc. EWTX+400,000 shares · +25%
- Boston Scientific Corp. BSX+350,000 shares · +64%
- Scholar Rock Holding Corporation SRRK+250,000 shares · +50%
and 15 more in the table below
Trimmed 20
- BrightSpring Health Services, Inc. BTSG-700,000 shares · -56%
- Regeneron Pharmaceuticals, Inc. REGN-45,000 shares · -53%
- Centene Corp. CNC-350,000 shares · -54%
- LifeStance Health Group, Inc. LFST-1.3 million shares · -30%
- Alignment Healthcare, Inc. ALHC-575,000 shares · -22%
- Elevance Health, Inc. ELV-25,000 shares · -33%
- Merck & Co., Inc. MRK-75,000 shares · -18%
- Regenxbio Inc. RGNX-700,000 shares · -47%
and 12 more in the table below
Sold out of 26
- AstraZeneca PLC AZN$49.3 million last quarter
- Ascendis Pharma A/s ASND$26.3 million last quarter
- Fresenius Medical Care AG FMS$17.5 million last quarter
- Intuitive Surgical Inc. ISRG$16.1 million last quarter
- Tarsus Pharmaceuticals Inc. TARS$14.0 million last quarter
- Gilead Sciences, Inc. GILD$13.9 million last quarter
- Elanco Animal Health Inc. ELAN$13.2 million last quarter
- Dianthus Therapeutics Inc. DNTH$12.6 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Revolution Medicines, Inc. RVMD | 1,500,000 | $280.9 million | 11.53% | no change |
| Insmed Inc. INSM | 1,600,000 | $170.6 million | 7.00% | +100,000 |
| Cytokinetics Inc. CYTK | 1,600,000 | $136.3 million | 5.59% | no change |
| CVS Health Corp. CVS | 1,100,000 | $113.8 million | 4.67% | +950,000 |
| Edgewise Therapeutics Inc. EWTX | 2,000,000 | $81.3 million | 3.33% | +400,000 |
| Vera Therapeutics Inc. VERA | 1,750,000 | $75.1 million | 3.08% | +150,000 |
| Axsome Therapeutics Inc. AXSM | 300,000 | $73.4 million | 3.01% | +265,000 |
| Cardinal Health Inc. CAH | 300,000 | $71.3 million | 2.92% | +30,000 |
| Roivant Sciences Ltd. ROIV | 2,000,000 | $70.8 million | 2.90% | no change |
| Rhythm Pharmaceuticals Inc. RYTM | 550,000 | $61.1 million | 2.51% | -50,000 |
| Edwards Lifesciences Corp. EW | 625,000 | $56.5 million | 2.32% | +455,000 |
| Alignment Healthcare, Inc. ALHC | 2,000,000 | $47.6 million | 1.95% | -575,000 |
| Merck & Co., Inc. MRK | 350,000 | $45.0 million | 1.85% | -75,000 |
| Quest Diagnostics Inc. DGX | 200,000 | $42.4 million | 1.74% | +140,000 |
| Uniqure NV QURE | 900,000 | $41.5 million | 1.70% | no change |
| Scholar Rock Holding Corporation SRRK | 750,000 | $41.2 million | 1.69% | +250,000 |
| Boston Scientific Corp. BSX | 900,000 | $38.4 million | 1.58% | +350,000 |
| BrightSpring Health Services, Inc. BTSG | 550,000 | $38.4 million | 1.57% | -700,000 |
| Abbott Laboratories ABT | 400,000 | $36.3 million | 1.49% | new |
| UnitedHealth Group Inc. UNH | 85,000 | $35.3 million | 1.45% | new |
| LifeStance Health Group, Inc. LFST | 3,000,000 | $32.1 million | 1.32% | -1,300,000 |
| Novartis AG NVS | 200,000 | $31.3 million | 1.29% | -50,000 |
| Tango Therapeutics Inc. TNGX | 1,000,000 | $31.3 million | 1.28% | +550,000 |
| Tenet Healthcare Corp. THC | 165,000 | $30.9 million | 1.27% | new |
| Spyre Therapeutics Inc. SYRE | 325,000 | $28.9 million | 1.18% | new |
| Novo Nordisk A/S NVO | 600,000 | $28.8 million | 1.18% | new |
| Definium Therapeutics Inc. DFTX | 550,000 | $25.9 million | 1.06% | +150,000 |
| Neurocrine Biosciences Inc. NBIX | 150,000 | $25.3 million | 1.04% | no change |
| Regeneron Pharmaceuticals, Inc. REGN | 40,000 | $24.9 million | 1.02% | -45,000 |
| Biogen Inc. BIIB | 100,000 | $21.6 million | 0.89% | +40,000 |
| Travere Therapeutics Inc. TVTX | 375,000 | $21.3 million | 0.87% | new |
| Lantheus Holdings, Inc. LNTH | 190,000 | $21.1 million | 0.86% | +65,000 |
| Glaukos Corp. GKOS | 150,000 | $21.0 million | 0.86% | -25,000 |
| Oric Pharmaceuticals Inc. ORIC | 1,900,000 | $20.6 million | 0.84% | +500,000 |
| Bridgebio Pharma Inc. BBIO | 275,000 | $20.5 million | 0.84% | no change |
| Vertex Pharmaceuticals Inc. VRTX | 40,000 | $19.9 million | 0.82% | no change |
| Alumis Inc. ALMS | 700,000 | $19.7 million | 0.81% | -100,000 |
| Elevance Health, Inc. ELV | 50,000 | $19.3 million | 0.79% | -25,000 |
| Centene Corp. CNC | 300,000 | $19.3 million | 0.79% | -350,000 |
| Erasca Inc. ERAS | 1,000,000 | $18.3 million | 0.75% | +300,000 |
| Eli Lilly & Co. LLY | 15,000 | $18.0 million | 0.74% | no change |
| Arrowhead Pharmaceuticals, Inc. ARWR | 200,000 | $16.3 million | 0.67% | -100,000 |
| Envista Holdings Corp. NVST | 600,000 | $15.8 million | 0.65% | +250,000 |
| Medtronic plc MDT | 200,000 | $15.6 million | 0.64% | new |
| Waters Corp. WAT | 40,000 | $15.0 million | 0.62% | new |
| LivaNova plc LIVN | 180,000 | $14.8 million | 0.61% | +30,000 |
| Forte Biosciences Inc. FBRX | 675,000 | $14.3 million | 0.59% | +525,000 |
| Madrigal Pharmaceuticals Inc. MDGL | 25,000 | $13.4 million | 0.55% | no change |
| Praxis Precision Medicines I PRAX | 40,000 | $13.4 million | 0.55% | no change |
| Alto Neuroscience Inc. ANRO | 500,000 | $13.2 million | 0.54% | no change |
| Mineralys Therapeutics Inc. MLYS | 450,000 | $12.1 million | 0.50% | -300,000 |
| Xenon Pharmaceuticals Inc. XENE | 200,000 | $12.1 million | 0.50% | no change |
| Ascendis Pharma A/s ASND | 45,000 | $12.0 million | 0.49% | new |
| Acadia Healthcare Company, Inc. ACHC | 400,000 | $11.8 million | 0.48% | +200,000 |
| Irhythm Technologies Inc. IRTC | 90,000 | $10.7 million | 0.44% | new |
| Biohaven Ltd BHVN | 700,000 | $10.4 million | 0.43% | -300,000 |
| Beam Therapeutics Inc. BEAM | 300,000 | $10.3 million | 0.42% | no change |
| Integra LifeSciences Holdings Corp. IART | 550,000 | $9.9 million | 0.41% | new |
| GE HealthCare Technologies Inc. GEHC | 150,000 | $9.6 million | 0.39% | new |
| Regenxbio Inc. RGNX | 800,000 | $9.6 million | 0.39% | -700,000 |
| Absci Corporation ABSI | 800,000 | $9.3 million | 0.38% | new |
| Bruker Corp. BRKR | 150,000 | $9.0 million | 0.37% | new |
| Cencora, Inc. COR | 30,000 | $8.5 million | 0.35% | new |
| Cogent Biosciences Inc. COGT | 200,000 | $7.7 million | 0.32% | -150,000 |
| Enliven Therapeutics Inc. ELVN | 150,000 | $7.6 million | 0.31% | new |
| Bioage Labs Inc. BIOA | 300,000 | $7.4 million | 0.30% | new |
| Jazz Pharmaceuticals plc JAZZ | 30,000 | $7.2 million | 0.30% | new |
| Sana Biotechnology Inc. SANA | 2,000,000 | $7.0 million | 0.29% | -1,200,000 |
| Inventiva SA IVA | 1,520,000 | $5.7 million | 0.24% | +1,120,000 |
| Protara Therapeutics Inc. TARA | 1,500,000 | $5.7 million | 0.24% | -250,000 |
| Alkermes plc. ALKS | 100,000 | $5.2 million | 0.21% | new |
| LB Pharmaceuticals Inc. LBRX | 150,000 | $4.9 million | 0.20% | no change |
| Kardigan Inc. KARD | 200,000 | $4.8 million | 0.20% | new |
| BioNTech SE BNTX | 50,000 | $4.7 million | 0.19% | new |
| Inspire Medical Systems, Inc. INSP | 100,000 | $4.5 million | 0.18% | new |
| Trevi Therapeutics Inc. TRVI | 200,000 | $3.7 million | 0.15% | new |
| Ideaya Biosciences Inc. IDYA | 100,000 | $3.7 million | 0.15% | new |
| Celldex Therapeutics Inc. CLDX | 100,000 | $3.7 million | 0.15% | new |
| Savara Inc. SVRA | 600,000 | $3.7 million | 0.15% | no change |
| Relmada Therapeutics Inc. RLMD | 500,000 | $3.5 million | 0.14% | +50,000 |
| Mobia Med Inc. MOBI | 250,000 | $3.4 million | 0.14% | new |
| Sionna Therapeutics Inc SION | 75,000 | $3.3 million | 0.14% | +25,000 |
| Veradermics Inc MANE | 25,000 | $3.1 million | 0.13% | new |
| Inhibikase Therapeutics Inc. IKT | 1,350,000 | $2.7 million | 0.11% | no change |
| Rezolute Inc. RZLT | 500,000 | $2.6 million | 0.11% | -1,500,000 |
| Denali Therapeutics Inc. DNLI | 100,000 | $2.6 million | 0.11% | new |
| Tenax Therapeutics Inc. TENX | 167,000 | $2.4 million | 0.10% | no change |
| Olema Pharmaceuticals Inc. OLMA | 100,000 | $1.3 million | 0.05% | -50,000 |
| Aura Biosciences Inc. AURA | 170,000 | $1.2 million | 0.05% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
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Change is shares against its 13F for the quarter before; the 26 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Revolution Medicines, Inc. RVMD | Puts | 300,000 | $56.2 million |
| Ionis Pharmaceuticals Inc. IONS | Calls | 300,000 | $23.8 million |
| Novo Nordisk A/S NVO | Calls | 300,000 | $14.4 million |
3 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.