Integral Health Asset Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Integral Health Asset Management, LLC reported 89 stock positions worth $2.4 billion. Its top holding was Revolution Medicines (RVMD) at 11.5% of the portfolio, followed by Insmed (INSM, 7.0%) and Cytokinetics (CYTK, 5.6%). Compared with Q1 2026, it opened 28 new positions, sold out of 25, added to 23 and reduced 21. The biggest buy was CVS Health (CVS, shares +633%) and the biggest sale an exit from Astrazeneca (AZN).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001773206
- Portfolio Value
- $2.4B (Q2 2026)
- SEC Filing
- 0001172661-26-003449 ↗ filed Aug 14, 2026
Holdings Value
Holdings 89 stocks · $2.4B
| RVMD Revolution Medicines Inc. | 11.53% | 1,500,000 | $280.9M | No change |
| INSM Insmed Inc. | 7.00% | 1,600,000 | $170.6M | Add +6.7% |
| CYTK Cytokinetics Inc. | 5.59% | 1,600,000 | $136.3M | No change |
| CVS CVS Health Corp. | 4.67% | 1,100,000 | $113.8M | Add +633.3% |
| EWTX Edgewise Therapeutics Inc. | 3.33% | 2,000,000 | $81.3M | Add +25.0% |
| VERA Vera Therapeutics Inc. | 3.08% | 1,750,000 | $75.1M | Add +9.4% |
| AXSM Axsome Therapeutics Inc. | 3.01% | 300,000 | $73.4M | Add +757.1% |
| CAH Cardinal Health Inc. | 2.92% | 300,000 | $71.3M | Add +11.1% |
| ROIV Roivant Sciences Ltd. | 2.90% | 2,000,000 | $70.8M | No change |
| RYTM Rhythm Pharmaceuticals Inc. | 2.51% | 550,000 | $61.1M | Reduce -8.3% |
| EW Edwards Lifesciences Corp. | 2.32% | 625,000 | $56.5M | Add +267.6% |
| ALHC Alignment Healthcare Inc. | 1.95% | 2,000,000 | $47.6M | Reduce -22.3% |
| MRK Merck & Co. Inc. | 1.85% | 350,000 | $45.0M | Reduce -17.6% |
| DGX Quest Diagnostics Inc. | 1.74% | 200,000 | $42.4M | Add +233.3% |
| QURE Uniqure NV | 1.70% | 900,000 | $41.5M | No change |
| SRRK Scholar Rock Holding Corp. | 1.69% | 750,000 | $41.3M | Add +50.0% |
| BSX Boston Scientific Corp. | 1.58% | 900,000 | $38.4M | Add +63.6% |
| BTSG Brightspring Health Services | 1.57% | 550,000 | $38.4M | Reduce -56.0% |
| ABT Abbott Laboratories | 1.49% | 400,000 | $36.3M | New |
| UNH Unitedhealth Group Inc. | 1.45% | 85,000 | $35.3M | New |
| LFST Lifestance Health Group Inc. | 1.32% | 3,000,000 | $32.1M | Reduce -30.2% |
| NVS Novartis AG-Sponsored ADR | 1.29% | 200,000 | $31.3M | Reduce -20.0% |
| TNGX Tango Therapeutics Inc. | 1.28% | 1,000,000 | $31.3M | Add +122.2% |
| THC Tenet Healthcare Corp. | 1.27% | 165,000 | $30.9M | New |
| SYRE Spyre Therapeutics Inc. | 1.18% | 325,000 | $28.9M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 1.18% | 600,000 | $28.8M | New |
| DFTX Definium Therapeutics Inc. | 1.06% | 550,000 | $25.9M | Add +37.5% |
| NBIX Neurocrine Biosciences Inc. | 1.04% | 150,000 | $25.3M | No change |
| REGN Regeneron Pharmaceuticals | 1.02% | 40,000 | $24.9M | Reduce -52.9% |
| BIIB Biogen Inc. | 0.89% | 100,000 | $21.6M | Add +66.7% |
| TVTX Travere Therapeutics Inc. | 0.87% | 375,000 | $21.3M | New |
| LNTH Lantheus Holdings Inc. | 0.86% | 190,000 | $21.1M | Add +52.0% |
| GKOS Glaukos Corp. | 0.86% | 150,000 | $21.0M | Reduce -14.3% |
| ORIC Oric Pharmaceuticals Inc. | 0.84% | 1,900,000 | $20.6M | Add +35.7% |
| BBIO Bridgebio Pharma Inc. | 0.84% | 275,000 | $20.5M | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.82% | 40,000 | $19.9M | No change |
| ALMS Alumis Inc. | 0.81% | 700,000 | $19.7M | Reduce -12.5% |
| ELV Elevance Health Inc. | 0.79% | 50,000 | $19.3M | Reduce -33.3% |
| CNC Centene Corp. | 0.79% | 300,000 | $19.3M | Reduce -53.9% |
| ERAS Erasca Inc. | 0.75% | 1,000,000 | $18.3M | Add +42.9% |
| LLY Eli Lilly & Co. | 0.74% | 15,000 | $18.0M | No change |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.67% | 200,000 | $16.3M | Reduce -33.3% |
| NVST Envista Holdings Corp. | 0.65% | 600,000 | $15.8M | Add +71.4% |
| MDT Medtronic PLC | 0.64% | 200,000 | $15.6M | New |
| WAT Waters Corp. | 0.62% | 40,000 | $15.0M | New |
| LIVN Livanova PLC | 0.61% | 180,000 | $14.8M | Add +20.0% |
| FBRX Forte Biosciences Inc. | 0.59% | 675,000 | $14.3M | Add +350.0% |
| MDGL Madrigal Pharmaceuticals Inc. | 0.55% | 25,000 | $13.4M | No change |
| PRAX Praxis Precision Medicines I | 0.55% | 40,000 | $13.4M | No change |
| ANRO Alto Neuroscience Inc. | 0.54% | 500,000 | $13.2M | No change |
| MLYS Mineralys Therapeutics Inc. | 0.50% | 450,000 | $12.1M | Reduce -40.0% |
| XENE Xenon Pharmaceuticals Inc. | 0.50% | 200,000 | $12.1M | No change |
| ASND Ascendis Pharma A/S | 0.49% | 45,000 | $12.0M | Reduce -60.9% |
| ACHC Acadia Healthcare Co. Inc. | 0.48% | 400,000 | $11.8M | Add +100.0% |
| IRTC Irhythm Holdings Inc. | 0.44% | 90,000 | $10.7M | New |
| BHVN Biohaven Ltd. | 0.43% | 700,000 | $10.4M | Reduce -30.0% |
| BEAM Beam Therapeutics Inc. | 0.42% | 300,000 | $10.3M | No change |
| IART Integra Lifesciences Holding | 0.41% | 550,000 | $9.9M | New |
| GEHC GE Healthcare Technology | 0.39% | 150,000 | $9.6M | New |
| RGNX Regenxbio Inc. | 0.39% | 800,000 | $9.6M | Reduce -46.7% |
| ABSI Absci Corp. | 0.38% | 800,000 | $9.3M | New |
| BRKR Bruker Corp. | 0.37% | 150,000 | $9.0M | New |
| COR Cencora Inc. | 0.35% | 30,000 | $8.5M | New |
| COGT Cogent Biosciences Inc. | 0.32% | 200,000 | $7.7M | Reduce -42.9% |
| ELVN Enliven Therapeutics Inc. | 0.31% | 150,000 | $7.6M | New |
| BIOA Bioage Labs Inc. | 0.30% | 300,000 | $7.4M | New |
| JAZZ Jazz Pharmaceuticals PLC | 0.30% | 30,000 | $7.2M | New |
| SANA Sana Biotechnology Inc. | 0.29% | 2,000,000 | $7.0M | Reduce -37.5% |
| IVA Inventiva SA - ADR | 0.24% | 1,520,000 | $5.7M | Add +280.0% |
| TARA Protara Therapeutic Inc. | 0.24% | 1,500,000 | $5.7M | Reduce -14.3% |
| ALKS Alkermes PLC | 0.21% | 100,000 | $5.2M | New |
| LBRX LB Pharmaceuticals Inc. | 0.20% | 150,000 | $4.9M | No change |
| KARD Kardigan Inc. | 0.20% | 200,000 | $4.8M | New |
| BNTX Biontech SE-ADR | 0.19% | 50,000 | $4.7M | New |
| INSP Inspire Medical Systems Inc. | 0.18% | 100,000 | $4.5M | New |
| TRVI Trevi Therapeutics Inc. | 0.15% | 200,000 | $3.7M | New |
| IDYA Ideaya Biosciences Inc. | 0.15% | 100,000 | $3.7M | New |
| CLDX Celldex Therapeutics Inc. | 0.15% | 100,000 | $3.7M | New |
| SVRA Savara Inc. | 0.15% | 600,000 | $3.7M | No change |
| RLMD Relmada Therapeutics Inc. | 0.14% | 500,000 | $3.5M | Add +11.1% |
| MOBI Mobia Medical Inc. | 0.14% | 250,000 | $3.4M | New |
| SION Sionna Therapeutics Inc. | 0.14% | 75,000 | $3.3M | Add +50.0% |
| MANE Veradermics Inc. | 0.13% | 25,000 | $3.1M | New |
| IKT Inhibikase Therapeutics Inc. | 0.11% | 1,350,000 | $2.7M | No change |
| RZLT Rezolute Inc. | 0.11% | 500,000 | $2.6M | Reduce -75.0% |
| DNLI Denali Therapeutics Inc. | 0.11% | 100,000 | $2.6M | New |
| TENX Tenax Therapeutics Inc. | 0.10% | 167,000 | $2.4M | No change |
| OLMA Olema Pharmaceuticals Inc. | 0.05% | 100,000 | $1.3M | Reduce -33.3% |
| AURA Aura Biosciences Inc. | 0.05% | 170,000 | $1.2M | New |
Options reported separately and not counted above: RVMD puts ($56.2M), IONS calls ($23.8M), NVO calls ($14.4M).
Portfolio Sells Q1 2026 → Q2 2026
| AZN Astrazeneca PLC | Sold out | 0.00% | −2.61 |
| REGN Regeneron Pharmaceuticals | Reduce -52.9% | 1.02% | −2.45 |
| BTSG Brightspring Health Services | Reduce -56.0% | 1.57% | −1.24 |
| FMS Fresenius Medical Care-ADR | Sold out | 0.00% | −0.93 |
| ASND Ascendis Pharma A/S | Reduce -60.9% | 0.49% | −0.90 |
| MRK Merck & Co. Inc. | Reduce -17.6% | 1.85% | −0.86 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.85 |
| TARS Tarsus Pharmaceuticals Inc. | Sold out | 0.00% | −0.74 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.74 |
| NVS Novartis AG-Sponsored ADR | Reduce -20.0% | 1.29% | −0.73 |
| ELAN Elanco Animal Health Inc. | Sold out | 0.00% | −0.70 |
| DNTH Dianthus Therapeutics Inc. | Sold out | 0.00% | −0.67 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.58 |
| MLYS Mineralys Therapeutics Inc. | Reduce -40.0% | 0.50% | −0.58 |
| SLNO Soleno Therapeutics Inc. | Sold out | 0.00% | −0.58 |
| IRON Disc Medicine Inc. | Sold out | 0.00% | −0.58 |
| NRIX Nurix Therapeutics Inc. | Sold out | 0.00% | −0.57 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.57 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.52 |
| IONS Ionis Pharmaceuticals Inc. | Sold out | 0.00% | −0.50 |
| CELC Celcuity Inc. | Sold out | 0.00% | −0.48 |
| ALHC Alignment Healthcare Inc. | Reduce -22.3% | 1.95% | −0.45 |
| SNDX Syndax Pharmaceuticals Inc. | Sold out | 0.00% | −0.43 |
| VKTX Viking Therapeutics Inc. | Sold out | 0.00% | −0.43 |
| COGT Cogent Biosciences Inc. | Reduce -42.9% | 0.32% | −0.40 |
| ELV Elevance Health Inc. | Reduce -33.3% | 0.79% | −0.37 |
| CNC Centene Corp. | Reduce -53.9% | 0.79% | −0.34 |
| ARWR Arrowhead Pharmaceuticals Inc. | Reduce -33.3% | 0.67% | −0.33 |
| CAPR Capricor Therapeutics Inc. | Sold out | 0.00% | −0.32 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.32 |
| PTGX Protagonist Therapeutics Inc. | Sold out | 0.00% | −0.28 |
| EVMN Evommune Inc. | Sold out | 0.00% | −0.27 |
| RGNX Regenxbio Inc. | Reduce -46.7% | 0.39% | −0.27 |
| RYTM Rhythm Pharmaceuticals Inc. | Reduce -8.3% | 2.51% | −0.26 |
| TARA Protara Therapeutic Inc. | Reduce -14.3% | 0.24% | −0.25 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.24 |
| RZLT Rezolute Inc. | Reduce -75.0% | 0.11% | −0.22 |
| SANA Sana Biotechnology Inc. | Reduce -37.5% | 0.29% | −0.20 |
| IMCR Immunocore Holdings PLC-ADR | Sold out | 0.00% | −0.16 |
| MAZE Maze Therapeutics Inc. | Sold out | 0.00% | −0.16 |
| GKOS Glaukos Corp. | Reduce -14.3% | 0.86% | −0.14 |
| LFST Lifestance Health Group Inc. | Reduce -30.2% | 1.32% | −0.13 |
| ALMS Alumis Inc. | Reduce -12.5% | 0.81% | −0.12 |
| UNCY Unicycive Therapeutics Inc. | Sold out | 0.00% | −0.08 |
| OLMA Olema Pharmaceuticals Inc. | Reduce -33.3% | 0.05% | −0.07 |
| BHVN Biohaven Ltd. | Reduce -30.0% | 0.43% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| CVS CVS Health Corp. | Add +633.3% | 4.67% | +4.10 |
| AXSM Axsome Therapeutics Inc. | Add +757.1% | 3.01% | +2.70 |
| EW Edwards Lifesciences Corp. | Add +267.6% | 2.32% | +1.60 |
| ABT Abbott Laboratories | New | 1.49% | +1.49 |
| UNH Unitedhealth Group Inc. | New | 1.45% | +1.45 |
| THC Tenet Healthcare Corp. | New | 1.27% | +1.27 |
| SYRE Spyre Therapeutics Inc. | New | 1.18% | +1.18 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 1.18% | +1.18 |
| DGX Quest Diagnostics Inc. | Add +233.3% | 1.74% | +1.12 |
| TVTX Travere Therapeutics Inc. | New | 0.87% | +0.87 |
| TNGX Tango Therapeutics Inc. | Add +122.2% | 1.28% | +0.78 |
| EWTX Edgewise Therapeutics Inc. | Add +25.0% | 3.33% | +0.67 |
| DFTX Definium Therapeutics Inc. | Add +37.5% | 1.06% | +0.66 |
| MDT Medtronic PLC | New | 0.64% | +0.64 |
| WAT Waters Corp. | New | 0.62% | +0.62 |
| IRTC Irhythm Holdings Inc. | New | 0.44% | +0.44 |
| IART Integra Lifesciences Holding | New | 0.41% | +0.41 |
| GEHC GE Healthcare Technology | New | 0.39% | +0.39 |
| SRRK Scholar Rock Holding Corp. | Add +50.0% | 1.69% | +0.39 |
| FBRX Forte Biosciences Inc. | Add +350.0% | 0.59% | +0.38 |
| ABSI Absci Corp. | New | 0.38% | +0.38 |
| BRKR Bruker Corp. | New | 0.37% | +0.37 |
| LNTH Lantheus Holdings Inc. | Add +52.0% | 0.86% | +0.36 |
| COR Cencora Inc. | New | 0.35% | +0.35 |
| ELVN Enliven Therapeutics Inc. | New | 0.31% | +0.31 |
| BIIB Biogen Inc. | Add +66.7% | 0.89% | +0.30 |
| BIOA Bioage Labs Inc. | New | 0.30% | +0.30 |
| JAZZ Jazz Pharmaceuticals PLC | New | 0.30% | +0.30 |
| ACHC Acadia Healthcare Co. Inc. | Add +100.0% | 0.48% | +0.24 |
| ALKS Alkermes PLC | New | 0.21% | +0.21 |
| KARD Kardigan Inc. | New | 0.20% | +0.20 |
| BNTX Biontech SE-ADR | New | 0.19% | +0.19 |
| INSP Inspire Medical Systems Inc. | New | 0.18% | +0.18 |
| NVST Envista Holdings Corp. | Add +71.4% | 0.65% | +0.18 |
| TRVI Trevi Therapeutics Inc. | New | 0.15% | +0.15 |
| IDYA Ideaya Biosciences Inc. | New | 0.15% | +0.15 |
| CLDX Celldex Therapeutics Inc. | New | 0.15% | +0.15 |
| ERAS Erasca Inc. | Add +42.9% | 0.75% | +0.15 |
| MOBI Mobia Medical Inc. | New | 0.14% | +0.14 |
| MANE Veradermics Inc. | New | 0.13% | +0.13 |
| IVA Inventiva SA - ADR | Add +280.0% | 0.24% | +0.12 |
| DNLI Denali Therapeutics Inc. | New | 0.11% | +0.11 |
| LIVN Livanova PLC | Add +20.0% | 0.61% | +0.10 |
| AURA Aura Biosciences Inc. | New | 0.05% | +0.05 |
| SION Sionna Therapeutics Inc. | Add +50.0% | 0.14% | +0.03 |
| RLMD Relmada Therapeutics Inc. | Add +11.1% | 0.14% | −0.02 |
| ORIC Oric Pharmaceuticals Inc. | Add +35.7% | 0.84% | −0.09 |
| CAH Cardinal Health Inc. | Add +11.1% | 2.92% | −0.09 |
| BSX Boston Scientific Corp. | Add +63.6% | 1.58% | −0.25 |
| VERA Vera Therapeutics Inc. | Add +9.4% | 3.08% | −0.33 |
Options Activity Q1 2026 → Q2 2026
| CYTK Cytokinetics Inc. | call | Sold out | 1,000,000 | $65.9Mbefore exit |
| RVMD Revolution Medicines Inc. | put | Reduce -60.0% | 300,000 | $56.2M |
| RVMD Revolution Medicines Inc. | call | Sold out | 500,000 | $48.6Mbefore exit |
| IONS Ionis Pharmaceuticals Inc. | call | New | 300,000 | $23.8M |
| NVO Novo-Nordisk A/S-Spons ADR | call | New | 300,000 | $14.4M |
| MLYS Mineralys Therapeutics Inc. | call | Sold out | 500,000 | $13.5Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 89 | $2.4B | RVMD, INSM, CYTK, CVS, EWTX |
| Q1 2026 | 86 | $1.9B | INSM, RVMD, CYTK, REGN, VERA |
| Q4 2025 | 84 | $2.0B | INSM, RVMD, VERA, CYTK, REGN |
| Q3 2025 | 72 | $1.4B | INSM, CYTK, THC, MLYS, VERA |
| Q2 2025 | 70 | $1.1B | INSM, BSX, THC, EHC, MLYS |
| Q1 2025 | 76 | $902.7M | INSM, BSX, CYTK, THC, MLYS |
| Q4 2024 | 81 | $1.1B | INSM, THC, BSX, VERA, CYTK |
| Q3 2024 | 63 | $849.4M | INSM, THC, BSX, CYTK, LBPH |
| Q2 2024 | 69 | $1.0B | INSM, THC, CYTK, BSX, ELV |
| Q1 2024 | 76 | $1.0B | THC, BSX, VKTX, INSM, CYTK |