Integral Health Asset Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Integral Health Asset Management, LLC reported 81 stock positions worth $1.1 billion. Its top holding was Insmed (INSM) at 9.5% of the portfolio, followed by Tenet Healthcare (THC, 4.5%) and Boston Scientific (BSX, 4.3%). Compared with Q3 2024, it opened 35 new positions, sold out of 17, added to 28 and reduced 13. The biggest buy was a new position in Centene (CNC) and the biggest sale Tenet Healthcare (THC, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001773206
- Portfolio Value
- $1.1B (Q4 2024)
- SEC Filing
- 0001172661-25-000938 ↗ filed Feb 14, 2025
Holdings Value
Holdings 81 stocks · $1.1B
| INSM Insmed Inc. | 9.46% | 1,550,000 | $107.0M | Add +6.9% |
| THC Tenet Healthcare Corp. | 4.47% | 400,000 | $50.5M | Reduce -24.5% |
| BSX Boston Scientific Corp. | 4.34% | 550,000 | $49.1M | No change |
| VERA Vera Therapeutics Inc. | 4.30% | 1,150,000 | $48.6M | Add +130.0% |
| CYTK Cytokinetics Inc. | 4.16% | 1,000,000 | $47.0M | Add +33.3% |
| CNC Centene Corp. | 2.68% | 500,000 | $30.3M | New |
| CAH Cardinal Health Inc. | 2.61% | 250,000 | $29.6M | New |
| LLY Eli Lilly & Co. | 2.59% | 38,000 | $29.3M | Add +280.0% |
| EHC Encompass Health Corp. | 2.45% | 300,000 | $27.7M | Add +9.1% |
| RVMD Revolution Medicines Inc. | 2.13% | 550,000 | $24.1M | Add +57.1% |
| BPMC Blueprint Medicines Corp. | 2.12% | 275,000 | $24.0M | Reduce -5.2% |
| CVS CVS Health Corp. | 1.99% | 500,000 | $22.4M | New |
| NBIX Neurocrine Biosciences Inc. | 1.93% | 160,000 | $21.8M | New |
| ISRG Intuitive Surgical Inc. | 1.85% | 40,000 | $20.9M | New |
| MCK McKesson Corp. | 1.76% | 35,000 | $19.9M | New |
| MRK Merck & Co. Inc. | 1.76% | 200,000 | $19.9M | No change |
| BMY Bristol-Myers Squibb Co. | 1.75% | 350,000 | $19.8M | Add +100.0% |
| DGX Quest Diagnostics Inc. | 1.73% | 130,000 | $19.6M | Add +8.3% |
| QURE Uniqure NV | 1.72% | 1,100,000 | $19.4M | Add +175.0% |
| TARS Tarsus Pharmaceuticals Inc. | 1.71% | 350,000 | $19.4M | Reduce -6.7% |
| INSP Inspire Medical Systems Inc. | 1.64% | 100,000 | $18.5M | Reduce -37.5% |
| GILD Gilead Sciences Inc. | 1.63% | 200,000 | $18.5M | New |
| NARI Inari Medical Inc. | 1.58% | 350,000 | $17.9M | Reduce -12.5% |
| SRRK Scholar Rock Holding Corp. | 1.43% | 375,000 | $16.2M | Add +36.4% |
| BTSG Brightspring Health Services | 1.43% | 950,000 | $16.2M | Add +90.0% |
| CRNX Crinetics Pharmaceuticals Inc. | 1.36% | 300,000 | $15.3M | No change |
| AZN Astrazeneca PLC-Spons ADR | 1.30% | 225,000 | $14.7M | New |
| EWTX Edgewise Therapeutics Inc. | 1.30% | 550,000 | $14.7M | New |
| JSPR Jasper Therapeutics Inc. | 1.23% | 650,000 | $13.9M | Add +85.7% |
| FMS Fresenius Medical Care-ADR | 1.20% | 600,000 | $13.6M | Add +33.3% |
| APLS Apellis Pharmaceuticals Inc. | 1.19% | 420,000 | $13.4M | New |
| MDT Medtronic PLC | 1.06% | 150,000 | $12.0M | Reduce -50.0% |
| ACHC Acadia Healthcare Co. Inc. | 1.05% | 300,000 | $11.9M | New |
| DXCM Dexcom Inc. | 1.03% | 150,000 | $11.7M | Add +25.0% |
| BNTX Biontech SE-ADR | 1.01% | 100,000 | $11.4M | Add +100.0% |
| WAT Waters Corp. | 0.98% | 30,000 | $11.1M | New |
| TEVA Teva Pharmaceutical-SP ADR | 0.97% | 500,000 | $11.0M | New |
| MLTX Moonlake Immunotherapeutics | 0.96% | 200,000 | $10.8M | Reduce -9.1% |
| MLYS Mineralys Therapeutics Inc. | 0.95% | 875,000 | $10.8M | Add +145.8% |
| JANX Janux Therapeutics Inc. | 0.95% | 200,000 | $10.7M | New |
| ALNY Alnylam Pharmaceuticals Inc. | 0.94% | 45,000 | $10.6M | Add +80.0% |
| HUM Humana Inc. | 0.90% | 40,000 | $10.1M | New |
| OSCR Oscar Health Inc. Class A | 0.83% | 700,000 | $9.4M | New |
| COO The Cooper Cos Inc. | 0.81% | 100,000 | $9.2M | Reduce -9.1% |
| KRYS Krystal Biotech Inc. | 0.76% | 55,000 | $8.6M | New |
| EXAS Exact Sciences Corp. | 0.75% | 150,000 | $8.4M | Add +87.5% |
| RYTM Rhythm Pharmaceuticals Inc. | 0.74% | 150,000 | $8.4M | New |
| ETNB 89BIO Inc. | 0.69% | 1,000,000 | $7.8M | Add +100.0% |
| ACLX Arcellx Inc. | 0.68% | 100,000 | $7.7M | Reduce -63.6% |
| TARA Protara Therapeutic Inc. | 0.65% | 1,400,000 | $7.4M | New |
| KROS Keros Therapeutics Inc. | 0.63% | 450,000 | $7.1M | Add +125.0% |
| RGNX Regenxbio Inc. | 0.62% | 900,000 | $7.0M | Reduce -29.4% |
| QDEL Quidelortho Corp. | 0.59% | 150,000 | $6.7M | Add +20.0% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.55% | 300,000 | $6.3M | Reduce -25.0% |
| VKTX Viking Therapeutics Inc. | 0.53% | 150,000 | $6.0M | New |
| BRKR Bruker Corp. | 0.52% | 100,000 | $5.9M | Reduce -25.9% |
| RGEN Repligen Corp. | 0.51% | 40,000 | $5.8M | New |
| ALHC Alignment Healthcare Inc. | 0.50% | 500,000 | $5.6M | New |
| ILMN Illumina Inc. | 0.47% | 40,000 | $5.3M | New |
| PODD Insulet Corp. | 0.46% | 20,000 | $5.2M | New |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.46% | 275,000 | $5.2M | New |
| NRIX Nurix Therapeutics Inc. | 0.42% | 250,000 | $4.7M | Add +25.0% |
| WBA Walgreens Boots Alliance Inc. | 0.41% | 500,000 | $4.7M | New |
| TGTX TG Therapeutics Inc. | 0.40% | 150,000 | $4.5M | New |
| PLRX Pliant Therapeutics Inc. | 0.35% | 300,000 | $4.0M | No change |
| SWTX Springworks Therapeutics Inc. | 0.32% | 100,000 | $3.6M | New |
| DYN Dyne Therapeutics Inc. | 0.31% | 150,000 | $3.5M | New |
| MREO Mereo Biopharma Group PL-ADR | 0.31% | 1,000,000 | $3.5M | No change |
| SANA Sana Biotechnology Inc. | 0.29% | 2,000,000 | $3.3M | Add +11.1% |
| ZNTL Zentalis Pharmaceuticals Inc. | 0.28% | 1,050,000 | $3.2M | New |
| TERN Terns Pharmaceuticals Inc. | 0.22% | 450,000 | $2.5M | Add +50.0% |
| RZLT Rezolute Inc. | 0.22% | 500,000 | $2.5M | Add +100.0% |
| STAA Staar Surgical Co. | 0.21% | 100,000 | $2.4M | Add +100.0% |
| TVTX Travere Therapeutics Inc. | 0.15% | 100,000 | $1.7M | New |
| SLN Silence Therapeutics PLC-ADR | 0.12% | 200,000 | $1.4M | New |
| ATYR Atyr Pharma Inc. | 0.12% | 375,000 | $1.4M | New |
| KYTX Kyverna Therapeutics Inc. | 0.12% | 350,000 | $1.3M | Add +75.0% |
| ANRO Alto Neuroscience Inc. | 0.11% | 300,000 | $1.3M | New |
| CABA Cabaletta Bio Inc. | 0.10% | 500,000 | $1.1M | Add +11.1% |
| FATE Fate Therapeutics Inc. | 0.09% | 600,000 | $990K | Reduce -38.5% |
| CMPS Compass Pathways PLC | 0.07% | 200,000 | $756K | New |
Options reported separately and not counted above: INSM calls ($34.5M), EWTX calls ($8.0M).
Portfolio Sells Q3 2024 → Q4 2024
| THC Tenet Healthcare Corp. | Reduce -24.5% | 4.47% | −5.91 |
| LBPH Longboard Pharmaceuticals Inc. | Sold out | 0.00% | −4.12 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −2.71 |
| INSP Inspire Medical Systems Inc. | Reduce -37.5% | 1.64% | −2.34 |
| MDT Medtronic PLC | Reduce -50.0% | 1.06% | −2.12 |
| ACLX Arcellx Inc. | Reduce -63.6% | 0.68% | −2.03 |
| BPMC Blueprint Medicines Corp. | Reduce -5.2% | 2.12% | −1.04 |
| RGNX Regenxbio Inc. | Reduce -29.4% | 0.62% | −0.96 |
| TFX Teleflex Inc. | Sold out | 0.00% | −0.87 |
| CRSP Crispr Therapeutics AG | Sold out | 0.00% | −0.83 |
| APLT Applied Therapeutics Inc. | Sold out | 0.00% | −0.80 |
| TNDM Tandem Diabetes Care Inc. | Sold out | 0.00% | −0.75 |
| VRDN Viridian Therapeutics Inc. | Sold out | 0.00% | −0.67 |
| EVH Evolent Health Inc. Class A | Sold out | 0.00% | −0.67 |
| COO The Cooper Cos Inc. | Reduce -9.1% | 0.81% | −0.62 |
| BRKR Bruker Corp. | Reduce -25.9% | 0.52% | −0.58 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.56 |
| TNYA Tenaya Therapeutics Inc. | Sold out | 0.00% | −0.54 |
| TWST Twist Bioscience Corp. | Sold out | 0.00% | −0.53 |
| RVTY Revvity Inc. | Sold out | 0.00% | −0.45 |
| MYGN Myriad Genetics Inc. | Sold out | 0.00% | −0.40 |
| CPRX Catalyst Pharmaceuticals Inc. | Reduce -25.0% | 0.55% | −0.38 |
| NARI Inari Medical Inc. | Reduce -12.5% | 1.58% | −0.36 |
| MLTX Moonlake Immunotherapeutics | Reduce -9.1% | 0.96% | −0.35 |
| NGNE Neurogene Inc. | Sold out | 0.00% | −0.35 |
| FATE Fate Therapeutics Inc. | Reduce -38.5% | 0.09% | −0.31 |
| NTLA Intellia Therapeutics Inc. | Sold out | 0.00% | −0.24 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.22 |
| TNGX Tango Therapeutics Inc. | Sold out | 0.00% | −0.18 |
| TARS Tarsus Pharmaceuticals Inc. | Reduce -6.7% | 1.71% | +0.26 |
Portfolio Buys Q3 2024 → Q4 2024
| CNC Centene Corp. | New | 2.68% | +2.68 |
| CAH Cardinal Health Inc. | New | 2.61% | +2.61 |
| CVS CVS Health Corp. | New | 1.99% | +1.99 |
| NBIX Neurocrine Biosciences Inc. | New | 1.93% | +1.93 |
| ISRG Intuitive Surgical Inc. | New | 1.85% | +1.85 |
| MCK McKesson Corp. | New | 1.76% | +1.76 |
| VERA Vera Therapeutics Inc. | Add +130.0% | 4.30% | +1.70 |
| GILD Gilead Sciences Inc. | New | 1.63% | +1.63 |
| LLY Eli Lilly & Co. | Add +280.0% | 2.59% | +1.55 |
| QURE Uniqure NV | Add +175.0% | 1.72% | +1.49 |
| AZN Astrazeneca PLC-Spons ADR | New | 1.30% | +1.30 |
| EWTX Edgewise Therapeutics Inc. | New | 1.30% | +1.30 |
| APLS Apellis Pharmaceuticals Inc. | New | 1.19% | +1.19 |
| SRRK Scholar Rock Holding Corp. | Add +36.4% | 1.43% | +1.17 |
| ACHC Acadia Healthcare Co. Inc. | New | 1.05% | +1.05 |
| WAT Waters Corp. | New | 0.98% | +0.98 |
| TEVA Teva Pharmaceutical-SP ADR | New | 0.97% | +0.97 |
| JANX Janux Therapeutics Inc. | New | 0.95% | +0.95 |
| HUM Humana Inc. | New | 0.90% | +0.90 |
| OSCR Oscar Health Inc. Class A | New | 0.83% | +0.83 |
| KRYS Krystal Biotech Inc. | New | 0.76% | +0.76 |
| RYTM Rhythm Pharmaceuticals Inc. | New | 0.74% | +0.74 |
| BMY Bristol-Myers Squibb Co. | Add +100.0% | 1.75% | +0.68 |
| TARA Protara Therapeutic Inc. | New | 0.65% | +0.65 |
| BTSG Brightspring Health Services | Add +90.0% | 1.43% | +0.57 |
| VKTX Viking Therapeutics Inc. | New | 0.53% | +0.53 |
| RGEN Repligen Corp. | New | 0.51% | +0.51 |
| ALHC Alignment Healthcare Inc. | New | 0.50% | +0.50 |
| ILMN Illumina Inc. | New | 0.47% | +0.47 |
| PODD Insulet Corp. | New | 0.46% | +0.46 |
| ARWR Arrowhead Pharmaceuticals Inc. | New | 0.46% | +0.46 |
| JSPR Jasper Therapeutics Inc. | Add +85.7% | 1.23% | +0.45 |
| MLYS Mineralys Therapeutics Inc. | Add +145.8% | 0.95% | +0.45 |
| WBA Walgreens Boots Alliance Inc. | New | 0.41% | +0.41 |
| TGTX TG Therapeutics Inc. | New | 0.40% | +0.40 |
| SWTX Springworks Therapeutics Inc. | New | 0.32% | +0.32 |
| DYN Dyne Therapeutics Inc. | New | 0.31% | +0.31 |
| BNTX Biontech SE-ADR | Add +100.0% | 1.01% | +0.31 |
| ZNTL Zentalis Pharmaceuticals Inc. | New | 0.28% | +0.28 |
| RVMD Revolution Medicines Inc. | Add +57.1% | 2.13% | +0.26 |
| ETNB 89BIO Inc. | Add +100.0% | 0.69% | +0.26 |
| TVTX Travere Therapeutics Inc. | New | 0.15% | +0.15 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +80.0% | 0.94% | +0.13 |
| SLN Silence Therapeutics PLC-ADR | New | 0.12% | +0.12 |
| ATYR Atyr Pharma Inc. | New | 0.12% | +0.12 |
| ANRO Alto Neuroscience Inc. | New | 0.11% | +0.11 |
| EXAS Exact Sciences Corp. | Add +87.5% | 0.75% | +0.10 |
| DXCM Dexcom Inc. | Add +25.0% | 1.03% | +0.08 |
| RZLT Rezolute Inc. | Add +100.0% | 0.22% | +0.07 |
| FMS Fresenius Medical Care-ADR | Add +33.3% | 1.20% | +0.07 |
Options Activity Q3 2024 → Q4 2024
| INSM Insmed Inc. | call | New | 500,000 | $34.5M |
| VKTX Viking Therapeutics Inc. | call | Sold out | 250,000 | $15.8Mbefore exit |
| CLDX Celldex Therapeutics Inc. | call | Sold out | 300,000 | $10.2Mbefore exit |
| EWTX Edgewise Therapeutics Inc. | call | Reduce -40.0% | 300,000 | $8.0M |
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 |