Integral Health Asset Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Integral Health Asset Management, LLC reported 76 stock positions worth $902.7 million. Its top holding was Insmed (INSM) at 13.1% of the portfolio, followed by Boston Scientific (BSX, 7.3%) and Cytokinetics (CYTK, 4.9%). Compared with Q4 2024, it opened 26 new positions, sold out of 31, added to 18 and reduced 25. The biggest buy was a new position in Elevance Health (ELV) and the biggest sale an exit from Centene (CNC).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001773206
- Portfolio Value
- $902.7M (Q1 2025)
- SEC Filing
- 0001172661-25-001939 ↗ filed May 15, 2025
Holdings Value
Holdings 76 stocks · $902.7M
| INSM Insmed Inc. | 13.10% | 1,550,000 | $118.2M | No change |
| BSX Boston Scientific Corp. | 7.26% | 650,000 | $65.6M | Add +18.2% |
| CYTK Cytokinetics Inc. | 4.90% | 1,100,000 | $44.2M | Add +10.0% |
| THC Tenet Healthcare Corp. | 4.10% | 275,000 | $37.0M | Reduce -31.3% |
| MLYS Mineralys Therapeutics Inc. | 4.05% | 2,300,000 | $36.5M | Add +162.9% |
| ELV Elevance Health Inc. | 3.13% | 65,000 | $28.3M | New |
| NVS Novartis AG-Sponsored ADR | 3.09% | 250,000 | $27.9M | New |
| VERA Vera Therapeutics Inc. | 3.06% | 1,150,000 | $27.6M | No change |
| EHC Encompass Health Corp. | 3.03% | 270,000 | $27.3M | Reduce -10.0% |
| MDT Medtronic PLC | 2.99% | 300,000 | $27.0M | Add +100.0% |
| GILD Gilead Sciences Inc. | 2.17% | 175,000 | $19.6M | Reduce -12.5% |
| BAX Baxter International Inc. | 1.90% | 500,000 | $17.1M | New |
| FMS Fresenius Medical Care-ADR | 1.88% | 680,000 | $16.9M | Add +13.3% |
| NBIX Neurocrine Biosciences Inc. | 1.84% | 150,000 | $16.6M | Reduce -6.3% |
| ASND Ascendis Pharma A/S | 1.73% | 100,000 | $15.6M | New |
| EWTX Edgewise Therapeutics Inc. | 1.65% | 675,000 | $14.8M | Add +22.7% |
| BTSG Brightspring Health Services | 1.55% | 775,000 | $14.0M | Reduce -18.4% |
| CVS CVS Health Corp. | 1.50% | 200,000 | $13.6M | Reduce -60.0% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.50% | 50,000 | $13.5M | Add +11.1% |
| QURE Uniqure NV | 1.47% | 1,250,000 | $13.3M | Add +13.6% |
| BPMC Blueprint Medicines Corp. | 1.42% | 145,000 | $12.8M | Reduce -47.3% |
| ABBV Abbvie Inc. | 1.39% | 60,000 | $12.6M | New |
| RDNT Radnet Inc. | 1.38% | 250,000 | $12.4M | New |
| GEHC GE Healthcare Technology | 1.34% | 150,000 | $12.1M | New |
| KRYS Krystal Biotech Inc. | 1.20% | 60,000 | $10.8M | Add +9.1% |
| INSP Inspire Medical Systems Inc. | 1.15% | 65,000 | $10.4M | Reduce -35.0% |
| TARS Tarsus Pharmaceuticals Inc. | 1.14% | 200,000 | $10.3M | Reduce -42.9% |
| PEN Penumbra Inc. | 1.04% | 35,000 | $9.4M | New |
| EW Edwards Lifesciences Corp. | 1.00% | 125,000 | $9.1M | New |
| RVMD Revolution Medicines Inc. | 0.98% | 250,000 | $8.8M | Reduce -54.5% |
| MCK McKesson Corp. | 0.89% | 12,000 | $8.1M | Reduce -65.7% |
| MLTX Moonlake Immunotherapeutics | 0.87% | 200,000 | $7.8M | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.85% | 500,000 | $7.7M | No change |
| ETNB 89BIO Inc. | 0.85% | 1,050,000 | $7.6M | Add +5.0% |
| PFE Pfizer Inc. | 0.84% | 300,000 | $7.6M | New |
| ACHC Acadia Healthcare Co. Inc. | 0.84% | 250,000 | $7.6M | Reduce -16.7% |
| MASI Masimo Corp. | 0.83% | 45,000 | $7.5M | New |
| WAT Waters Corp. | 0.82% | 20,000 | $7.4M | Reduce -33.3% |
| VRNA Verona Pharma Ltd. | 0.81% | 115,000 | $7.3M | New |
| DXCM Dexcom Inc. | 0.76% | 100,000 | $6.8M | Reduce -33.3% |
| RGNX Regenxbio Inc. | 0.73% | 925,000 | $6.6M | Add +2.8% |
| BMY Bristol-Myers Squibb Co. | 0.68% | 100,000 | $6.1M | Reduce -71.4% |
| ROIV Roivant Sciences Ltd. | 0.67% | 600,000 | $6.1M | New |
| TARA Protara Therapeutic Inc. | 0.66% | 1,400,000 | $6.0M | No change |
| IQV Iqvia Holdings Inc. | 0.59% | 30,000 | $5.3M | New |
| CRSP Crispr Therapeutics AG | 0.57% | 150,000 | $5.1M | New |
| PTCT PTC Therapeutics Inc. | 0.56% | 100,000 | $5.1M | New |
| ALKS Alkermes PLC | 0.55% | 150,000 | $5.0M | New |
| DYN Dyne Therapeutics Inc. | 0.52% | 450,000 | $4.7M | Add +200.0% |
| LH Labcorp Holdings Inc. | 0.52% | 20,000 | $4.7M | New |
| BDX Becton Dickinson and Co. | 0.51% | 20,000 | $4.6M | New |
| BHVN Biohaven Ltd. | 0.47% | 175,000 | $4.2M | New |
| CRNX Crinetics Pharmaceuticals Inc. | 0.46% | 125,000 | $4.2M | Reduce -58.3% |
| SRRK Scholar Rock Holding Corp. | 0.45% | 125,000 | $4.0M | Reduce -66.7% |
| ALHC Alignment Healthcare Inc. | 0.41% | 200,000 | $3.7M | Reduce -60.0% |
| GMED Globus Medical Inc. Class A | 0.41% | 50,000 | $3.7M | New |
| BNTX Biontech SE-ADR | 0.40% | 40,000 | $3.6M | Reduce -60.0% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.40% | 150,000 | $3.6M | Reduce -50.0% |
| BBIO Bridgebio Pharma Inc. | 0.38% | 100,000 | $3.5M | New |
| SANA Sana Biotechnology Inc. | 0.37% | 2,000,000 | $3.4M | No change |
| CI The Cigna Group | 0.36% | 10,000 | $3.3M | New |
| NRIX Nurix Therapeutics Inc. | 0.36% | 275,000 | $3.3M | Add +10.0% |
| VSTM Verastem Inc. | 0.33% | 500,000 | $3.0M | New |
| OSCR Oscar Health Inc. Class A | 0.29% | 200,000 | $2.6M | Reduce -71.4% |
| RGEN Repligen Corp. | 0.28% | 20,000 | $2.5M | Reduce -50.0% |
| JSPR Jasper Therapeutics Inc. | 0.27% | 575,000 | $2.5M | Reduce -11.5% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.25% | 175,000 | $2.2M | Reduce -36.4% |
| ATYR Atyr Pharma Inc. | 0.23% | 700,000 | $2.1M | Add +86.7% |
| TERN Terns Pharmaceuticals Inc. | 0.21% | 700,000 | $1.9M | Add +55.6% |
| MREO Mereo Biopharma Group PL-ADR | 0.20% | 800,000 | $1.8M | Reduce -20.0% |
| RZLT Rezolute Inc. | 0.16% | 500,000 | $1.4M | No change |
| CABA Cabaletta Bio Inc. | 0.13% | 850,000 | $1.2M | Add +70.0% |
| TENX Tenax Therapeutics Inc. | 0.12% | 167,000 | $1.1M | New |
| ANRO Alto Neuroscience Inc. | 0.10% | 400,000 | $864K | Add +33.3% |
| PTN Palatin Technologies Inc. | 0.06% | 1,000,000 | $583K | New |
| FATE Fate Therapeutics Inc. | 0.06% | 700,000 | $553K | Add +16.7% |
Options reported separately and not counted above: ACLX calls ($13.1M), XENE puts ($6.7M), EWTX calls ($6.6M), RNAM puts ($5.9M), VKTX calls ($4.8M).
Portfolio Sells Q4 2024 → Q1 2025
| CNC Centene Corp. | Sold out | 0.00% | −2.68 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −2.61 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −2.59 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −1.85 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −1.76 |
| DGX Quest Diagnostics Inc. | Sold out | 0.00% | −1.73 |
| NARI Inari Medical Inc. | Sold out | 0.00% | −1.58 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −1.30 |
| APLS Apellis Pharmaceuticals Inc. | Sold out | 0.00% | −1.19 |
| RVMD Revolution Medicines Inc. | Reduce -54.5% | 0.98% | −1.15 |
| BMY Bristol-Myers Squibb Co. | Reduce -71.4% | 0.68% | −1.08 |
| SRRK Scholar Rock Holding Corp. | Reduce -66.7% | 0.45% | −0.99 |
| JSPR Jasper Therapeutics Inc. | Reduce -11.5% | 0.27% | −0.96 |
| JANX Janux Therapeutics Inc. | Sold out | 0.00% | −0.95 |
| HUM Humana Inc. | Sold out | 0.00% | −0.90 |
| CRNX Crinetics Pharmaceuticals Inc. | Reduce -58.3% | 0.46% | −0.89 |
| MCK McKesson Corp. | Reduce -65.7% | 0.89% | −0.87 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.81 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.75 |
| RYTM Rhythm Pharmaceuticals Inc. | Sold out | 0.00% | −0.74 |
| BPMC Blueprint Medicines Corp. | Reduce -47.3% | 1.42% | −0.70 |
| ACLX Arcellx Inc. | Sold out | 0.00% | −0.68 |
| KROS Keros Therapeutics Inc. | Sold out | 0.00% | −0.63 |
| BNTX Biontech SE-ADR | Reduce -60.0% | 0.40% | −0.60 |
| QDEL Quidelortho Corp. | Sold out | 0.00% | −0.59 |
| TARS Tarsus Pharmaceuticals Inc. | Reduce -42.9% | 1.14% | −0.58 |
| OSCR Oscar Health Inc. Class A | Reduce -71.4% | 0.29% | −0.54 |
| VKTX Viking Therapeutics Inc. | Sold out | 0.00% | −0.53 |
| BRKR Bruker Corp. | Sold out | 0.00% | −0.52 |
| INSP Inspire Medical Systems Inc. | Reduce -35.0% | 1.15% | −0.49 |
| CVS CVS Health Corp. | Reduce -60.0% | 1.50% | −0.48 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.47 |
| PODD Insulet Corp. | Sold out | 0.00% | −0.46 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.41 |
| TGTX TG Therapeutics Inc. | Sold out | 0.00% | −0.40 |
| THC Tenet Healthcare Corp. | Reduce -31.3% | 4.10% | −0.37 |
| PLRX Pliant Therapeutics Inc. | Sold out | 0.00% | −0.35 |
| SWTX Springworks Therapeutics Inc. | Sold out | 0.00% | −0.32 |
| ZNTL Zentalis Pharmaceuticals Inc. | Sold out | 0.00% | −0.28 |
| DXCM Dexcom Inc. | Reduce -33.3% | 0.76% | −0.28 |
| RGEN Repligen Corp. | Reduce -50.0% | 0.28% | −0.23 |
| STAA Staar Surgical Co. | Sold out | 0.00% | −0.21 |
| ACHC Acadia Healthcare Co. Inc. | Reduce -16.7% | 0.84% | −0.21 |
| ARWR Arrowhead Pharmaceuticals Inc. | Reduce -36.4% | 0.25% | −0.21 |
| WAT Waters Corp. | Reduce -33.3% | 0.82% | −0.17 |
| TVTX Travere Therapeutics Inc. | Sold out | 0.00% | −0.15 |
| CPRX Catalyst Pharmaceuticals Inc. | Reduce -50.0% | 0.40% | −0.15 |
| SLN Silence Therapeutics PLC-ADR | Sold out | 0.00% | −0.12 |
| KYTX Kyverna Therapeutics Inc. | Sold out | 0.00% | −0.12 |
| MREO Mereo Biopharma Group PL-ADR | Reduce -20.0% | 0.20% | −0.11 |
Portfolio Buys Q4 2024 → Q1 2025
| ELV Elevance Health Inc. | New | 3.13% | +3.13 |
| MLYS Mineralys Therapeutics Inc. | Add +162.9% | 4.05% | +3.09 |
| NVS Novartis AG-Sponsored ADR | New | 3.09% | +3.09 |
| BSX Boston Scientific Corp. | Add +18.2% | 7.26% | +2.92 |
| MDT Medtronic PLC | Add +100.0% | 2.99% | +1.93 |
| BAX Baxter International Inc. | New | 1.90% | +1.90 |
| ASND Ascendis Pharma A/S | New | 1.73% | +1.73 |
| ABBV Abbvie Inc. | New | 1.39% | +1.39 |
| RDNT Radnet Inc. | New | 1.38% | +1.38 |
| GEHC GE Healthcare Technology | New | 1.34% | +1.34 |
| PEN Penumbra Inc. | New | 1.04% | +1.04 |
| EW Edwards Lifesciences Corp. | New | 1.00% | +1.00 |
| PFE Pfizer Inc. | New | 0.84% | +0.84 |
| MASI Masimo Corp. | New | 0.83% | +0.83 |
| VRNA Verona Pharma Ltd. | New | 0.81% | +0.81 |
| CYTK Cytokinetics Inc. | Add +10.0% | 4.90% | +0.74 |
| FMS Fresenius Medical Care-ADR | Add +13.3% | 1.88% | +0.67 |
| ROIV Roivant Sciences Ltd. | New | 0.67% | +0.67 |
| IQV Iqvia Holdings Inc. | New | 0.59% | +0.59 |
| CRSP Crispr Therapeutics AG | New | 0.57% | +0.57 |
| PTCT PTC Therapeutics Inc. | New | 0.56% | +0.56 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +11.1% | 1.50% | +0.56 |
| ALKS Alkermes PLC | New | 0.55% | +0.55 |
| LH Labcorp Holdings Inc. | New | 0.52% | +0.52 |
| BDX Becton Dickinson and Co. | New | 0.51% | +0.51 |
| BHVN Biohaven Ltd. | New | 0.47% | +0.47 |
| KRYS Krystal Biotech Inc. | Add +9.1% | 1.20% | +0.44 |
| GMED Globus Medical Inc. Class A | New | 0.41% | +0.41 |
| BBIO Bridgebio Pharma Inc. | New | 0.38% | +0.38 |
| CI The Cigna Group | New | 0.36% | +0.36 |
| EWTX Edgewise Therapeutics Inc. | Add +22.7% | 1.65% | +0.35 |
| VSTM Verastem Inc. | New | 0.33% | +0.33 |
| DYN Dyne Therapeutics Inc. | Add +200.0% | 0.52% | +0.21 |
| ETNB 89BIO Inc. | Add +5.0% | 0.85% | +0.15 |
| TENX Tenax Therapeutics Inc. | New | 0.12% | +0.12 |
| RGNX Regenxbio Inc. | Add +2.8% | 0.73% | +0.12 |
| ATYR Atyr Pharma Inc. | Add +86.7% | 0.23% | +0.11 |
| PTN Palatin Technologies Inc. | New | 0.06% | +0.06 |
| CABA Cabaletta Bio Inc. | Add +70.0% | 0.13% | +0.03 |
| TERN Terns Pharmaceuticals Inc. | Add +55.6% | 0.21% | −0.01 |
| ANRO Alto Neuroscience Inc. | Add +33.3% | 0.10% | −0.02 |
| FATE Fate Therapeutics Inc. | Add +16.7% | 0.06% | −0.03 |
| NRIX Nurix Therapeutics Inc. | Add +10.0% | 0.36% | −0.05 |
| QURE Uniqure NV | Add +13.6% | 1.47% | −0.25 |
Options Activity Q4 2024 → Q1 2025
| INSM Insmed Inc. | call | Sold out | 500,000 | $34.5Mbefore exit |
| ACLX Arcellx Inc. | call | New | 200,000 | $13.1M |
| XENE Xenon Pharmaceuticals Inc. | put | New | 200,000 | $6.7M |
| RNAM Avidity Biosciences Inc. | put | New | 200,000 | $5.9M |
| VKTX Viking Therapeutics Inc. | call | New | 200,000 | $4.8M |
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 |