Integral Health Asset Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Integral Health Asset Management, LLC reported 70 stock positions worth $1.1 billion. Its top holding was Insmed (INSM) at 15.0% of the portfolio, followed by Boston Scientific (BSX, 5.5%) and Tenet Healthcare (THC, 4.5%). Compared with Q1 2025, it opened 18 new positions, sold out of 24, added to 24 and reduced 16. The biggest buy was a new position in Quest Diagnostics (DGX) and the biggest sale an exit from Gilead Sciences (GILD).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001773206
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0001172661-25-003253 ↗ filed Aug 14, 2025
Holdings Value
Holdings 70 stocks · $1.1B
| INSM Insmed Inc. | 15.04% | 1,600,000 | $161.0M | Add +3.2% |
| BSX Boston Scientific Corp. | 5.52% | 550,000 | $59.1M | Reduce -15.4% |
| THC Tenet Healthcare Corp. | 4.52% | 275,000 | $48.4M | No change |
| EHC Encompass Health Corp. | 3.67% | 320,000 | $39.2M | Add +18.5% |
| MLYS Mineralys Therapeutics Inc. | 3.41% | 2,700,000 | $36.5M | Add +17.4% |
| CYTK Cytokinetics Inc. | 3.09% | 1,000,000 | $33.0M | Reduce -9.1% |
| BTSG Brightspring Health Services | 2.75% | 1,250,000 | $29.5M | Add +61.3% |
| VERA Vera Therapeutics Inc. | 2.53% | 1,150,000 | $27.1M | No change |
| DGX Quest Diagnostics Inc. | 2.52% | 150,000 | $26.9M | New |
| REGN Regeneron Pharmaceuticals | 2.45% | 50,000 | $26.3M | New |
| NVS Novartis AG-Sponsored ADR | 2.26% | 200,000 | $24.2M | Reduce -20.0% |
| CAH Cardinal Health Inc. | 2.20% | 140,000 | $23.5M | New |
| ELV Elevance Health Inc. | 2.18% | 60,000 | $23.3M | Reduce -7.7% |
| RDNT Radnet Inc. | 2.13% | 400,000 | $22.8M | Add +60.0% |
| FMS Fresenius Medical Care-ADR | 2.00% | 750,000 | $21.4M | Add +10.3% |
| LLY Eli Lilly & Co. | 1.82% | 25,000 | $19.5M | New |
| NBIX Neurocrine Biosciences Inc. | 1.76% | 150,000 | $18.9M | No change |
| QURE Uniqure NV | 1.76% | 1,350,000 | $18.8M | Add +8.0% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.68% | 55,000 | $17.9M | Add +10.0% |
| DXCM Dexcom Inc. | 1.63% | 200,000 | $17.5M | Add +100.0% |
| CRL Charles River Laboratories | 1.63% | 115,000 | $17.4M | New |
| MDT Medtronic PLC | 1.63% | 200,000 | $17.4M | Reduce -33.3% |
| CVS CVS Health Corp. | 1.61% | 250,000 | $17.2M | Add +25.0% |
| PFE Pfizer Inc. | 1.59% | 700,000 | $17.0M | Add +133.3% |
| EW Edwards Lifesciences Corp. | 1.46% | 200,000 | $15.6M | Add +60.0% |
| GEHC GE Healthcare Technology | 1.38% | 200,000 | $14.8M | Add +33.3% |
| AZN Astrazeneca PLC-Spons ADR | 1.31% | 200,000 | $14.0M | New |
| EWTX Edgewise Therapeutics Inc. | 1.22% | 1,000,000 | $13.1M | Add +48.1% |
| ORIC Oric Pharmaceuticals Inc. | 1.19% | 1,250,000 | $12.7M | New |
| RVMD Revolution Medicines Inc. | 1.12% | 325,000 | $12.0M | Add +30.0% |
| ETNB 89BIO Inc. | 0.96% | 1,050,000 | $10.3M | No change |
| PEN Penumbra Inc. | 0.96% | 40,000 | $10.3M | Add +14.3% |
| MLTX Moonlake Immunotherapeutics | 0.88% | 200,000 | $9.4M | No change |
| INSP Inspire Medical Systems Inc. | 0.85% | 70,000 | $9.1M | Add +7.7% |
| ACHC Acadia Healthcare Co. Inc. | 0.85% | 400,000 | $9.1M | Add +60.0% |
| BEAM Beam Therapeutics Inc. | 0.79% | 500,000 | $8.5M | New |
| HOLX Hologic Inc. | 0.76% | 125,000 | $8.1M | New |
| TARS Tarsus Pharmaceuticals Inc. | 0.76% | 200,000 | $8.1M | No change |
| RZLT Rezolute Inc. | 0.75% | 1,800,000 | $8.0M | Add +260.0% |
| RYTM Rhythm Pharmaceuticals Inc. | 0.71% | 120,000 | $7.6M | New |
| BAX Baxter International Inc. | 0.71% | 250,000 | $7.6M | Reduce -50.0% |
| ABBV Abbvie Inc. | 0.69% | 40,000 | $7.4M | Reduce -33.3% |
| MCK McKesson Corp. | 0.68% | 10,000 | $7.3M | Reduce -16.7% |
| ROIV Roivant Sciences Ltd. | 0.63% | 600,000 | $6.8M | No change |
| IRTC Irhythm Holdings Inc. | 0.58% | 40,000 | $6.2M | New |
| A Agilent Technologies Inc. | 0.55% | 50,000 | $5.9M | New |
| RGNX Regenxbio Inc. | 0.54% | 700,000 | $5.7M | Reduce -24.3% |
| VRNA Verona Pharma Ltd. | 0.53% | 60,000 | $5.7M | Reduce -47.8% |
| ALHC Alignment Healthcare Inc. | 0.52% | 400,000 | $5.6M | Add +100.0% |
| ATYR Atyr Pharma Inc. | 0.50% | 1,050,000 | $5.3M | Add +50.0% |
| EXAS Exact Sciences Corp. | 0.50% | 100,000 | $5.3M | New |
| WAT Waters Corp. | 0.49% | 15,000 | $5.2M | Reduce -25.0% |
| GKOS Glaukos Corp. | 0.48% | 50,000 | $5.2M | New |
| ELAN Elanco Animal Health Inc. | 0.47% | 350,000 | $5.0M | New |
| COO The Cooper Cos Inc. | 0.47% | 70,000 | $5.0M | New |
| CRSP Crispr Therapeutics AG | 0.45% | 100,000 | $4.9M | Reduce -33.3% |
| TARA Protara Therapeutic Inc. | 0.40% | 1,400,000 | $4.2M | No change |
| BHVN Biohaven Ltd. | 0.40% | 300,000 | $4.2M | Add +71.4% |
| SANA Sana Biotechnology Inc. | 0.38% | 1,500,000 | $4.1M | Reduce -25.0% |
| RARE Ultragenyx Pharmaceutical Inc. | 0.34% | 100,000 | $3.6M | New |
| SRRK Scholar Rock Holding Corp. | 0.33% | 100,000 | $3.5M | Reduce -20.0% |
| NRIX Nurix Therapeutics Inc. | 0.33% | 310,000 | $3.5M | Add +12.7% |
| JSPR Jasper Therapeutics Inc. | 0.31% | 590,000 | $3.3M | Add +2.6% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.30% | 150,000 | $3.3M | No change |
| ALKS Alkermes PLC | 0.27% | 100,000 | $2.9M | Reduce -33.3% |
| TERN Terns Pharmaceuticals Inc. | 0.24% | 700,000 | $2.6M | No change |
| RCUS Arcus Biosciences Inc. | 0.23% | 300,000 | $2.4M | New |
| OSCR Oscar Health Inc. Class A | 0.20% | 100,000 | $2.1M | Reduce -50.0% |
| TENX Tenax Therapeutics Inc. | 0.09% | 167,000 | $962K | No change |
| ANRO Alto Neuroscience Inc. | 0.08% | 400,000 | $880K | No change |
Options reported separately and not counted above: CYTK calls ($16.5M), VKTX calls ($5.3M).
Portfolio Sells Q1 2025 → Q2 2025
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −2.17 |
| CYTK Cytokinetics Inc. | Reduce -9.1% | 3.09% | −1.81 |
| BSX Boston Scientific Corp. | Reduce -15.4% | 5.52% | −1.75 |
| ASND Ascendis Pharma A/S | Sold out | 0.00% | −1.73 |
| BPMC Blueprint Medicines Corp. | Sold out | 0.00% | −1.42 |
| MDT Medtronic PLC | Reduce -33.3% | 1.63% | −1.36 |
| KRYS Krystal Biotech Inc. | Sold out | 0.00% | −1.20 |
| BAX Baxter International Inc. | Reduce -50.0% | 0.71% | −1.19 |
| ELV Elevance Health Inc. | Reduce -7.7% | 2.18% | −0.95 |
| TEVA Teva Pharmaceutical-SP ADR | Sold out | 0.00% | −0.85 |
| MASI Masimo Corp. | Sold out | 0.00% | −0.83 |
| NVS Novartis AG-Sponsored ADR | Reduce -20.0% | 2.26% | −0.83 |
| ABBV Abbvie Inc. | Reduce -33.3% | 0.69% | −0.70 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.68 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.59 |
| PTCT PTC Therapeutics Inc. | Sold out | 0.00% | −0.56 |
| DYN Dyne Therapeutics Inc. | Sold out | 0.00% | −0.52 |
| LH Labcorp Holdings Inc. | Sold out | 0.00% | −0.52 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.51 |
| CRNX Crinetics Pharmaceuticals Inc. | Sold out | 0.00% | −0.46 |
| GMED Globus Medical Inc. Class A | Sold out | 0.00% | −0.41 |
| BNTX Biontech SE-ADR | Sold out | 0.00% | −0.40 |
| BBIO Bridgebio Pharma Inc. | Sold out | 0.00% | −0.38 |
| CI The Cigna Group | Sold out | 0.00% | −0.36 |
| VSTM Verastem Inc. | Sold out | 0.00% | −0.33 |
| WAT Waters Corp. | Reduce -25.0% | 0.49% | −0.33 |
| RGEN Repligen Corp. | Sold out | 0.00% | −0.28 |
| ALKS Alkermes PLC | Reduce -33.3% | 0.27% | −0.28 |
| VRNA Verona Pharma Ltd. | Reduce -47.8% | 0.53% | −0.28 |
| ARWR Arrowhead Pharmaceuticals Inc. | Sold out | 0.00% | −0.25 |
| MCK McKesson Corp. | Reduce -16.7% | 0.68% | −0.21 |
| MREO Mereo Biopharma Group PL-ADR | Sold out | 0.00% | −0.20 |
| RGNX Regenxbio Inc. | Reduce -24.3% | 0.54% | −0.20 |
| CABA Cabaletta Bio Inc. | Sold out | 0.00% | −0.13 |
| SRRK Scholar Rock Holding Corp. | Reduce -20.0% | 0.33% | −0.11 |
| CRSP Crispr Therapeutics AG | Reduce -33.3% | 0.45% | −0.11 |
| OSCR Oscar Health Inc. Class A | Reduce -50.0% | 0.20% | −0.09 |
| PTN Palatin Technologies Inc. | Sold out | 0.00% | −0.06 |
| FATE Fate Therapeutics Inc. | Sold out | 0.00% | −0.06 |
| SANA Sana Biotechnology Inc. | Reduce -25.0% | 0.38% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| DGX Quest Diagnostics Inc. | New | 2.52% | +2.52 |
| REGN Regeneron Pharmaceuticals | New | 2.45% | +2.45 |
| CAH Cardinal Health Inc. | New | 2.20% | +2.20 |
| INSM Insmed Inc. | Add +3.2% | 15.04% | +1.94 |
| LLY Eli Lilly & Co. | New | 1.82% | +1.82 |
| CRL Charles River Laboratories | New | 1.63% | +1.63 |
| AZN Astrazeneca PLC-Spons ADR | New | 1.31% | +1.31 |
| BTSG Brightspring Health Services | Add +61.3% | 2.75% | +1.20 |
| ORIC Oric Pharmaceuticals Inc. | New | 1.19% | +1.19 |
| DXCM Dexcom Inc. | Add +100.0% | 1.63% | +0.87 |
| BEAM Beam Therapeutics Inc. | New | 0.79% | +0.79 |
| HOLX Hologic Inc. | New | 0.76% | +0.76 |
| RDNT Radnet Inc. | Add +60.0% | 2.13% | +0.75 |
| PFE Pfizer Inc. | Add +133.3% | 1.59% | +0.74 |
| RYTM Rhythm Pharmaceuticals Inc. | New | 0.71% | +0.71 |
| EHC Encompass Health Corp. | Add +18.5% | 3.67% | +0.64 |
| RZLT Rezolute Inc. | Add +260.0% | 0.75% | +0.59 |
| IRTC Irhythm Holdings Inc. | New | 0.58% | +0.58 |
| A Agilent Technologies Inc. | New | 0.55% | +0.55 |
| EXAS Exact Sciences Corp. | New | 0.50% | +0.50 |
| GKOS Glaukos Corp. | New | 0.48% | +0.48 |
| ELAN Elanco Animal Health Inc. | New | 0.47% | +0.47 |
| COO The Cooper Cos Inc. | New | 0.47% | +0.47 |
| EW Edwards Lifesciences Corp. | Add +60.0% | 1.46% | +0.46 |
| RARE Ultragenyx Pharmaceutical Inc. | New | 0.34% | +0.34 |
| QURE Uniqure NV | Add +8.0% | 1.76% | +0.29 |
| ATYR Atyr Pharma Inc. | Add +50.0% | 0.50% | +0.26 |
| RCUS Arcus Biosciences Inc. | New | 0.23% | +0.23 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +10.0% | 1.68% | +0.18 |
| RVMD Revolution Medicines Inc. | Add +30.0% | 1.12% | +0.14 |
| FMS Fresenius Medical Care-ADR | Add +10.3% | 2.00% | +0.13 |
| ALHC Alignment Healthcare Inc. | Add +100.0% | 0.52% | +0.11 |
| CVS CVS Health Corp. | Add +25.0% | 1.61% | +0.11 |
| GEHC GE Healthcare Technology | Add +33.3% | 1.38% | +0.04 |
| JSPR Jasper Therapeutics Inc. | Add +2.6% | 0.31% | +0.03 |
| ACHC Acadia Healthcare Co. Inc. | Add +60.0% | 0.85% | +0.01 |
| NRIX Nurix Therapeutics Inc. | Add +12.7% | 0.33% | −0.03 |
| BHVN Biohaven Ltd. | Add +71.4% | 0.40% | −0.07 |
| PEN Penumbra Inc. | Add +14.3% | 0.96% | −0.08 |
| INSP Inspire Medical Systems Inc. | Add +7.7% | 0.85% | −0.30 |
| EWTX Edgewise Therapeutics Inc. | Add +48.1% | 1.22% | −0.42 |
| MLYS Mineralys Therapeutics Inc. | Add +17.4% | 3.41% | −0.63 |
Options Activity Q1 2025 → Q2 2025
| CYTK Cytokinetics Inc. | call | New | 500,000 | $16.5M |
| ACLX Arcellx Inc. | call | Sold out | 200,000 | $13.1Mbefore exit |
| XENE Xenon Pharmaceuticals Inc. | put | Sold out | 200,000 | $6.7Mbefore exit |
| EWTX Edgewise Therapeutics Inc. | call | Sold out | 300,000 | $6.6Mbefore exit |
| RNAM Avidity Biosciences Inc. | put | Sold out | 200,000 | $5.9Mbefore 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 |