Integral Health Asset Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Integral Health Asset Management, LLC reported 72 stock positions worth $1.4 billion. Its top holding was Insmed (INSM) at 16.8% of the portfolio, followed by Cytokinetics (CYTK, 5.6%) and Tenet Healthcare (THC, 4.4%). Compared with Q2 2025, it opened 17 new positions, sold out of 15, added to 27 and reduced 19. The biggest buy was Cytokinetics (CYTK, shares +40%) and the biggest sale Boston Scientific (BSX, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001773206
- Portfolio Value
- $1.4B (Q3 2025)
- SEC Filing
- 0001172661-25-004839 ↗ filed Nov 14, 2025
Holdings Value
Holdings 72 stocks · $1.4B
| INSM Insmed Inc. | 16.80% | 1,600,000 | $230.4M | No change |
| CYTK Cytokinetics Inc. | 5.61% | 1,400,000 | $76.9M | Add +40.0% |
| THC Tenet Healthcare Corp. | 4.44% | 300,000 | $60.9M | Add +9.1% |
| MLYS Mineralys Therapeutics Inc. | 4.15% | 1,500,000 | $56.9M | Reduce -44.4% |
| VERA Vera Therapeutics Inc. | 3.60% | 1,700,000 | $49.4M | Add +47.8% |
| QURE Uniqure NV | 2.55% | 600,000 | $35.0M | Reduce -55.6% |
| BTSG Brightspring Health Services | 2.48% | 1,150,000 | $34.0M | Reduce -8.0% |
| BSX Boston Scientific Corp. | 2.13% | 300,000 | $29.3M | Reduce -45.5% |
| REGN Regeneron Pharmaceuticals | 2.05% | 50,000 | $28.1M | No change |
| ALHC Alignment Healthcare Inc. | 2.04% | 1,600,000 | $27.9M | Add +300.0% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.99% | 60,000 | $27.4M | Add +9.1% |
| NVS Novartis AG-Sponsored ADR | 1.87% | 200,000 | $25.6M | No change |
| EHC Encompass Health Corp. | 1.85% | 200,000 | $25.4M | Reduce -37.5% |
| EWTX Edgewise Therapeutics Inc. | 1.77% | 1,500,000 | $24.3M | Add +50.0% |
| AZN Astrazeneca PLC-Spons ADR | 1.68% | 300,000 | $23.0M | Add +50.0% |
| RDNT Radnet Inc. | 1.67% | 300,000 | $22.9M | Reduce -25.0% |
| RYTM Rhythm Pharmaceuticals Inc. | 1.62% | 220,000 | $22.2M | Add +83.3% |
| NBIX Neurocrine Biosciences Inc. | 1.53% | 150,000 | $21.1M | No change |
| CAH Cardinal Health Inc. | 1.49% | 130,000 | $20.4M | Reduce -7.1% |
| RZLT Rezolute Inc. | 1.37% | 2,000,000 | $18.8M | Add +11.1% |
| RVMD Revolution Medicines Inc. | 1.36% | 400,000 | $18.7M | Add +23.1% |
| DGX Quest Diagnostics Inc. | 1.18% | 85,000 | $16.2M | Reduce -43.3% |
| ELV Elevance Health Inc. | 1.18% | 50,000 | $16.2M | Reduce -16.7% |
| ELAN Elanco Animal Health Inc. | 1.17% | 800,000 | $16.1M | Add +128.6% |
| EW Edwards Lifesciences Corp. | 1.13% | 200,000 | $15.6M | No change |
| LLY Eli Lilly & Co. | 1.11% | 20,000 | $15.3M | Reduce -20.0% |
| CVS CVS Health Corp. | 1.10% | 200,000 | $15.1M | Reduce -20.0% |
| TARS Tarsus Pharmaceuticals Inc. | 1.08% | 250,000 | $14.9M | Add +25.0% |
| MDT Medtronic PLC | 1.04% | 150,000 | $14.3M | Reduce -25.0% |
| CNC Centene Corp. | 1.04% | 400,000 | $14.3M | New |
| DOCS Doximity Inc. Class A | 0.96% | 180,000 | $13.2M | New |
| PFE Pfizer Inc. | 0.93% | 500,000 | $12.7M | Reduce -28.6% |
| PEN Penumbra Inc. | 0.92% | 50,000 | $12.7M | Add +25.0% |
| ACLX Arcellx Inc. | 0.90% | 150,000 | $12.3M | New |
| ASND Ascendis Pharma A/S | 0.87% | 60,000 | $11.9M | New |
| FMS Fresenius Medical Care-ADR | 0.86% | 450,000 | $11.8M | Reduce -40.0% |
| MCK McKesson Corp. | 0.84% | 15,000 | $11.6M | Add +50.0% |
| A Agilent Technologies Inc. | 0.84% | 90,000 | $11.6M | Add +80.0% |
| ROIV Roivant Sciences Ltd. | 0.83% | 750,000 | $11.3M | Add +25.0% |
| NVST Envista Holdings Corp. | 0.82% | 550,000 | $11.2M | New |
| ISRG Intuitive Surgical Inc. | 0.81% | 25,000 | $11.2M | New |
| IRTC Irhythm Holdings Inc. | 0.81% | 65,000 | $11.2M | Add +62.5% |
| EXAS Exact Sciences Corp. | 0.80% | 200,000 | $10.9M | Add +100.0% |
| UPB Upstream Bio Inc. | 0.79% | 575,000 | $10.8M | New |
| ORIC Oric Pharmaceuticals Inc. | 0.79% | 900,000 | $10.8M | Reduce -28.0% |
| RGNX Regenxbio Inc. | 0.77% | 1,100,000 | $10.6M | Add +57.1% |
| OSCR Oscar Health Inc. Class A | 0.76% | 550,000 | $10.4M | Add +450.0% |
| DYN Dyne Therapeutics Inc. | 0.74% | 800,000 | $10.1M | New |
| BHVN Biohaven Ltd. | 0.71% | 650,000 | $9.8M | Add +116.7% |
| BEAM Beam Therapeutics Inc. | 0.71% | 400,000 | $9.7M | Reduce -20.0% |
| CRL Charles River Laboratories | 0.68% | 60,000 | $9.4M | Reduce -47.8% |
| INSP Inspire Medical Systems Inc. | 0.65% | 120,000 | $8.9M | Add +71.4% |
| IQV Iqvia Holdings Inc. | 0.62% | 45,000 | $8.5M | New |
| LFST Lifestance Health Group Inc. | 0.60% | 1,500,000 | $8.3M | New |
| GKOS Glaukos Corp. | 0.59% | 100,000 | $8.2M | Add +100.0% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.57% | 225,000 | $7.8M | New |
| ACHC Acadia Healthcare Co. Inc. | 0.54% | 300,000 | $7.4M | Reduce -25.0% |
| TERN Terns Pharmaceuticals Inc. | 0.52% | 950,000 | $7.1M | Add +35.7% |
| SANA Sana Biotechnology Inc. | 0.52% | 2,000,000 | $7.1M | Add +33.3% |
| HOLX Hologic Inc. | 0.49% | 100,000 | $6.7M | Reduce -20.0% |
| COO The Cooper Cos Inc. | 0.47% | 95,000 | $6.5M | Add +35.7% |
| TARA Protara Therapeutic Inc. | 0.44% | 1,400,000 | $6.1M | No change |
| DNTH Dianthus Therapeutics Inc. | 0.43% | 150,000 | $5.9M | New |
| APLS Apellis Pharmaceuticals Inc. | 0.41% | 250,000 | $5.7M | New |
| JNJ Johnson & Johnson | 0.41% | 30,000 | $5.6M | New |
| PHVS Pharvaris NV | 0.36% | 200,000 | $5.0M | New |
| ESPR Esperion Therapeutics Inc. | 0.29% | 1,500,000 | $4.0M | New |
| SRRK Scholar Rock Holding Corp. | 0.27% | 100,000 | $3.7M | No change |
| NRIX Nurix Therapeutics Inc. | 0.24% | 350,000 | $3.2M | Add +12.9% |
| ANRO Alto Neuroscience Inc. | 0.12% | 400,000 | $1.6M | No change |
| LBRX LB Pharmaceuticals Inc. | 0.12% | 100,000 | $1.6M | New |
| TENX Tenax Therapeutics Inc. | 0.09% | 167,000 | $1.3M | No change |
Options reported separately and not counted above: CYTK calls ($41.2M), NAMS puts ($28.4M), NVO puts ($22.2M), INSM puts ($14.4M).
Portfolio Sells Q2 2025 → Q3 2025
| BSX Boston Scientific Corp. | Reduce -45.5% | 2.13% | −3.38 |
| EHC Encompass Health Corp. | Reduce -37.5% | 1.85% | −1.81 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −1.63 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −1.38 |
| DGX Quest Diagnostics Inc. | Reduce -43.3% | 1.18% | −1.34 |
| FMS Fresenius Medical Care-ADR | Reduce -40.0% | 0.86% | −1.14 |
| ELV Elevance Health Inc. | Reduce -16.7% | 1.18% | −1.00 |
| ETNB 89BIO Inc. | Sold out | 0.00% | −0.96 |
| CRL Charles River Laboratories | Reduce -47.8% | 0.68% | −0.95 |
| MLTX Moonlake Immunotherapeutics | Sold out | 0.00% | −0.88 |
| CAH Cardinal Health Inc. | Reduce -7.1% | 1.49% | −0.71 |
| LLY Eli Lilly & Co. | Reduce -20.0% | 1.11% | −0.71 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.71 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.69 |
| PFE Pfizer Inc. | Reduce -28.6% | 0.93% | −0.66 |
| MDT Medtronic PLC | Reduce -25.0% | 1.04% | −0.59 |
| VRNA Verona Pharma Ltd. | Sold out | 0.00% | −0.53 |
| CVS CVS Health Corp. | Reduce -20.0% | 1.10% | −0.51 |
| ATYR Atyr Pharma Inc. | Sold out | 0.00% | −0.50 |
| WAT Waters Corp. | Sold out | 0.00% | −0.49 |
| RDNT Radnet Inc. | Reduce -25.0% | 1.67% | −0.46 |
| CRSP Crispr Therapeutics AG | Sold out | 0.00% | −0.45 |
| ORIC Oric Pharmaceuticals Inc. | Reduce -28.0% | 0.79% | −0.40 |
| RARE Ultragenyx Pharmaceutical Inc. | Sold out | 0.00% | −0.34 |
| ACHC Acadia Healthcare Co. Inc. | Reduce -25.0% | 0.54% | −0.31 |
| JSPR Jasper Therapeutics Inc. | Sold out | 0.00% | −0.31 |
| CPRX Catalyst Pharmaceuticals Inc. | Sold out | 0.00% | −0.30 |
| BTSG Brightspring Health Services | Reduce -8.0% | 2.48% | −0.28 |
| HOLX Hologic Inc. | Reduce -20.0% | 0.49% | −0.27 |
| ALKS Alkermes PLC | Sold out | 0.00% | −0.27 |
| RCUS Arcus Biosciences Inc. | Sold out | 0.00% | −0.23 |
| BEAM Beam Therapeutics Inc. | Reduce -20.0% | 0.71% | −0.09 |
| MLYS Mineralys Therapeutics Inc. | Reduce -44.4% | 4.15% | +0.73 |
| QURE Uniqure NV | Reduce -55.6% | 2.55% | +0.79 |
Portfolio Buys Q2 2025 → Q3 2025
| CYTK Cytokinetics Inc. | Add +40.0% | 5.61% | +2.52 |
| ALHC Alignment Healthcare Inc. | Add +300.0% | 2.04% | +1.51 |
| VERA Vera Therapeutics Inc. | Add +47.8% | 3.60% | +1.07 |
| CNC Centene Corp. | New | 1.04% | +1.04 |
| DOCS Doximity Inc. Class A | New | 0.96% | +0.96 |
| RYTM Rhythm Pharmaceuticals Inc. | Add +83.3% | 1.62% | +0.91 |
| ACLX Arcellx Inc. | New | 0.90% | +0.90 |
| ASND Ascendis Pharma A/S | New | 0.87% | +0.87 |
| NVST Envista Holdings Corp. | New | 0.82% | +0.82 |
| ISRG Intuitive Surgical Inc. | New | 0.81% | +0.81 |
| UPB Upstream Bio Inc. | New | 0.79% | +0.79 |
| DYN Dyne Therapeutics Inc. | New | 0.74% | +0.74 |
| ELAN Elanco Animal Health Inc. | Add +128.6% | 1.17% | +0.71 |
| IQV Iqvia Holdings Inc. | New | 0.62% | +0.62 |
| RZLT Rezolute Inc. | Add +11.1% | 1.37% | +0.62 |
| LFST Lifestance Health Group Inc. | New | 0.60% | +0.60 |
| ARWR Arrowhead Pharmaceuticals Inc. | New | 0.57% | +0.57 |
| OSCR Oscar Health Inc. Class A | Add +450.0% | 0.76% | +0.56 |
| EWTX Edgewise Therapeutics Inc. | Add +50.0% | 1.77% | +0.55 |
| DNTH Dianthus Therapeutics Inc. | New | 0.43% | +0.43 |
| APLS Apellis Pharmaceuticals Inc. | New | 0.41% | +0.41 |
| JNJ Johnson & Johnson | New | 0.41% | +0.41 |
| AZN Astrazeneca PLC-Spons ADR | Add +50.0% | 1.68% | +0.37 |
| PHVS Pharvaris NV | New | 0.36% | +0.36 |
| TARS Tarsus Pharmaceuticals Inc. | Add +25.0% | 1.08% | +0.33 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +9.1% | 1.99% | +0.32 |
| BHVN Biohaven Ltd. | Add +116.7% | 0.71% | +0.32 |
| EXAS Exact Sciences Corp. | Add +100.0% | 0.80% | +0.30 |
| A Agilent Technologies Inc. | Add +80.0% | 0.84% | +0.29 |
| ESPR Esperion Therapeutics Inc. | New | 0.29% | +0.29 |
| TERN Terns Pharmaceuticals Inc. | Add +35.7% | 0.52% | +0.28 |
| RVMD Revolution Medicines Inc. | Add +23.1% | 1.36% | +0.24 |
| IRTC Irhythm Holdings Inc. | Add +62.5% | 0.81% | +0.24 |
| RGNX Regenxbio Inc. | Add +57.1% | 0.77% | +0.24 |
| ROIV Roivant Sciences Ltd. | Add +25.0% | 0.83% | +0.20 |
| MCK McKesson Corp. | Add +50.0% | 0.84% | +0.16 |
| SANA Sana Biotechnology Inc. | Add +33.3% | 0.52% | +0.14 |
| LBRX LB Pharmaceuticals Inc. | New | 0.12% | +0.12 |
| GKOS Glaukos Corp. | Add +100.0% | 0.59% | +0.11 |
| COO The Cooper Cos Inc. | Add +35.7% | 0.47% | +0.01 |
| PEN Penumbra Inc. | Add +25.0% | 0.92% | −0.04 |
| THC Tenet Healthcare Corp. | Add +9.1% | 4.44% | −0.08 |
| NRIX Nurix Therapeutics Inc. | Add +12.9% | 0.24% | −0.09 |
| INSP Inspire Medical Systems Inc. | Add +71.4% | 0.65% | −0.20 |
Options Activity Q2 2025 → Q3 2025
| CYTK Cytokinetics Inc. | call | Add +50.0% | 750,000 | $41.2M |
| NAMS Newamsterdam Pharma Co. NV | put | New | 1,000,000 | $28.4M |
| NVO Novo-Nordisk A/S-Spons ADR | put | New | 400,000 | $22.2M |
| INSM Insmed Inc. | put | New | 100,000 | $14.4M |
| VKTX Viking Therapeutics Inc. | call | Sold out | 200,000 | $5.3Mbefore 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 |