Integral Health Asset Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Integral Health Asset Management, LLC reported 86 stock positions worth $1.9 billion. Its top holding was Insmed (INSM) at 13.0% of the portfolio, followed by Revolution Medicines (RVMD, 7.7%) and Cytokinetics (CYTK, 5.6%). Compared with Q4 2025, it opened 26 new positions, sold out of 24, added to 31 and reduced 17. The biggest buy was Revolution Medicines (RVMD, shares +25%) and the biggest sale an exit from Medtronic (MDT).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001773206
- Portfolio Value
- $1.9B (Q1 2026)
- SEC Filing
- 0001172661-26-002081 ↗ filed May 15, 2026
Holdings Value
Holdings 86 stocks · $1.9B
| INSM Insmed Inc. | 12.98% | 1,500,000 | $245.3M | Add +20.0% |
| RVMD Revolution Medicines Inc. | 7.72% | 1,500,000 | $145.9M | Add +25.0% |
| CYTK Cytokinetics Inc. | 5.58% | 1,600,000 | $105.5M | Add +14.3% |
| REGN Regeneron Pharmaceuticals | 3.48% | 85,000 | $65.7M | Reduce -19.1% |
| VERA Vera Therapeutics Inc. | 3.41% | 1,600,000 | $64.4M | Reduce -11.1% |
| CAH Cardinal Health Inc. | 3.02% | 270,000 | $57.1M | Add +35.0% |
| ROIV Roivant Sciences Ltd. | 2.93% | 2,000,000 | $55.4M | Add +135.3% |
| BTSG Brightspring Health Services | 2.82% | 1,250,000 | $53.3M | Add +66.7% |
| RYTM Rhythm Pharmaceuticals Inc. | 2.76% | 600,000 | $52.2M | Add +26.3% |
| MRK Merck & Co. Inc. | 2.71% | 425,000 | $51.1M | Add +70.0% |
| EWTX Edgewise Therapeutics Inc. | 2.67% | 1,600,000 | $50.4M | Add +6.7% |
| AZN Astrazeneca PLC | 2.61% | 250,000 | $49.3M | Add +42.9% |
| ALHC Alignment Healthcare Inc. | 2.40% | 2,575,000 | $45.4M | Add +17.1% |
| NVS Novartis AG-Sponsored ADR | 2.02% | 250,000 | $38.2M | No change |
| BSX Boston Scientific Corp. | 1.83% | 550,000 | $34.5M | Add +144.4% |
| LFST Lifestance Health Group Inc. | 1.45% | 4,300,000 | $27.4M | Add +43.3% |
| ASND Ascendis Pharma A/S | 1.39% | 115,000 | $26.3M | Add +27.8% |
| SRRK Scholar Rock Holding Corp. | 1.30% | 500,000 | $24.6M | Add +66.7% |
| ELV Elevance Health Inc. | 1.16% | 75,000 | $22.0M | Add +25.0% |
| CNC Centene Corp. | 1.13% | 650,000 | $21.3M | No change |
| BBIO Bridgebio Pharma Inc. | 1.08% | 275,000 | $20.4M | New |
| MLYS Mineralys Therapeutics Inc. | 1.08% | 750,000 | $20.3M | No change |
| NBIX Neurocrine Biosciences Inc. | 1.05% | 150,000 | $19.8M | No change |
| GKOS Glaukos Corp. | 1.00% | 175,000 | $18.8M | Reduce -46.1% |
| ARWR Arrowhead Pharmaceuticals Inc. | 1.00% | 300,000 | $18.8M | Add +200.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.95% | 40,000 | $17.9M | New |
| ORIC Oric Pharmaceuticals Inc. | 0.94% | 1,400,000 | $17.7M | Add +16.7% |
| ALMS Alumis Inc. | 0.93% | 800,000 | $17.6M | New |
| FMS Fresenius Medical Care-ADR | 0.93% | 775,000 | $17.5M | Add +19.2% |
| ISRG Intuitive Surgical Inc. | 0.85% | 35,000 | $16.1M | Reduce -68.2% |
| QURE Uniqure NV | 0.78% | 900,000 | $14.7M | No change |
| TARS Tarsus Pharmaceuticals Inc. | 0.74% | 200,000 | $14.0M | No change |
| GILD Gilead Sciences Inc. | 0.74% | 100,000 | $13.9M | New |
| LLY Eli Lilly & Co. | 0.73% | 15,000 | $13.8M | Reduce -25.0% |
| EW Edwards Lifesciences Corp. | 0.72% | 170,000 | $13.6M | Reduce -47.7% |
| COGT Cogent Biosciences Inc. | 0.71% | 350,000 | $13.5M | New |
| ELAN Elanco Animal Health Inc. | 0.70% | 550,000 | $13.2M | Add +120.0% |
| MDGL Madrigal Pharmaceuticals Inc. | 0.69% | 25,000 | $13.1M | New |
| PRAX Praxis Precision Medicines I | 0.68% | 40,000 | $12.9M | No change |
| DNTH Dianthus Therapeutics Inc. | 0.67% | 150,000 | $12.6M | Reduce -45.5% |
| RGNX Regenxbio Inc. | 0.67% | 1,500,000 | $12.6M | Add +25.0% |
| DGX Quest Diagnostics Inc. | 0.62% | 60,000 | $11.8M | Reduce -20.0% |
| XENE Xenon Pharmaceuticals Inc. | 0.62% | 200,000 | $11.6M | New |
| ERAS Erasca Inc. | 0.60% | 700,000 | $11.3M | New |
| ANRO Alto Neuroscience Inc. | 0.59% | 500,000 | $11.2M | Add +33.3% |
| BIIB Biogen Inc. | 0.58% | 60,000 | $11.0M | Reduce -40.0% |
| DXCM Dexcom Inc. | 0.58% | 175,000 | $11.0M | Reduce -65.0% |
| SLNO Soleno Therapeutics Inc. | 0.58% | 325,000 | $10.9M | No change |
| IRON Disc Medicine Inc. | 0.58% | 170,000 | $10.9M | New |
| NRIX Nurix Therapeutics Inc. | 0.57% | 700,000 | $10.8M | Add +133.3% |
| CVS CVS Health Corp. | 0.57% | 150,000 | $10.8M | Reduce -70.0% |
| COO The Cooper Cos Inc. | 0.57% | 150,000 | $10.7M | Reduce -53.9% |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 20,000 | $9.8M | New |
| LIVN Livanova PLC | 0.50% | 150,000 | $9.5M | New |
| LNTH Lantheus Holdings Inc. | 0.50% | 125,000 | $9.5M | Add +25.0% |
| TNGX Tango Therapeutics Inc. | 0.50% | 450,000 | $9.4M | Add +125.0% |
| IONS Ionis Pharmaceuticals Inc. | 0.50% | 125,000 | $9.4M | New |
| SANA Sana Biotechnology Inc. | 0.49% | 3,200,000 | $9.2M | Add +6.7% |
| CELC Celcuity Inc. | 0.48% | 80,000 | $9.1M | No change |
| TARA Protara Therapeutic Inc. | 0.48% | 1,750,000 | $9.1M | Reduce -22.2% |
| NVST Envista Holdings Corp. | 0.47% | 350,000 | $8.9M | Reduce -30.0% |
| BHVN Biohaven Ltd. | 0.45% | 1,000,000 | $8.5M | Reduce -33.3% |
| SNDX Syndax Pharmaceuticals Inc. | 0.43% | 350,000 | $8.2M | Add +75.0% |
| VKTX Viking Therapeutics Inc. | 0.43% | 250,000 | $8.1M | Add +150.0% |
| DFTX Definium Therapeutics Inc. | 0.40% | 400,000 | $7.6M | Add +14.3% |
| BEAM Beam Therapeutics Inc. | 0.38% | 300,000 | $7.1M | Reduce -45.5% |
| RZLT Rezolute Inc. | 0.32% | 2,000,000 | $6.1M | No change |
| CAPR Capricor Therapeutics Inc. | 0.32% | 200,000 | $6.1M | New |
| IQV Iqvia Holdings Inc. | 0.32% | 35,000 | $6.0M | New |
| AXSM Axsome Therapeutics Inc. | 0.31% | 35,000 | $5.9M | New |
| PTGX Protagonist Therapeutics Inc. | 0.28% | 50,000 | $5.3M | New |
| EVMN Evommune Inc. | 0.27% | 225,000 | $5.2M | Add +80.0% |
| ACHC Acadia Healthcare Co. Inc. | 0.25% | 200,000 | $4.7M | New |
| ZBH Zimmer Biomet Holdings Inc. | 0.24% | 50,000 | $4.5M | New |
| FBRX Forte Biosciences Inc. | 0.21% | 150,000 | $3.9M | New |
| LBRX LB Pharmaceuticals Inc. | 0.20% | 150,000 | $3.7M | Add +50.0% |
| SVRA Savara Inc. | 0.17% | 600,000 | $3.3M | New |
| RLMD Relmada Therapeutics Inc. | 0.17% | 450,000 | $3.1M | New |
| IMCR Immunocore Holdings PLC-ADR | 0.16% | 100,000 | $3.0M | New |
| MAZE Maze Therapeutics Inc. | 0.16% | 100,000 | $3.0M | No change |
| TENX Tenax Therapeutics Inc. | 0.14% | 167,000 | $2.7M | No change |
| IKT Inhibikase Therapeutics Inc. | 0.12% | 1,350,000 | $2.3M | Reduce -22.9% |
| OLMA Olema Pharmaceuticals Inc. | 0.12% | 150,000 | $2.2M | New |
| IVA Inventiva SA - ADR | 0.12% | 400,000 | $2.2M | New |
| SION Sionna Therapeutics Inc. | 0.11% | 50,000 | $2.0M | New |
| UNCY Unicycive Therapeutics Inc. | 0.08% | 225,000 | $1.5M | New |
Options reported separately and not counted above: RVMD puts ($72.9M), CYTK calls ($65.9M), RVMD calls ($48.6M), MLYS calls ($13.5M).
Portfolio Sells Q4 2025 → Q1 2026
| MDT Medtronic PLC | Sold out | 0.00% | −3.29 |
| ISRG Intuitive Surgical Inc. | Reduce -68.2% | 0.85% | −2.30 |
| TEVA Teva Pharmaceutical-SP ADR | Sold out | 0.00% | −1.58 |
| PEN Penumbra Inc. | Sold out | 0.00% | −1.58 |
| TFX Teleflex Inc. | Sold out | 0.00% | −1.55 |
| CVS CVS Health Corp. | Reduce -70.0% | 0.57% | −1.44 |
| VERA Vera Therapeutics Inc. | Reduce -11.1% | 3.41% | −1.21 |
| ALNY Alnylam Pharmaceuticals Inc. | Sold out | 0.00% | −1.21 |
| IRTC Irhythm Holdings Inc. | Sold out | 0.00% | −1.17 |
| DXCM Dexcom Inc. | Reduce -65.0% | 0.58% | −1.10 |
| UPB Upstream Bio Inc. | Sold out | 0.00% | −1.03 |
| THC Tenet Healthcare Corp. | Sold out | 0.00% | −1.01 |
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −0.90 |
| TERN Terns Pharmaceuticals Inc. | Sold out | 0.00% | −0.87 |
| GKOS Glaukos Corp. | Reduce -46.1% | 1.00% | −0.86 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.84 |
| COO The Cooper Cos Inc. | Reduce -53.9% | 0.57% | −0.78 |
| RDNT Radnet Inc. | Sold out | 0.00% | −0.72 |
| EW Edwards Lifesciences Corp. | Reduce -47.7% | 0.72% | −0.68 |
| ACLX Arcellx Inc. | Sold out | 0.00% | −0.66 |
| REGN Regeneron Pharmaceuticals | Reduce -19.1% | 3.48% | −0.63 |
| EHC Encompass Health Corp. | Sold out | 0.00% | −0.54 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.45 |
| BHVN Biohaven Ltd. | Reduce -33.3% | 0.45% | −0.41 |
| BEAM Beam Therapeutics Inc. | Reduce -45.5% | 0.38% | −0.39 |
| LLY Eli Lilly & Co. | Reduce -25.0% | 0.73% | −0.36 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.35 |
| BIIB Biogen Inc. | Reduce -40.0% | 0.58% | −0.31 |
| BRKR Bruker Corp. | Sold out | 0.00% | −0.30 |
| APLS Apellis Pharmaceuticals Inc. | Sold out | 0.00% | −0.25 |
| EYPT Eyepoint Inc. | Sold out | 0.00% | −0.19 |
| GPCR Structure Therapeutics Inc. | Sold out | 0.00% | −0.18 |
| SGHT Sight Sciences Inc. | Sold out | 0.00% | −0.17 |
| GOSS Gossamer Bio Inc. | Sold out | 0.00% | −0.16 |
| OSCR Oscar Health Inc. Class A | Sold out | 0.00% | −0.15 |
| TARA Protara Therapeutic Inc. | Reduce -22.2% | 0.48% | −0.13 |
| NVST Envista Holdings Corp. | Reduce -30.0% | 0.47% | −0.08 |
| BCRX Biocryst Pharmaceuticals Inc. | Sold out | 0.00% | −0.08 |
| IKT Inhibikase Therapeutics Inc. | Reduce -22.9% | 0.12% | −0.06 |
| DGX Quest Diagnostics Inc. | Reduce -20.0% | 0.62% | −0.04 |
| DNTH Dianthus Therapeutics Inc. | Reduce -45.5% | 0.67% | +0.09 |
Portfolio Buys Q4 2025 → Q1 2026
| RVMD Revolution Medicines Inc. | Add +25.0% | 7.72% | +2.87 |
| ROIV Roivant Sciences Ltd. | Add +135.3% | 2.93% | +2.00 |
| INSM Insmed Inc. | Add +20.0% | 12.98% | +1.95 |
| BTSG Brightspring Health Services | Add +66.7% | 2.82% | +1.39 |
| MRK Merck & Co. Inc. | Add +70.0% | 2.71% | +1.37 |
| BBIO Bridgebio Pharma Inc. | New | 1.08% | +1.08 |
| CYTK Cytokinetics Inc. | Add +14.3% | 5.58% | +1.07 |
| AZN Astrazeneca PLC | Add +42.9% | 2.61% | +0.98 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.95% | +0.95 |
| CAH Cardinal Health Inc. | Add +35.0% | 3.02% | +0.94 |
| ALMS Alumis Inc. | New | 0.93% | +0.93 |
| EWTX Edgewise Therapeutics Inc. | Add +6.7% | 2.67% | +0.78 |
| BSX Boston Scientific Corp. | Add +144.4% | 1.83% | +0.74 |
| GILD Gilead Sciences Inc. | New | 0.74% | +0.74 |
| COGT Cogent Biosciences Inc. | New | 0.71% | +0.71 |
| MDGL Madrigal Pharmaceuticals Inc. | New | 0.69% | +0.69 |
| ARWR Arrowhead Pharmaceuticals Inc. | Add +200.0% | 1.00% | +0.66 |
| SRRK Scholar Rock Holding Corp. | Add +66.7% | 1.30% | +0.63 |
| XENE Xenon Pharmaceuticals Inc. | New | 0.62% | +0.62 |
| ERAS Erasca Inc. | New | 0.60% | +0.60 |
| IRON Disc Medicine Inc. | New | 0.58% | +0.58 |
| TMO Thermo Fisher Scientific Inc. | New | 0.52% | +0.52 |
| LIVN Livanova PLC | New | 0.50% | +0.50 |
| IONS Ionis Pharmaceuticals Inc. | New | 0.50% | +0.50 |
| ORIC Oric Pharmaceuticals Inc. | Add +16.7% | 0.94% | +0.44 |
| ASND Ascendis Pharma A/S | Add +27.8% | 1.39% | +0.42 |
| ELAN Elanco Animal Health Inc. | Add +120.0% | 0.70% | +0.41 |
| TNGX Tango Therapeutics Inc. | Add +125.0% | 0.50% | +0.41 |
| LFST Lifestance Health Group Inc. | Add +43.3% | 1.45% | +0.38 |
| CAPR Capricor Therapeutics Inc. | New | 0.32% | +0.32 |
| IQV Iqvia Holdings Inc. | New | 0.32% | +0.32 |
| AXSM Axsome Therapeutics Inc. | New | 0.31% | +0.31 |
| NRIX Nurix Therapeutics Inc. | Add +133.3% | 0.57% | +0.29 |
| PTGX Protagonist Therapeutics Inc. | New | 0.28% | +0.28 |
| ANRO Alto Neuroscience Inc. | Add +33.3% | 0.59% | +0.26 |
| VKTX Viking Therapeutics Inc. | Add +150.0% | 0.43% | +0.25 |
| ACHC Acadia Healthcare Co. Inc. | New | 0.25% | +0.25 |
| ZBH Zimmer Biomet Holdings Inc. | New | 0.24% | +0.24 |
| SNDX Syndax Pharmaceuticals Inc. | Add +75.0% | 0.43% | +0.22 |
| FBRX Forte Biosciences Inc. | New | 0.21% | +0.21 |
| ALHC Alignment Healthcare Inc. | Add +17.1% | 2.40% | +0.20 |
| RYTM Rhythm Pharmaceuticals Inc. | Add +26.3% | 2.76% | +0.18 |
| SVRA Savara Inc. | New | 0.17% | +0.17 |
| RLMD Relmada Therapeutics Inc. | New | 0.17% | +0.17 |
| EVMN Evommune Inc. | Add +80.0% | 0.27% | +0.17 |
| LNTH Lantheus Holdings Inc. | Add +25.0% | 0.50% | +0.16 |
| DFTX Definium Therapeutics Inc. | Add +14.3% | 0.40% | +0.16 |
| IMCR Immunocore Holdings PLC-ADR | New | 0.16% | +0.16 |
| FMS Fresenius Medical Care-ADR | Add +19.2% | 0.93% | +0.14 |
| OLMA Olema Pharmaceuticals Inc. | New | 0.12% | +0.12 |
Options Activity Q4 2025 → Q1 2026
| RVMD Revolution Medicines Inc. | put | New | 750,000 | $72.9M |
| CYTK Cytokinetics Inc. | call | Add +100.0% | 1,000,000 | $65.9M |
| RVMD Revolution Medicines Inc. | call | New | 500,000 | $48.6M |
| MLYS Mineralys Therapeutics Inc. | call | Add +100.0% | 500,000 | $13.5M |
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 |