EdgeMarket › What Integral Health Asset Management, Llc reported owning
What Integral Health Asset Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.1BPositions
90Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| INSM INSMED Inc | 245.3M | 11.7% | 1.5M | 125.77 | -2.8% |
| RVMD Revolution Medicines, Inc. | 145.9M | 7.0% | 1.5M | 209.46 | +479.3% |
| CYTK CYTOKINETICS INC | 105.5M | 5.0% | 1.6M | 76.84 | +105.9% |
| REGN REGENERON PHARMACEUTICALS, INC. | 65.7M | 3.1% | 85.0K | 834.04 | +41.1% |
| VERA Vera Therapeutics, Inc. | 64.4M | 3.1% | 1.6M | 32.27 | +46.0% |
| CAH CARDINAL HEALTH INC | 57.1M | 2.7% | 270.0K | 229.51 | +50.1% |
| ROIV Roivant Sciences Ltd. | 55.4M | 2.6% | 2.0M | 36.30 | +209.7% |
| BTSG BrightSpring Health Services, Inc. | 53.3M | 2.5% | 1.2M | 58.87 | +149.1% |
| RYTM RHYTHM PHARMACEUTICALS, INC. | 52.2M | 2.5% | 600.0K | 110.00 | +11.4% |
| MRK Merck & Co., Inc. | 51.1M | 2.4% | 425.0K | 152.55 | +80.2% |
| EWTX Edgewise Therapeutics, Inc. | 50.4M | 2.4% | 1.6M | 44.18 | +219.2% |
| AZN ASTRAZENECA PLC | 49.3M | 2.4% | 250.0K | 165.98 | — |
| ALHC Alignment Healthcare, Inc. | 45.4M | 2.2% | 2.6M | 13.16 | -12.4% |
| NVS NOVARTIS AG | 38.2M | 1.8% | 250.0K | 158.86 | +24.8% |
| BSX BOSTON SCIENTIFIC CORP | 34.5M | 1.7% | 550.0K | 50.37 | -52.5% |
| LFST LifeStance Health Group, Inc. | 27.4M | 1.3% | 4.3M | 12.47 | +133.1% |
| ASND Ascendis Pharma A/S | 26.3M | 1.3% | 115.0K | 253.29 | +31.4% |
| SRRK Scholar Rock Holding Corp | 24.6M | 1.2% | 500.0K | 56.50 | +64.2% |
| ELV Elevance Health, Inc. | 22.0M | 1.1% | 75.0K | 400.54 | +29.2% |
| CNC CENTENE CORP | 21.3M | 1.0% | 650.0K | 65.02 | +121.2% |
| BBIO BridgeBio Pharma, Inc. | 20.4M | 1.0% | 275.0K | 81.50 | +66.7% |
| MLYS Mineralys Therapeutics, Inc. | 20.3M | 1.0% | 750.0K | 25.65 | +65.7% |
| NBIX NEUROCRINE BIOSCIENCES INC | 19.8M | 0.9% | 150.0K | 152.57 | +14.5% |
| GKOS GLAUKOS Corp | 18.8M | 0.9% | 175.0K | 184.89 | +103.3% |
| ARWR ARROWHEAD PHARMACEUTICALS, INC. | 18.8M | 0.9% | 300.0K | 87.11 | +331.2% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 17.9M | 0.9% | 40.0K | 548.05 | +39.0% |
| ORIC Oric Pharmaceuticals, Inc. | 17.7M | 0.8% | 1.4M | 14.20 | +49.3% |
| ALMS ALUMIS INC. | 17.6M | 0.8% | 800.0K | 24.17 | +448.1% |
| FMS Fresenius Medical Care AG | 17.5M | 0.8% | 775.0K | 23.43 | -7.0% |
| ISRG INTUITIVE SURGICAL INC | 16.1M | 0.8% | 35.0K | 378.81 | -21.2% |
| QURE uniQure N.V. | 14.7M | 0.7% | 900.0K | 48.37 | +212.5% |
| TARS Tarsus Pharmaceuticals, Inc. | 14.0M | 0.7% | 200.0K | 72.70 | +31.2% |
| GILD GILEAD SCIENCES, INC. | 13.9M | 0.7% | 100.0K | 146.12 | +23.1% |
| LLY ELI LILLY & Co | 13.8M | 0.7% | 15.0K | 1,255.40 | +78.0% |
| EW Edwards Lifesciences Corp | 13.6M | 0.7% | 170.0K | 89.79 | +10.3% |
| COGT Cogent Biosciences, Inc. | 13.5M | 0.6% | 350.0K | 36.73 | +209.6% |
| ELAN Elanco Animal Health Inc | 13.2M | 0.6% | 550.0K | 23.97 | +37.3% |
| MDGL MADRIGAL PHARMACEUTICALS, INC. | 13.1M | 0.6% | 25.0K | 516.74 | +31.9% |
| PRAX Praxis Precision Medicines, Inc. | 12.9M | 0.6% | 40.0K | 375.94 | +730.8% |
| DNTH Dianthus Therapeutics, Inc. /DE/ | 12.6M | 0.6% | 150.0K | 111.10 | +374.4% |
| RGNX REGENXBIO Inc. | 12.6M | 0.6% | 1.5M | 10.72 | +32.8% |
| DGX QUEST DIAGNOSTICS INC | 11.8M | 0.6% | 60.0K | 244.39 | +32.5% |
| XENE Xenon Pharmaceuticals Inc. | 11.6M | 0.6% | 200.0K | 60.77 | +61.5% |
| ERAS Erasca, Inc. | 11.3M | 0.5% | 700.0K | 17.63 | +1107.5% |
| ANRO Alto Neuroscience, Inc. | 11.2M | 0.5% | 500.0K | 34.28 | +899.4% |
| BIIB BIOGEN INC. | 11.0M | 0.5% | 60.0K | 216.78 | +56.0% |
| DXCM DEXCOM INC | 11.0M | 0.5% | 175.0K | 92.34 | +13.1% |
| unmapped CUSIP 834203309 | 10.9M | 0.5% | 325.0K | — | — |
| IRON Disc Medicine, Inc. | 10.9M | 0.5% | 170.0K | 79.81 | +35.9% |
| NRIX Nurix Therapeutics, Inc. | 10.8M | 0.5% | 700.0K | 26.72 | +180.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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