As of 03/31/2026, Integral Health Asset Management LLC reported a 13F portfolio value of $2.09B, up from $2.04B for the prior reporting period. The largest reported positions included Insmed, Cytokinetics, Revolution Medicines, Regeneron Pharmaceuticals, and Vera Therapeutics.
The table below shows the Integral Health Asset Management LLC top holdings by position size, including reported share amounts, changes from the prior quarter, and position value. Holdings data is derived from publicly available 13F filings.
Integral Health Asset Management LLC latest 13F summary
- Reporting date: 03/31/2026
- Reported 13F portfolio value: $2.09 billion
- Prior reported value: $2.04 billion
- Largest reported holding: Insmed
- Other top holdings: Cytokinetics, Revolution Medicines, Regeneron Pharmaceuticals, Vera Therapeutics
| Entity | Amount | Change
12/31/2025 to 03/31/2026 |
Position Size ($ in 1000's) |
|---|---|---|---|
 INSMED INC |
1,500,000 | +250,000 | $245,280 |
| INSM | 1,500,000 | +250,000 | $245,280 |
 CYTOKINETICS INC |
$171,366 | ||
| CYTK | 1,600,000 | +200,000 | $105,456 |
| Call | 1,000,000 | +500,000 | $65,910 |
| REVOLUTION MEDICINES INC |
$121,562 | ||
| RVMD | 1,500,000 | +300,000 | $145,875 |
| Put | 750,000 | +750,000 | $72,938 |
| Call | 500,000 | +500,000 | $48,625 |
| REGENERON PHARMACEUTICALS |
85,000 | -20,000 | $65,674 |
| REGN | 85,000 | -20,000 | $65,674 |
| VERA THERAPEUTICS INC |
1,600,000 | -200,000 | $64,368 |
| VERA | 1,600,000 | -200,000 | $64,368 |
| CARDINAL HEALTH INC |
270,000 | +70,000 | $57,054 |
| CAH | 270,000 | +70,000 | $57,054 |
| ROIVANT SCIENCES LTD |
2,000,000 | +1,150,000 | $55,400 |
| ROIV | 2,000,000 | +1,150,000 | $55,400 |
| BRIGHTSPRING HEALTH SVCS INC |
1,250,000 | +500,000 | $53,262 |
| BTSG | 1,250,000 | +500,000 | $53,262 |
| RHYTHM PHARMACEUTICALS INC |
600,000 | +125,000 | $52,182 |
| RYTM | 600,000 | +125,000 | $52,182 |
| MERCK & CO INC |
425,000 | +175,000 | $51,123 |
| MRK | 425,000 | +175,000 | $51,123 |
| EDGEWISE THERAPEUTICS INC |
1,600,000 | +100,000 | $50,400 |
| EWTX | 1,600,000 | +100,000 | $50,400 |
| ASTRAZENECA PLC |
250,000 | -100,000 | $49,305 |
| AZN | 250,000 | -100,000 | $49,305 |
| ALIGNMENT HEALTHCARE INC |
2,575,000 | +375,000 | $45,372 |
| ALHC | 2,575,000 | +375,000 | $45,372 |
| NOVARTIS AG |
250,000 | UNCH | $38,188 |
| NVS | 250,000 | UNCH | $38,188 |
| BOSTON SCIENTIFIC CORP |
550,000 | +325,000 | $34,512 |
| BSX | 550,000 | +325,000 | $34,512 |
| MINERALYS THERAPEUTICS INC |
$33,863 | ||
| MLYS | 750,000 | UNCH | $20,318 |
| Call | 500,000 | +250,000 | $13,545 |
| LIFESTANCE HEALTH GROUP INC |
4,300,000 | +1,300,000 | $27,391 |
| LFST | 4,300,000 | +1,300,000 | $27,391 |
| ASCENDIS PHARMA A S |
115,000 | +25,000 | $26,304 |
| ASND | 115,000 | +25,000 | $26,304 |
| SCHOLAR ROCK HLDG CORP |
500,000 | +200,000 | $24,580 |
| SRRK | 500,000 | +200,000 | $24,580 |
| ELEVANCE HEALTH INC FORMERLY |
75,000 | +15,000 | $21,956 |
| ELV | 75,000 | +15,000 | $21,956 |
| CENTENE CORP DEL |
650,000 | UNCH | $21,281 |
| CNC | 650,000 | UNCH | $21,281 |
| BRIDGEBIO PHARMA INC |
275,000 | +275,000 | $20,422 |
| BBIO | 275,000 | +275,000 | $20,422 |
| NEUROCRINE BIOSCIENCES INC |
150,000 | UNCH | $19,761 |
| NBIX | 150,000 | UNCH | $19,761 |
| GLAUKOS CORP |
175,000 | -150,000 | $18,840 |
| GKOS | 175,000 | -150,000 | $18,840 |
| ARROWHEAD PHARMACEUTICALS IN |
300,000 | +200,000 | $18,810 |
| ARWR | 300,000 | +200,000 | $18,810 |
| VERTEX PHARMACEUTICALS INC |
40,000 | +40,000 | $17,862 |
| VRTX | 40,000 | +40,000 | $17,862 |
| ORIC PHARMACEUTICALS INC |
1,400,000 | +200,000 | $17,738 |
| ORIC | 1,400,000 | +200,000 | $17,738 |
| ALUMIS INC |
800,000 | +800,000 | $17,624 |
| ALMS | 800,000 | +800,000 | $17,624 |
| FRESENIUS MEDICAL CARE AG |
775,000 | +125,000 | $17,484 |
| FMS | 775,000 | +125,000 | $17,484 |
| INTUITIVE SURGICAL INC |
35,000 | -75,000 | $16,135 |
| ISRG | 35,000 | -75,000 | $16,135 |
| UNIQURE NV |
900,000 | UNCH | $14,715 |
| QURE | 900,000 | UNCH | $14,715 |
| TARSUS PHARMACEUTICALS INC |
200,000 | UNCH | $14,030 |
| TARS | 200,000 | UNCH | $14,030 |
| GILEAD SCIENCES INC |
100,000 | +100,000 | $13,937 |
| GILD | 100,000 | +100,000 | $13,937 |
| ELI LILLY & CO |
15,000 | -5,000 | $13,797 |
| LLY | 15,000 | -5,000 | $13,797 |
| EDWARDS LIFESCIENCES CORP |
170,000 | -155,000 | $13,614 |
| EW | 170,000 | -155,000 | $13,614 |
| COGENT BIOSCIENCES INC |
350,000 | +350,000 | $13,472 |
| COGT | 350,000 | +350,000 | $13,472 |
| ELANCO ANIMAL HEALTH INC |
550,000 | +300,000 | $13,162 |
| ELAN | 550,000 | +300,000 | $13,162 |
| MADRIGAL PHARMACEUTICALS INC |
25,000 | +25,000 | $13,087 |
| MDGL | 25,000 | +25,000 | $13,087 |
| PRAXIS PRECISION MEDICINES I |
40,000 | UNCH | $12,888 |
| PRAX | 40,000 | UNCH | $12,888 |
| DIANTHUS THERAPEUTICS INC |
150,000 | -125,000 | $12,588 |
| DNTH | 150,000 | -125,000 | $12,588 |
| REGENXBIO INC |
1,500,000 | +300,000 | $12,570 |
| RGNX | 1,500,000 | +300,000 | $12,570 |
| QUEST DIAGNOSTICS INC |
60,000 | -15,000 | $11,759 |
| DGX | 60,000 | -15,000 | $11,759 |
| XENON PHARMACEUTICALS INC |
200,000 | +200,000 | $11,630 |
| XENE | 200,000 | +200,000 | $11,630 |
| ERASCA INC |
700,000 | +700,000 | $11,326 |
| ERAS | 700,000 | +700,000 | $11,326 |
| ALTO NEUROSCIENCE INC |
500,000 | +125,000 | $11,240 |
| ANRO | 500,000 | +125,000 | $11,240 |
| BIOGEN INC |
60,000 | -40,000 | $11,000 |
| BIIB | 60,000 | -40,000 | $11,000 |
| DEXCOM INC |
175,000 | -325,000 | $10,990 |
| DXCM | 175,000 | -325,000 | $10,990 |
| SOLENO THERAPEUTICS INC |
325,000 | UNCH | $10,881 |
| SLNO | 325,000 | UNCH | $10,881 |
| DISC MEDICINE INC |
170,000 | +170,000 | $10,870 |
| IRON | 170,000 | +170,000 | $10,870 |
| NURIX THERAPEUTICS INC |
700,000 | +400,000 | $10,850 |
| NRIX | 700,000 | +400,000 | $10,850 |
