13F HOLDINGS REPORT
Integral Health Asset Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-001939
Total Value
$939.8M
Positions
81
Other Managers
0
Confidential Omitted
No
Holdings (81)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSMED INC | INSM | 1,550,000 | $118.2M | 12.58% |
| 2 | BOSTON SCIENTIFIC CORP | BSX | 650,000 | $65.6M | 6.98% |
| 3 | CYTOKINETICS INC | CYTK | 1,100,000 | $44.2M | 4.70% |
| 4 | TENET HEALTHCARE CORP | THC | 275,000 | $37.0M | 3.94% |
| 5 | MINERALYS THERAPEUTICS INC | MLYS | 2,300,000 | $36.5M | 3.89% |
| 6 | ELEVANCE HEALTH INC | ELV | 65,000 | $28.3M | 3.01% |
| 7 | NOVARTIS AG | NVSEF | 250,000 | $27.9M | 2.97% |
| 8 | VERA THERAPEUTICS INC | VERA | 1,150,000 | $27.6M | 2.94% |
| 9 | ENCOMPASS HEALTH CORP | EHC | 270,000 | $27.3M | 2.91% |
| 10 | MEDTRONIC PLC | MDT | 300,000 | $27.0M | 2.87% |
| 11 | GILEAD SCIENCES INC | GILD | 175,000 | $19.6M | 2.09% |
| 12 | BAXTER INTL INC | 071813109 | 500,000 | $17.1M | 1.82% |
| 13 | FRESENIUS MEDICAL CARE AG | FMCQF | 680,000 | $16.9M | 1.80% |
| 14 | NEUROCRINE BIOSCIENCES INC | NBIX | 150,000 | $16.6M | 1.77% |
| 15 | ASCENDIS PHARMA A/S | ASND | 100,000 | $15.6M | 1.66% |
| 16 | EDGEWISE THERAPEUTICS INC | EWTX | 675,000 | $14.8M | 1.58% |
| 17 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 775,000 | $14.0M | 1.49% |
| 18 | CVS HEALTH CORP | CVS | 200,000 | $13.6M | 1.44% |
| 19 | ALNYLAM PHARMACEUTICALS INC | ALNY | 50,000 | $13.5M | 1.44% |
| 20 | UNIQURE NV | QURE | 1,250,000 | $13.3M | 1.41% |
| 21 | ARCELLX INC | ACLX | 200,000 | $13.1M | 1.40% |
| 22 | BLUEPRINT MEDICINES CORP | 09627Y109 | 145,000 | $12.8M | 1.37% |
| 23 | ABBVIE INC | ABBV | 60,000 | $12.6M | 1.34% |
| 24 | RADNET INC | RDNT | 250,000 | $12.4M | 1.32% |
| 25 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 150,000 | $12.1M | 1.29% |
| 26 | KRYSTAL BIOTECH INC | KRYS | 60,000 | $10.8M | 1.15% |
| 27 | INSPIRE MED SYS INC | 457730109 | 65,000 | $10.4M | 1.10% |
| 28 | TARSUS PHARMACEUTICALS INC | TARS | 200,000 | $10.3M | 1.09% |
| 29 | PENUMBRA INC | PEN | 35,000 | $9.4M | 1.00% |
| 30 | EDWARDS LIFESCIENCES CORP | EW | 125,000 | $9.1M | 0.96% |
| 31 | REVOLUTION MEDICINES INC | RVMDW | 250,000 | $8.8M | 0.94% |
| 32 | MCKESSON CORP | MCK | 12,000 | $8.1M | 0.86% |
| 33 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 200,000 | $7.8M | 0.83% |
| 34 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 500,000 | $7.7M | 0.82% |
| 35 | 89BIO INC | 282559103 | 1,050,000 | $7.6M | 0.81% |
| 36 | PFIZER INC | PFE | 300,000 | $7.6M | 0.81% |
| 37 | ACADIA HEALTHCARE COMPANY IN | ACHC | 250,000 | $7.6M | 0.81% |
| 38 | MASIMO CORP | MASI | 45,000 | $7.5M | 0.80% |
| 39 | WATERS CORP | 941848103 | 20,000 | $7.4M | 0.78% |
| 40 | VERONA PHARMA PLC | 925050106 | 115,000 | $7.3M | 0.78% |
| 41 | DEXCOM INC | DXCM | 100,000 | $6.8M | 0.73% |
| 42 | XENON PHARMACEUTICALS INC | XENE | 200,000 | $6.7M | 0.71% |
| 43 | REGENXBIO INC | RGNX | 925,000 | $6.6M | 0.70% |
| 44 | EDGEWISE THERAPEUTICS INC | EWTX | 300,000 | $6.6M | 0.70% |
| 45 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 100,000 | $6.1M | 0.65% |
| 46 | ROIVANT SCIENCES LTD | ROIV | 600,000 | $6.1M | 0.64% |
| 47 | PROTARA THERAPEUTICS INC | TARA | 1,400,000 | $6.0M | 0.63% |
| 48 | AVIDITY BIOSCIENCES INC | 05370A108 | 200,000 | $5.9M | 0.63% |
| 49 | IQVIA HLDGS INC | IQV | 30,000 | $5.3M | 0.56% |
| 50 | CRISPR THERAPEUTICS AG | CRSP | 150,000 | $5.1M | 0.54% |
| 51 | PTC THERAPEUTICS INC | PTCT | 100,000 | $5.1M | 0.54% |
| 52 | ALKERMES PLC | ALKS | 150,000 | $5.0M | 0.53% |
| 53 | VIKING THERAPEUTICS INC | VKTX | 200,000 | $4.8M | 0.51% |
| 54 | DYNE THERAPEUTICS INC | DYN | 450,000 | $4.7M | 0.50% |
| 55 | LABCORP HOLDINGS INC | LH | 20,000 | $4.7M | 0.50% |
| 56 | BECTON DICKINSON & CO | BDX | 20,000 | $4.6M | 0.49% |
| 57 | BIOHAVEN LTD | BHVN | 175,000 | $4.2M | 0.45% |
| 58 | CRINETICS PHARMACEUTICALS IN | CRNX | 125,000 | $4.2M | 0.45% |
| 59 | SCHOLAR ROCK HLDG CORP | SRRK | 125,000 | $4.0M | 0.43% |
| 60 | ALIGNMENT HEALTHCARE INC | ALHC | 200,000 | $3.7M | 0.40% |
| 61 | GLOBUS MED INC | GMED | 50,000 | $3.7M | 0.39% |
| 62 | BIONTECH SE | BNTX | 40,000 | $3.6M | 0.39% |
| 63 | CATALYST PHARMACEUTICALS INC | CPRX | 150,000 | $3.6M | 0.39% |
| 64 | BRIDGEBIO PHARMA INC | BBIO | 100,000 | $3.5M | 0.37% |
| 65 | SANA BIOTECHNOLOGY INC | SANA | 2,000,000 | $3.4M | 0.36% |
| 66 | THE CIGNA GROUP | 125523100 | 10,000 | $3.3M | 0.35% |
| 67 | NURIX THERAPEUTICS INC | NRIX | 275,000 | $3.3M | 0.35% |
| 68 | VERASTEM INC | VSTM | 500,000 | $3.0M | 0.32% |
| 69 | OSCAR HEALTH INC | OSCR | 200,000 | $2.6M | 0.28% |
| 70 | REPLIGEN CORP | RGEN | 20,000 | $2.5M | 0.27% |
| 71 | JASPER THERAPEUTICS INC | JSPRW | 575,000 | $2.5M | 0.26% |
| 72 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 175,000 | $2.2M | 0.24% |
| 73 | ATYR PHARMA INC | ATYR | 700,000 | $2.1M | 0.22% |
| 74 | TERNS PHARMACEUTICALS INC | TERN | 700,000 | $1.9M | 0.21% |
| 75 | MEREO BIOPHARMA GROUP PLC | MREO | 800,000 | $1.8M | 0.19% |
| 76 | REZOLUTE INC | RZLT | 500,000 | $1.4M | 0.15% |
| 77 | CABALETTA BIO INC | CABA | 850,000 | $1.2M | 0.13% |
| 78 | TENAX THERAPEUTICS INC | TENX | 167,000 | $1.1M | 0.12% |
| 79 | ALTO NEUROSCIENCE INC | ANRO | 400,000 | $864,000 | 0.09% |
| 80 | PALATIN TECHNOLOGIES INC | PTN | 1,000,000 | $582,900 | 0.06% |
| 81 | FATE THERAPEUTICS INC | FATE | 700,000 | $553,070 | 0.06% |