13F HOLDINGS REPORT
Integral Health Asset Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003253
Total Value
$1.09B
Positions
72
Other Managers
0
Confidential Omitted
No
Holdings (72)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSMED INC | INSM | 1,600,000 | $161.0M | 14.74% |
| 2 | BOSTON SCIENTIFIC CORP | BSX | 550,000 | $59.1M | 5.41% |
| 3 | TENET HEALTHCARE CORP | THC | 275,000 | $48.4M | 4.43% |
| 4 | ENCOMPASS HEALTH CORP | EHC | 320,000 | $39.2M | 3.59% |
| 5 | MINERALYS THERAPEUTICS INC | MLYS | 2,700,000 | $36.5M | 3.34% |
| 6 | CYTOKINETICS INC | CYTK | 1,000,000 | $33.0M | 3.02% |
| 7 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 1,250,000 | $29.5M | 2.70% |
| 8 | VERA THERAPEUTICS INC | VERA | 1,150,000 | $27.1M | 2.48% |
| 9 | QUEST DIAGNOSTICS INC | DGX | 150,000 | $26.9M | 2.47% |
| 10 | REGENERON PHARMACEUTICALS | REGN | 50,000 | $26.3M | 2.40% |
| 11 | NOVARTIS AG | NVSEF | 200,000 | $24.2M | 2.22% |
| 12 | CARDINAL HEALTH INC | CAH | 140,000 | $23.5M | 2.15% |
| 13 | ELEVANCE HEALTH INC | ELV | 60,000 | $23.3M | 2.14% |
| 14 | RADNET INC | RDNT | 400,000 | $22.8M | 2.08% |
| 15 | FRESENIUS MEDICAL CARE AG | FMCQF | 750,000 | $21.4M | 1.96% |
| 16 | ELI LILLY & CO | LLY | 25,000 | $19.5M | 1.78% |
| 17 | NEUROCRINE BIOSCIENCES INC | NBIX | 150,000 | $18.9M | 1.73% |
| 18 | UNIQURE NV | QURE | 1,350,000 | $18.8M | 1.72% |
| 19 | ALNYLAM PHARMACEUTICALS INC | ALNY | 55,000 | $17.9M | 1.64% |
| 20 | DEXCOM INC | DXCM | 200,000 | $17.5M | 1.60% |
| 21 | CHARLES RIV LABS INTL INC | 159864107 | 115,000 | $17.4M | 1.60% |
| 22 | MEDTRONIC PLC | MDT | 200,000 | $17.4M | 1.60% |
| 23 | CVS HEALTH CORP | CVS | 250,000 | $17.2M | 1.58% |
| 24 | PFIZER INC | PFE | 700,000 | $17.0M | 1.55% |
| 25 | CYTOKINETICS INC | CYTK | 500,000 | $16.5M | 1.51% |
| 26 | EDWARDS LIFESCIENCES CORP | EW | 200,000 | $15.6M | 1.43% |
| 27 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 200,000 | $14.8M | 1.36% |
| 28 | ASTRAZENECA PLC | AZN | 200,000 | $14.0M | 1.28% |
| 29 | EDGEWISE THERAPEUTICS INC | EWTX | 1,000,000 | $13.1M | 1.20% |
| 30 | ORIC PHARMACEUTICALS INC | ORIC | 1,250,000 | $12.7M | 1.16% |
| 31 | REVOLUTION MEDICINES INC | RVMDW | 325,000 | $12.0M | 1.09% |
| 32 | 89BIO INC | 282559103 | 1,050,000 | $10.3M | 0.94% |
| 33 | PENUMBRA INC | PEN | 40,000 | $10.3M | 0.94% |
| 34 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 200,000 | $9.4M | 0.86% |
| 35 | INSPIRE MED SYS INC | 457730109 | 70,000 | $9.1M | 0.83% |
| 36 | ACADIA HEALTHCARE COMPANY IN | ACHC | 400,000 | $9.1M | 0.83% |
| 37 | BEAM THERAPEUTICS INC | BEAM | 500,000 | $8.5M | 0.78% |
| 38 | HOLOGIC INC | HOLX | 125,000 | $8.1M | 0.75% |
| 39 | TARSUS PHARMACEUTICALS INC | TARS | 200,000 | $8.1M | 0.74% |
| 40 | REZOLUTE INC | RZLT | 1,800,000 | $8.0M | 0.73% |
| 41 | RHYTHM PHARMACEUTICALS INC | RYTM | 120,000 | $7.6M | 0.69% |
| 42 | BAXTER INTL INC | 071813109 | 250,000 | $7.6M | 0.69% |
| 43 | ABBVIE INC | ABBV | 40,000 | $7.4M | 0.68% |
| 44 | MCKESSON CORP | MCK | 10,000 | $7.3M | 0.67% |
| 45 | ROIVANT SCIENCES LTD | ROIV | 600,000 | $6.8M | 0.62% |
| 46 | IRHYTHM TECHNOLOGIES INC | IRTC | 40,000 | $6.2M | 0.56% |
| 47 | AGILENT TECHNOLOGIES INC | A | 50,000 | $5.9M | 0.54% |
| 48 | REGENXBIO INC | RGNX | 700,000 | $5.7M | 0.53% |
| 49 | VERONA PHARMA PLC | 925050106 | 60,000 | $5.7M | 0.52% |
| 50 | ALIGNMENT HEALTHCARE INC | ALHC | 400,000 | $5.6M | 0.51% |
| 51 | ATYR PHARMA INC | ATYR | 1,050,000 | $5.3M | 0.49% |
| 52 | EXACT SCIENCES CORP | 30063P105 | 100,000 | $5.3M | 0.49% |
| 53 | VIKING THERAPEUTICS INC | VKTX | 200,000 | $5.3M | 0.49% |
| 54 | WATERS CORP | 941848103 | 15,000 | $5.2M | 0.48% |
| 55 | GLAUKOS CORP | GKOS | 50,000 | $5.2M | 0.47% |
| 56 | ELANCO ANIMAL HEALTH INC | ELAN | 350,000 | $5.0M | 0.46% |
| 57 | COOPER COS INC | 216648501 | 70,000 | $5.0M | 0.46% |
| 58 | CRISPR THERAPEUTICS AG | CRSP | 100,000 | $4.9M | 0.45% |
| 59 | PROTARA THERAPEUTICS INC | TARA | 1,400,000 | $4.2M | 0.39% |
| 60 | BIOHAVEN LTD | BHVN | 300,000 | $4.2M | 0.39% |
| 61 | SANA BIOTECHNOLOGY INC | SANA | 1,500,000 | $4.1M | 0.37% |
| 62 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 100,000 | $3.6M | 0.33% |
| 63 | SCHOLAR ROCK HLDG CORP | SRRK | 100,000 | $3.5M | 0.32% |
| 64 | NURIX THERAPEUTICS INC | NRIX | 310,000 | $3.5M | 0.32% |
| 65 | JASPER THERAPEUTICS INC | JSPRW | 590,000 | $3.3M | 0.30% |
| 66 | CATALYST PHARMACEUTICALS INC | CPRX | 150,000 | $3.3M | 0.30% |
| 67 | ALKERMES PLC | ALKS | 100,000 | $2.9M | 0.26% |
| 68 | TERNS PHARMACEUTICALS INC | TERN | 700,000 | $2.6M | 0.24% |
| 69 | ARCUS BIOSCIENCES INC | RCUS | 300,000 | $2.4M | 0.22% |
| 70 | OSCAR HEALTH INC | OSCR | 100,000 | $2.1M | 0.20% |
| 71 | TENAX THERAPEUTICS INC | TENX | 167,000 | $961,920 | 0.09% |
| 72 | ALTO NEUROSCIENCE INC | ANRO | 400,000 | $880,000 | 0.08% |