13F HOLDINGS REPORT
Integral Health Asset Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004839
Total Value
$1.48B
Positions
76
Other Managers
0
Confidential Omitted
No
Holdings (76)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSMED INC | INSM | 1,600,000 | $230.4M | 15.59% |
| 2 | CYTOKINETICS INC | CYTK | 1,400,000 | $76.9M | 5.21% |
| 3 | TENET HEALTHCARE CORP | THC | 300,000 | $60.9M | 4.12% |
| 4 | MINERALYS THERAPEUTICS INC | MLYS | 1,500,000 | $56.9M | 3.85% |
| 5 | VERA THERAPEUTICS INC | VERA | 1,700,000 | $49.4M | 3.34% |
| 6 | CYTOKINETICS INC | CYTK | 750,000 | $41.2M | 2.79% |
| 7 | UNIQURE NV | QURE | 600,000 | $35.0M | 2.37% |
| 8 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 1,150,000 | $34.0M | 2.30% |
| 9 | BOSTON SCIENTIFIC CORP | BSX | 300,000 | $29.3M | 1.98% |
| 10 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 1,000,000 | $28.4M | 1.92% |
| 11 | REGENERON PHARMACEUTICALS | REGN | 50,000 | $28.1M | 1.90% |
| 12 | ALIGNMENT HEALTHCARE INC | ALHC | 1,600,000 | $27.9M | 1.89% |
| 13 | ALNYLAM PHARMACEUTICALS INC | ALNY | 60,000 | $27.4M | 1.85% |
| 14 | NOVARTIS AG | NVSEF | 200,000 | $25.6M | 1.74% |
| 15 | ENCOMPASS HEALTH CORP | EHC | 200,000 | $25.4M | 1.72% |
| 16 | EDGEWISE THERAPEUTICS INC | EWTX | 1,500,000 | $24.3M | 1.65% |
| 17 | ASTRAZENECA PLC | AZN | 300,000 | $23.0M | 1.56% |
| 18 | RADNET INC | RDNT | 300,000 | $22.9M | 1.55% |
| 19 | RHYTHM PHARMACEUTICALS INC | RYTM | 220,000 | $22.2M | 1.50% |
| 20 | NOVO-NORDISK A S | NONOF | 400,000 | $22.2M | 1.50% |
| 21 | NEUROCRINE BIOSCIENCES INC | NBIX | 150,000 | $21.1M | 1.42% |
| 22 | CARDINAL HEALTH INC | CAH | 130,000 | $20.4M | 1.38% |
| 23 | REZOLUTE INC | RZLT | 2,000,000 | $18.8M | 1.27% |
| 24 | REVOLUTION MEDICINES INC | RVMDW | 400,000 | $18.7M | 1.26% |
| 25 | QUEST DIAGNOSTICS INC | DGX | 85,000 | $16.2M | 1.10% |
| 26 | ELEVANCE HEALTH INC FORMERLY | ELV | 50,000 | $16.2M | 1.09% |
| 27 | ELANCO ANIMAL HEALTH INC | ELAN | 800,000 | $16.1M | 1.09% |
| 28 | EDWARDS LIFESCIENCES CORP | EW | 200,000 | $15.6M | 1.05% |
| 29 | ELI LILLY & CO | LLY | 20,000 | $15.3M | 1.03% |
| 30 | CVS HEALTH CORP | CVS | 200,000 | $15.1M | 1.02% |
| 31 | TARSUS PHARMACEUTICALS INC | TARS | 250,000 | $14.9M | 1.01% |
| 32 | INSMED INC | INSM | 100,000 | $14.4M | 0.97% |
| 33 | MEDTRONIC PLC | MDT | 150,000 | $14.3M | 0.97% |
| 34 | CENTENE CORP DEL | CNC | 400,000 | $14.3M | 0.97% |
| 35 | DOXIMITY INC | DOCS | 180,000 | $13.2M | 0.89% |
| 36 | PFIZER INC | PFE | 500,000 | $12.7M | 0.86% |
| 37 | PENUMBRA INC | PEN | 50,000 | $12.7M | 0.86% |
| 38 | ARCELLX INC | ACLX | 150,000 | $12.3M | 0.83% |
| 39 | ASCENDIS PHARMA A/S | ASND | 60,000 | $11.9M | 0.81% |
| 40 | FRESENIUS MEDICAL CARE AG | FMCQF | 450,000 | $11.8M | 0.80% |
| 41 | MCKESSON CORP | MCK | 15,000 | $11.6M | 0.78% |
| 42 | AGILENT TECHNOLOGIES INC | A | 90,000 | $11.6M | 0.78% |
| 43 | ROIVANT SCIENCES LTD | ROIV | 750,000 | $11.3M | 0.77% |
| 44 | ENVISTA HOLDINGS CORPORATION | NVST | 550,000 | $11.2M | 0.76% |
| 45 | INTUITIVE SURGICAL INC | ISRG | 25,000 | $11.2M | 0.76% |
| 46 | IRHYTHM TECHNOLOGIES INC | IRTC | 65,000 | $11.2M | 0.76% |
| 47 | EXACT SCIENCES CORP | 30063P105 | 200,000 | $10.9M | 0.74% |
| 48 | UPSTREAM BIO INC | UPB | 575,000 | $10.8M | 0.73% |
| 49 | ORIC PHARMACEUTICALS INC | ORIC | 900,000 | $10.8M | 0.73% |
| 50 | REGENXBIO INC | RGNX | 1,100,000 | $10.6M | 0.72% |
| 51 | OSCAR HEALTH INC | OSCR | 550,000 | $10.4M | 0.70% |
| 52 | DYNE THERAPEUTICS INC | DYN | 800,000 | $10.1M | 0.68% |
| 53 | BIOHAVEN LTD | BHVN | 650,000 | $9.8M | 0.66% |
| 54 | BEAM THERAPEUTICS INC | BEAM | 400,000 | $9.7M | 0.66% |
| 55 | CHARLES RIV LABS INTL INC | 159864107 | 60,000 | $9.4M | 0.64% |
| 56 | INSPIRE MED SYS INC | 457730109 | 120,000 | $8.9M | 0.60% |
| 57 | IQVIA HLDGS INC | IQV | 45,000 | $8.5M | 0.58% |
| 58 | LIFESTANCE HEALTH GROUP INC | LFST | 1,500,000 | $8.3M | 0.56% |
| 59 | GLAUKOS CORP | GKOS | 100,000 | $8.2M | 0.55% |
| 60 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 225,000 | $7.8M | 0.53% |
| 61 | ACADIA HEALTHCARE COMPANY IN | ACHC | 300,000 | $7.4M | 0.50% |
| 62 | TERNS PHARMACEUTICALS INC | TERN | 950,000 | $7.1M | 0.48% |
| 63 | SANA BIOTECHNOLOGY INC | SANA | 2,000,000 | $7.1M | 0.48% |
| 64 | HOLOGIC INC | HOLX | 100,000 | $6.7M | 0.46% |
| 65 | COOPER COS INC | 216648501 | 95,000 | $6.5M | 0.44% |
| 66 | PROTARA THERAPEUTICS INC | TARA | 1,400,000 | $6.1M | 0.41% |
| 67 | DIANTHUS THERAPEUTICS INC | DNTH | 150,000 | $5.9M | 0.40% |
| 68 | APELLIS PHARMACEUTICALS INC | APLS | 250,000 | $5.7M | 0.38% |
| 69 | JOHNSON & JOHNSON | JNJ | 30,000 | $5.6M | 0.38% |
| 70 | PHARVARIS N V | PHVS | 200,000 | $5.0M | 0.34% |
| 71 | ESPERION THERAPEUTICS INC NE | ESPR | 1,500,000 | $4.0M | 0.27% |
| 72 | SCHOLAR ROCK HLDG CORP | SRRK | 100,000 | $3.7M | 0.25% |
| 73 | NURIX THERAPEUTICS INC | NRIX | 350,000 | $3.2M | 0.22% |
| 74 | ALTO NEUROSCIENCE INC | ANRO | 400,000 | $1.6M | 0.11% |
| 75 | LB PHARMACEUTICALS INC | LBRX | 100,000 | $1.6M | 0.11% |
| 76 | TENAX THERAPEUTICS INC | TENX | 167,000 | $1.3M | 0.09% |