13F HOLDINGS REPORT
Integral Health Asset Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000915
Total Value
$2.01B
Positions
86
Other Managers
0
Confidential Omitted
No
Holdings (86)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSMED INC | INSM | 1,250,000 | $217.6M | 10.80% |
| 2 | REVOLUTION MEDICINES INC | RVMDW | 1,200,000 | $95.6M | 4.75% |
| 3 | VERA THERAPEUTICS INC | VERA | 1,800,000 | $91.2M | 4.53% |
| 4 | CYTOKINETICS INC | CYTK | 1,400,000 | $89.0M | 4.42% |
| 5 | REGENERON PHARMACEUTICALS | REGN | 105,000 | $81.0M | 4.02% |
| 6 | MEDTRONIC PLC | MDT | 675,000 | $64.8M | 3.22% |
| 7 | INTUITIVE SURGICAL INC | ISRG | 110,000 | $62.3M | 3.09% |
| 8 | RHYTHM PHARMACEUTICALS INC | RYTM | 475,000 | $50.8M | 2.52% |
| 9 | ALIGNMENT HEALTHCARE INC | ALHC | 2,200,000 | $43.5M | 2.16% |
| 10 | CARDINAL HEALTH INC | CAH | 200,000 | $41.1M | 2.04% |
| 11 | CVS HEALTH CORP | CVS | 500,000 | $39.7M | 1.97% |
| 12 | EDGEWISE THERAPEUTICS INC | EWTX | 1,500,000 | $37.2M | 1.85% |
| 13 | GLAUKOS CORP | GKOS | 325,000 | $36.7M | 1.82% |
| 14 | NOVARTIS AG | NVSEF | 250,000 | $34.5M | 1.71% |
| 15 | DEXCOM INC | DXCM | 500,000 | $33.2M | 1.65% |
| 16 | ASTRAZENECA PLC | AZN | 350,000 | $32.2M | 1.60% |
| 17 | CYTOKINETICS INC | CYTK | 500,000 | $31.8M | 1.58% |
| 18 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 1,000,000 | $31.2M | 1.55% |
| 19 | PENUMBRA INC | PEN | 100,000 | $31.1M | 1.54% |
| 20 | TELEFLEX INCORPORATED | TFX | 250,000 | $30.5M | 1.51% |
| 21 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 750,000 | $28.1M | 1.39% |
| 22 | EDWARDS LIFESCIENCES CORP | EW | 325,000 | $27.7M | 1.38% |
| 23 | MINERALYS THERAPEUTICS INC | MLYS | 750,000 | $27.2M | 1.35% |
| 24 | CENTENE CORP DEL | CNC | 650,000 | $26.7M | 1.33% |
| 25 | COOPER COS INC | 216648501 | 325,000 | $26.6M | 1.32% |
| 26 | MERCK & CO INC | MRK | 250,000 | $26.3M | 1.31% |
| 27 | ALNYLAM PHARMACEUTICALS INC | ALNY | 60,000 | $23.9M | 1.18% |
| 28 | IRHYTHM TECHNOLOGIES INC | IRTC | 130,000 | $23.1M | 1.15% |
| 29 | UNIQURE NV | QURE | 900,000 | $21.5M | 1.07% |
| 30 | ELI LILLY & CO | LLY | 20,000 | $21.5M | 1.07% |
| 31 | BOSTON SCIENTIFIC CORP | BSX | 225,000 | $21.5M | 1.07% |
| 32 | NEUROCRINE BIOSCIENCES INC | NBIX | 150,000 | $21.3M | 1.06% |
| 33 | LIFESTANCE HEALTH GROUP INC | LFST | 3,000,000 | $21.1M | 1.05% |
| 34 | ELEVANCE HEALTH INC FORMERLY | ELV | 60,000 | $21.0M | 1.04% |
| 35 | UPSTREAM BIO INC | UPB | 750,000 | $20.4M | 1.01% |
| 36 | TENET HEALTHCARE CORP | THC | 100,000 | $19.9M | 0.99% |
| 37 | ASCENDIS PHARMA A/S | ASND | 90,000 | $19.2M | 0.95% |
| 38 | ROIVANT SCIENCES LTD | ROIV | 850,000 | $18.4M | 0.92% |
| 39 | DOXIMITY INC | DOCS | 400,000 | $17.7M | 0.88% |
| 40 | BIOGEN INC | BIIB | 100,000 | $17.6M | 0.87% |
| 41 | REGENXBIO INC | RGNX | 1,200,000 | $17.3M | 0.86% |
| 42 | TERNS PHARMACEUTICALS INC | TERN | 425,000 | $17.2M | 0.85% |
| 43 | BIOHAVEN LTD | BHVN | 1,500,000 | $16.9M | 0.84% |
| 44 | UNITEDHEALTH GROUP INC | UNH | 50,000 | $16.5M | 0.82% |
| 45 | TARSUS PHARMACEUTICALS INC | TARS | 200,000 | $16.4M | 0.81% |
| 46 | FRESENIUS MEDICAL CARE AG | FMCQF | 650,000 | $15.5M | 0.77% |
| 47 | BEAM THERAPEUTICS INC | BEAM | 550,000 | $15.2M | 0.76% |
| 48 | SOLENO THERAPEUTICS INC | SLNO | 325,000 | $15.0M | 0.75% |
| 49 | RADNET INC | RDNT | 200,000 | $14.3M | 0.71% |
| 50 | SCHOLAR ROCK HLDG CORP | SRRK | 300,000 | $13.2M | 0.66% |
| 51 | ARCELLX INC | ACLX | 200,000 | $13.0M | 0.65% |
| 52 | QUEST DIAGNOSTICS INC | DGX | 75,000 | $13.0M | 0.65% |
| 53 | SANA BIOTECHNOLOGY INC | SANA | 3,000,000 | $12.2M | 0.61% |
| 54 | PROTARA THERAPEUTICS INC | TARA | 2,250,000 | $12.0M | 0.60% |
| 55 | PRAXIS PRECISION MEDICINES I | PRAX | 40,000 | $11.8M | 0.59% |
| 56 | DIANTHUS THERAPEUTICS INC | DNTH | 275,000 | $11.3M | 0.56% |
| 57 | ENVISTA HOLDINGS CORPORATION | NVST | 500,000 | $10.9M | 0.54% |
| 58 | ENCOMPASS HEALTH CORP | EHC | 100,000 | $10.6M | 0.53% |
| 59 | ORIC PHARMACEUTICALS INC | ORIC | 1,200,000 | $9.8M | 0.49% |
| 60 | MINERALYS THERAPEUTICS INC | MLYS | 250,000 | $9.1M | 0.45% |
| 61 | CHARLES RIV LABS INTL INC | 159864107 | 45,000 | $9.0M | 0.45% |
| 62 | CELCUITY INC | CELC | 80,000 | $8.0M | 0.40% |
| 63 | INSPIRE MED SYS INC | 457730109 | 75,000 | $6.9M | 0.34% |
| 64 | ALTO NEUROSCIENCE INC | ANRO | 375,000 | $6.7M | 0.33% |
| 65 | LANTHEUS HLDGS INC | LNTH | 100,000 | $6.7M | 0.33% |
| 66 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 100,000 | $6.6M | 0.33% |
| 67 | BRUKER CORP | BRKRP | 125,000 | $5.9M | 0.29% |
| 68 | NURIX THERAPEUTICS INC | NRIX | 300,000 | $5.7M | 0.28% |
| 69 | ELANCO ANIMAL HEALTH INC | ELAN | 250,000 | $5.7M | 0.28% |
| 70 | APELLIS PHARMACEUTICALS INC | APLS | 200,000 | $5.0M | 0.25% |
| 71 | REZOLUTE INC | RZLT | 2,000,000 | $4.7M | 0.23% |
| 72 | MIND MEDICINE MINDMED INC | 60255C885 | 350,000 | $4.7M | 0.23% |
| 73 | SYNDAX PHARMACEUTICALS INC | SNDX | 200,000 | $4.2M | 0.21% |
| 74 | MAZE THERAPEUTICS INC | MAZE | 100,000 | $4.1M | 0.21% |
| 75 | EYEPOINT INC | EYPT | 200,000 | $3.7M | 0.18% |
| 76 | INHIBIKASE THERAPEUTICS INC | IKT | 1,750,000 | $3.6M | 0.18% |
| 77 | VIKING THERAPEUTICS INC | VKTX | 100,000 | $3.5M | 0.17% |
| 78 | STRUCTURE THERAPEUTICS INC | GPCR | 50,000 | $3.5M | 0.17% |
| 79 | SIGHT SCIENCES INC | SGHT | 425,000 | $3.4M | 0.17% |
| 80 | GOSSAMER BIO INC | GOSS | 1,000,000 | $3.1M | 0.15% |
| 81 | OSCAR HEALTH INC | OSCR | 200,000 | $2.9M | 0.14% |
| 82 | LB PHARMACEUTICALS INC | LBRX | 100,000 | $2.2M | 0.11% |
| 83 | EVOMMUNE INC | EVMN | 125,000 | $2.1M | 0.11% |
| 84 | TENAX THERAPEUTICS INC | TENX | 167,000 | $2.0M | 0.10% |
| 85 | TANGO THERAPEUTICS INC | TNGX | 200,000 | $1.8M | 0.09% |
| 86 | BIOCRYST PHARMACEUTICALS INC | BCRX | 200,000 | $1.6M | 0.08% |