Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Integral Health Asset Management, LLC (CIK 1773206) reported $2.09B across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RVMD ($267.4M, 12.79%), INSM ($245.3M, 11.73%), CYTK ($171.4M, 8.20%), REGN ($65.7M, 3.14%), VERA ($64.4M, 3.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $267.4M | 12.79% | 2.8M | Added |
| 2 | INSM | INSMED INC | $245.3M | 11.73% | 1.5M | Added |
| 3 | CYTK | CYTOKINETICS INC | $171.4M | 8.20% | 2.6M | Added |
| 4 | REGN | REGENERON PHARMACEUTICALS | $65.7M | 3.14% | 85,000 | Trimmed |
| 5 | VERA | VERA THERAPEUTICS INC | $64.4M | 3.08% | 1.6M | Trimmed |
| 6 | CAH | CARDINAL HEALTH INC | $57.1M | 2.73% | 270,000 | Added |
| 7 | ROIV | ROIVANT SCIENCES LTD | $55.4M | 2.65% | 2.0M | Added |
| 8 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $53.3M | 2.55% | 1.2M | Added |
| 9 | RYTM | RHYTHM PHARMACEUTICALS INC | $52.2M | 2.50% | 600,000 | Added |
| 10 | MRK | MERCK & CO INC | $51.1M | 2.45% | 425,000 | Added |
| 11 | EWTX | EDGEWISE THERAPEUTICS INC | $50.4M | 2.41% | 1.6M | Added |
| 12 | AZNCF | ASTRAZENECA PLC | $49.3M | 2.36% | 250,000 | New |
| 13 | ALHC | ALIGNMENT HEALTHCARE INC | $45.4M | 2.17% | 2.6M | Added |
| 14 | NVS | NOVARTIS AG | $38.2M | 1.83% | 250,000 | Hold |
| 15 | BSX | BOSTON SCIENTIFIC CORP | $34.5M | 1.65% | 550,000 | Added |
| 16 | MLYS | MINERALYS THERAPEUTICS INC | $33.9M | 1.62% | 1.2M | Added |
| 17 | LFST | LIFESTANCE HEALTH GROUP INC | $27.4M | 1.31% | 4.3M | Added |
| 18 | ASND | ASCENDIS PHARMA A/S | $26.3M | 1.26% | 115,000 | Added |
| 19 | SRRK | SCHOLAR ROCK HLDG CORP | $24.6M | 1.18% | 500,000 | Added |
| 20 | ELV | ELEVANCE HEALTH INC FORMERLY | $22.0M | 1.05% | 75,000 | Added |
| 21 | CNC | CENTENE CORP DEL | $21.3M | 1.02% | 650,000 | Hold |
| 22 | BBIO | BRIDGEBIO PHARMA INC | $20.4M | 0.98% | 275,000 | New |
| 23 | NBIX | NEUROCRINE BIOSCIENCES INC | $19.8M | 0.95% | 150,000 | Hold |
| 24 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $18.8M | 0.90% | 300,000 | Added |
| 25 | GKOS | GLAUKOS CORP | $18.8M | 0.90% | 175,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31