Filed: 8/14/2025ACC: 0001172661-25-003253
📋 What this filing means
INTEGRAL HEALTH ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $1.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$1.09B
Total AUM (reported)
32.12M
Total Shares
Allocation by class
COM$641.08M58.7%
COM PAR $.01$161.02M14.7%
COM NEW$115.55M10.6%
SPONSORED ADR$59.61M5.5%
SHS$45.88M4.2%
CL A$29.24M2.7%
COMMON STOCK$14.81M1.4%
Portfolio Concentration
Top 3$269.66M24.7%
4–10$233.95M21.4%
11–25$292.54M26.8%
Rest$296.14M27.1%
Top 3 weight
24.7%
Top 10 weight
46.1%
Voting Authority Distribution
Total shares with voting rights: 32.12M
Sole
Full voting authority
32.12M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole71
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings71
Rows:
INSMED INC
SOLEShares1.60M
TypeSH
Market value$161.02M
14.74%
Sole
1.60M
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares550K
TypeSH
Market value$59.08M
5.41%
Sole
550K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares1.50M
TypeSH
Market value$49.56M
4.54%
Sole
1.50M
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares275K
TypeSH
Market value$48.40M
4.43%
Sole
275K
Shared
0.00
None
0.00
ENCOMPASS HEALTH CORP
SOLEShares320K
TypeSH
Market value$39.24M
3.59%
Sole
320K
Shared
0.00
None
0.00
MINERALYS THERAPEUTICS INC
SOLEShares2.70M
TypeSH
Market value$36.53M
3.34%
Sole
2.70M
Shared
0.00
None
0.00
BRIGHTSPRING HEALTH SVCS INC
SOLEShares1.25M
TypeSH
Market value$29.49M
2.70%
Sole
1.25M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares1.15M
TypeSH
Market value$27.09M
2.48%
Sole
1.15M
Shared
0.00
None
0.00
QUEST DIAGNOSTICS INC
SOLEShares150K
TypeSH
Market value$26.94M
2.47%
Sole
150K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares50K
TypeSH
Market value$26.25M
2.40%
Sole
50K
Shared
0.00
None
0.00
NOVARTIS AG
SOLEShares200K
TypeSH
Market value$24.20M
2.22%
Sole
200K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares140K
TypeSH
Market value$23.52M
2.15%
Sole
140K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares60K
TypeSH
Market value$23.34M
2.14%
Sole
60K
Shared
0.00
None
0.00
RADNET INC
SOLEShares400K
TypeSH
Market value$22.76M
2.08%
Sole
400K
Shared
0.00
None
0.00
FRESENIUS MEDICAL CARE AG
SOLEShares750K
TypeSH
Market value$21.43M
1.96%
Sole
750K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares25K
TypeSH
Market value$19.49M
1.78%
Sole
25K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares150K
TypeSH
Market value$18.85M
1.73%
Sole
150K
Shared
0.00
None
0.00
UNIQURE NV
SOLEShares1.35M
TypeSH
Market value$18.82M
1.72%
Sole
1.35M
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares55K
TypeSH
Market value$17.93M
1.64%
Sole
55K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares200K
TypeSH
Market value$17.46M
1.60%
Sole
200K
Shared
0.00
None
0.00
CHARLES RIV LABS INTL INC
SOLEShares115K
TypeSH
Market value$17.45M
1.60%
Sole
115K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares200K
TypeSH
Market value$17.43M
1.60%
Sole
200K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares250K
TypeSH
Market value$17.25M
1.58%
Sole
250K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares700K
TypeSH
Market value$16.97M
1.55%
Sole
700K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares200K
TypeSH
Market value$15.64M
1.43%
Sole
200K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INSMED INCSOLE | COM PAR $.01 | 1.60M | SH | $161.02M 14.74% | 1.60M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 550K | SH | $59.08M 5.41% | 550K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 1.50M | SH | $49.56M 4.54% | 1.50M | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 275K | SH | $48.40M 4.43% | 275K | 0.00 | 0.00 |
ENCOMPASS HEALTH CORPSOLE | COM | 320K | SH | $39.24M 3.59% | 320K | 0.00 | 0.00 |
MINERALYS THERAPEUTICS INCSOLE | COM | 2.70M | SH | $36.53M 3.34% | 2.70M | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 1.25M | SH | $29.49M 2.70% | 1.25M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 1.15M | SH | $27.09M 2.48% | 1.15M | 0.00 | 0.00 |
QUEST DIAGNOSTICS INCSOLE | COM | 150K | SH | $26.94M 2.47% | 150K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 50K | SH | $26.25M 2.40% | 50K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 200K | SH | $24.20M 2.22% | 200K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 140K | SH | $23.52M 2.15% | 140K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 60K | SH | $23.34M 2.14% | 60K | 0.00 | 0.00 |
RADNET INCSOLE | COM | 400K | SH | $22.76M 2.08% | 400K | 0.00 | 0.00 |
FRESENIUS MEDICAL CARE AGSOLE | SPONSORED ADR | 750K | SH | $21.43M 1.96% | 750K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 25K | SH | $19.49M 1.78% | 25K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 150K | SH | $18.85M 1.73% | 150K | 0.00 | 0.00 |
UNIQURE NVSOLE | SHS | 1.35M | SH | $18.82M 1.72% | 1.35M | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 55K | SH | $17.93M 1.64% | 55K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 200K | SH | $17.46M 1.60% | 200K | 0.00 | 0.00 |
CHARLES RIV LABS INTL INCSOLE | COM | 115K | SH | $17.45M 1.60% | 115K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 200K | SH | $17.43M 1.60% | 200K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 250K | SH | $17.25M 1.58% | 250K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 700K | SH | $16.97M 1.55% | 700K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 200K | SH | $15.64M 1.43% | 200K | 0.00 | 0.00 |
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