Filed: 11/14/2025ACC: 0001172661-25-004839
📋 What this filing means
INTEGRAL HEALTH ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $1.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$1.48B
Total AUM (reported)
38.27M
Total Shares
Allocation by class
COM$744.66M50.4%
COM PAR $.01$244.82M16.6%
COM NEW$210.33M14.2%
CL A$72.98M4.9%
SPONSORED ADR$72.44M4.9%
SHS$60.66M4.1%
ORDINARY SHARES$28.44M1.9%
Portfolio Concentration
Top 3$423.89M28.7%
4–10$261.14M17.7%
11–25$332.25M22.5%
Rest$460.83M31.2%
Top 3 weight
28.7%
Top 10 weight
46.3%
Voting Authority Distribution
Total shares with voting rights: 38.27M
Sole
Full voting authority
38.27M
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)
Sole74
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings74
Rows:
INSMED INC
SOLEShares1.70M
TypeSH
Market value$244.82M
16.56%
Sole
1.70M
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares2.15M
TypeSH
Market value$118.16M
7.99%
Sole
2.15M
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares300K
TypeSH
Market value$60.91M
4.12%
Sole
300K
Shared
0.00
None
0.00
MINERALYS THERAPEUTICS INC
SOLEShares1.50M
TypeSH
Market value$56.88M
3.85%
Sole
1.50M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares1.70M
TypeSH
Market value$49.40M
3.34%
Sole
1.70M
Shared
0.00
None
0.00
UNIQURE NV
SOLEShares600K
TypeSH
Market value$35.02M
2.37%
Sole
600K
Shared
0.00
None
0.00
BRIGHTSPRING HEALTH SVCS INC
SOLEShares1.15M
TypeSH
Market value$33.99M
2.30%
Sole
1.15M
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares300K
TypeSH
Market value$29.29M
1.98%
Sole
300K
Shared
0.00
None
0.00
NEWAMSTERDAM PHARMA COMPANY
SOLEShares1M
TypeSH
Market value$28.44M
1.92%
Sole
1M
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares50K
TypeSH
Market value$28.11M
1.90%
Sole
50K
Shared
0.00
None
0.00
ALIGNMENT HEALTHCARE INC
SOLEShares1.60M
TypeSH
Market value$27.92M
1.89%
Sole
1.60M
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares60K
TypeSH
Market value$27.36M
1.85%
Sole
60K
Shared
0.00
None
0.00
NOVARTIS AG
SOLEShares200K
TypeSH
Market value$25.65M
1.74%
Sole
200K
Shared
0.00
None
0.00
ENCOMPASS HEALTH CORP
SOLEShares200K
TypeSH
Market value$25.40M
1.72%
Sole
200K
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares1.50M
TypeSH
Market value$24.33M
1.65%
Sole
1.50M
Shared
0.00
None
0.00
ASTRAZENECA PLC
SOLEShares300K
TypeSH
Market value$23.02M
1.56%
Sole
300K
Shared
0.00
None
0.00
RADNET INC
SOLEShares300K
TypeSH
Market value$22.86M
1.55%
Sole
300K
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares220K
TypeSH
Market value$22.22M
1.50%
Sole
220K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares400K
TypeSH
Market value$22.20M
1.50%
Sole
400K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares150K
TypeSH
Market value$21.06M
1.42%
Sole
150K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares130K
TypeSH
Market value$20.40M
1.38%
Sole
130K
Shared
0.00
None
0.00
REZOLUTE INC
SOLEShares2M
TypeSH
Market value$18.80M
1.27%
Sole
2M
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares400K
TypeSH
Market value$18.68M
1.26%
Sole
400K
Shared
0.00
None
0.00
QUEST DIAGNOSTICS INC
SOLEShares85K
TypeSH
Market value$16.20M
1.10%
Sole
85K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares50K
TypeSH
Market value$16.16M
1.09%
Sole
50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INSMED INCSOLE | COM PAR $.01 | 1.70M | SH | $244.82M 16.56% | 1.70M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 2.15M | SH | $118.16M 7.99% | 2.15M | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 300K | SH | $60.91M 4.12% | 300K | 0.00 | 0.00 |
MINERALYS THERAPEUTICS INCSOLE | COM | 1.50M | SH | $56.88M 3.85% | 1.50M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 1.70M | SH | $49.40M 3.34% | 1.70M | 0.00 | 0.00 |
UNIQURE NVSOLE | SHS | 600K | SH | $35.02M 2.37% | 600K | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 1.15M | SH | $33.99M 2.30% | 1.15M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 300K | SH | $29.29M 1.98% | 300K | 0.00 | 0.00 |
NEWAMSTERDAM PHARMA COMPANYSOLE | ORDINARY SHARES | 1M | SH | $28.44M 1.92% | 1M | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 50K | SH | $28.11M 1.90% | 50K | 0.00 | 0.00 |
ALIGNMENT HEALTHCARE INCSOLE | COM | 1.60M | SH | $27.92M 1.89% | 1.60M | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 60K | SH | $27.36M 1.85% | 60K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 200K | SH | $25.65M 1.74% | 200K | 0.00 | 0.00 |
ENCOMPASS HEALTH CORPSOLE | COM | 200K | SH | $25.40M 1.72% | 200K | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 1.50M | SH | $24.33M 1.65% | 1.50M | 0.00 | 0.00 |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 300K | SH | $23.02M 1.56% | 300K | 0.00 | 0.00 |
RADNET INCSOLE | COM | 300K | SH | $22.86M 1.55% | 300K | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 220K | SH | $22.22M 1.50% | 220K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 400K | SH | $22.20M 1.50% | 400K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 150K | SH | $21.06M 1.42% | 150K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 130K | SH | $20.40M 1.38% | 130K | 0.00 | 0.00 |
REZOLUTE INCSOLE | COM NEW | 2M | SH | $18.80M 1.27% | 2M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 400K | SH | $18.68M 1.26% | 400K | 0.00 | 0.00 |
QUEST DIAGNOSTICS INCSOLE | COM | 85K | SH | $16.20M 1.10% | 85K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 50K | SH | $16.16M 1.09% | 50K | 0.00 | 0.00 |
Page 1 of 3