Filed: 5/15/2026ACC: 0001172661-26-002081
📋 What this filing means
INTEGRAL HEALTH ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $2.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$2.09B
Total AUM (reported)
51.57M
Total Shares
Allocation by class
COM$1.31B62.4%
COM PAR $.01$245.28M11.7%
COM NEW$222.87M10.7%
SPONSORED ADR$81.98M3.9%
SHS$79.65M3.8%
CL A$64.37M3.1%
ORD$49.30M2.4%
Portfolio Concentration
Top 3$684.08M32.7%
4–10$399.06M19.1%
11–25$450.98M21.6%
Rest$556.79M26.6%
Top 3 weight
32.7%
Top 10 weight
51.8%
Voting Authority Distribution
Total shares with voting rights: 51.57M
Sole
Full voting authority
51.57M
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)
Sole86
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings86
Rows:
REVOLUTION MEDICINES INC
SOLEShares2.75M
TypeSH
Market value$267.44M
12.79%
Sole
2.75M
Shared
0.00
None
0.00
INSMED INC
SOLEShares1.50M
TypeSH
Market value$245.28M
11.73%
Sole
1.50M
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares2.60M
TypeSH
Market value$171.37M
8.20%
Sole
2.60M
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares85K
TypeSH
Market value$65.67M
3.14%
Sole
85K
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares1.60M
TypeSH
Market value$64.37M
3.08%
Sole
1.60M
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares270K
TypeSH
Market value$57.05M
2.73%
Sole
270K
Shared
0.00
None
0.00
ROIVANT SCIENCES LTD
SOLEShares2M
TypeSH
Market value$55.40M
2.65%
Sole
2M
Shared
0.00
None
0.00
BRIGHTSPRING HEALTH SVCS INC
SOLEShares1.25M
TypeSH
Market value$53.26M
2.55%
Sole
1.25M
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares600K
TypeSH
Market value$52.18M
2.50%
Sole
600K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares425K
TypeSH
Market value$51.12M
2.45%
Sole
425K
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares1.60M
TypeSH
Market value$50.40M
2.41%
Sole
1.60M
Shared
0.00
None
0.00
ASTRAZENECA PLC
SOLEShares250K
TypeSH
Market value$49.30M
2.36%
Sole
250K
Shared
0.00
None
0.00
ALIGNMENT HEALTHCARE INC
SOLEShares2.58M
TypeSH
Market value$45.37M
2.17%
Sole
2.58M
Shared
0.00
None
0.00
NOVARTIS AG
SOLEShares250K
TypeSH
Market value$38.19M
1.83%
Sole
250K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares550K
TypeSH
Market value$34.51M
1.65%
Sole
550K
Shared
0.00
None
0.00
MINERALYS THERAPEUTICS INC
SOLEShares1.25M
TypeSH
Market value$33.86M
1.62%
Sole
1.25M
Shared
0.00
None
0.00
LIFESTANCE HEALTH GROUP INC
SOLEShares4.30M
TypeSH
Market value$27.39M
1.31%
Sole
4.30M
Shared
0.00
None
0.00
ASCENDIS PHARMA A/S
SOLEShares115K
TypeSH
Market value$26.30M
1.26%
Sole
115K
Shared
0.00
None
0.00
SCHOLAR ROCK HLDG CORP
SOLEShares500K
TypeSH
Market value$24.58M
1.18%
Sole
500K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares75K
TypeSH
Market value$21.96M
1.05%
Sole
75K
Shared
0.00
None
0.00
CENTENE CORP DEL
SOLEShares650K
TypeSH
Market value$21.28M
1.02%
Sole
650K
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares275K
TypeSH
Market value$20.42M
0.98%
Sole
275K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares150K
TypeSH
Market value$19.76M
0.95%
Sole
150K
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares175K
TypeSH
Market value$18.84M
0.90%
Sole
175K
Shared
0.00
None
0.00
ARROWHEAD PHARMACEUTICALS IN
SOLEShares300K
TypeSH
Market value$18.81M
0.90%
Sole
300K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REVOLUTION MEDICINES INCSOLE | COM | 2.75M | SH | $267.44M 12.79% | 2.75M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 1.50M | SH | $245.28M 11.73% | 1.50M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 2.60M | SH | $171.37M 8.20% | 2.60M | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 85K | SH | $65.67M 3.14% | 85K | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 1.60M | SH | $64.37M 3.08% | 1.60M | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 270K | SH | $57.05M 2.73% | 270K | 0.00 | 0.00 |
ROIVANT SCIENCES LTDSOLE | SHS | 2M | SH | $55.40M 2.65% | 2M | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 1.25M | SH | $53.26M 2.55% | 1.25M | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 600K | SH | $52.18M 2.50% | 600K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 425K | SH | $51.12M 2.45% | 425K | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 1.60M | SH | $50.40M 2.41% | 1.60M | 0.00 | 0.00 |
ASTRAZENECA PLCSOLE | ORD | 250K | SH | $49.30M 2.36% | 250K | 0.00 | 0.00 |
ALIGNMENT HEALTHCARE INCSOLE | COM | 2.58M | SH | $45.37M 2.17% | 2.58M | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 250K | SH | $38.19M 1.83% | 250K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 550K | SH | $34.51M 1.65% | 550K | 0.00 | 0.00 |
MINERALYS THERAPEUTICS INCSOLE | COM | 1.25M | SH | $33.86M 1.62% | 1.25M | 0.00 | 0.00 |
LIFESTANCE HEALTH GROUP INCSOLE | COM | 4.30M | SH | $27.39M 1.31% | 4.30M | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 115K | SH | $26.30M 1.26% | 115K | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPSOLE | COM | 500K | SH | $24.58M 1.18% | 500K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 75K | SH | $21.96M 1.05% | 75K | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 650K | SH | $21.28M 1.02% | 650K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 275K | SH | $20.42M 0.98% | 275K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 150K | SH | $19.76M 0.95% | 150K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 175K | SH | $18.84M 0.90% | 175K | 0.00 | 0.00 |
ARROWHEAD PHARMACEUTICALS INSOLE | COM | 300K | SH | $18.81M 0.90% | 300K | 0.00 | 0.00 |
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