Filed: 8/14/2026ACC: 0001172661-26-003449
📋 What this filing means
INTEGRAL HEALTH ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $2.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$2.53B
Total AUM (reported)
49.15M
Total Shares
Allocation by class
COM$1.72B68.1%
COM NEW$245.13M9.7%
COM PAR $.01$170.59M6.7%
SHS$147.92M5.8%
CL A$75.09M3.0%
COM SHS$43.94M1.7%
ADR$43.15M1.7%
Portfolio Concentration
Top 3$644.00M25.4%
4–10$546.69M21.6%
11–25$591.37M23.4%
Rest$749.67M29.6%
Top 3 weight
25.4%
Top 10 weight
47.0%
Voting Authority Distribution
Total shares with voting rights: 49.15M
Sole
Full voting authority
49.15M
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)
Sole90
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings90
Rows:
REVOLUTION MEDICINES INC
SOLEShares1.80M
TypeSH
Market value$337.10M
13.32%
Sole
1.80M
Shared
0.00
None
0.00
INSMED INC
SOLEShares1.60M
TypeSH
Market value$170.59M
6.74%
Sole
1.60M
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares1.60M
TypeSH
Market value$136.30M
5.38%
Sole
1.60M
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares1.10M
TypeSH
Market value$113.80M
4.49%
Sole
1.10M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares2M
TypeSH
Market value$81.26M
3.21%
Sole
2M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares1.75M
TypeSH
Market value$75.09M
2.97%
Sole
1.75M
Shared
0.00
None
0.00
AXSOME THERAPEUTICS INC.
SOLEShares300K
TypeSH
Market value$73.43M
2.90%
Sole
300K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares300K
TypeSH
Market value$71.27M
2.81%
Sole
300K
Shared
0.00
None
0.00
ROIVANT SCIENCES LTD
SOLEShares2M
TypeSH
Market value$70.78M
2.80%
Sole
2M
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares550K
TypeSH
Market value$61.07M
2.41%
Sole
550K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares625K
TypeSH
Market value$56.54M
2.23%
Sole
625K
Shared
0.00
None
0.00
ALIGNMENT HEALTHCARE INC
SOLEShares2M
TypeSH
Market value$47.62M
1.88%
Sole
2M
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares350K
TypeSH
Market value$44.98M
1.78%
Sole
350K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares900K
TypeSH
Market value$43.15M
1.70%
Sole
900K
Shared
0.00
None
0.00
QUEST DIAGNOSTICS INC
SOLEShares200K
TypeSH
Market value$42.39M
1.67%
Sole
200K
Shared
0.00
None
0.00
UNIQURE NV
SOLEShares900K
TypeSH
Market value$41.45M
1.64%
Sole
900K
Shared
0.00
None
0.00
SCHOLAR ROCK HLDG CORP
SOLEShares750K
TypeSH
Market value$41.25M
1.63%
Sole
750K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares900K
TypeSH
Market value$38.41M
1.52%
Sole
900K
Shared
0.00
None
0.00
BRIGHTSPRING HEALTH SVCS INC
SOLEShares550K
TypeSH
Market value$38.36M
1.52%
Sole
550K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares400K
TypeSH
Market value$36.30M
1.43%
Sole
400K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares85K
TypeSH
Market value$35.33M
1.40%
Sole
85K
Shared
0.00
None
0.00
LIFESTANCE HEALTH GROUP INC
SOLEShares3M
TypeSH
Market value$32.13M
1.27%
Sole
3M
Shared
0.00
None
0.00
NOVARTIS AG
SOLEShares200K
TypeSH
Market value$31.34M
1.24%
Sole
200K
Shared
0.00
None
0.00
TANGO THERAPEUTICS INC
SOLEShares1M
TypeSH
Market value$31.26M
1.23%
Sole
1M
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares165K
TypeSH
Market value$30.87M
1.22%
Sole
165K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REVOLUTION MEDICINES INCSOLE | COM | 1.80M | SH | $337.10M 13.32% | 1.80M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 1.60M | SH | $170.59M 6.74% | 1.60M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 1.60M | SH | $136.30M 5.38% | 1.60M | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 1.10M | SH | $113.80M 4.49% | 1.10M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 2M | SH | $81.26M 3.21% | 2M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 1.75M | SH | $75.09M 2.97% | 1.75M | 0.00 | 0.00 |
AXSOME THERAPEUTICS INC.SOLE | COM | 300K | SH | $73.43M 2.90% | 300K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 300K | SH | $71.27M 2.81% | 300K | 0.00 | 0.00 |
ROIVANT SCIENCES LTDSOLE | SHS | 2M | SH | $70.78M 2.80% | 2M | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 550K | SH | $61.07M 2.41% | 550K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 625K | SH | $56.54M 2.23% | 625K | 0.00 | 0.00 |
ALIGNMENT HEALTHCARE INCSOLE | COM | 2M | SH | $47.62M 1.88% | 2M | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 350K | SH | $44.98M 1.78% | 350K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 900K | SH | $43.15M 1.70% | 900K | 0.00 | 0.00 |
QUEST DIAGNOSTICS INCSOLE | COM | 200K | SH | $42.39M 1.67% | 200K | 0.00 | 0.00 |
UNIQURE NVSOLE | SHS | 900K | SH | $41.45M 1.64% | 900K | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPSOLE | COM | 750K | SH | $41.25M 1.63% | 750K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 900K | SH | $38.41M 1.52% | 900K | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 550K | SH | $38.36M 1.52% | 550K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 400K | SH | $36.30M 1.43% | 400K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 85K | SH | $35.33M 1.40% | 85K | 0.00 | 0.00 |
LIFESTANCE HEALTH GROUP INCSOLE | COM | 3M | SH | $32.13M 1.27% | 3M | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 200K | SH | $31.34M 1.24% | 200K | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 1M | SH | $31.26M 1.23% | 1M | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 165K | SH | $30.87M 1.22% | 165K | 0.00 | 0.00 |
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