Integral Health Asset Management as of March 31, 2024
Portfolio Holdings for Integral Health Asset Management
Integral Health Asset Management holds 77 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Viking Therapeutics Put Option (VKTX) | 5.7 | $62M | 750k | 82.00 | |
Insmed Com Par $.01 (INSM) | 4.5 | $49M | 1.8M | 27.13 | |
Tenet Healthcare Corp Com New (THC) | 4.1 | $45M | 425k | 105.11 | |
Boston Scientific Corporation (BSX) | 3.8 | $41M | 600k | 68.49 | |
Cytokinetics Com New (CYTK) | 2.9 | $32M | 450k | 70.11 | |
Merck & Co (MRK) | 2.9 | $31M | 235k | 131.95 | |
Encompass Health Corp (EHC) | 2.7 | $29M | 350k | 82.58 | |
Walgreen Boots Alliance (WBA) | 2.6 | $28M | 1.3M | 21.69 | |
Anthem (ELV) | 2.4 | $26M | 50k | 518.54 | |
Abbvie (ABBV) | 2.3 | $25M | 135k | 182.10 | |
Universal Hlth Svcs CL B (UHS) | 2.1 | $23M | 125k | 182.46 | |
Novartis Sponsored Adr (NVS) | 2.0 | $22M | 225k | 96.73 | |
Tarsus Pharmaceuticals (TARS) | 2.0 | $21M | 590k | 36.35 | |
Moonlake Immunotherapeutics Class A Ord Call Option (MLTX) | 2.0 | $21M | 420k | 50.23 | |
Longboard Pharmaceuticals In (LBPH) | 2.0 | $21M | 975k | 21.60 | |
Humana (HUM) | 1.9 | $21M | 60k | 346.72 | |
Neurocrine Biosciences (NBIX) | 1.9 | $21M | 150k | 137.92 | |
Bruker Corporation (BRKR) | 1.9 | $21M | 220k | 93.94 | |
Intuitive Surgical Com New (ISRG) | 1.9 | $20M | 50k | 399.09 | |
Blueprint Medicines (BPMC) | 1.8 | $20M | 210k | 94.86 | |
Arcellx Common Stock (ACLX) | 1.6 | $18M | 255k | 69.55 | |
Charles River Laboratories (CRL) | 1.6 | $18M | 65k | 270.95 | |
Regeneron Pharmaceuticals (REGN) | 1.5 | $16M | 17k | 962.49 | |
Regenxbio Inc equity us cm (RGNX) | 1.5 | $16M | 760k | 21.07 | |
Penumbra (PEN) | 1.5 | $16M | 70k | 223.18 | |
Vera Therapeutics Cl A (VERA) | 1.4 | $16M | 360k | 43.12 | |
Crinetics Pharmaceuticals In (CRNX) | 1.4 | $15M | 325k | 46.81 | |
Icon SHS (ICLR) | 1.4 | $15M | 45k | 335.95 | |
Crispr Therapeutics Namen Akt (CRSP) | 1.4 | $15M | 220k | 68.16 | |
Cigna Corp (CI) | 1.3 | $15M | 40k | 363.19 | |
Krystal Biotech (KRYS) | 1.3 | $14M | 80k | 177.93 | |
Dex (DXCM) | 1.3 | $14M | 100k | 138.70 | |
Revolution Medicines (RVMD) | 1.3 | $14M | 420k | 32.23 | |
Shockwave Med | 1.2 | $13M | 40k | 325.63 | |
Avantor (AVTR) | 1.2 | $13M | 500k | 25.57 | |
AmerisourceBergen (COR) | 1.1 | $12M | 50k | 242.99 | |
Tenaya Therapeutics (TNYA) | 1.1 | $12M | 2.3M | 5.23 | |
Cooper Cos (COO) | 1.0 | $11M | 110k | 101.46 | |
EXACT Sciences Corporation Call Option (EXAS) | 1.0 | $10M | 150k | 69.06 | |
Sana Biotechnology (SANA) | 0.9 | $9.8M | 980k | 10.00 | |
Inari Medical Ord (NARI) | 0.9 | $9.6M | 200k | 47.98 | |
Eli Lilly & Co. (LLY) | 0.9 | $9.3M | 12k | 777.96 | |
Repligen Corporation (RGEN) | 0.9 | $9.2M | 50k | 183.92 | |
Alpine Immune Sciences | 0.8 | $9.1M | 230k | 39.64 | |
Elanco Animal Health (ELAN) | 0.8 | $9.0M | 550k | 16.28 | |
Apellis Pharmaceuticals (APLS) | 0.8 | $8.8M | 150k | 58.78 | |
Intra Cellular Therapies (ITCI) | 0.8 | $8.7M | 125k | 69.20 | |
Evolent Health Cl A (EVH) | 0.8 | $8.2M | 250k | 32.79 | |
Tandem Diabetes Care Com New (TNDM) | 0.7 | $8.0M | 225k | 35.41 | |
4d Molecular Therapeutics In (FDMT) | 0.7 | $8.0M | 250k | 31.86 | |
Alnylam Pharmaceuticals (ALNY) | 0.7 | $7.5M | 50k | 149.45 | |
Oscar Health Cl A (OSCR) | 0.7 | $7.4M | 500k | 14.87 | |
Merus N V (MRUS) | 0.7 | $7.4M | 165k | 45.03 | |
Macrogenics (MGNX) | 0.7 | $7.4M | 500k | 14.72 | |
Cabaletta Bio (CABA) | 0.7 | $7.3M | 425k | 17.06 | |
Inspire Med Sys (INSP) | 0.7 | $7.1M | 33k | 214.79 | |
Alkermes SHS (ALKS) | 0.6 | $6.8M | 250k | 27.07 | |
Roivant Sciences SHS (ROIV) | 0.6 | $6.3M | 600k | 10.54 | |
Beigene Sponsored Adr (BGNE) | 0.6 | $6.3M | 40k | 156.39 | |
Relay Therapeutics (RLAY) | 0.6 | $6.0M | 725k | 8.30 | |
Scholar Rock Hldg Corp (SRRK) | 0.5 | $5.8M | 325k | 17.76 | |
PerkinElmer (RVTY) | 0.5 | $5.3M | 50k | 105.00 | |
Align Technology (ALGN) | 0.5 | $4.9M | 15k | 327.92 | |
Natera (NTRA) | 0.4 | $4.6M | 50k | 91.46 | |
Laboratory Corp Amer Hldgs Com New | 0.4 | $4.4M | 20k | 218.46 | |
Agilent Technologies Inc C ommon (A) | 0.4 | $4.4M | 30k | 145.51 | |
Spyre Therapeutics Com New (SYRE) | 0.4 | $3.8M | 100k | 37.93 | |
Sage Therapeutics (SAGE) | 0.3 | $3.7M | 200k | 18.74 | |
89bio (ETNB) | 0.3 | $3.5M | 300k | 11.64 | |
Editas Medicine (EDIT) | 0.3 | $3.3M | 450k | 7.42 | |
Autolus Therapeutics Spon Ads (AUTL) | 0.3 | $3.2M | 500k | 6.38 | |
Mereo Biopharma Group Spon Ads (MREO) | 0.3 | $3.1M | 950k | 3.30 | |
Guardant Health (GH) | 0.3 | $3.1M | 150k | 20.63 | |
Apogee Therapeutics (APGE) | 0.2 | $2.7M | 40k | 66.45 | |
Keros Therapeutics (KROS) | 0.2 | $2.6M | 40k | 66.20 | |
Axsome Therapeutics (AXSM) | 0.2 | $2.4M | 30k | 79.80 | |
Fate Therapeutics (FATE) | 0.1 | $1.5M | 200k | 7.34 |