Integral Health Asset Management as of Sept. 30, 2024
Portfolio Holdings for Integral Health Asset Management
Integral Health Asset Management holds 66 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Insmed Com Par $.01 (INSM) | 11.9 | $106M | 1.5M | 73.00 | |
| Tenet Healthcare Corp Com New (THC) | 9.9 | $88M | 530k | 166.20 | |
| Boston Scientific Corporation (BSX) | 5.2 | $46M | 550k | 83.80 | |
| Cytokinetics Com New (CYTK) | 4.5 | $40M | 750k | 52.80 | |
| Longboard Pharmaceuticals In | 3.9 | $35M | 1.1M | 33.33 | |
| Inspire Med Sys (INSP) | 3.8 | $34M | 160k | 211.05 | |
| Medtronic SHS (MDT) | 3.0 | $27M | 300k | 90.03 | |
| Blueprint Medicines (BPMC) | 3.0 | $27M | 290k | 92.50 | |
| Encompass Health Corp (EHC) | 3.0 | $27M | 275k | 96.64 | |
| Novartis Sponsored Adr (NVS) | 2.6 | $23M | 200k | 115.02 | |
| Arcellx Common Stock (ACLX) | 2.6 | $23M | 275k | 83.51 | |
| Merck & Co (MRK) | 2.6 | $23M | 200k | 113.56 | |
| Vera Therapeutics Cl A (VERA) | 2.5 | $22M | 500k | 44.20 | |
| Quest Diagnostics Incorporated (DGX) | 2.1 | $19M | 120k | 155.25 | |
| Inari Medical Ord | 1.9 | $17M | 400k | 41.24 | |
| Revolution Medicines (RVMD) | 1.8 | $16M | 350k | 45.35 | |
| Viking Therapeutics Call Option (VKTX) | 1.8 | $16M | 250k | 63.31 | |
| Crinetics Pharmaceuticals In (CRNX) | 1.7 | $15M | 300k | 51.10 | |
| Regenxbio Inc equity us cm (RGNX) | 1.5 | $13M | 1.3M | 10.49 | |
| Edgewise Therapeutics Call Option (EWTX) | 1.5 | $13M | 500k | 26.69 | |
| Tarsus Pharmaceuticals (TARS) | 1.4 | $12M | 375k | 32.89 | |
| Cooper Cos (COO) | 1.4 | $12M | 110k | 110.34 | |
| Keros Therapeutics (KROS) | 1.3 | $12M | 200k | 58.07 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 1.2 | $11M | 220k | 50.42 | |
| Celldex Therapeutics Com New Call Option (CLDX) | 1.1 | $10M | 300k | 33.99 | |
| Fresenius Medical Care Sponsored Adr (FMS) | 1.1 | $9.6M | 450k | 21.30 | |
| Bruker Corporation (BRKR) | 1.0 | $9.3M | 135k | 69.06 | |
| Bristol Myers Squibb (BMY) | 1.0 | $9.1M | 175k | 51.74 | |
| Eli Lilly & Co. (LLY) | 1.0 | $8.9M | 10k | 885.94 | |
| Dex (DXCM) | 0.9 | $8.0M | 120k | 67.04 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.9 | $8.0M | 400k | 19.88 | |
| Sana Biotechnology (SANA) | 0.8 | $7.5M | 1.8M | 4.16 | |
| Teleflex Incorporated (TFX) | 0.8 | $7.4M | 30k | 247.32 | |
| Brightspring Health Svcs (BTSG) | 0.8 | $7.3M | 500k | 14.68 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.8 | $7.0M | 150k | 46.98 | |
| Alnylam Pharmaceuticals (ALNY) | 0.8 | $6.9M | 25k | 275.03 | |
| Applied Therapeutics (APLT) | 0.8 | $6.8M | 800k | 8.50 | |
| Jasper Therapeutics Com New (JSPR) | 0.7 | $6.6M | 350k | 18.81 | |
| Tandem Diabetes Care Com New (TNDM) | 0.7 | $6.4M | 150k | 42.41 | |
| Biontech Se Sponsored Ads (BNTX) | 0.7 | $5.9M | 50k | 118.77 | |
| Quidel Corp (QDEL) | 0.6 | $5.7M | 125k | 45.60 | |
| Miragen Therapeutics (VRDN) | 0.6 | $5.7M | 250k | 22.75 | |
| Evolent Health Cl A (EVH) | 0.6 | $5.7M | 200k | 28.28 | |
| EXACT Sciences Corporation (EXAS) | 0.6 | $5.4M | 80k | 68.12 | |
| Iqvia Holdings (IQV) | 0.5 | $4.7M | 20k | 236.97 | |
| Tenaya Therapeutics (TNYA) | 0.5 | $4.6M | 2.4M | 1.93 | |
| Twist Bioscience Corp (TWST) | 0.5 | $4.5M | 100k | 45.18 | |
| Nurix Therapeutics (NRIX) | 0.5 | $4.5M | 200k | 22.47 | |
| Mineralys Therapeutics (MLYS) | 0.5 | $4.3M | 356k | 12.11 | |
| Mereo Biopharma Group Spon Ads (MREO) | 0.5 | $4.1M | 1.0M | 4.11 | |
| PerkinElmer (RVTY) | 0.4 | $3.8M | 30k | 127.75 | |
| 89bio (ETNB) | 0.4 | $3.7M | 500k | 7.40 | |
| Myriad Genetics (MYGN) | 0.4 | $3.4M | 125k | 27.39 | |
| Fate Therapeutics (FATE) | 0.4 | $3.4M | 975k | 3.50 | |
| Pliant Therapeutics (PLRX) | 0.4 | $3.4M | 300k | 11.21 | |
| Neurogene (NGNE) | 0.3 | $2.9M | 70k | 41.96 | |
| Terns Pharmaceuticals (TERN) | 0.3 | $2.5M | 300k | 8.34 | |
| Scholar Rock Hldg Corp (SRRK) | 0.2 | $2.2M | 275k | 8.01 | |
| Cabaletta Bio (CABA) | 0.2 | $2.1M | 450k | 4.72 | |
| Intellia Therapeutics (NTLA) | 0.2 | $2.1M | 100k | 20.55 | |
| Uniqure Nv SHS (QURE) | 0.2 | $2.0M | 400k | 4.93 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $1.9M | 20k | 93.85 | |
| Staar Surgical Com Par $0.01 (STAA) | 0.2 | $1.9M | 50k | 37.15 | |
| Tango Therapeutics (TNGX) | 0.2 | $1.5M | 200k | 7.70 | |
| Rezolute Com New (RZLT) | 0.1 | $1.2M | 250k | 4.85 | |
| Kyverna Therapeutics (KYTX) | 0.1 | $978k | 200k | 4.89 |