Integral Health Asset Management

Integral Health Asset Management as of Sept. 30, 2025

Portfolio Holdings for Integral Health Asset Management

Integral Health Asset Management holds 74 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Insmed Com Par $.01 (INSM) 16.6 $245M 1.7M 144.01
Cytokinetics Com New Call Option (CYTK) 8.0 $118M 2.2M 54.96
Tenet Healthcare Corp Com New (THC) 4.1 $61M 300k 203.04
Mineralys Therapeutics (MLYS) 3.8 $57M 1.5M 37.92
Vera Therapeutics Cl A (VERA) 3.3 $49M 1.7M 29.06
Uniqure Nv SHS (QURE) 2.4 $35M 600k 58.37
Brightspring Health Svcs (BTSG) 2.3 $34M 1.2M 29.56
Boston Scientific Corporation (BSX) 2.0 $29M 300k 97.63
Newamsterdam Pharma Company Ordinary Shares Put Option (NAMS) 1.9 $28M 1.0M 28.44
Regeneron Pharmaceuticals (REGN) 1.9 $28M 50k 562.27
Alignment Healthcare (ALHC) 1.9 $28M 1.6M 17.45
Alnylam Pharmaceuticals (ALNY) 1.9 $27M 60k 456.00
Novartis Sponsored Adr (NVS) 1.7 $26M 200k 128.24
Encompass Health Corp (EHC) 1.7 $25M 200k 127.02
Edgewise Therapeutics (EWTX) 1.6 $24M 1.5M 16.22
Astrazeneca Sponsored Adr (AZN) 1.6 $23M 300k 76.72
RadNet (RDNT) 1.5 $23M 300k 76.21
Rhythm Pharmaceuticals (RYTM) 1.5 $22M 220k 100.99
Novo-nordisk A S Adr Put Option (NVO) 1.5 $22M 400k 55.49
Neurocrine Biosciences (NBIX) 1.4 $21M 150k 140.38
Cardinal Health (CAH) 1.4 $20M 130k 156.96
Rezolute Com New (RZLT) 1.3 $19M 2.0M 9.40
Revolution Medicines (RVMD) 1.3 $19M 400k 46.70
Quest Diagnostics Incorporated (DGX) 1.1 $16M 85k 190.58
Anthem (ELV) 1.1 $16M 50k 323.12
Elanco Animal Health (ELAN) 1.1 $16M 800k 20.14
Edwards Lifesciences (EW) 1.1 $16M 200k 77.77
Eli Lilly & Co. (LLY) 1.0 $15M 20k 763.00
CVS Caremark Corporation (CVS) 1.0 $15M 200k 75.39
Tarsus Pharmaceuticals (TARS) 1.0 $15M 250k 59.43
Medtronic SHS (MDT) 1.0 $14M 150k 95.24
Centene Corporation (CNC) 1.0 $14M 400k 35.68
Doximity Cl A (DOCS) 0.9 $13M 180k 73.15
Pfizer (PFE) 0.9 $13M 500k 25.48
Penumbra (PEN) 0.9 $13M 50k 253.32
Arcellx Common Stock (ACLX) 0.8 $12M 150k 82.10
Ascendis Pharma A/s Sponsored Adr (ASND) 0.8 $12M 60k 198.81
Fresenius Medical Care Sponsored Adr (FMS) 0.8 $12M 450k 26.33
McKesson Corporation (MCK) 0.8 $12M 15k 772.54
Agilent Technologies Inc C ommon (A) 0.8 $12M 90k 128.35
Roivant Sciences SHS (ROIV) 0.8 $11M 750k 15.13
Envista Hldgs Corp (NVST) 0.8 $11M 550k 20.37
Intuitive Surgical Com New (ISRG) 0.8 $11M 25k 447.23
Irhythm Technologies (IRTC) 0.8 $11M 65k 171.99
EXACT Sciences Corporation (EXAS) 0.7 $11M 200k 54.71
Upstream Bio (UPB) 0.7 $11M 575k 18.81
Oric Pharmaceuticals (ORIC) 0.7 $11M 900k 12.00
Regenxbio Inc equity us cm (RGNX) 0.7 $11M 1.1M 9.65
Oscar Health Cl A (OSCR) 0.7 $10M 550k 18.93
Dyne Therapeutics (DYN) 0.7 $10M 800k 12.65
Biohaven (BHVN) 0.7 $9.8M 650k 15.01
Beam Therapeutics (BEAM) 0.7 $9.7M 400k 24.27
Charles River Laboratories (CRL) 0.6 $9.4M 60k 156.46
Inspire Med Sys (INSP) 0.6 $8.9M 120k 74.20
Iqvia Holdings (IQV) 0.6 $8.5M 45k 189.94
Lifestance Health Group (LFST) 0.6 $8.3M 1.5M 5.50
Glaukos (GKOS) 0.6 $8.2M 100k 81.55
Arrowhead Pharmaceuticals (ARWR) 0.5 $7.8M 225k 34.49
Acadia Healthcare (ACHC) 0.5 $7.4M 300k 24.76
Terns Pharmaceuticals (TERN) 0.5 $7.1M 950k 7.51
Sana Biotechnology (SANA) 0.5 $7.1M 2.0M 3.55
Hologic (HOLX) 0.5 $6.7M 100k 67.49
Cooper Cos (COO) 0.4 $6.5M 95k 68.56
Protara Therapeutics Com Stk (TARA) 0.4 $6.1M 1.4M 4.35
Dianthus Therapeutics (DNTH) 0.4 $5.9M 150k 39.35
Apellis Pharmaceuticals (APLS) 0.4 $5.7M 250k 22.63
Johnson & Johnson (JNJ) 0.4 $5.6M 30k 185.42
Pharvaris N V (PHVS) 0.3 $5.0M 200k 24.95
Esperion Therapeutics (ESPR) 0.3 $4.0M 1.5M 2.65
Scholar Rock Hldg Corp (SRRK) 0.3 $3.7M 100k 37.24
Nurix Therapeutics (NRIX) 0.2 $3.2M 350k 9.24
Alto Neuroscience Com Shs (ANRO) 0.1 $1.6M 400k 4.02
Lb Pharmaceuticals Com Shs 0.1 $1.6M 100k 15.79
Tenax Therapeutics Com New (TENX) 0.1 $1.3M 167k 7.61