Institutional Fund
Integral Health Asset Management, LLC
New York, NYCIK 17732065 filings on record
Portfolio Value
$1.89B
Q1 2026
Holdings
86
Reported positions
New Buys
28
Opened this quarter
QoQ Change
-4.2%
from $1.97B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Insmed Inc13.0%
- Revolution Medicines Inc7.7%
- Cytokinetics Inc5.6%
- Regeneron Pharmaceuticals3.5%
- Vera Therapeutics Inc3.4%
- Cardinal Health Inc3.0%
- Other63.8%
Portfolio Holdings
86 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Insmed Inc | 1.50M | $245.28M | 13.0% | +250.0K | Added |
| 2 | Revolution Medicines Inc | 1.50M | $145.88M | 7.7% | +300.0K | Added |
| 3 | Cytokinetics Inc | 1.60M | $105.46M | 5.6% | +200.0K | Added |
| 4 | Regeneron Pharmaceuticals | 85.0K | $65.67M | 3.5% | −20.0K | Reduced |
| 5 | Vera Therapeutics Inc | 1.60M | $64.37M | 3.4% | −200.0K | Reduced |
| 6 | Cardinal Health Inc | 270.0K | $57.05M | 3.0% | +70.0K | Added |
| 7 | Roivant Sciences Ltd | 2.00M | $55.40M | 2.9% | +1.15M | Added |
| 8 | Brightspring Health Svcs Inc | 1.25M | $53.26M | 2.8% | +500.0K | Added |
| 9 | Rhythm Pharmaceuticals Inc | 600.0K | $52.18M | 2.8% | +125.0K | Added |
| 10 | Merck & Co Inc | 425.0K | $51.12M | 2.7% | +175.0K | Added |
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