Q2 2026 13F · SEC CIK 1773206

Integral Health Asset Management, LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.4B
Reported positions: 89
Top holdings a year, 3 yrs: +29.0%
Assets under management: $1.9B

Integral Health Asset Management, LLC is a hedge fund that reported 89 positions worth $2.4B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Revolution Medicines Inc (RVMD, 11.5%), Insmed Inc (INSM, 7.0%), Cytokinetics (CYTK, 5.6%). A portfolio copying its top holdings returned 29.0% a year over the last 3 years, against 20.4% for the S&P 500.

Integral Health Asset Management, LLC holdings largest 50 of 89 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Integral Health Asset Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
RVMDRevolution Medicines Inc	11.5%	7.7%	1,500,000	+0.0%	$280.9M
INSMInsmed Inc	7.0%	13.0%	1,600,000	+6.7%	$170.6M
CYTKCytokinetics	5.6%	5.6%	1,600,000	+0.0%	$136.3M
CVSCvs Health Corp	4.7%	—	1,100,000	—	$113.8M
EWTXEdgewise Therapeutics Inc	3.3%	2.7%	2,000,000	+25.0%	$81.3M
VERAVera Therapeutics Inc Class A	3.1%	3.4%	1,750,000	+9.4%	$75.1M
AXSMAxsome Therapeutics, Inc.	3.0%	—	300,000	—	$73.4M
CAHCardinal Health Inc	2.9%	3.0%	300,000	+11.1%	$71.3M
ROIVRoivant Sciences Ltd	2.9%	2.9%	2,000,000	+0.0%	$70.8M
RYTMRhythm Pharmaceuticals Inc	2.5%	2.8%	550,000	-8.3%	$61.1M
EWEdwards Lifesciences Corp	2.3%	0.7%	625,000	+267.6%	$56.5M
ALHCAlignment Healthcare Inc	2.0%	2.4%	2,000,000	-22.3%	$47.6M
MRKMerck & Co Inc	1.8%	2.7%	350,000	-17.6%	$45.0M
DGXQuest Diagnostics Inc	1.7%	0.6%	200,000	+233.3%	$42.4M
QUREUniqure NV	1.7%	0.8%	900,000	+0.0%	$41.5M
SRRKScholar Rock Hldg Corp	1.7%	1.3%	750,000	+50.0%	$41.3M
BSXBoston Scientific Corp	1.6%	1.8%	900,000	+63.6%	$38.4M
BTSGBrightspring Health Services I	1.6%	2.8%	550,000	-56.0%	$38.4M
ABTAbbott Laboratories	1.5%	—	400,000	—	$36.3M
UNHUnitedhealth Group Inc	1.4%	—	85,000	—	$35.3M
LFSTLifestance Health Group Inc	1.3%	1.4%	3,000,000	-30.2%	$32.1M
NVSNovartis AG	1.3%	2.0%	200,000	-20.0%	$31.3M
TNGXTango Therapeutics Inc	1.3%	—	1,000,000	—	$31.3M
THCTenet Healthcare Corp	1.3%	—	165,000	—	$30.9M
SYRESpyre Therapeutics	1.2%	—	325,000	—	$28.9M
NVONovo-Nordisk A S	1.2%	—	600,000	—	$28.8M
24477V105Definium Therapeutics Inc	1.1%	—	550,000	—	$25.9M
NBIXNeurocrine Biosciences Inc	1.0%	1.0%	150,000	+0.0%	$25.3M
REGNRegeneron Pharmaceuticals	1.0%	3.5%	40,000	-52.9%	$24.9M
BIIBBiogen Inc	0.9%	0.6%	100,000	+66.7%	$21.6M
TVTXTravere Therapeutics Inc	0.9%	—	375,000	—	$21.3M
LNTHLantheus Hldgs Inc	0.9%	—	190,000	—	$21.1M
GKOSGlaukos Corp	0.9%	1.0%	150,000	-14.3%	$21.0M
ORICOric Pharmaceuticals Inc	0.8%	0.9%	1,900,000	+35.7%	$20.6M
BBIOBridgebio Pharma Inc	0.8%	1.1%	275,000	+0.0%	$20.5M
VRTXVertex Pharmaceuticals Inc	0.8%	0.9%	40,000	+0.0%	$19.9M
ALMSAlumis Ord	0.8%	0.9%	700,000	-12.5%	$19.7M
ELVElevance Health Inc Formerly	0.8%	1.2%	50,000	-33.3%	$19.3M
CNCCentene Corp Del	0.8%	1.1%	300,000	-53.8%	$19.3M
ERASErasca, Inc.	0.8%	0.6%	1,000,000	+42.9%	$18.3M
LLYEli Lilly & Co	0.7%	0.7%	15,000	+0.0%	$18.0M
ARWRArrowhead Pharmaceuticals in	0.7%	1.0%	200,000	-33.3%	$16.3M
NVSTEnvista Holdings Corporation	0.6%	—	600,000	—	$15.8M
MDTMedtronic PLC	0.6%	—	200,000	—	$15.6M
WATWaters Corp	0.6%	—	40,000	—	$15.0M
LIVNLivanova PLC	0.6%	—	180,000	—	$14.8M
FBRXForte Biosciences Inc	0.6%	—	675,000	—	$14.3M
MDGLMadrigal Pharmaceuticals Inc	0.6%	0.7%	25,000	+0.0%	$13.4M
PRAXPraxis Precision Medicines I	0.5%	0.7%	40,000	+0.0%	$13.4M
ANROAlto Neuroscience Inc	0.5%	0.6%	500,000	+0.0%	$13.2M

What Integral Health Asset Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

EW Edwards Lifesciences Corp+267.6% shares
DGX Quest Diagnostics Inc+233.3% shares
BIIB Biogen Inc+66.7% shares
BSX Boston Scientific Corp+63.6% shares
SRRK Scholar Rock Hldg Corp+50.0% shares
ERAS Erasca, Inc.+42.9% shares
ORIC Oric Pharmaceuticals Inc+35.7% shares
EWTX Edgewise Therapeutics Inc+25.0% shares

Reduced

BTSG Brightspring Health Services I-56.0% shares
CNC Centene Corp Del-53.8% shares
REGN Regeneron Pharmaceuticals-52.9% shares
ELV Elevance Health Inc Formerly-33.3% shares
ARWR Arrowhead Pharmaceuticals in-33.3% shares
LFST Lifestance Health Group Inc-30.2% shares
ALHC Alignment Healthcare Inc-22.3% shares
NVS Novartis AG-20.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +35.6% /yr; S&P 500 +20.1%
3 years: +29.0% /yr; S&P 500 +20.4%
5 years: +12.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.4B	89
Q1 2026	$1.9B	86
Q4 2025	$2.0B	84
Q3 2025	$1.4B	72
Q2 2025	$1.1B	70
Q1 2025	$902.7M	76
Q4 2024	$1.1B	81
Q3 2024	$849.4M	63
Q2 2024	$1.0B	69
Q1 2024	$1.0B	76
Q4 2023	$692.5M	67
Q3 2023	$704.6M	62

Questions about Integral Health Asset Management, LLC's portfolio

What stocks does Integral Health Asset Management, LLC own?

Integral Health Asset Management, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 89 positions worth $2.4B. The largest are Revolution Medicines Inc (RVMD) at 11.5%, Insmed Inc (INSM) at 7.0%, Cytokinetics (CYTK) at 5.6%, Cvs Health Corp (CVS) at 4.7% and Edgewise Therapeutics Inc (EWTX) at 3.3%.

What did Integral Health Asset Management, LLC buy last quarter?

In Q2 2026, Integral Health Asset Management, LLC added Edwards Lifesciences Corp (EW) (+267.6% shares), Quest Diagnostics Inc (DGX) (+233.3% shares) and Biogen Inc (BIIB) (+66.7% shares), compared with its Q1 2026 filing.

What did Integral Health Asset Management, LLC sell last quarter?

In Q2 2026, Integral Health Asset Management, LLC cut from its top 50 Astrazeneca PLC (AZN), cut from its top 50 Ascendis Pharma A/s, cut from its top 50 Mineralys Therapeutics Inc (MLYS), cut from its top 50 Fresenius Medical Care AG (FMS), cut from its top 50 Intuitive Surgical Inc (ISRG), Brightspring Health Services I (BTSG) (-56.0% shares), Centene Corp Del (CNC) (-53.8% shares) and Regeneron Pharmaceuticals (REGN) (-52.9% shares), compared with its Q1 2026 filing.

How has Integral Health Asset Management, LLC's portfolio performed?

A portfolio copying Integral Health Asset Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +29.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +35.6% against +20.1%. Over 5 years: +12.5% a year against +11.6%.

When is Integral Health Asset Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Integral Health Asset Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Integral Health Asset Management, LLC manage?

Integral Health Asset Management, LLC reported $1.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.4B.