Integral Health Asset Management, LLC

New York, NY · CIK 1773206 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2020 · limited liability company

Assets managed$1.9bn
Staff12 · 8 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $60.2m gross assets
Websiteintegralhlth.com
Form ADV · 2026-03-26SEC adviser record

Legal entityINTEGRAL HEALTH ASSET MANAGEMENT, LLC (US)

Kindhedge funds
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 1

$2.4bn reported value +29.0% vs Q1 2026

89positions

46.5%in top 10

29 new 23 added 20 reduced 26 sold out vs Q1 2026

Options: 2 call positions ($38.2m notional), 1 put positions ($56.2m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	REVOLUTION MEDICINES INC COM RVMD	RVMD	1,500,000	$280.9m11.53%	11.53%	Unchanged
2	INSMED INC COM PAR $.01 INSM	INSM	1,600,000	$170.6m7.00%	7.00%	Added +100.0k	+100,000 6.7%
3	CYTOKINETICS INC COM NEW CYTK	CYTK	1,600,000	$136.3m5.59%	5.59%	Unchanged
4	CVS HEALTH CORP COM CVS	CVS	1,100,000	$113.8m4.67%	4.67%	Added +950.0k	+950,000 633.3%
5	EDGEWISE THERAPEUTICS INC COM EWTX	EWTX	2,000,000	$81.3m3.33%	3.33%	Added +400.0k	+400,000 25.0%
6	VERA THERAPEUTICS INC CL A VERA	VERA	1,750,000	$75.1m3.08%	3.08%	Added +150.0k	+150,000 9.4%
7	AXSOME THERAPEUTICS INC COM AXSM	AXSM	300,000	$73.4m3.01%	3.01%	Added +265.0k	+265,000 757.1%
8	CARDINAL HEALTH INC COM CAH	CAH	300,000	$71.3m2.92%	2.92%	Added +30.0k	+30,000 11.1%
9	ROIVANT SCIENCES LTD SHS ROIV	ROIV	2,000,000	$70.8m2.90%	2.90%	Unchanged
10	RHYTHM PHARMACEUTICALS INC COM RYTM	RYTM	550,000	$61.1m2.51%	2.51%	Reduced -50.0k	-50,000 -8.3%
11	EDWARDS LIFESCIENCES CORP COM EW	EW	625,000	$56.5m2.32%	2.32%	Added +455.0k	+455,000 267.6%
12	ALIGNMENT HEALTHCARE INC COM ALHC	ALHC	2,000,000	$47.6m1.95%	1.95%	Reduced -575.0k	-575,000 -22.3%
13	MERCK & CO INC COM MRK	MRK	350,000	$45.0m1.85%	1.85%	Reduced -75.0k	-75,000 -17.6%
14	QUEST DIAGNOSTICS INC COM DGX	DGX	200,000	$42.4m1.74%	1.74%	Added +140.0k	+140,000 233.3%
15	UNIQURE NV SHS QURE	QURE	900,000	$41.5m1.70%	1.70%	Unchanged
16	SCHOLAR ROCK HLDG CORP COM SRRK	SRRK	750,000	$41.2m1.69%	1.69%	Added +250.0k	+250,000 50.0%
17	BOSTON SCIENTIFIC CORP COM BSX	BSX	900,000	$38.4m1.58%	1.58%	Added +350.0k	+350,000 63.6%
18	BRIGHTSPRING HEALTH SVCS INC COM BTSG	BTSG	550,000	$38.4m1.57%	1.57%	Reduced -700.0k	-700,000 -56.0%
19	ABBOTT LABS COM ABT	ABT	400,000	$36.3m1.49%	1.49%	New
20	UNITEDHEALTH GROUP INC COM UNH	UNH	85,000	$35.3m1.45%	1.45%	New
21	LIFESTANCE HEALTH GROUP INC COM LFST	LFST	3,000,000	$32.1m1.32%	1.32%	Reduced -1.3m	-1,300,000 -30.2%
22	NOVARTIS AG SPONSORED ADR NVS	NVS	200,000	$31.3m1.29%	1.29%	Reduced -50.0k	-50,000 -20.0%
23	TANGO THERAPEUTICS INC COM TNGX	TNGX	1,000,000	$31.3m1.28%	1.28%	Added +550.0k	+550,000 122.2%
24	TENET HEALTHCARE CORP COM NEW THC	THC	165,000	$30.9m1.27%	1.27%	New
25	SPYRE THERAPEUTICS INC COM NEW SYRE	SYRE	325,000	$28.9m1.18%	1.18%	New
26	NOVO-NORDISK A S ADR NVO	NVO	600,000	$28.8m1.18%	1.18%	New
27	DEFINIUM THERAPEUTICS INC COM SHS DFTX	DFTX	550,000	$25.9m1.06%	1.06%	Added +150.0k	+150,000 37.5%
28	NEUROCRINE BIOSCIENCES INC COM NBIX	NBIX	150,000	$25.3m1.04%	1.04%	Unchanged
29	REGENERON PHARMACEUTICALS COM REGN	REGN	40,000	$24.9m1.02%	1.02%	Reduced -45.0k	-45,000 -52.9%
30	BIOGEN INC COM BIIB	BIIB	100,000	$21.6m0.89%	0.89%	Added +40.0k	+40,000 66.7%
31	TRAVERE THERAPEUTICS INC COM TVTX	TVTX	375,000	$21.3m0.87%	0.87%	New
32	LANTHEUS HLDGS INC COM LNTH	LNTH	190,000	$21.1m0.86%	0.86%	Added +65.0k	+65,000 52.0%
33	GLAUKOS CORP COM GKOS	GKOS	150,000	$21.0m0.86%	0.86%	Reduced -25.0k	-25,000 -14.3%
34	ORIC PHARMACEUTICALS INC COM ORIC	ORIC	1,900,000	$20.6m0.84%	0.84%	Added +500.0k	+500,000 35.7%
35	BRIDGEBIO PHARMA INC COM BBIO	BBIO	275,000	$20.5m0.84%	0.84%	Unchanged
36	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	40,000	$19.9m0.82%	0.82%	Unchanged
37	ALUMIS INC COM ALMS	ALMS	700,000	$19.7m0.81%	0.81%	Reduced -100.0k	-100,000 -12.5%
38	ELEVANCE HEALTH INC COM ELV	ELV	50,000	$19.3m0.79%	0.79%	Reduced -25.0k	-25,000 -33.3%
39	CENTENE CORP DEL COM CNC	CNC	300,000	$19.3m0.79%	0.79%	Reduced -350.0k	-350,000 -53.9%
40	ERASCA INC COM ERAS	ERAS	1,000,000	$18.3m0.75%	0.75%	Added +300.0k	+300,000 42.9%
41	ELI LILLY & CO COM LLY	LLY	15,000	$18.0m0.74%	0.74%	Unchanged
42	ARROWHEAD PHARMACEUTICALS IN COM ARWR	ARWR	200,000	$16.3m0.67%	0.67%	Reduced -100.0k	-100,000 -33.3%
43	ENVISTA HOLDINGS CORPORATION COM NVST	NVST	600,000	$15.8m0.65%	0.65%	Added +250.0k	+250,000 71.4%
44	MEDTRONIC PLC SHS MDT	MDT	200,000	$15.6m0.64%	0.64%	New
45	WATERS CORP COM WAT	WAT	40,000	$15.0m0.62%	0.62%	New
46	LIVANOVA PLC SHS LIVN	LIVN	180,000	$14.8m0.61%	0.61%	Added +30.0k	+30,000 20.0%
47	FORTE BIOSCIENCES INC COM NEW FBRX	FBRX	675,000	$14.3m0.59%	0.59%	Added +525.0k	+525,000 350.0%
48	MADRIGAL PHARMACEUTICALS INC COM MDGL	MDGL	25,000	$13.4m0.55%	0.55%	Unchanged
49	PRAXIS PRECISION MEDICINES I COM NEW PRAX	PRAX	40,000	$13.4m0.55%	0.55%	Unchanged
50	ALTO NEUROSCIENCE INC COM SHS ANRO	ANRO	500,000	$13.2m0.54%	0.54%	Unchanged
51	MINERALYS THERAPEUTICS INC COM MLYS	MLYS	450,000	$12.1m0.50%	0.50%	Reduced -300.0k	-300,000 -40.0%
52	XENON PHARMACEUTICALS INC COM XENE	XENE	200,000	$12.1m0.50%	0.50%	Unchanged
53	ASCENDIS PHARMA A/S ORD SHS ASND	ASND	45,000	$12.0m0.49%	0.49%	New
54	ACADIA HEALTHCARE COMPANY IN COM ACHC	ACHC	400,000	$11.8m0.48%	0.48%	Added +200.0k	+200,000 100.0%
55	IRHYTHM TECHNOLOGIES INC COM IRTC	IRTC	90,000	$10.7m0.44%	0.44%	New
56	BIOHAVEN LTD COM BHVN	BHVN	700,000	$10.4m0.43%	0.43%	Reduced -300.0k	-300,000 -30.0%
57	BEAM THERAPEUTICS INC COM BEAM	BEAM	300,000	$10.3m0.42%	0.42%	Unchanged
58	INTEGRA LIFESCIENCES HLDGS C COM NEW IART	IART	550,000	$9.9m0.41%	0.41%	New
59	GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC	GEHC	150,000	$9.6m0.39%	0.39%	New
60	REGENXBIO INC COM RGNX	RGNX	800,000	$9.6m0.39%	0.39%	Reduced -700.0k	-700,000 -46.7%
61	ABSCI CORPORATION COM ABSI	ABSI	800,000	$9.3m0.38%	0.38%	New
62	BRUKER CORP COM BRKR	BRKR	150,000	$9.0m0.37%	0.37%	New
63	CENCORA INC COM COR	COR	30,000	$8.5m0.35%	0.35%	New
64	COGENT BIOSCIENCES INC COM COGT	COGT	200,000	$7.7m0.32%	0.32%	Reduced -150.0k	-150,000 -42.9%
65	ENLIVEN THERAPEUTICS INC COM ELVN	ELVN	150,000	$7.6m0.31%	0.31%	New
66	BIOAGE LABS INC COM BIOA	BIOA	300,000	$7.4m0.30%	0.30%	New
67	JAZZ PHARMACEUTICALS PLC SHS USD JAZZ	JAZZ	30,000	$7.2m0.30%	0.30%	New
68	SANA BIOTECHNOLOGY INC COM SANA	SANA	2,000,000	$7.0m0.29%	0.29%	Reduced -1.2m	-1,200,000 -37.5%
69	INVENTIVA SA ADS IVA	IVA	1,520,000	$5.7m0.24%	0.24%	Added +1.1m	+1,120,000 280.0%
70	PROTARA THERAPEUTICS INC COM STK TARA	TARA	1,500,000	$5.7m0.24%	0.24%	Reduced -250.0k	-250,000 -14.3%
71	ALKERMES PLC SHS ALKS	ALKS	100,000	$5.2m0.21%	0.21%	New
72	LB PHARMACEUTICALS INC COM SHS LBRX	LBRX	150,000	$4.9m0.20%	0.20%	Unchanged
73	KARDIGAN INC COM KARD	KARD	200,000	$4.8m0.20%	0.20%	New
74	BIONTECH SE SPONSORED ADS BNTX	BNTX	50,000	$4.7m0.19%	0.19%	New
75	INSPIRE MED SYS INC COM INSP	INSP	100,000	$4.5m0.18%	0.18%	New
76	TREVI THERAPEUTICS INC COM TRVI	TRVI	200,000	$3.7m0.15%	0.15%	New
77	IDEAYA BIOSCIENCES INC COM IDYA	IDYA	100,000	$3.7m0.15%	0.15%	New
78	CELLDEX THERAPEUTICS INC NEW COM NEW CLDX	CLDX	100,000	$3.7m0.15%	0.15%	New
79	SAVARA INC COM SVRA	SVRA	600,000	$3.7m0.15%	0.15%	Unchanged
80	RELMADA THERAPEUTICS INC COM RLMD	RLMD	500,000	$3.5m0.14%	0.14%	Added +50.0k	+50,000 11.1%
81	MOBIA MED INC COMMON STOCK MOBI	MOBI	250,000	$3.4m0.14%	0.14%	New
82	SIONNA THERAPEUTICS INC COM SION	SION	75,000	$3.3m0.14%	0.14%	Added +25.0k	+25,000 50.0%
83	VERADERMICS INC COMMON STOCK MANE	MANE	25,000	$3.1m0.13%	0.13%	New
84	INHIBIKASE THERAPEUTICS INC COM NEW IKT	IKT	1,350,000	$2.7m0.11%	0.11%	Unchanged
85	REZOLUTE INC COM NEW RZLT	RZLT	500,000	$2.6m0.11%	0.11%	Reduced -1.5m	-1,500,000 -75.0%
86	DENALI THERAPEUTICS INC COM DNLI	DNLI	100,000	$2.6m0.11%	0.11%	New
87	TENAX THERAPEUTICS INC COM NEW TENX	TENX	167,000	$2.4m0.10%	0.10%	Unchanged
88	OLEMA PHARMACEUTICALS INC COM OLMA	OLMA	100,000	$1.3m0.05%	0.05%	Reduced -50.0k	-50,000 -33.3%
89	AURA BIOSCIENCES INC COM AURA	AURA	170,000	$1.2m0.05%	0.05%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ASTRAZENECA PLC AZN	AZN	250,000	$49.3m250.0k shares
ASCENDIS PHARMA A/S		115,000	$26.3m115.0k shares
FRESENIUS MEDICAL CARE AG FMS	FMS	775,000	$17.5m775.0k shares
INTUITIVE SURGICAL INC ISRG	ISRG	35,000	$16.1m35.0k shares
TARSUS PHARMACEUTICALS INC TARS	TARS	200,000	$14.0m200.0k shares
GILEAD SCIENCES INC GILD	GILD	100,000	$13.9m100.0k shares
ELANCO ANIMAL HEALTH INC ELAN	ELAN	550,000	$13.2m550.0k shares
DIANTHUS THERAPEUTICS INC DNTH	DNTH	150,000	$12.6m150.0k shares
DEXCOM INC DXCM	DXCM	175,000	$11.0m175.0k shares
SOLENO THERAPEUTICS INC SLNO	SLNO	325,000	$10.9m325.0k shares
DISC MEDICINE INC IRON	IRON	170,000	$10.9m170.0k shares
NURIX THERAPEUTICS INC NRIX	NRIX	700,000	$10.8m700.0k shares
COOPER COS INC COO	COO	150,000	$10.7m150.0k shares
THERMO FISHER SCIENTIFIC INC TMO	TMO	20,000	$9.8m20.0k shares
IONIS PHARMACEUTICALS INC IONS	IONS	125,000	$9.4m125.0k shares
CELCUITY INC CELC	CELC	80,000	$9.1m80.0k shares
SYNDAX PHARMACEUTICALS INC SNDX	SNDX	350,000	$8.2m350.0k shares
VIKING THERAPEUTICS INC VKTX	VKTX	250,000	$8.1m250.0k shares
CAPRICOR THERAPEUTICS INC CAPR	CAPR	200,000	$6.1m200.0k shares
IQVIA HLDGS INC IQV	IQV	35,000	$6.0m35.0k shares
PROTAGONIST THERAPEUTICS INC PTGX	PTGX	50,000	$5.3m50.0k shares
EVOMMUNE INC EVMN	EVMN	225,000	$5.2m225.0k shares
ZIMMER BIOMET HOLDINGS INC ZBH	ZBH	50,000	$4.5m50.0k shares
IMMUNOCORE HLDGS PLC IMCR	IMCR	100,000	$3.0m100.0k shares
MAZE THERAPEUTICS INC MAZE	MAZE	100,000	$3.0m100.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
REVOLUTION MEDICINES INC RVMD · Put	RVMD	Put	300,000	$56.2m300.0k shares	Reduced
IONIS PHARMACEUTICALS INC IONS · Call	IONS	Call	300,000	$23.8m300.0k shares	New
NOVO-NORDISK A S NVO · Call	NVO	Call	300,000	$14.4m300.0k shares	New