Integral Health Asset Management, LLC

Fundamental diversified ★Signal healthcare specialist (91%) CIK 1773206
League rank
#143
in Fundamental diversified · #621 overall
Long book
$1.89B
Q1 2026
Positions
86
Top-10 weight
47%
concentration
Last quarter
+19.8%
SPY +14.8%
Turnover
48%
of book per quarter

Strategy in plain words

auto-generated from filings

Integral Health Asset Management, LLC is a diversified fundamental manager, specialised in healthcare (91% of the long book), running a $1.89B US long book across 86 positions.

The portfolio is moderately concentrated (top 10 ≈ 47% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: INSMED INC, REVOLUTION MEDICINES INC, CYTOKINETICS INC, REGENERON PHARMACEUTICALS, VERA THERAPEUTICS INC.

Over the last 9 quarters its long book ran on average 1.4pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-2.3%
Q2 2024
+6.2%
Q3 2024
-7.9%
Q4 2024
-4.7%
Q1 2025
+6.1%
Q2 2025
+26.8%
Q3 2025
+13.7%
Q4 2025
-5.2%
Q1 2026
+19.8%

Sector allocation

Healthcare
90%
Financials
5%
Consumer discretionary
3%
Other
1%
Materials
1%

Long book by quarter

$1.02B
Q1 2024
$1.00B
Q2 2024
$849.4M
Q3 2024
$1.13B
Q4 2024
$902.7M
Q1 2025
$1.07B
Q2 2025
$1.37B
Q3 2025
$1.97B
Q4 2025
$1.89B
Q1 2026

What does Integral Health own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
INSM INSMED INCHealthcare1.5M$245.3M13.0%+20.0%
RVMD REVOLUTION MEDICINES INCHealthcare1.5M$145.9M7.7%+25.0%
CYTK CYTOKINETICS INCHealthcare1.6M$105.5M5.6%+14.3%
REGN REGENERON PHARMACEUTICALSHealthcare85.0K$65.7M3.5%-19.0%
VERA VERA THERAPEUTICS INCHealthcare1.6M$64.4M3.4%-11.1%
CAH CARDINAL HEALTH INCConsumer discretionary270.0K$57.1M3.0%+35.0%
ROIV ROIVANT SCIENCES LTDHealthcare2.0M$55.4M2.9%+135.3%
BTSG BRIGHTSPRING HEALTH SERVICESHealthcare1.3M$53.3M2.8%+66.7%
RYTM RHYTHM PHARMACEUTICALS INCHealthcare600.0K$52.2M2.8%+26.3%
MRK MERCK & CO. INC.Healthcare425.0K$51.1M2.7%+70.0%
EWTX EDGEWISE THERAPEUTICS INCHealthcare1.6M$50.4M2.7%+6.7%
AZN ASTRAZENECA PLCHealthcare250.0K$49.3M2.6%New
ALHC ALIGNMENT HEALTHCARE INCFinancials2.6M$45.4M2.4%+17.0%
BSX BOSTON SCIENTIFIC CORPHealthcare550.0K$34.5M1.8%+144.4%
LFST LIFESTANCE HEALTH GROUP INCHealthcare4.3M$27.4M1.4%+43.3%
SRRK SCHOLAR ROCK HOLDING CORPHealthcare500.0K$24.6M1.3%+66.7%
ELV ELEVANCE HEALTH INCFinancials75.0K$22.0M1.2%+25.0%
CNC CENTENE CORPFinancials650.0K$21.3M1.1%Held
BBIO BRIDGEBIO PHARMA INCHealthcare275.0K$20.4M1.1%New
MLYS MINERALYS THERAPEUTICS INCHealthcare750.0K$20.3M1.1%Held
NBIX NEUROCRINE BIOSCIENCES INCHealthcare150.0K$19.8M1.0%Held
GKOS GLAUKOS CORPHealthcare175.0K$18.8M1.0%-46.2%
ARWR ARROWHEAD PHARMACEUTICALS INHealthcare300.0K$18.8M1.0%+200.0%
VRTX VERTEX PHARMACEUTICALS INCHealthcare40.0K$17.9M0.9%New
ORIC ORIC PHARMACEUTICALS INCHealthcare1.4M$17.7M0.9%+16.7%
ALMS ALUMIS INCHealthcare800.0K$17.6M0.9%New
ISRG INTUITIVE SURGICAL INCHealthcare35.0K$16.1M0.9%-68.2%
QURE UNIQURE NVHealthcare900.0K$14.7M0.8%Held
TARS TARSUS PHARMACEUTICALS INCHealthcare200.0K$14.0M0.7%Held
GILD GILEAD SCIENCES INCHealthcare100.0K$13.9M0.7%New
LLY ELI LILLY & COHealthcare15.0K$13.8M0.7%-25.0%
EW EDWARDS LIFESCIENCES CORPHealthcare170.0K$13.6M0.7%-47.7%
COGT COGENT BIOSCIENCES INCHealthcare350.0K$13.5M0.7%New
ELAN ELANCO ANIMAL HEALTH INCHealthcare550.0K$13.2M0.7%+120.0%
MDGL MADRIGAL PHARMACEUTICALS INCHealthcare25.0K$13.1M0.7%New
PRAX PRAXIS PRECISION MEDICINES IHealthcare40.0K$12.9M0.7%Held
DNTH DIANTHUS THERAPEUTICS INCHealthcare150.0K$12.6M0.7%-45.5%
RGNX REGENXBIO INCHealthcare1.5M$12.6M0.7%+25.0%
DGX QUEST DIAGNOSTICS INCHealthcare60.0K$11.8M0.6%-20.0%
XENE XENON PHARMACEUTICALS INCHealthcare200.0K$11.6M0.6%New
ERAS ERASCA INCHealthcare700.0K$11.3M0.6%New
ANRO ALTO NEUROSCIENCE INCHealthcare500.0K$11.2M0.6%+33.3%
BIIB BIOGEN INCHealthcare60.0K$11.0M0.6%-40.0%
DXCM DEXCOM INCHealthcare175.0K$11.0M0.6%-65.0%
SLNOEUR SOLENO THERAPEUTICS INC325.0K$10.9M0.6%Held
IRON DISC MEDICINE INCHealthcare170.0K$10.9M0.6%New
NRIX NURIX THERAPEUTICS INCHealthcare700.0K$10.8M0.6%+133.3%
CVS CVS HEALTH CORPHealthcare150.0K$10.8M0.6%-70.0%
COO COOPER COS INC/THEHealthcare150.0K$10.7M0.6%-53.8%
TMO THERMO FISHER SCIENTIFIC INCOther20.0K$9.8M0.5%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202690$2.09B canonicalSEC ↗
Q4 202513F-HRFeb 17, 202686$2.01B canonicalSEC ↗
Q3 202513F-HRNov 14, 202576$1.48B canonicalSEC ↗
Q2 202513F-HRAug 14, 202572$1.09B canonicalSEC ↗
Q1 202513F-HRMay 15, 202581$939.8M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202583$1.17B canonicalSEC ↗
Q3 202413F-HRNov 14, 202466$888.7M canonicalSEC ↗
Q2 202413F-HRAug 14, 202472$1.05B canonicalSEC ↗
Q1 202413F-HRMay 15, 202480$1.08B canonicalSEC ↗