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13F holdings · Q2 2026

Integral Health Asset Management

New York, NY · files as Integral Health Asset Management, LLC
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1773206

Integral Health Asset Management reported 89 stocks worth $2.4B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RVMD (11.5%), INSM (7.0%) and CYTK (5.6%). Compared with Q1 2026, the fund opened new positions in ABT, UNH and THC, added to INSM, CVS and EWTX, trimmed RYTM, ALHC and MRK and sold out of AZN, ASND and FMS.

Reported value$2.4B+29.0% vs last quarter · $2.5B including options
Stocks held8929 new · 26 sold out
Top 5 weight32.1%spread out
Turnover51%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
RVMD
Revolution Medicines Inc
$281M11.5%1.5MNo change8 of 8
2
INSM
Insmed Inc
$171M7.0%1.6M+100K (+7%)8 of 8
3
CYTK
Cytokinetics Inc
$136M5.6%1.6MNo change8 of 8
4
CVS
Cvs Health Corp
$114M4.7%1.1M+950K (+633%)7 of 8
5
EWTX
Edgewise Therapeutics Inc
$81.3M3.3%2M+400K (+25%)7 of 8
6
VERA
Vera Therapeutics Inc
$75.1M3.1%1.8M+150K (+9%)8 of 8
7
AXSM
Axsome Therapeutics Inc
$73.4M3.0%300K+265K (+757%)2 of 8
8
CAH
Cardinal Health Inc
$71.3M2.9%300K+30K (+11%)6 of 8
9
ROIV
Roivant Sciences Ltd
$70.8M2.9%2MNo change6 of 8
10
RYTM
Rhythm Pharmaceuticals Inc
$61.1M2.5%550K−50K (−8%)6 of 8
🔒 79 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
AZN
Astrazeneca PLC Ord
$49.3M250K
ASND
Ascendis Pharma A/s
$26.3M115K
FMS
Fresenius Medical Care AG
$17.5M775K
ISRG
Intuitive Surgical Inc
$16.1M35K
TARS
Tarsus Pharmaceuticals Inc
$14M200K

🔒 Free account: see all 26.

Options

valued at the underlying shares
StockTypeValueSharesChange
RVMD
Revolution Medicines Inc
Put$56.2M300K−450,000
IONS
Ionis Pharmaceuticals Inc
Call$23.8M300K+300,000
NVO
Novo-Nordisk A S F
Call$14.4M300K+300,000

Reported value

last 8 quarters
$849MQ3 '24
$1.1BQ4 '24
$903MQ1 '25
$1.1BQ2 '25
$1.4BQ3 '25
$2BQ4 '25
$1.9BQ1 '26
$2.4BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Integral Health Asset Management 13F FAQ

What does Integral Health Asset Management own?

Integral Health Asset Management reported 89 stocks worth $2.4B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RVMD (11.5%), INSM (7.0%) and CYTK (5.6%). The table above lists every position in the filing (the top 10 without an account).

What did Integral Health Asset Management buy and sell in Q2 2026?

Compared with Q1 2026: 29 new positions, 23 added to, 20 trimmed and 26 sold out. New positions include ABT, UNH and THC. It sold all of AZN, ASND and FMS.

When will Integral Health Asset Management file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Integral Health Asset Management's portfolio worth?

The Q2 2026 filing reports $2.4B in US stocks ($2.5B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.