Integral Health Asset Management, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
INSMED INC	—	$217.55M	1,250,000	11.0%
Revolution Medicines, Inc.	—	$95.58M	1,200,000	4.8%
Vera Therapeutics, Inc.	—	$91.15M	1,800,000	4.6%
Cytokinetics Inc	—	$88.96M	1,400,000	4.5%
REGENERON PHARMACEUTICALS, INC.	—	$81.05M	105,000	4.1%
Medtronic plc	—	$64.84M	675,000	3.3%
Intuitive Surgical Inc	—	$62.30M	110,000	3.2%
RHYTHM PHARMACEUTICALS, INC.	—	$50.84M	475,000	2.6%
Alignment Healthcare, Inc.	—	$43.45M	2,200,000	2.2%
CARDINAL HEALTH INC	—	$41.10M	200,000	2.1%
CVS HEALTH Corp	—	$39.68M	500,000	2.0%
Edgewise Therapeutics, Inc.	—	$37.22M	1,500,000	1.9%
Glaukos Corp	—	$36.70M	325,000	1.9%
NOVARTIS AG	—	$34.47M	250,000	1.7%
Dexcom Inc	—	$33.19M	500,000	1.7%
ASTRAZENECA PLC	—	$32.18M	350,000	1.6%
TEVA PHARMACEUTICAL INDUSTRIES LTDTEVA	ADR	$31.21M	1,000,000	1.6%
Penumbra Inc	—	$31.09M	100,000	1.6%
TELEFLEX INC	—	$30.51M	250,000	1.5%
BrightSpring Health Services, Inc.	—	$28.09M	750,000	1.4%
Edwards Lifesciences Corp	—	$27.71M	325,000	1.4%
MINERALYS THERAPEUTICS INCMLYS	Common Stock	$27.22M	750,000	1.4%
Centene Corp	—	$26.75M	650,000	1.4%
COOPER COMPANIES, INC.	—	$26.64M	325,000	1.3%
Merck & Co., Inc.	—	$26.32M	250,000	1.3%
Alnylam Pharmaceuticals Inc	—	$23.86M	60,000	1.2%
iRhythm Holdings, Inc.	—	$23.07M	130,000	1.2%
UNIQURE NV	—	$21.54M	900,000	1.1%
ELI LILLY & Co	—	$21.49M	20,000	1.1%
BOSTON SCIENTIFIC CORP	—	$21.45M	225,000	1.1%
NEUROCRINE BIOSCIENCES INC	—	$21.27M	150,000	1.1%
LifeStance Health Group, Inc.LFST	Common Stock	$21.12M	3,000,000	1.1%
Elevance Health Inc	—	$21.03M	60,000	1.1%
Upstream Bio, Inc.UPB	Common Stock	$20.36M	750,000	1.0%
TENET HEALTHCARE CORP	—	$19.87M	100,000	1.0%
ASCENDIS PHARMA A/S	—	$19.19M	90,000	1.0%
Roivant Sciences Ltd.	—	$18.45M	850,000	0.9%
Doximity, Inc.	—	$17.71M	400,000	0.9%
BIOGEN INC.	—	$17.60M	100,000	0.9%
REGENXBIO Inc.	—	$17.28M	1,200,000	0.9%
Terns Pharmaceuticals, Inc.	—	$17.17M	425,000	0.9%
Biohaven Ltd.	—	$16.93M	1,500,000	0.9%
UNITEDHEALTH GROUP INC	—	$16.51M	50,000	0.8%
TARSUS PHARMACEUTICALS, INC.	—	$16.38M	200,000	0.8%
Fresenius Medical Care Holdings, Inc.FMS	ADR	$15.48M	650,000	0.8%
Beam Therapeutics Inc.	—	$15.25M	550,000	0.8%
SOLENO THERAPEUTICS, INC.	—	$15.05M	325,000	0.8%
RadNet, Inc.	—	$14.27M	200,000	0.7%
Scholar Rock Holding Corp	—	$13.21M	300,000	0.7%
Arcellx, Inc.	—	$13.04M	200,000	0.7%