Integral Health Asset Management, LLC
Top Portfolio Positions
86 positions ·
$2,090,923,180 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
2,750,000 | $267,437,500 | 12.79% | |
| INSM |
INSMED Inc
Healthcare
|
1,500,000 | $245,280,000 | 11.73% | |
| CYTK |
Cytokinetics Inc
Healthcare
|
2,600,000 | $171,366,000 | 8.20% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
85,000 | $65,674,400 | 3.14% | |
| VERA |
Vera Therapeutics, Inc.
Healthcare
|
1,600,000 | $64,368,000 | 3.08% | |
| CAH |
Cardinal Health Inc
Healthcare
|
270,000 | $57,053,700 | 2.73% | |
| ROIV |
Roivant Sciences Ltd.
Healthcare
|
2,000,000 | $55,400,000 | 2.65% | |
| BTSG |
BrightSpring Health Services, Inc.
Healthcare
|
1,250,000 | $53,262,500 | 2.55% | |
| RYTM |
Rhythm Pharmaceuticals, Inc.
Healthcare
|
600,000 | $52,182,000 | 2.50% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
425,000 | $51,123,250 | 2.45% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ARWR
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,810,000 | 300,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,639,000 | 100,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,760,250 | 225,000 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $2,229,500 | 175,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,170,000 | 275,000 | Shares | Sole | 2025-02-14 | |
| 2021-12-31 | $3,315,000 | 50,000 | Shares | Sole | 2022-02-02 | |
| 2020-12-31 | $3,836,500 | 50,000 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||