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 |
|---|---|---|---|---|
| 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% |
Holdings in CELC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,131,200 | 80,000 | Shares | Sole | 2026-05-15 | |
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